Public record / Tickers / OTIS

OTIS — Otis Worldwide Corp

Both disclosure regimes on one name: who in Congress filed about OTIS, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
28
all PTR rows naming OTIS
Members · 12m
4
3 buys · 3 sells · by trade date
Latest PTR
09-11
filed 2026-09-11
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Debbie Dingell · $15.0K–$50.0K

Sale · traded 2021-06-18 → filed 2021-06-29. Ranked over every OTIS row by the provable lower bound, never a point estimate.

4 members · 3 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

5 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

10 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 10 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING OTIS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning OTIS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-11John Boozman R–ARPurchase · JT (jointly owned)Traded 08-27 +15d$1K–$15K
2026-09-01Kevin Hern R–OK-1Sale · JT (jointly owned)Traded 08-10 +22d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 28 ↗

Members active in OTIS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing OTIS in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2
John Boozman R–AR1$1.0K to $15.0K6
Kevin Hern R–OK-11−$15.0K to −$1.0K1

4 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · OTIS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
2 Alan Armstrong R–OK, John Boozman R–AR $2K–$30K
Sellers
1 Kevin Hern R–OK-1 $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
2 Fundsmith, Gotham Asset Management $221M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · OTIS WORLDWIDE CORP

Merged timeline of congressional filings and notable-manager moves on OTIS
DateWhoChangeSize
2026-09-11John Boozman CongressPurchase$1K–$15K
2026-09-01Kevin Hern CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Bridgewater Associates 13Fadd+53,218 sh
2026-05-15Fundsmith 13Ftrim−380,745 sh
2026-05-15Gotham Asset Management 13Ftrim−22,875 sh
2026-05-14Caxton Associates 13Fadd+7,754 sh

