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 |
|---|---|---|---|---|---|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
5,996
shares
|
$571,778
0.44% of portfolio
|
Q3 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
5,921
shares
|
$564,626
0.05% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
5,917
shares
|
$564,245
0.38% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
5,911
shares
|
$563,672
0.25% of portfolio
|
Q1 2024
Reduced 2.04%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
5,889
shares
|
$561,575
0.12% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
5,863
shares
|
$559,095
0.06% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
5,849
shares
|
$557,760
0.01% of portfolio
|
Q3 2024
Reduced 59.26%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
5,839
shares
|
$556,807
0.02% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,802
shares
|
$553,278
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jan 02, 2025 Q4 2024 |
5,765
shares
|
$549,750
0.05% of portfolio
|
Q4 2024
Reduced 84.99%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
5,745
shares
|
$547,843
0.37% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
5,739
shares
|
$547,271
0.13% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
5,673
shares
|
$540,977
0.01% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Bull Street Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,632
shares
|
$537,067
0.25% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
5,573
shares
|
$531,441
0.02% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
5,543
shares
|
$528,580
0.01% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Lgt Group Foundation
|
Nov 13, 2024 Q3 2024 |
5,516
shares
|
$526,005
0.01% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Wendell David Associates Inc
|
Jan 17, 2025 Q4 2024 |
5,494
shares
|
$523,907
0.05% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,464
shares
|
$521,047
0.02% of portfolio
|
Q3 2024
Added 20.64%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,439
shares
|
$518,663
0.03% of portfolio
|
Q3 2024
Reduced 10.6%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
5,315
shares
|
$506,838
0.0% of portfolio
|
Q3 2024
Added 68.94%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
5,306
shares
|
$505,980
0.01% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,302
shares
|
$505,598
0.0% of portfolio
|
Q3 2024
Reduced 60.24%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
5,300
shares
|
$505,408
0.02% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
5,294
shares
|
$504,835
0.37% of portfolio
|
Q3 2022
Added 5.9%
|