OTIS

Otis Worldwide Corp

Latest period2024 - Q4Total superinvestors162

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 162 superinvestors own shares of Otis Worldwide Corp (OTIS), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Otis Worldwide Corp (OTIS), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Otis Worldwide Corp (OTIS) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Otis Worldwide Corp (OTIS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Denise Dalton@M. Kraus & Co
Recent Activity
Decreased -1.89%
0.8%
$2.649M
28,605 shares@ 92.61 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 4.6%
0.01%
$2.889M
27,796 shares@ 103.95 avg price
Beth Uhlen@Canandaigua National Bank & Trust Co
Recent Activity
Decreased -0.38%
0.24%
$2.378M
25,681 shares@ 92.61 avg price
Julie Wilson@Oak Thistle Llc
Recent Activity
New Position
0.68%
$2.283M
24,651 shares@ 92.62 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -0.28%
0.05%
$2.257M
24,363 shares@ 92.65 avg price
George M. Cohen@Cohen Klingenstein Llc
Recent Activity
Decreased -19.81%
0.08%
$2.176M
23,500 shares@ 92.61 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 58.43%
0.03%
$2.118M
22,868 shares@ 92.62 avg price
Shauna Haglof@Rockland Trust Co
Recent Activity
Decreased -5.36%
0.11%
$2.053M
22,173 shares@ 92.62 avg price
Simeon Arneaud@Mitsubishi Ufj Asset Management (uk) Ltd.
Recent Activity
Increased 7.32%
0.9%
$2.037M
22,000 shares@ 92.6 avg price
Kenneth D Hochstetler@Everence Capital Management Inc
Recent Activity
Decreased -18.06%
0.11%
$1.554M
16,780 shares@ 92.62 avg price