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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
7,638
shares
|
$728,359
0.02% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 12, 2024 Q3 2024 |
7,575
shares
|
$722,352
0.5% of portfolio
|
Q4 2022
New holding
|
|
|
Ninety One North America, Inc.
New York, NY |
Jan 27, 2025 Q4 2024 |
7,525
shares
|
$717,584
0.04% of portfolio
|
Q4 2024
Reduced 11.57%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
7,521
shares
|
$717,202
0.01% of portfolio
|
Q3 2024
Reduced 24.71%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
7,498
shares
|
$715,009
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
7,451
shares
|
$710,527
0.08% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
7,406
shares
|
$706,236
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
7,402
shares
|
$705,854
0.04% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
7,298
shares
|
$695,937
0.0% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
7,247
shares
|
$691,073
0.09% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Ar Asset Management Inc
|
Nov 13, 2024 Q3 2024 |
7,200
shares
|
$686,592
0.17% of portfolio
|
Q2 2020
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
7,159
shares
|
$682,682
0.02% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jan 14, 2025 Q4 2024 |
7,155
shares
|
$682,300
0.39% of portfolio
|
Q4 2023
Reduced 2.61%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
7,142
shares
|
$681,061
0.03% of portfolio
|
Q3 2024
Added 11.63%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
7,109
shares
|
$677,914
0.0% of portfolio
|
Q3 2024
Reduced 77.44%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
7,074
shares
|
$674,576
0.02% of portfolio
|
Q3 2024
Added 17.41%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
7,005
shares
|
$667,996
0.03% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
6,938
shares
|
$661,607
0.03% of portfolio
|
Q3 2024
Added 46.12%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
6,836
shares
|
$651,880
0.02% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
6,831
shares
|
$651,404
0.04% of portfolio
|
Q3 2024
Added 178.36%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,826
shares
|
$650,927
0.01% of portfolio
|
Q3 2024
Reduced 14.68%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
6,781
shares
|
$646,636
0.03% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
6,748
shares
|
$643,489
0.13% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
6,743
shares
|
$643,012
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
6,693
shares
|
$638,244
0.05% of portfolio
|
Q4 2024
Added 24.17%
|