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 |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
7,019
shares
|
$618,724
0.02% of portfolio
|
Q2 2025
Added 41.63%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
7,000
shares
|
$617,050
0.04% of portfolio
|
Q4 2024
Added 47.93%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
6,980
shares
|
$615,287
0.01% of portfolio
|
Q2 2025
Reduced 93.67%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
6,947
shares
|
$612,378
0.01% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
6,930
shares
|
$610,879
0.03% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
6,839
shares
|
$602,857
0.28% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
6,791
shares
|
$598,626
0.36% of portfolio
|
Q2 2025
Added 203.58%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
6,688
shares
|
$589,547
0.01% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
6,684
shares
|
$589,194
0.04% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
6,675
shares
|
$588,401
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Jul 31, 2025 Q2 2025 |
6,657
shares
|
$586,814
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
6,500
shares
|
$572,975
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
6,448
shares
|
$568,391
0.13% of portfolio
|
Q2 2025
Reduced 9.79%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
6,444
shares
|
$568,038
0.02% of portfolio
|
Q2 2025
Added 28.83%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
6,429
shares
|
$566,716
0.02% of portfolio
|
Q1 2023
Reduced 4.24%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
6,412
shares
|
$565,217
0.1% of portfolio
|
Q2 2025
Reduced 34.79%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
6,399
shares
|
$564,071
0.08% of portfolio
|
Q2 2025
Reduced 13.6%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Aug 01, 2025 Q2 2025 |
6,393
shares
|
$563,542
0.01% of portfolio
|
Q2 2025
Added 27.86%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
6,372
shares
|
$561,691
0.03% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
6,347
shares
|
$559,488
0.01% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
6,334
shares
|
$558,342
0.19% of portfolio
|
Q2 2025
Reduced 46.78%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
6,284
shares
|
$553,934
0.0% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Westhampton Capital, LLC
|
Jul 18, 2025 Q2 2025 |
6,225
shares
|
$548,733
0.33% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
6,169
shares
|
$543,797
0.01% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
6,168
shares
|
$543,709
0.03% of portfolio
|
Q2 2025
Reduced 64.95%
|