7 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of OTIS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.5B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.9B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B1
4STATE STREET CORP$1.2B1
5MORGAN STANLEY$999M1
6GEODE CAPITAL MANAGEMENT, LLC$964M1
7FRANKLIN RESOURCES INC$888M1
8FMR LLC$615M1
9MASSACHUSETTS FINANCIAL SERVICES CO /MA/$598M1
10Mitsubishi UFJ Asset Management Co., Ltd.$454M1
11Fiera Capital Corp$375M1
12PineStone Asset Management Inc.$346M1
13BLS CAPITAL FONDSMAEGLERSELSKAB A/S$338M1
14ALLIANCEBERNSTEIN L.P.$334M1
15NORTHERN TRUST CORP$313M1
16Invesco Ltd.$306M1
17WELLINGTON MANAGEMENT GROUP LLP$271M1
18D. E. Shaw & Co., Inc.$266M1
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$255M1
20CANADA PENSION PLAN INVESTMENT BOARD$251M1
21Capital Research Global Investors$221M1
22CIBC Bancorp USA Inc.$221M1
23Bank of New York Mellon Corp$220M1
24Fundsmith LLP$211M1
25Legal & General Group Plc$209M1
26Clearbridge Investments, LLC$207M1
27BANK OF AMERICA CORP /DE/$203M1
28CHARLES SCHWAB INVESTMENT MANAGEMENT INC$189M1
29SCHRODER INVESTMENT MANAGEMENT GROUP$187M1
30Guinness Asset Management LTD$181M1
31VANGUARD FIDUCIARY TRUST CO$169M1
32PRIMECAP MANAGEMENT CO/CA/$161M1
33DIMENSIONAL FUND ADVISORS LP$152M1
34TWO SIGMA INVESTMENTS, LP$149M1
35Amundi$145M1
36USS Investment Management Ltd$136M1
37RENAISSANCE TECHNOLOGIES LLC$130M1
38BANK OF MONTREAL /CAN/$119M1
39DEUTSCHE BANK AG\$117M1
40AQR CAPITAL MANAGEMENT LLC$116M1
41Pictet Asset Management Holding SA$107M1
42Squarepoint Ops LLC$106M1
43JACOBS LEVY EQUITY MANAGEMENT, INC$103M1
44UBS Group AG$95.6M1
45ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$93.9M1
46Nuveen, LLC$90.8M1
47SCHARF INVESTMENTS, LLC$89.9M1
48NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$89.1M1
49Swiss National Bank$88.2M1
50LONDON CO OF VIRGINIA$86.5M1
51Qube Research & Technologies Ltd$83.8M1
52Independent Franchise Partners LLP$77.3M1
53FUNDSMITH INVESTMENT SERVICES LTD.$74.5M1
54CITIGROUP INC$73.2M1
55FIFTHDELTA Ltd$71.5M1
56VOLORIDGE INVESTMENT MANAGEMENT, LLC$70.9M1
57Man Group plc$67.5M1
58BNP Paribas Asset Management Holding S.A.$66.8M1
59BARCLAYS PLC$65.9M1
60Vanguard Global Advisers, LLC$65.6M1
61Sumitomo Mitsui Trust Group, Inc.$64.1M1
62ROYAL BANK OF CANADA$61.9M1
63CITADEL ADVISORS LLC$60.6M1
64ExodusPoint Capital Management, LP$59.1M1
65RHUMBLINE ADVISERS$58.7M1
66HSBC HOLDINGS PLC$58.2M1
67DnB Asset Management AS$58.0M1
68WELLS FARGO & COMPANY/MN$57.4M1
69VICTORY CAPITAL MANAGEMENT INC$57.3M1
70Gates Capital Management, Inc.$56.9M1
71Clean Energy Transition LLP$54.6M1
72CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$53.3M1
73VANGUARD ASSET MANAGEMENT, Ltd$51.6M1
74National Pension Service$50.3M1
75GREAT LAKES ADVISORS, LLC$47.8M1
76Fisher Asset Management, LLC$47.7M1
77WORLDQUANT MILLENNIUM ADVISORS LLC$46.7M1
78GFI Investment Counsel Ltd.$45.1M1
79HighTower Advisors, LLC$44.3M1
80FIRST TRUST ADVISORS LP$44.2M1
81PFA Pension, Forsikringsaktieselskab$43.0M1
82ANCHOR CAPITAL ADVISORS LLC$42.8M1
83Allianz Asset Management GmbH$42.4M1
84Sarasin & Partners LLP$42.1M1
85SEI INVESTMENTS CO$40.9M1
86AMERIPRISE FINANCIAL INC$40.6M1
