Institutional Ownership Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS). We have compiled data on the 1,420 institutions that hold shares in the stock, with a total of 373 Million shares, which have been reported (via 13F filing form) to have a value of $32.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
82,732
shares
|
$7.29 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
81,956
shares
|
$7.22 Million
1.51% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
81,672
shares
|
$7.2 Million
0.16% of portfolio
|
Q4 2022
Reduced 0.5%
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
81,633
shares
|
$7.2 Million
0.02% of portfolio
|
Q2 2025
Added 7.98%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
Aug 07, 2025 Q2 2025 |
80,942
shares
|
$7.14 Million
0.09% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
80,682
shares
|
$7.11 Million
1.66% of portfolio
|
Q2 2023
New holding
|
|
|
Pictet & Cie (Europe) Sa
|
Jul 16, 2025 Q2 2025 |
78,242
shares
|
$6.9 Million
0.17% of portfolio
|
Q2 2025
Added 13.3%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
77,360
shares
|
$6.82 Million
0.04% of portfolio
|
Q2 2025
Added 40.44%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
77,307
shares
|
$6.81 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Windward Capital Management CO
|
Aug 12, 2025 Q2 2025 |
76,686
shares
|
$6.76 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Ifm Investors Pty LTD
|
Jul 10, 2025 Q2 2025 |
76,181
shares
|
$6.72 Million
0.07% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
74,668
shares
|
$6.58 Million
0.1% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
73,689
shares
|
$6.5 Million
1.46% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
73,605
shares
|
$6.49 Million
0.02% of portfolio
|
Q3 2023
Reduced 12.05%
|
|
|
Artemis Investment Management LLP
|
Aug 11, 2025 Q2 2025 |
71,691
shares
|
$6.32 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Antipodes Partners LTD
Royal Exchange, C3 |
Aug 04, 2025 Q2 2025 |
71,502
shares
|
$6.3 Million
0.24% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
70,871
shares
|
$6.25 Million
0.19% of portfolio
|
Q2 2025
Added 231.13%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
70,624
shares
|
$6.23 Million
0.03% of portfolio
|
Q2 2025
Added 25.06%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
70,576
shares
|
$6.22 Million
0.25% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
70,487
shares
|
$6.21 Million
0.09% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
68,797
shares
|
$6.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 43.8%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
67,925
shares
|
$5.99 Million
0.06% of portfolio
|
Q2 2025
Added 15.25%
|
|
|
Calamos Advisors LLC
|
Aug 08, 2025 Q2 2025 |
67,250
shares
|
$5.93 Million
0.04% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
67,230
shares
|
$5.93 Million
0.58% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Amica Mutual Insurance CO
|
Aug 07, 2025 Q2 2025 |
66,982
shares
|
$5.9 Million
0.64% of portfolio
|
Q1 2025
Reduced 14.65%
|