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 |
|---|---|---|---|---|---|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
14,738
shares
|
$1.3 Million
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Aug 12, 2025 Q2 2025 |
14,729
shares
|
$1.3 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
14,644
shares
|
$1.29 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.26%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
14,610
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2024
Reduced 21.49%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
14,499
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2023
Added 5.34%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
14,462
shares
|
$1.27 Million
0.08% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
14,176
shares
|
$1.25 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.74%
|
|
|
Pensionfund Sabic
|
Jun 30, 2025 Q1 2025 |
14,000
shares
|
$1.23 Million
0.43% of portfolio
|
Q1 2025
Reduced 15.15%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
14,000
shares
|
$1.23 Million
0.25% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Triasima Portfolio Management Inc.
|
Jul 23, 2025 Q2 2025 |
13,969
shares
|
$1.23 Million
0.3% of portfolio
|
Q1 2025
Added 78.63%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
13,876
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Dash Acquisitions Inc.
|
Jul 28, 2025 Q2 2025 |
13,690
shares
|
$1.21 Million
0.29% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
13,674
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
13,662
shares
|
$1.2 Million
0.22% of portfolio
|
Q1 2023
Added 0.29%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
13,474
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2025
Reduced 19.22%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
13,435
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
13,432
shares
|
$1.18 Million
0.05% of portfolio
|
Q3 2022
Added 9.19%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
13,363
shares
|
$1.18 Million
0.4% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
|
Lafayette Investments, Inc.
|
Jul 30, 2025 Q2 2025 |
13,290
shares
|
$1.17 Million
0.27% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
13,269
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
13,188
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2023
Reduced 0.43%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
13,120
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 05, 2025 Q2 2025 |
13,001
shares
|
$1.15 Million
0.16% of portfolio
|
Q2 2020
New holding
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
12,998
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2025
Added 264.91%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
12,995
shares
|
$1.15 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.41%
|