87RAYMOND JAMES FINANCIAL INC$37.4M1
88ENVESTNET ASSET MANAGEMENT INC$35.8M1
89TEACHER RETIREMENT SYSTEM OF TEXAS$34.6M1
90PRINCIPAL FINANCIAL GROUP INC$33.7M1
91Tidal Investments LLC$33.3M1
92Mitsubishi UFJ Trust & Banking Corp$33.2M1
93Assenagon Asset Management S.A.$32.8M1
94STOREBRAND ASSET MANAGEMENT AS$32.5M1
95NATIONAL BANK OF CANADA /FI/$32.2M1
96Railway Pension Investments Ltd$31.6M1
97Artisan Partners Limited Partnership$31.6M1
98J. Stern & Co. LLP$30.4M1
99Korea Investment CORP$28.6M1
100STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$26.6M1
101Boston Partners$26.3M1
102Aberdeen Group plc$26.0M1
103J. Safra Sarasin Holding AG$26.0M1
104AVIVA PLC$25.2M1
105ING GROEP NV$25.2M1
106Universal- Beteiligungs- und Servicegesellschaft mbH$25.2M1
107SUSQUEHANNA INTERNATIONAL GROUP, LLP$24.8M1
108KLP KAPITALFORVALTNING AS$22.7M1
109UniSuper Management Pty Ltd$22.3M1
110MANUFACTURERS LIFE INSURANCE COMPANY, THE$22.1M1
111Engineers Gate Manager LP$21.5M1
112Bridgewater Associates, LP$21.5M1
113LPL Financial LLC$21.3M1
114Swedbank AB$20.5M1
115Quantinno Capital Management LP$19.1M1
116WELCH & FORBES LLC$18.9M1
117DANSKE BANK A/S$18.8M1
118Jefferies Financial Group Inc.$18.6M1
119Carnegie Investment Counsel$18.0M1
120NEW YORK STATE COMMON RETIREMENT FUND$17.8M1
121COERENTE CAPITAL MANAGEMENT$17.6M1
122PRUDENTIAL FINANCIAL INC$17.3M1
123STATE OF WISCONSIN INVESTMENT BOARD$17.2M1
124CREDIT AGRICOLE S A$17.1M1
125Robeco Institutional Asset Management B.V.$16.6M1
126CIBC Asset Management Inc$16.0M1
127TD ASSET MANAGEMENT INC$15.9M1
128APG Asset Management N.V.$15.6M1
129XTX Topco Ltd$15.5M1
130First Eagle Investment Management, LLC$15.1M1
131Vanguard Investments Australia, Ltd.$14.9M1
132Chevy Chase Trust Holdings, LLC$14.9M1
133Osmosis Investment Management UK Ltd$14.9M1
134ROYAL LONDON ASSET MANAGEMENT LTD$14.8M1
135AMERICAN CENTURY COMPANIES INC$14.5M1
136Regents Gate Capital LLP$13.5M1
137JANE STREET GROUP, LLC$13.5M1
138Creative Planning$13.1M1
139Zurcher Kantonalbank (Zurich Cantonalbank)$13.0M1
140Focus Partners Wealth$12.9M1
141Asset Management One Co., Ltd.$12.7M1
142Rockefeller Capital Management L.P.$12.7M1
143Cerity Partners LLC$12.1M1
144STIFEL FINANCIAL CORP$12.0M1
145Quintet Private Bank (Europe) S.A.$12.0M1
146Varma Mutual Pension Insurance Co$11.6M1
147Corient Private Wealth LLC$11.5M1
148Illinois Municipal Retirement Fund$11.3M1
149M&T BANK CORP$11.3M1
150Mill Capital Management, LLC$11.1M1
151US BANCORP \DE\$10.8M1
152AdviceOne Advisory Services, LLC$10.8M1
153MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$10.8M1
154NOMURA ASSET MANAGEMENT CO LTD$10.5M1
155Foyston, Gordon & Payne Inc$10.4M1
156Quantbot Technologies LP$10.4M1
157Gotham Asset Management, LLC$10.2M1
158Lansforsakringar Fondforvaltning AB (publ)$10.2M1
159Trexquant Investment LP$10.1M1
160State of New Jersey Common Pension Fund D$10.1M1
161FACTORY MUTUAL INSURANCE CO$10.1M1
162Mariner, LLC$10.0M1
163Ensign Peak Advisors, Inc$9.9M1
164BLI - Banque de Luxembourg Investments$9.8M1
165Sone Capital Management, LLC$9.7M1
166BCV Asset Management Inc.$9.5M1
167TORONTO DOMINION BANK$9.2M1
168FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$9.2M1
169Resona Asset Management Co.,Ltd.$9.1M1
