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 Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,163
shares
|
$543,268
0.02% of portfolio
|
Q2 2020
Added 4.62%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
6,149
shares
|
$542,034
0.05% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Clarendon Private LLC
Boston, MA |
Jul 25, 2025 Q2 2025 |
6,143
shares
|
$541,505
0.58% of portfolio
|
Q2 2025
Added 26.61%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
6,141
shares
|
$541,329
0.06% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,100
shares
|
$537,715
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
6,072
shares
|
$535,246
0.01% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
6,041
shares
|
$532,514
0.02% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Elco Management Co., LLC
New York, NY |
Aug 04, 2025 Q2 2025 |
6,027
shares
|
$531,280
0.32% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Aug 11, 2025 Q2 2025 |
6,027
shares
|
$531,280
0.01% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
6,008
shares
|
$529,605
0.06% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Meridian Management CO
|
Aug 05, 2025 Q2 2025 |
6,007
shares
|
$529,517
0.17% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
5,996
shares
|
$528,547
0.44% of portfolio
|
Q3 2022
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
5,949
shares
|
$524,404
0.04% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
5,924
shares
|
$522,200
0.05% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
5,912
shares
|
$521,142
0.11% of portfolio
|
Q2 2025
Reduced 15.05%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
5,911
shares
|
$521,054
0.22% of portfolio
|
Q1 2024
Reduced 2.04%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
5,905
shares
|
$520,525
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
5,832
shares
|
$514,090
0.39% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
5,804
shares
|
$511,622
0.02% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Amica Retiree Medical Trust
|
Aug 07, 2025 Q2 2025 |
5,752
shares
|
$507,038
0.82% of portfolio
|
Q1 2025
Reduced 33.07%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
5,680
shares
|
$500,692
0.04% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
5,593
shares
|
$493,022
0.04% of portfolio
|
Q2 2025
Reduced 54.37%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
5,575
shares
|
$491,436
0.26% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
5,566
shares
|
$490,642
0.03% of portfolio
|
Q2 2025
Added 17.6%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
5,548
shares
|
$489,056
0.08% of portfolio
|
Q2 2025
New holding
|