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Disclosery

OTIS OTIS WORLDWIDE CORP

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Stock (common), issuer CIK 1781335

1,280 managers (1,312 13F filers) reported a position in OTIS shares at 2025-12-31, 391,877,204 shares in all. 108 filers opened a position and 82 filers sold out during the quarter.

Managers
1,280
13F filers
1,312
New
108
Added
390
Reduced
485
Sold out
82
Shares held by filers
391,877,204

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PENSION & WEALTH MANAGEMENT ADVISORS, I…50$4.37K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…49$4.28K<0.01%013F-HR/ATimeline
Bruce G. Allen Investments, LLC49$4.28K<0.01%-1113F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …48$4.19K<0.01%013F-HRTimelineGroup
Aspect Partners, LLC47$4.11K<0.01%+813F-HRTimeline
HOEY INVESTMENTS, INC46$4.02K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC46$4.02K<0.01%-6013F-HRTimeline
Avion Wealth50$4K<0.01%-1813F-HRTimeline
Torren Management, LLC45$3.97K<0.01%13F-HRTimeline
S&T Bank/PA45$3.93K<0.01%-613F-HRTimeline
McIlrath & Eck, LLC45$3.93K<0.01%013F-HRTimeline
Kilter Group LLC44$3.84K<0.01%+2913F-HRTimeline
Lodestone Wealth Management LLC43$3.76K<0.01%new13F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.40$3.49K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC40$3.49K<0.01%013F-HRTimeline
Dunhill Financial, LLC38$3.35K<0.01%+313F-HRTimeline
Fortis Group Advisors, LLC38$3.32K<0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC37$3.23K<0.01%new13F-HR/ATimeline
Westend Capital Management, LLC33$2.88K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.32$2.81K<0.01%013F-HRTimeline
Graney & King, LLC31$2.73K<0.01%-3213F-HRTimeline
Bay Harbor Wealth Management, LLC30$2.62K<0.01%+913F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department29$2.53K<0.01%013F-HRTimelineGroup
Financial Freedom, LLC28$2.47K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC28$2.46K<0.01%-36813F-HRTimeline
DiNuzzo Private Wealth, Inc.28$2.45K<0.01%-213F-HRTimeline
PINNEY & SCOFIELD, INC.27$2.39K<0.01%013F-HRTimeline
PFS Partners, LLC27$2.35K<0.01%013F-HRTimeline
Pacific Center for Financial Services25$2.29K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp26$2.27K<0.01%-3513F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.26$2.24K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC25$2.18K0.03%013F-HRTimeline
Creative Capital Management Investments…24$2.1K<0.01%013F-HRTimeline
Navigoe, LLC25$2K<0.01%013F-HRTimeline
Security National Bank21$1.83K<0.01%013F-HRTimeline
Truvestments Capital LLC21$1.83K<0.01%013F-HRTimeline
Signature Resources Capital Management,…21$1.83K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.21$1.83K<0.01%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT20$1.75K<0.01%new13F-HRTimeline
SFAM, LLC20$1.75K<0.01%13F-HRTimeline
EQ WEALTH ADVISORS, LLC20$1.75K<0.01%new13F-HRTimeline
Asset Planning,Inc20$1.75K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC20$1.75K<0.01%-313F-HRTimeline
REDMONT WEALTH ADVISORS LLC19$1.66K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC18$1.57K<0.01%+113F-HRTimeline
Valued Wealth Advisors LLC17$1.49K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC16$1.4K<0.01%13F-HRTimeline
Sunrise Financial Services, LLC15$1.31K<0.01%13F-HRTimeline
Bogart Wealth, LLC14$1.22K<0.01%-713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.14$1.22K<0.01%13F-HRTimeline
Wealth Watch Advisors, INC13$1.14K<0.01%+513F-HRTimeline
Retirement Wealth Solutions LLC12$1.05K<0.01%+113F-HRTimeline
Game Plan Financial Advisors, LLC12$1.05K<0.01%013F-HRTimeline
Fairscale Capital, LLC12$1.05K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC9$787<0.01%+113F-HRTimeline
Core Alternative Capital9$786<0.01%-1413F-HRTimeline
Bare Financial Services, Inc8$699<0.01%-5913F-HRTimeline
Towne Trust Company, N.A6$524<0.01%013F-HRTimeline
Battery Global Advisors, LLC71$509<0.01%+4913F-HRTimeline
Quest 10 Wealth Builders, Inc.5$480<0.01%013F-HRTimeline
NVWM, LLC5$437<0.01%-513F-HRTimeline
Luken Investment Analytics, LLC5$437<0.01%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.5$437<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC5$404<0.01%013F-HRTimeline
Seneschal Advisors, LLC4$350<0.01%013F-HRTimeline
AdvisorNet Financial, Inc4$349<0.01%-413F-HRTimeline
Fairman Group, LLC4$349<0.01%-413F-HRTimeline
Hilton Head Capital Partners, LLC4$349<0.01%13F-HRTimeline
DecisionPoint Financial, LLC3$263<0.01%013F-HRTimeline
Financial Management Professionals, Inc.3$262<0.01%new13F-HRTimeline
Stone House Investment Management, LLC3$262<0.01%new13F-HRTimeline
Davis Capital Management3$262<0.01%-113F-HRTimeline
Reyes Financial Architecture, Inc.2$175<0.01%new13F-HRTimeline
Hughes Financial Services, LLC2$175<0.01%-313F-HRTimeline
Redwood Park Advisors LLC2$175<0.01%-2613F-HRTimeline
NorthAvenue LLC2$175<0.01%13F-HRTimeline
WINNACLE WEALTH LLC1$88<0.01%013F-HRTimeline
Jessup Wealth Management, Inc1$87<0.01%new13F-HRTimeline
Westfuller Advisors, LLC1$55<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd13,626$3.73Knew13F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.