170BROWN ADVISORY INC$9.0M1
171MARKEL GROUP INC.$8.8M1
172ICICI Prudential Asset Management Co Ltd$8.8M1
173PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$8.8M1
174Moran Wealth Management, LLC$8.5M1
175Tredje AP-fonden$8.4M1
176FEDERATED HERMES, INC.$8.2M1
177Arizona State Retirement System$8.2M1
178Czech National Bank$8.2M1
179COMMONWEALTH EQUITY SERVICES, LLC$7.9M1
180STATE OF MICHIGAN RETIREMENT SYSTEM$7.8M1
181SEB Asset Management AB$7.8M1
182Aquatic Capital Management LLC$7.8M1
183BALDWIN WEALTH PARTNERS LLC/MA$7.7M1
184NISA INVESTMENT ADVISORS, LLC$7.7M1
185Qsemble Capital Management, LP$7.6M1
186Connecticut Wealth Management, LLC$7.5M1
187Machina Capital S.A.S.$7.5M1
188NORDEA INVESTMENT MANAGEMENT AB$7.3M1
189ADAGE CAPITAL PARTNERS GP, L.L.C.$7.2M1
190Federation des caisses Desjardins du Quebec$7.0M1
191CLIFFORD SWAN INVESTMENT COUNSEL LLC$7.0M1
192MetLife Investment Management, LLC$7.0M1
193COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$7.0M1
194VOYA INVESTMENT MANAGEMENT LLC$7.0M1
195Pinnacle Financial Partners, Inc.$6.9M1
196CLOVERFIELDS CAPITAL GROUP, LP$6.9M1
197MILLENNIUM MANAGEMENT LLC$6.8M1
198Pictet North America Advisors SA$6.8M1
199OSAIC HOLDINGS, INC.$6.7M1
200OCCUDO QUANTITATIVE STRATEGIES LP$6.5M1
201Elo Mutual Pension Insurance Co$6.4M1
202Retirement Systems of Alabama$6.4M1
203Mirae Asset Global Investments Co., Ltd.$6.3M1
204FIFTH THIRD BANCORP$6.3M1
205IFM Investors Pty Ltd$6.2M1
206CAPITOLIS LIQUID GLOBAL MARKETS LLC$6.1M1
207BAHL & GAYNOR INC$6.0M1
208Daiwa Securities Group Inc.$6.0M1
209TWINBEECH CAPITAL LP$6.0M1
210WINDWARD CAPITAL MANAGEMENT CO /CA$5.6M1
211Voleon Capital Management LP$5.5M1
212Cetera Investment Advisers$5.4M1
213XPONANCE LLC$5.4M1
214ProShare Advisors LLC$5.4M1
215Oak Thistle LLC$5.3M1
216Morningstar Investment Management LLC$5.3M1
217BTC Capital Management, Inc.$5.3M1
218DELTA ASSET MANAGEMENT LLC/TN$5.3M1
219Lincoln Capital LLC$5.2M1
220Calamos Advisors LLC$5.2M1
221LOUISBOURG INVESTMENTS INC.$5.2M1
222Modera Wealth Management, LLC$5.1M1
223COMMERCE BANK$5.1M1
224Vinva Investment Management Ltd$5.1M1
225PEAK6 LLC$5.1M1
226Empowered Funds, LLC$5.1M1
227AXQ CAPITAL, LP$4.9M1
228Invenomic Capital Management LP$4.9M1
229EVERGREEN CAPITAL MANAGEMENT LLC$4.9M1
230Bryn Mawr Trust Advisors, LLC$4.9M1
231Utah Retirement Systems$4.9M1
232Point72 Asset Management, L.P.$4.8M1
233PUBLIC SECTOR PENSION INVESTMENT BOARD$4.8M1
234Oxbow Advisors, LLC$4.8M1
235NATIXIS$4.8M1
236NEOS Investment Management LLC$4.8M1
237ANTIPODES PARTNERS Ltd$4.8M1
238WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.7M1
239Groupe la Francaise$4.7M1
240Eurizon Capital SGR S.p.A.$4.6M1
241Swiss Life Asset Management Ltd$4.6M1
242Janus Henderson Group Ltd.$4.6M1
243BANK OF NOVA SCOTIA$4.6M1
244Candriam S.C.A.$4.5M1
245MERCER GLOBAL ADVISORS INC /ADV$4.5M1
246Rakuten Investment Management, Inc.$4.5M1
247NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.4M1
248Brevan Howard Capital Management LP$4.4M1
249CAISSE DES DEPOTS ET CONSIGNATIONS$4.3M1
250MACKENZIE FINANCIAL CORP$4.2M1
251BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.1M1
252MAI Capital Management$4.1M1
253CAXTON ASSOCIATES LLP$4.1M1
254Sumitomo Mitsui DS Asset Management Company, Ltd$4.0M1
