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 1,425 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 |
|---|---|---|---|---|---|
|
Threadgill Financial, LLC
|
Jul 09, 2025 Q2 2025 |
33,472
shares
|
$2.95 Million
1.81% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
33,057
shares
|
$2.91 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.88%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
32,759
shares
|
$2.89 Million
0.01% of portfolio
|
Q2 2025
Reduced 44.77%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
32,510
shares
|
$2.87 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
32,245
shares
|
$2.84 Million
0.01% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
31,749
shares
|
$2.8 Million
0.08% of portfolio
|
Q1 2025
Reduced 16.14%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Aug 07, 2025 Q2 2025 |
31,246
shares
|
$2.75 Million
0.03% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Shelter Mutual Insurance CO
|
Jul 29, 2025 Q2 2025 |
31,200
shares
|
$2.75 Million
0.75% of portfolio
|
Q2 2020
New holding
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
31,143
shares
|
$2.75 Million
0.63% of portfolio
|
Q2 2025
Added 14.7%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Jul 29, 2025 Q2 2025 |
30,532
shares
|
$2.69 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
30,491
shares
|
$2.69 Million
0.14% of portfolio
|
Q2 2025
Added 11.89%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
30,101
shares
|
$2.65 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
29,996
shares
|
$2.64 Million
0.2% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Aug 12, 2025 Q2 2025 |
29,879
shares
|
$2.63 Million
0.01% of portfolio
|
Q2 2025
Reduced 44.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
29,640
shares
|
$2.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
29,460
shares
|
$2.6 Million
0.02% of portfolio
|
Q2 2023
Reduced 67.3%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Aug 05, 2025 Q2 2025 |
29,452
shares
|
$2.6 Million
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
29,129
shares
|
$2.57 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
29,056
shares
|
$2.56 Million
0.09% of portfolio
|
Q4 2024
Added 511.83%
|
|
|
Arlington Partners LLC
|
Jul 14, 2025 Q2 2025 |
29,022
shares
|
$2.56 Million
1.16% of portfolio
|
Q2 2025
Reduced 34.76%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
28,628
shares
|
$2.52 Million
0.38% of portfolio
|
Q4 2022
Reduced 0.99%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jul 21, 2025 Q2 2025 |
28,627
shares
|
$2.52 Million
1.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
28,443
shares
|
$2.51 Million
0.28% of portfolio
|
Q2 2025
Reduced 13.83%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
27,607
shares
|
$2.43 Million
0.02% of portfolio
|
Q2 2025
Added 341.92%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
27,276
shares
|
$2.4 Million
0.04% of portfolio
|
Q2 2025
Added 19.53%
|