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 |
|---|---|---|---|---|---|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
7,716
shares
|
$680,165
0.08% of portfolio
|
Q2 2025
Reduced 11.98%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Jul 21, 2025 Q2 2025 |
7,714
shares
|
$679,989
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
7,690
shares
|
$677,873
0.05% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
7,677
shares
|
$676,727
0.01% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,647
shares
|
$674,083
0.0% of portfolio
|
Q2 2025
Reduced 11.62%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
7,613
shares
|
$671,085
0.0% of portfolio
|
Q2 2025
Added 88.21%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Aug 12, 2025 Q2 2025 |
7,575
shares
|
$667,736
0.49% of portfolio
|
Q4 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
7,567
shares
|
$667,031
0.02% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Cinctive Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
7,544
shares
|
$665,003
0.04% of portfolio
|
Q2 2025
Added 121.88%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
7,537
shares
|
$664,386
0.0% of portfolio
|
Q2 2025
Reduced 69.3%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
7,514
shares
|
$662,359
0.02% of portfolio
|
Q2 2025
Added 21.57%
|
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
7,514
shares
|
$662,359
0.09% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
7,456
shares
|
$657,246
0.03% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
7,410
shares
|
$653,191
0.06% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
7,396
shares
|
$651,957
0.01% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
7,366
shares
|
$649,312
0.01% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Aug 01, 2025 Q2 2025 |
7,346
shares
|
$647,549
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
7,159
shares
|
$631,065
0.02% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
7,157
shares
|
$630,889
0.09% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jul 09, 2025 Q2 2025 |
7,155
shares
|
$630,713
0.39% of portfolio
|
Q4 2023
Reduced 2.61%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
7,154
shares
|
$630,625
0.03% of portfolio
|
Q2 2025
Added 9.94%
|
|
|
Ar Asset Management Inc
|
Aug 05, 2025 Q2 2025 |
7,150
shares
|
$630,272
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
7,109
shares
|
$626,658
0.0% of portfolio
|
Q1 2025
Reduced 47.22%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
7,074
shares
|
$623,573
0.09% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
7,024
shares
|
$619,165
0.01% of portfolio
|
Q2 2025
Reduced 5.29%
|