255DAVIS-REA LTD.$4.0M1
256HM PAYSON & CO$4.0M1
257O'SHAUGHNESSY ASSET MANAGEMENT, LLC$4.0M1
258SPIREPOINT PRIVATE CLIENT, LLC$4.0M1
259INTECH INVESTMENT MANAGEMENT LLC$4.0M1
260BANQUE PICTET & CIE SA$4.0M1
261Lifeworks Advisors, LLC$4.0M1
262D.A. DAVIDSON & CO.$4.0M1
263PRUDENTIAL PLC$3.9M1
264Financial Advisors Network, Inc.$3.9M1
265NISSAY ASSET MANAGEMENT CORP /JAPAN$3.9M1
266KEYBANK NATIONAL ASSOCIATION/OH$3.9M1
267OP Asset Management Ltd$3.9M1
268William Allan Corp$3.9M1
269MEYER HANDELMAN CO$3.8M1
270Avanza Fonder AB$3.7M1
271Vident Advisory, LLC$3.6M1
272Ethic Inc.$3.6M1
273BRADLEY FOSTER & SARGENT INC/CT$3.5M1
274MACQUARIE GROUP LTD$3.4M1
275CIBC WORLD MARKET INC.$3.4M1
276OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.4M1
277AGF MANAGEMENT LTD$3.4M1
278Baird Financial Group, Inc.$3.3M1
279CWM, LLC$3.3M1
280YOUSIF CAPITAL MANAGEMENT, LLC$3.3M1
281KANAWHA CAPITAL MANAGEMENT LLC$3.3M1
282Dynamic Technology Lab Private Ltd$3.2M1
283MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.2M1
284AIA Group Ltd$3.2M1
285OSSIAM$3.2M1
286FARMERS & MERCHANTS INVESTMENTS INC$3.1M1
287Numerai GP LLC$3.1M1
288Pathstone Holdings, LLC$3.1M1
289TRUIST FINANCIAL CORP$3.0M1
290OMERS ADMINISTRATION Corp$2.9M1
291Procyon Advisors, LLC$2.9M1
292STANCE CAPITAL LLC$2.9M1
293Aviso Financial Inc.$2.9M1
294LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.9M1
295Wilmington Savings Fund Society, FSB$2.9M1
296EQUITABLE TRUST CO$2.9M1
297Allworth Financial LP$2.8M1
298MML INVESTORS SERVICES, LLC$2.8M1
299ASHTON THOMAS SECURITIES, LLC$2.7M1
300WINTON GROUP Ltd$2.7M1
301Sanctuary Advisors, LLC$2.6M1
302ALPS ADVISORS INC$2.6M1
303Circle Wealth Management, LLC$2.6M1
304Vanguard Personalized Indexing Management, LLC$2.5M1
305FIRST MANHATTAN CO. LLC.$2.5M1
306BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.5M1
307SummitTX Capital, L.P.$2.4M1
308Shelter Mutual Insurance Co$2.4M1
309CAMBIENT FAMILY OFFICE, LLC$2.4M1
310DMKC Advisory Services, LLC$2.4M1
311Brown Shipley& Co Ltd$2.3M1
312HOHIMER WEALTH MANAGEMENT, LLC$2.2M1
313REGIONS FINANCIAL CORP$2.2M1
314ABN AMRO INVESTMENT SOLUTIONS$2.2M1
315TWO SIGMA SECURITIES, LLC$2.2M1
316FIDUCIARY TRUST CO$2.2M1
317SHEETS SMITH WEALTH MANAGEMENT$2.2M1
318Investment Management Corp of Ontario$2.1M1
319CANANDAIGUA NATIONAL CORP$2.1M1
320Summit Trail Advisors, LLC$2.1M1
321LETSON INVESTMENT MANAGEMENT, INC.$2.1M1
322Merit Financial Group, LLC$2.1M1
323Union Bancaire Privee, UBP SA$2.0M1
324Orion Porfolio Solutions, LLC$2.0M1
325Riverview Capital Advisers, LLC$2.0M1
326Rafferty Asset Management, LLC$2.0M1
327EVOKE WEALTH, LLC$1.9M1
328BLAIR WILLIAM & CO/IL$1.9M1
329Crossmark Global Holdings, Inc.$1.9M1
330HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.9M1
331Third View Private Wealth, LLC$1.9M1
332Norinchukin Bank, The$1.9M1
333Chicago Capital, LLC$1.8M1
334Venture Visionary Partners LLC$1.8M1
335Kestra Advisory Services, LLC$1.8M1
336MIZUHO SECURITIES USA LLC$1.8M1
337Cohen Klingenstein LLC$1.8M1
338QRG CAPITAL MANAGEMENT, INC.$1.8M1
339JB Capital LLC$1.8M1
340M. Kraus & Co$1.8M1
341Atria Investments, Inc$1.8M1
342Schonfeld Strategic Advisors LLC$1.7M1
343HARTFORD INVESTMENT MANAGEMENT CO$1.7M1
344WD RUTHERFORD LLC$1.7M1
