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 |
|---|---|---|---|---|---|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
11,158
shares
|
$983,577
0.08% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,109
shares
|
$979,258
0.03% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
11,100
shares
|
$978,465
0.02% of portfolio
|
Q4 2023
Reduced 4.57%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,975
shares
|
$967,446
0.03% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
10,854
shares
|
$956,780
0.08% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,847
shares
|
$956,163
0.02% of portfolio
|
Q2 2025
Reduced 25.14%
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
10,781
shares
|
$950,345
0.02% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
10,713
shares
|
$944,350
0.02% of portfolio
|
Q2 2025
Added 29.74%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
10,669
shares
|
$940,472
0.02% of portfolio
|
Q2 2025
Added 11.12%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
10,633
shares
|
$937,298
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
10,627
shares
|
$936,770
0.14% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
10,561
shares
|
$930,952
0.01% of portfolio
|
Q2 2025
Added 50.94%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
10,551
shares
|
$930,070
0.01% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
10,507
shares
|
$926,192
0.04% of portfolio
|
Q2 2025
Added 48.89%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
10,504
shares
|
$925,927
0.1% of portfolio
|
Q3 2022
Reduced 22.41%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
10,453
shares
|
$921,431
0.06% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
10,444
shares
|
$920,638
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
10,415
shares
|
$918,082
0.04% of portfolio
|
Q3 2022
Added 2.97%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
10,411
shares
|
$917,729
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
10,358
shares
|
$913,057
0.05% of portfolio
|
Q2 2025
Added 87.41%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
10,229
shares
|
$901,686
0.01% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
10,222
shares
|
$901,069
0.01% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
10,206
shares
|
$899,658
0.05% of portfolio
|
Q2 2022
Added 5.24%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
10,191
shares
|
$898,336
0.44% of portfolio
|
Q2 2025
Added 79.86%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
10,163
shares
|
$895,868
0.03% of portfolio
|
Q1 2025
Reduced 11.39%
|