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 1,316 institutions that hold shares in the stock, with a total of 355 Million shares, which have been reported (via 13F filing form) to have a value of $33.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
38,688
shares
|
$3.69 Million
0.25% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
37,420
shares
|
$3.57 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
37,087
shares
|
$3.54 Million
0.01% of portfolio
|
Q4 2024
Added 14.83%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
36,961
shares
|
$3.52 Million
0.08% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
36,660
shares
|
$3.5 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
36,612
shares
|
$3.49 Million
0.01% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 13, 2024 Q3 2024 |
35,691
shares
|
$3.4 Million
0.08% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Ing Groep Nv
|
Nov 06, 2024 Q3 2024 |
35,570
shares
|
$3.39 Million
0.02% of portfolio
|
Q3 2024
Reduced 34.62%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
34,850
shares
|
$3.32 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
34,801
shares
|
$3.32 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
34,745
shares
|
$3.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
34,461
shares
|
$3.29 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
34,376
shares
|
$3.28 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
34,327
shares
|
$3.27 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
34,130
shares
|
$3.25 Million
1.1% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Threadgill Financial, LLC
|
Jan 13, 2025 Q4 2024 |
33,798
shares
|
$3.22 Million
1.75% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
33,664
shares
|
$3.21 Million
0.06% of portfolio
|
Q3 2024
Added 10.46%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
33,587
shares
|
$3.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
33,176
shares
|
$3.16 Million
0.26% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
33,119
shares
|
$3.16 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
32,510
shares
|
$3.1 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
32,445
shares
|
$3.09 Million
0.04% of portfolio
|
Q3 2024
Added 14.76%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 29, 2025 Q4 2024 |
32,164
shares
|
$3.07 Million
0.64% of portfolio
|
Q4 2024
Reduced 10.24%
|
|
|
Shelter Mutual Insurance CO
|
Nov 08, 2024 Q3 2024 |
31,200
shares
|
$2.98 Million
0.81% of portfolio
|
Q2 2020
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
31,161
shares
|
$2.97 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.42%
|