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 |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
15,502
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.76%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,338
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 44.44%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
15,230
shares
|
$1.46 Million
0.82% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
15,027
shares
|
$1.44 Million
0.14% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
14,938
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 90.0%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Feb 06, 2025 Q4 2024 |
14,874
shares
|
$1.43 Million
0.14% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
14,869
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
14,738
shares
|
$1.42 Million
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
14,610
shares
|
$1.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 21.49%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
14,499
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2023
Added 5.34%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
14,339
shares
|
$1.38 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
14,250
shares
|
$1.37 Million
0.06% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
14,173
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
14,145
shares
|
$1.36 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
14,124
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
14,109
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
14,040
shares
|
$1.35 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
14,000
shares
|
$1.34 Million
0.24% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
13,766
shares
|
$1.32 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
13,685
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Added 173.59%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
13,662
shares
|
$1.31 Million
0.22% of portfolio
|
Q1 2023
Added 0.29%
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
13,485
shares
|
$1.3 Million
0.04% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
13,450
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
13,432
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2022
Added 9.19%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
13,427
shares
|
$1.29 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.94%
|