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 1,314 institutions that hold shares in the stock, with a total of 354 Million shares, which have been reported (via 13F filing form) to have a value of $34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
25,550
shares
|
$2.45 Million
0.76% of portfolio
|
Q2 2024
Reduced 18.79%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,330
shares
|
$2.43 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
25,147
shares
|
$2.42 Million
0.07% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
24,921
shares
|
$2.39 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
24,843
shares
|
$2.39 Million
0.01% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Hartford Investment Management CO
|
Jan 29, 2025 Q4 2024 |
24,655
shares
|
$2.37 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
24,651
shares
|
$2.37 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
24,434
shares
|
$2.35 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
24,363
shares
|
$2.34 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
24,280
shares
|
$2.33 Million
0.06% of portfolio
|
Q4 2024
Added 14.57%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
23,888
shares
|
$2.29 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
23,775
shares
|
$2.28 Million
0.13% of portfolio
|
Q3 2022
Added 11.85%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
23,732
shares
|
$2.28 Million
0.07% of portfolio
|
Q3 2024
Reduced 21.96%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
23,727
shares
|
$2.28 Million
0.07% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
23,523
shares
|
$2.26 Million
0.02% of portfolio
|
Q3 2024
Reduced 32.53%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
23,500
shares
|
$2.26 Million
0.08% of portfolio
|
Q4 2024
Reduced 19.81%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
23,370
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
23,207
shares
|
$2.23 Million
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
23,070
shares
|
$2.22 Million
0.05% of portfolio
|
Q3 2024
Reduced 26.72%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
23,064
shares
|
$2.22 Million
0.1% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
23,011
shares
|
$2.21 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
22,881
shares
|
$2.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 14.28%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
22,868
shares
|
$2.2 Million
0.02% of portfolio
|
Q4 2024
Added 58.42%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
22,816
shares
|
$2.19 Million
0.01% of portfolio
|
Q3 2024
Added 192.55%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
22,745
shares
|
$2.18 Million
0.16% of portfolio
|
Q1 2024
Added 2237.62%
|