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 |
|---|---|---|---|---|---|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
12,947
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2022
Added 1.01%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
12,870
shares
|
$1.13 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
12,750
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,609
shares
|
$1.11 Million
0.65% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
12,590
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
12,531
shares
|
$1.1 Million
0.23% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
12,497
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
12,365
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
12,335
shares
|
$1.09 Million
0.32% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
12,245
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
11,986
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
11,942
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
11,745
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2025
Added 14.2%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
11,697
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Added 47.8%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
11,666
shares
|
$1.03 Million
0.59% of portfolio
|
Q2 2025
Added 31.88%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
11,643
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
11,597
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
11,587
shares
|
$1.02 Million
0.63% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
11,475
shares
|
$1.01 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
11,471
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
11,372
shares
|
$1 Million
0.13% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
11,344
shares
|
$999,973
0.0% of portfolio
|
Q2 2025
Added 14.96%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
11,253
shares
|
$991,951
0.02% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
11,227
shares
|
$989,660
0.08% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
11,178
shares
|
$985,340
0.61% of portfolio
|
Q2 2025
Added 130.95%
|