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 |
|---|---|---|---|---|---|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
8,646
shares
|
$762,144
0.01% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
8,619
shares
|
$759,764
0.03% of portfolio
|
Q2 2025
Added 152.98%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,606
shares
|
$758,618
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
8,598
shares
|
$757,913
0.0% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
8,574
shares
|
$755,798
0.02% of portfolio
|
Q2 2025
Added 27.36%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
8,570
shares
|
$755,445
0.09% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
8,562
shares
|
$754,740
0.28% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
8,537
shares
|
$752,536
0.04% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,467
shares
|
$746,366
0.08% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Aug 05, 2025 Q2 2025 |
8,422
shares
|
$742,399
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
8,395
shares
|
$740,019
0.01% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
8,336
shares
|
$734,818
0.21% of portfolio
|
Q2 2022
Reduced 2.32%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
8,299
shares
|
$731,556
0.01% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
8,247
shares
|
$726,973
0.02% of portfolio
|
Q2 2025
Added 14.11%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
8,167
shares
|
$719,921
0.23% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
8,116
shares
|
$715,425
0.03% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Aug 13, 2025 Q2 2025 |
8,100
shares
|
$714,015
0.0% of portfolio
|
Q2 2025
Reduced 99.85%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
8,082
shares
|
$712,428
0.02% of portfolio
|
Q2 2025
Reduced 12.78%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
7,999
shares
|
$705,111
0.01% of portfolio
|
Q2 2025
Added 38.94%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
7,986
shares
|
$703,965
0.01% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
7,879
shares
|
$694,533
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
7,860
shares
|
$692,859
0.01% of portfolio
|
Q2 2025
Added 45.23%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
7,833
shares
|
$690,478
0.02% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
7,769
shares
|
$684,837
0.09% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
7,720
shares
|
$680,518
0.02% of portfolio
|
Q2 2025
Reduced 8.26%
|