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 1,316 institutions that hold shares in the stock, with a total of 355 Million shares, which have been reported (via 13F filing form) to have a value of $33.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
11,500
shares
|
$1.1 Million
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
11,469
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
11,426
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 20.97%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
11,277
shares
|
$1.08 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
11,238
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Jan 16, 2025 Q4 2024 |
11,182
shares
|
$1.07 Million
0.55% of portfolio
|
Q4 2024
Added 23.38%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,109
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
11,100
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2023
Reduced 4.57%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
11,071
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2024
Reduced 18.37%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
10,863
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2024
Reduced 61.92%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
10,845
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
10,837
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
10,792
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
10,790
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,748
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Added 14.74%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
10,716
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
10,627
shares
|
$1.01 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
10,573
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
10,504
shares
|
$1 Million
0.1% of portfolio
|
Q3 2022
Reduced 22.41%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
10,481
shares
|
$999,468
0.01% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
10,415
shares
|
$993,174
0.04% of portfolio
|
Q3 2022
Added 2.97%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
10,401
shares
|
$991,839
0.0% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Nov 12, 2024 Q3 2024 |
10,290
shares
|
$981,254
0.02% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
10,240
shares
|
$976,486
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
10,206
shares
|
$973,244
0.05% of portfolio
|
Q2 2022
Added 5.24%
|