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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
18,688
shares
|
$1.65 Million
0.04% of portfolio
|
Q2 2025
Added 22.13%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
18,395
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
18,379
shares
|
$1.62 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Aug 13, 2025 Q2 2025 |
18,090
shares
|
$1.59 Million
0.17% of portfolio
|
Q2 2025
Added 3684.52%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
17,709
shares
|
$1.56 Million
0.02% of portfolio
|
Q2 2025
Added 23.55%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
17,485
shares
|
$1.54 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
17,321
shares
|
$1.53 Million
0.17% of portfolio
|
Q3 2022
Reduced 7.16%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
17,300
shares
|
$1.52 Million
0.04% of portfolio
|
Q4 2024
Added 10.19%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
16,781
shares
|
$1.48 Million
0.04% of portfolio
|
Q2 2025
Added 21.07%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
16,780
shares
|
$1.48 Million
0.11% of portfolio
|
Q4 2024
Reduced 18.07%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
16,737
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jul 31, 2025 Q2 2025 |
16,690
shares
|
$1.47 Million
0.09% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
16,505
shares
|
$1.45 Million
0.05% of portfolio
|
Q1 2025
Added 79.5%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
16,488
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Added 178.42%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
16,369
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
16,282
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Added 12.56%
|
|
|
Shelter Ins Retirement Plan
|
Jul 29, 2025 Q2 2025 |
16,000
shares
|
$1.41 Million
1.88% of portfolio
|
Q2 2024
Reduced 48.72%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
Aug 14, 2025 Q2 2025 |
15,980
shares
|
$1.41 Million
0.07% of portfolio
|
Q2 2025
Reduced 80.38%
|
|
|
Tealwood Asset Management Inc
|
Jul 17, 2025 Q2 2025 |
15,844
shares
|
$1.4 Million
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
15,744
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Added 232.99%
|
|
|
Tufton Capital Management
|
Aug 05, 2025 Q2 2025 |
15,261
shares
|
$1.35 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
15,226
shares
|
$1.34 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
15,009
shares
|
$1.32 Million
0.08% of portfolio
|
Q2 2025
Added 12.19%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
14,953
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 26.39%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2025 Q2 2025 |
14,947
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Added 123.42%
|