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 |
|---|---|---|---|---|---|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
10,019
shares
|
$883,174
0.09% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
9,922
shares
|
$874,624
0.05% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
9,896
shares
|
$872,332
0.01% of portfolio
|
Q2 2025
Added 10.1%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
9,801
shares
|
$863,958
0.02% of portfolio
|
Q2 2025
Added 82.28%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
9,708
shares
|
$855,760
0.02% of portfolio
|
Q2 2025
Reduced 14.15%
|
|
|
Kornitzer Capital Management Inc
|
Jul 31, 2025 Q2 2025 |
9,684
shares
|
$853,644
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
9,619
shares
|
$847,914
0.01% of portfolio
|
Q2 2025
Added 29.65%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,609
shares
|
$847,033
0.02% of portfolio
|
Q4 2023
Reduced 0.5%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Jul 29, 2025 Q2 2025 |
9,530
shares
|
$840,069
0.06% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
9,524
shares
|
$839,540
0.11% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
9,515
shares
|
$838,747
0.22% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Strs Ohio
|
Aug 04, 2025 Q2 2025 |
9,446
shares
|
$832,664
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
9,347
shares
|
$823,938
0.02% of portfolio
|
Q2 2025
Reduced 33.92%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Jul 18, 2025 Q2 2025 |
9,248
shares
|
$815,211
0.01% of portfolio
|
Q2 2025
Reduced 10.13%
|
|
|
Home Federal Bank Of Tennessee
|
Jul 15, 2025 Q2 2025 |
9,226
shares
|
$813,271
0.26% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
9,217
shares
|
$812,478
0.04% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Monarch Capital Management Inc
|
Aug 20, 2025 Q2 2025 |
9,113
shares
|
$803,310
0.25% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Holowesko Partners Ltd.
Nassau, C5 |
Aug 12, 2025 Q2 2025 |
9,000
shares
|
$793,350
0.33% of portfolio
|
Q1 2023
Reduced 41.94%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,954
shares
|
$789,295
0.06% of portfolio
|
Q4 2023
Added 2.44%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
8,930
shares
|
$787,179
0.03% of portfolio
|
Q4 2024
Added 127.23%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
8,925
shares
|
$786,738
0.01% of portfolio
|
Q2 2025
Reduced 24.55%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
8,770
shares
|
$773,075
0.03% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
8,747
shares
|
$771,048
0.07% of portfolio
|
Q2 2025
Added 24.62%
|
|
|
Australian Super Pty LTD
|
Aug 01, 2025 Q2 2025 |
8,718
shares
|
$768,491
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
8,647
shares
|
$762,233
0.01% of portfolio
|
Q2 2025
Reduced 4.93%
|