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 |
|---|---|---|---|---|---|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
23,718
shares
|
$2.09 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
23,587
shares
|
$2.08 Million
0.06% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
23,500
shares
|
$2.07 Million
0.08% of portfolio
|
Q4 2024
Reduced 19.81%
|
|
|
Fora Capital, LLC
Miami, FL |
Aug 13, 2025 Q2 2025 |
23,411
shares
|
$2.06 Million
0.28% of portfolio
|
Q2 2025
Added 73.87%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
23,378
shares
|
$2.06 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
23,260
shares
|
$2.05 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
23,255
shares
|
$2.05 Million
0.03% of portfolio
|
Q2 2025
Added 42.19%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
23,207
shares
|
$2.05 Million
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
22,950
shares
|
$2.02 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
22,796
shares
|
$2.01 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
22,618
shares
|
$1.99 Million
0.03% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
22,460
shares
|
$1.98 Million
0.5% of portfolio
|
Q2 2025
Reduced 9.96%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Jul 18, 2025 Q2 2025 |
22,321
shares
|
$1.97 Million
1.18% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
22,155
shares
|
$1.95 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
22,133
shares
|
$1.95 Million
0.01% of portfolio
|
Q2 2025
Added 16.65%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
21,958
shares
|
$1.94 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Jul 21, 2025 Q2 2025 |
21,610
shares
|
$1.9 Million
0.03% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jul 24, 2025 Q2 2025 |
21,541
shares
|
$1.9 Million
0.44% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
21,515
shares
|
$1.9 Million
0.06% of portfolio
|
Q2 2025
Added 38.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
21,418
shares
|
$1.89 Million
0.02% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
21,371
shares
|
$1.88 Million
0.13% of portfolio
|
Q2 2024
Added 4.72%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
21,294
shares
|
$1.88 Million
0.02% of portfolio
|
Q2 2025
Added 43.57%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
21,194
shares
|
$1.87 Million
0.21% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
20,918
shares
|
$1.84 Million
0.78% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
20,907
shares
|
$1.84 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.21%
|