13F

Stock

Otis Worldwide Corp

OTIS · held by 14 managers

Reported value

$84.7M

Holders

14

+0 new · −0 exited

Holders’ est. mark

−$9.55M

Price effect on 8 books still in the name

Largest holder

$58.3M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC629.2K$58.3M−$7.13MCut−$31.9M
DANSKE BANK A/S239.2K$22.2M−$2.25MAdded$1.56M
Swiss Life Asset Management Ltd31K$2.86M−$136.8KAdded$1.61M
Medallion Wealth Advisors, LLC6.63K$623.5KHeld
Aventura Private Wealth, LLC2.49K$230.7KHeld
BROADWATER CAPITAL MANAGEMENT LLC1.82K$168.7K−$20.6KCut−$20.6K
Evelyn Partners Investment Management LLP1.23K$113.9KHeld
Leonteq Securities AG905$83.8K−$9.64KCut−$4.64K
Evelyn Partners Investment Management Services Ltd447$41.4KHeld
Ransom Advisory, Ltd436$40.4K−$4.94KCut−$15.3K
CHESAPEAKE ASSET MANAGEMENT LLC402$37.2K−$4.55KCut−$4.55K
Prestige Wealth Management Group LLC322$29.8K−$3.65KCut−$3.65K
Evelyn Partners Asset Management Ltd192$17.8KHeld
Clark Wealth Partners20$1.85KHeld

Positions as of Q4 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.