13F

Stock

Otis Worldwide Corp

OTIS · held by 35 managers

Reported value

$1.6B

Holders

35

+0 new · −1 exited

Holders’ est. mark

−$6.64M

Price effect on 17 books still in the name

Largest holder

$1.2B

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY13.1M$1.2BHeld
BANK OF AMERICA CORP /DE/3M$273.9MHeld
BARCLAYS PLC1.06M$96.7M−$5.65MAdded$23M
Alberta Investment Management Corp118.4K$10.8M−$19KAdded$10.6M
Swiss Life Asset Management Ltd56.7K$5.18M−$337.2KAdded$781.5K
OP Asset Management Ltd44.8K$4.1M−$331.4KCut−$225.5K
Allworth Financial LP31.5K$2.88MHeld
Sanctuary Advisors, LLC24.1K$2.2M−$131.4KAdded$489.2K
Savant Capital, LLC19.6K$1.8M−$149.1KCut−$411K
MIRABELLA FINANCIAL SERVICES LLP17.1K$1.56MHeld
Hudson Bay Capital Management LP15.9K$1.46MHeld
Cresset Asset Management, LLC10.4K$952.5K−$75.7KCut−$34.2K
Medallion Wealth Advisors, LLC6.9K$631.1K−$61KCut−$60.9K
INDEPENDENT FINANCIAL GROUP, LLC3.99K$365K−$24.6KAdded$43.9K
Farmers National Bank3.38K$308.6KHeld
GROUPAMA ASSET MANAGMENT3.14K$287.5KHeld
J. Team Financial, Inc.3.01K$275.1KHeld
Essential Partners LLC2.75K$251K−$5.62KAdded$177.6K
BROADWATER CAPITAL MANAGEMENT LLC1.82K$166.6K$164.8KCut−$13.8K
IFP Advisors, Inc1.78K$162.7KHeld
AllSquare Wealth Management LLC1.35K$123.4KHeld
Aventura Private Wealth, LLC1.19K$108.5K−$9.04KCut−$110.2K
Leonteq Securities AG1.11K$101.9K−$4.38KAdded$44.7K
MV CAPITAL MANAGEMENT, INC.903$82.6KHeld
PEAK6 LLC594$54.3K−$4.51KCut−$47.1K
Boreal Capital Management LLC400$36.6KHeld
Prestige Wealth Management Group LLC322$29.4K−$2.44KCut−$2.44K
KBC Group NV265K$24.2KHeld
Cape Investment Advisory, Inc.60$5.49KHeld
Holos Integrated Wealth LLC60$5.37KHeld
Nalls Sherbakoff Group, LLC50$4.57K−$379Cut−$379
NEW MEXICO EDUCATIONAL RETIREMENT BOARD17.8K$1.63KHeld
Principia Wealth Advisory, LLC17$1.55KHeld
Kilter Group LLC15$1.37KHeld
Pensionfund Sabic13K$1.19K−$98Cut−$98

Who left

Positions as of Q3 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.