345Beacon Pointe Advisors, LLC$1.7M1
346Wealthfront Advisers LLC$1.7M1
347ASR Vermogensbeheer N.V.$1.7M1
348Evercore Wealth Management, LLC$1.7M1
349Zurich Insurance Group Ltd/FI$1.6M1
350YHB Investment Advisors, Inc.$1.6M1
351Steward Partners Investment Advisory, LLC$1.6M1
352Savant Capital, LLC$1.6M1
353Plato Investment Management Ltd$1.5M1
354Emmett Investment Management, LP$1.5M1
355Clarkston Capital Partners, LLC$1.5M1
356Walleye Capital LLC$1.5M1
357Maryland State Retirement & Pension System$1.5M1
358Cresset Asset Management, LLC$1.5M1
359BAILARD, INC.$1.5M1
360J.W. COLE ADVISORS, INC.$1.5M1
361AG2R LA MONDIALE GESTION D'ACTIFS$1.5M1
362BDF-GESTION$1.4M1
363AMG National Trust Bank$1.4M1
364PINNACLE ASSOCIATES LTD$1.4M1
365NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.4M1
366North Dakota State Investment Board$1.4M1
367NOMURA HOLDINGS INC$1.4M1
368Private Advisor Group, LLC$1.4M1
369Ridgewood Investments LLC$1.3M1
370Lido Advisors, LLC$1.3M1
371Atlantic Union Bankshares Corp$1.3M1
372Essex Financial Services, Inc.$1.3M1
373Allspring Global Investments Holdings, LLC$1.3M1
374Aware Super Pty Ltd as trustee of Aware Super$1.3M1
375Shelter Ins Retirement Plan$1.2M1
376MUFG Securities EMEA plc$1.2M1
377DIVERSIFY WEALTH MANAGEMENT, LLC$1.2M1
378CHOREO, LLC$1.2M1
379ARQ WEALTH ADVISORS, LLC$1.2M1
380BOOTHBAY FUND MANAGEMENT, LLC$1.2M1
381Dash Acquisitions Inc.$1.2M1
382Woodline Partners LP$1.2M1
383Goelzer Investment Management, Inc.$1.2M1
384Lafayette Investments, Inc.$1.2M1
385NBT BANK, N.A.$1.2M1
386PRIVATE TRUST CO NA$1.1M1
387Hillsdale Investment Management Inc.$1.1M1
388FOUNDERS FINANCIAL SECURITIES LLC$1.1M1
389Systematic Alpha Investments, LLC$1.1M1
390Tower Research Capital LLC (TRC)$1.1M1
391BURNEY CO/$1.1M1
392Saudi Central Bank$1.1M1
393Ipswich Investment Management Co., Inc.$1.1M1
394DAVENPORT & Co LLC$1.1M1
395Hudson Bay Capital Management LP$1.1M1
396ARTHUR M. COHEN & ASSOCIATES, LLC$1.1M1
397FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$1.1M1
398Empirical Finance, LLC$1.1M1
399Lombard Odier Asset Management (Switzerland) SA$1.1M1
400LECAP ASSET MANAGEMENT LTD$1.1M1
401Sterling Capital Management LLC$1.1M1
402MGO ONE SEVEN LLC$1.1M1
403Vontobel Holding Ltd.$1.0M1
404QUADRANT CAPITAL GROUP LLC$1.0M1
405Applied Finance Capital Management, LLC$1.0M1
406Bank Pictet & Cie (Europe) AG$1.0M1
407Larson Financial Group LLC$1.0M1
408E. Ohman J:or Asset Management AB$993K1
409Hartford Funds Management Co LLC$992K1
410IEQ CAPITAL, LLC$990K1
411Perigon Wealth Management, LLC$988K1
412Guinness Atkinson Asset Management Inc$985K1
413TOKIO MARINE ASSET MANAGEMENT CO LTD$982K1
414GATEWAY INVESTMENT ADVISERS LLC$973K1
415PRINCIPAL SECURITIES, INC.$969K1
416BENJAMIN EDWARDS INC$964K1
417Western Wealth Management, LLC$961K1
418Richard Bernstein Advisors LLC$959K1
419NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$959K1
420IRONWOOD INVESTMENT MANAGEMENT LLC$928K1
421Ally Financial Inc.$925K1
422EFG International AG$917K1
423Rossmore Private Capital$902K1
424CSS LLC/IL$898K1
425NewEdge Advisors, LLC$898K1
426Envestnet Portfolio Solutions, Inc.$894K1
427Clearstead Advisors, LLC$891K1
428SCOTIA CAPITAL INC.$886K1
429HB Wealth Management, LLC$886K1
