13F

Stock

Otis Worldwide Corp

OTIS · held by 20 managers

Reported value

$110.2M

Holders

20

+1 new · −0 exited

Holders’ est. mark

−$4.71M

Price effect on 14 books still in the name

Largest holder

$73.7M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC744.5K$73.7M−$3.11MCut−$18.7M
DANSKE BANK A/S209.8K$20.8M−$877.2KCut−$1.21M
Swiss Life Asset Management Ltd44.4K$4.4M−$143.1KAdded$864.4K
OP Asset Management Ltd43.7K$4.32M−$182.5KCut−$200K
Savant Capital, LLC22.3K$2.21M−$88.8KAdded$16.5K
Sanctuary Advisors, LLC17.3K$1.71M−$72.4KCut−$318.2K
Cresset Asset Management, LLC9.96K$986.8KHeld
Medallion Wealth Advisors, LLC6.9K$692K−$25.4KCut−$29.9K
INDEPENDENT FINANCIAL GROUP, LLC3.24K$321.1K−$11.9KAdded$27.2K
Alberta Investment Management Corp2.5K$247.6KHeld
Aventura Private Wealth, LLC2.21K$218.7K−$9.2KCut−$51.9K
BROADWATER CAPITAL MANAGEMENT LLC180.4K$180.4K−$186.2KCut−$7.62K
ELEVATION POINT WEALTH PARTNERS, LLC1.03K$102.4KNew
PEAK6 LLC1.02K$101.4KHeld
Essential Partners LLC741$73.4KHeld
Leonteq Securities AG577$57.1K−$2.41KCut−$8.29K
Prestige Wealth Management Group LLC322$31.9K−$1.35KCut−$1.35K
Nalls Sherbakoff Group, LLC50$4.95K−$209Cut−$10.5K
Clark Wealth Partners20$1.98K−$84Cut−$84
Pensionfund Sabic13K$1.29KHeld

Positions as of Q2 2025. 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.