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 |
|---|---|---|---|---|---|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
4,732
shares
|
$451,243
0.04% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
4,725
shares
|
$450,576
0.01% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
4,725
shares
|
$450,576
0.23% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
4,645
shares
|
$442,947
0.04% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,645
shares
|
$442,947
0.01% of portfolio
|
Q3 2024
Added 30.04%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
4,640
shares
|
$442,470
0.03% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
4,624
shares
|
$440,944
0.01% of portfolio
|
Q4 2024
Reduced 17.91%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
4,624
shares
|
$440,944
0.03% of portfolio
|
Q3 2024
Reduced 37.75%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
4,601
shares
|
$438,751
0.02% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,591
shares
|
$437,797
0.0% of portfolio
|
Q3 2024
Reduced 12.39%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,574
shares
|
$436,176
0.01% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
4,570
shares
|
$435,795
0.29% of portfolio
|
Q3 2023
New holding
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
4,566
shares
|
$435,413
0.03% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
4,562
shares
|
$435,032
0.1% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,552
shares
|
$434,078
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
4,536
shares
|
$432,552
0.18% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Mirova
Paris, I0 |
Nov 13, 2024 Q3 2024 |
4,505
shares
|
$429,596
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
4,500
shares
|
$429,120
0.0% of portfolio
|
Q2 2024
Reduced 13.46%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,492
shares
|
$428,357
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
4,492
shares
|
$428,357
0.0% of portfolio
|
Q3 2024
Reduced 98.03%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,483
shares
|
$427,498
0.01% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,482
shares
|
$427,403
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,478
shares
|
$427,022
0.06% of portfolio
|
Q3 2024
Reduced 69.45%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,472
shares
|
$426,449
0.01% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
4,464
shares
|
$425,687
0.02% of portfolio
|
Q3 2024
Added 0.61%
|