430Sierra Legacy Group$866K1
431LONGFELLOW INVESTMENT MANAGEMENT CO LLC$857K1
432Metis Global Partners, LLC$851K1
433MASTERINVEST Kapitalanlage GmbH$842K1
434Holowesko Partners Ltd.$840K1
435MUFG SECURITIES AMERICAS INC.$829K1
436Triangle Securities Wealth Management$824K1
437Principle Wealth Partners LLC$823K1
438Bleakley Financial Group, LLC$814K1
439SECURIAN ASSET MANAGEMENT, INC$809K1
440UNITED CAPITAL FINANCIAL ADVISORS, LLC$803K1
441MOODY LYNN LIEBERSON & WALKER, LLC$782K1
442EXCHANGE TRADED CONCEPTS, LLC$778K1
443OXFORD ASSET MANAGEMENT LLP$776K1
444Advisors Asset Management, Inc.$774K1
445GROUPAMA ASSET MANAGMENT$759K1
446Apollon Wealth Management, LLC$758K1
447&PARTNERS$755K1
448Snowden Capital Advisors LLC$755K1
449Ascent Wealth Partners, LLC$752K1
450Cooper Financial Group$751K1
451Forvis Mazars Wealth Advisors, LLC$751K1
452DAYMARK WEALTH PARTNERS, LLC$743K1
453SALEM INVESTMENT COUNSELORS INC$732K1
454Mesirow Financial Investment Management, Inc.$728K1
455AZZAD ASSET MANAGEMENT INC /ADV$726K1
456Belpointe Asset Management LLC$720K1
457Diversified Trust Co$719K1
458Brooklyn Investment Group$717K1
459Ballentine Partners, LLC$717K1
460Meiji Yasuda Asset Management Co Ltd.$714K1
461Sequoia Financial Advisors, LLC$711K1
462Blueshift Asset Management, LLC$710K1
463Banque Cantonale Vaudoise$706K1
464BRIDGES INVESTMENT MANAGEMENT INC$705K1
465Turtle Creek Wealth Advisors, LLC$700K1
466Laird Norton Wetherby Trust Company, LLC$694K1
467Dai-ichi Life Insurance Company, Ltd$688K1
468ASSETMARK, INC$683K1
469ROCKLAND TRUST CO$683K1
470MONARCH CAPITAL MANAGEMENT INC$681K1
471TRUST CO OF TOLEDO NA /OH/$670K1
472COOKSON PEIRCE & CO INC$656K1
473Banco Santander, S.A.$654K1
474ANCHYRA PARTNERS LLC$644K1
475OneDigital Investment Advisors LLC$643K1
476OPPENHEIMER & CO INC$639K1
477FIL Ltd$637K1
478JOHNSON INVESTMENT COUNSEL INC$625K1
479DUMONT & BLAKE INVESTMENT ADVISORS LLC$623K1
480ICW Investment Advisors LLC$598K1
481Concurrent Investment Advisors, LLC$592K1
482Birch Hill Investment Advisors LLC$581K1
483Vise Technologies, Inc.$574K1
484Curated Wealth Partners LLC$573K1
485Field & Main Bank$571K1
486EP Wealth Advisors, LLC$571K1
487Fire Capital Management LLC$566K1
488OPPENHEIMER ASSET MANAGEMENT INC.$549K1
489KESTRA PRIVATE WEALTH SERVICES, LLC$547K1
490Waverly Advisors, LLC$542K1
491nVerses Capital, LLC$538K1
492EASTERN BANK$536K1
493Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$531K1
494Medallion Wealth Advisors, LLC$531K1
495State of Wyoming$531K1
496ROMANO BROTHERS AND COMPANY$525K1
497BARTLETT & CO. WEALTH MANAGEMENT LLC$522K1
498Canandaigua National Trust Co of Florida$520K1
499Iron Gate Global Advisors LLC$511K1
500Waterford Advisors, LLC$511K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)3 buy / 3 sell
Congress net ($ bound)−$42.0K to $42.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on OTIS

RETAINED WINDOW · ACTIVE HITS
Signal hits naming OTIS
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits

Every rule, with its definition →

Planned modules for OTIS · financials and macro

Financials — as filed PLANNED

OTIS's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: OTIS on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing