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 1,314 institutions that hold shares in the stock, with a total of 354 Million shares, which have been reported (via 13F filing form) to have a value of $34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
8,651
shares
|
$830,928
0.03% of portfolio
|
Q2 2024
Reduced 6.59%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
8,500
shares
|
$816,425
0.06% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
8,415
shares
|
$808,260
0.02% of portfolio
|
Q4 2023
Reduced 1.06%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
8,395
shares
|
$806,339
0.02% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
8,336
shares
|
$800,672
0.21% of portfolio
|
Q2 2022
Reduced 2.32%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
8,276
shares
|
$794,909
0.02% of portfolio
|
Q4 2024
Added 25.97%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
8,272
shares
|
$794,525
0.0% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
8,269
shares
|
$794,237
0.06% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
8,241
shares
|
$791,548
0.01% of portfolio
|
Q3 2024
Added 32.3%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
8,152
shares
|
$782,999
0.05% of portfolio
|
Q3 2024
Added 18.92%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
8,131
shares
|
$780,982
0.01% of portfolio
|
Q4 2024
Added 11.6%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
8,119
shares
|
$779,829
0.1% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
8,077
shares
|
$775,795
0.21% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
8,070
shares
|
$775,123
0.03% of portfolio
|
Q4 2024
Added 13.68%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
7,962
shares
|
$764,750
0.0% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
7,886
shares
|
$757,450
0.02% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
7,875
shares
|
$756,393
0.03% of portfolio
|
Q1 2024
Reduced 11.03%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
7,857
shares
|
$754,664
0.21% of portfolio
|
Q2 2024
Added 2.08%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
7,826
shares
|
$751,687
0.02% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Triasima Portfolio Management Inc.
|
Jan 28, 2025 Q4 2024 |
7,820
shares
|
$751,111
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
7,765
shares
|
$745,828
0.01% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jan 28, 2025 Q4 2024 |
7,654
shares
|
$735,166
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
7,638
shares
|
$733,629
0.02% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Feb 04, 2025 Q4 2024 |
7,575
shares
|
$727,578
0.47% of portfolio
|
Q4 2022
New holding
|
|
|
Ninety One North America, Inc.
New York, NY |
Jan 27, 2025 Q4 2024 |
7,525
shares
|
$722,776
0.04% of portfolio
|
Q4 2024
Reduced 11.57%
|