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 |
|---|---|---|---|---|---|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
10,118
shares
|
$964,852
0.24% of portfolio
|
Q3 2024
Added 75.84%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
9,993
shares
|
$952,932
0.03% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
9,914
shares
|
$945,399
0.04% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
9,816
shares
|
$936,053
0.12% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
9,752
shares
|
$929,950
0.25% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
9,665
shares
|
$921,654
0.22% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
9,625
shares
|
$917,840
0.04% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,609
shares
|
$916,314
0.02% of portfolio
|
Q4 2023
Reduced 0.5%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
9,570
shares
|
$912,595
0.22% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
9,564
shares
|
$912,023
0.01% of portfolio
|
Q3 2024
Reduced 31.78%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
9,437
shares
|
$899,912
0.04% of portfolio
|
Q1 2024
Reduced 6.24%
|
|
|
Groupama Asset Managment
Paris, I0 |
Nov 15, 2024 Q3 2024 |
9,428
shares
|
$899,054
0.02% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
9,363
shares
|
$892,855
0.02% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
9,339
shares
|
$890,567
0.81% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
9,334
shares
|
$890,090
0.03% of portfolio
|
Q4 2024
Added 17.84%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
9,283
shares
|
$885,226
0.02% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Home Federal Bank Of Tennessee
|
Jan 24, 2025 Q4 2024 |
9,231
shares
|
$880,268
0.25% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
9,195
shares
|
$876,835
0.03% of portfolio
|
Q4 2024
Added 97.28%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
9,173
shares
|
$874,737
0.02% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
9,149
shares
|
$872,448
0.01% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
9,139
shares
|
$871,495
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Holowesko Partners Ltd.
Nassau, C5 |
Nov 12, 2024 Q3 2024 |
9,000
shares
|
$858,240
0.53% of portfolio
|
Q1 2023
Reduced 41.94%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
8,993
shares
|
$857,572
0.12% of portfolio
|
Q4 2024
Added 15.75%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,954
shares
|
$853,853
0.06% of portfolio
|
Q4 2023
Added 2.44%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
8,926
shares
|
$851,183
0.03% of portfolio
|
Q4 2024
Reduced 2.87%
|