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 |
|---|---|---|---|---|---|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
13,408
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2024
Added 50.52%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
13,363
shares
|
$1.28 Million
0.4% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
13,249
shares
|
$1.27 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
13,188
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2023
Reduced 0.43%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
13,149
shares
|
$1.26 Million
0.02% of portfolio
|
Q4 2024
Added 21.24%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
13,136
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Dash Acquisitions Inc.
|
Feb 03, 2025 Q4 2024 |
13,071
shares
|
$1.26 Million
0.28% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Feb 06, 2025 Q4 2024 |
13,001
shares
|
$1.25 Million
0.15% of portfolio
|
Q2 2020
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
12,995
shares
|
$1.25 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
12,947
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2022
Added 1.01%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
12,755
shares
|
$1.23 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 13, 2024 Q3 2024 |
12,701
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2024
Reduced 58.34%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
12,697
shares
|
$1.22 Million
0.03% of portfolio
|
Q4 2024
Reduced 13.22%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
12,694
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
12,655
shares
|
$1.22 Million
0.08% of portfolio
|
Q4 2024
Reduced 11.24%
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
12,423
shares
|
$1.19 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
12,404
shares
|
$1.19 Million
0.65% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Copeland Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
12,251
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2024
Reduced 92.71%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
12,215
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
11,996
shares
|
$1.15 Million
0.24% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
11,763
shares
|
$1.13 Million
0.08% of portfolio
|
Q4 2024
Added 87.31%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
11,726
shares
|
$1.13 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
11,608
shares
|
$1.11 Million
0.26% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
11,558
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
11,469
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
Added 3.47%
|