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Otis Worldwide Corp

Institutional holders · 13F as of Dec 31, 2025

1,309 holders

HolderValueShares% of shares
Nalls Sherbakoff Group, LLC$4.4K500.00%
Ankerstar Wealth, LLC$4.4K500.00%
Sachetta, LLC$4.5K520.00%
Comprehensive Financial Planning, Inc./PA$4.8K550.00%
Accordant Advisory Group Inc$4.9K560.00%
Transamerica Financial Advisors, LLC$5.0K580.00%
Provenance Wealth Advisors, LLC$5.1K580.00%
Tower View Wealth Management LLC$5.1K590.00%
Millstone Evans Group, LLC$5.2K590.00%
MidAtlantic Capital Management, Inc.$5.2K600.00%
1 NORTH WEALTH SERVICES LLC$5.2K600.00%
Cape Investment Advisory, Inc.$5.2K600.00%
Holos Integrated Wealth LLC$5.3K600.00%
Achmea Investment Management B.V.$5.7K64,8920.02%
AMICA MUTUAL INSURANCE CO$5.9K66,9820.02%
Legacy Bridge, LLC$5.9K670.00%
Cornerstone Planning Group LLC$6.1K690.00%
Kayne Anderson Rudnick Investment Management, LLC$6.1K790.00%
BOK Financial Private Wealth, Inc.$6.2K800.00%
LGT Financial Advisors LLC$6.2K710.00%
Cornerstone Financial Management LLC$6.2K710.00%
Fourth Dimension Wealth, LLC$6.3K720.00%
AMALGAMATED BANK$6.3K72,3750.02%
LFA - Lugano Financial Advisors SA$6.6K750.00%
CWM, LLC$6.6K75,0120.02%
Wilkerson Advisory Group LLC$6.8K780.00%
IFM Investors Pty Ltd$6.9K78,5060.02%
Rossby Financial, LCC$6.9K790.00%
Front Row Advisors LLC$7.0K800.00%
High Note Wealth, LLC$7.0K800.00%
PEAPACK GLADSTONE FINANCIAL CORP$7.2K92,8640.02%
HOWARD HUGHES MEDICAL INSTITUTE$7.3K840.00%
Signature Equity Partners, LLC$7.4K850.00%
Park Place Capital Corp$7.5K860.00%
THRIVENT FINANCIAL FOR LUTHERANS$7.5K86,1370.02%
Janney Montgomery Scott LLC$7.9K102,2040.03%
Daiwa Securities Group Inc.$7.9K90,6700.02%
Family CFO Inc$8.1K930.00%
SHP Wealth Management$8.7K1000.00%
Kentucky Trust Co$8.7K1000.00%
VSM Wealth Advisory, LLC$8.7K1000.00%
CBIZ Investment Advisory Services, LLC$8.7K1000.00%
YANKCOM Partnership$8.7K1000.00%
Global Wealth Strategies & Associates$8.7K1000.00%
Lavaca Capital LLC$8.7K1000.00%
SWISS RE LTD$9.1K1040.00%
CHILTON CAPITAL MANAGEMENT LLC$9.2K1190.00%
Rosenberg Matthew Hamilton$9.3K1070.00%
CGC Financial Services, LLC$9.6K1100.00%
SITTNER & NELSON, LLC$9.8K1370.00%
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