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 |
|---|---|---|---|---|---|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
5,240
shares
|
$499,686
0.18% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
5,240
shares
|
$499,686
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
5,225
shares
|
$498,256
0.01% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
5,201
shares
|
$495,967
0.05% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
5,124
shares
|
$488,624
0.23% of portfolio
|
Q4 2024
Added 43.69%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
5,115
shares
|
$487,766
0.36% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
5,110
shares
|
$487,289
0.01% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
5,101
shares
|
$486,431
0.05% of portfolio
|
Q4 2024
Reduced 13.26%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
5,046
shares
|
$481,186
0.01% of portfolio
|
Q3 2024
Reduced 29.85%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
5,034
shares
|
$480,042
0.03% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
5,001
shares
|
$476,895
0.07% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
4,993
shares
|
$476,132
0.03% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
4,983
shares
|
$475,178
0.01% of portfolio
|
Q3 2024
Reduced 8.42%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
4,967
shares
|
$473,653
0.01% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
4,949
shares
|
$471,936
0.02% of portfolio
|
Q4 2024
Reduced 11.88%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,944
shares
|
$471,459
0.01% of portfolio
|
Q3 2024
Added 130.06%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
4,929
shares
|
$470,029
0.01% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
4,917
shares
|
$468,885
0.02% of portfolio
|
Q3 2024
Reduced 24.35%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,912
shares
|
$468,408
0.02% of portfolio
|
Q1 2024
Reduced 8.82%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
4,884
shares
|
$465,738
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
4,859
shares
|
$463,354
0.01% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
4,843
shares
|
$461,828
0.29% of portfolio
|
Q3 2024
Reduced 50.92%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
4,779
shares
|
$455,725
0.04% of portfolio
|
Q2 2022
Added 9.43%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
4,753
shares
|
$453,246
0.04% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,749
shares
|
$452,864
0.02% of portfolio
|
Q3 2024
New holding
|