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 |
---|---|---|---|---|---|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
31,098
shares
|
$2.97 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 18, 2024 Q3 2024 |
30,400
shares
|
$2.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
30,305
shares
|
$2.89 Million
0.02% of portfolio
|
Q3 2024
Added 0.46%
|
|
Bdf Gestion
Paris, I0 |
Jan 17, 2025 Q4 2024 |
30,268
shares
|
$2.89 Million
0.26% of portfolio
|
Q4 2024
Reduced 11.5%
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
30,205
shares
|
$2.88 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
30,139
shares
|
$2.87 Million
0.01% of portfolio
|
Q3 2024
Reduced 54.27%
|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
29,833
shares
|
$2.84 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
29,460
shares
|
$2.81 Million
0.02% of portfolio
|
Q2 2023
Reduced 67.3%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
29,158
shares
|
$2.78 Million
0.28% of portfolio
|
Q2 2024
Added 3.12%
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
28,628
shares
|
$2.73 Million
0.38% of portfolio
|
Q4 2022
Reduced 0.99%
|
|
M. Kraus & CO
|
Jan 14, 2025 Q4 2024 |
28,605
shares
|
$2.73 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
28,165
shares
|
$2.69 Million
0.02% of portfolio
|
Q3 2024
Added 8.71%
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
28,124
shares
|
$2.68 Million
0.02% of portfolio
|
Q4 2024
Added 529.17%
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
28,114
shares
|
$2.68 Million
0.02% of portfolio
|
Q3 2024
Added 40.42%
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
27,905
shares
|
$2.66 Million
0.09% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
27,796
shares
|
$2.65 Million
0.01% of portfolio
|
Q4 2024
Added 4.59%
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,472
shares
|
$2.62 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
27,366
shares
|
$2.61 Million
0.03% of portfolio
|
Q3 2024
Reduced 13.12%
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
26,993
shares
|
$2.57 Million
0.21% of portfolio
|
Q4 2022
Added 0.63%
|
|
J.P. Marvel Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
26,944
shares
|
$2.57 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
26,913
shares
|
$2.57 Million
0.56% of portfolio
|
Q4 2024
Added 0.64%
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
26,882
shares
|
$2.56 Million
0.01% of portfolio
|
Q2 2023
Reduced 81.26%
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
26,602
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 55.98%
|
|
Mizuho Securities Usa LLC
|
Nov 12, 2024 Q3 2024 |
25,974
shares
|
$2.48 Million
0.06% of portfolio
|
Q3 2024
Reduced 23.59%
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
25,681
shares
|
$2.45 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.38%
|