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 |
|---|---|---|---|---|---|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
6,690
shares
|
$637,958
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,675
shares
|
$636,528
0.38% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
6,667
shares
|
$635,765
0.02% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
6,613
shares
|
$630,615
0.08% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
6,587
shares
|
$628,136
0.32% of portfolio
|
Q4 2023
Reduced 5.39%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
6,508
shares
|
$620,602
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
6,429
shares
|
$613,069
0.02% of portfolio
|
Q1 2023
Reduced 4.24%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
6,407
shares
|
$610,971
0.01% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
6,400
shares
|
$610,304
0.03% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
6,395
shares
|
$609,827
0.04% of portfolio
|
Q3 2024
Added 53.54%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
6,393
shares
|
$609,636
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
6,363
shares
|
$606,775
0.01% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
6,349
shares
|
$605,440
0.05% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
6,329
shares
|
$603,533
0.28% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
6,300
shares
|
$600,768
0.28% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
6,274
shares
|
$598,288
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
6,271
shares
|
$598,002
0.01% of portfolio
|
Q4 2024
Reduced 15.45%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
6,202
shares
|
$591,422
0.05% of portfolio
|
Q3 2024
Added 77.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
6,193
shares
|
$590,564
0.01% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
6,190
shares
|
$590,278
0.06% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
6,187
shares
|
$589,992
0.06% of portfolio
|
Q3 2024
Reduced 46.53%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,163
shares
|
$587,703
0.02% of portfolio
|
Q2 2020
Added 4.62%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
6,104
shares
|
$582,077
0.16% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
6,103
shares
|
$581,982
0.06% of portfolio
|
Q3 2024
Added 14.18%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
6,073
shares
|
$579,121
0.05% of portfolio
|
Q4 2024
Reduced 0.31%
|