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 1,349 institutions that hold shares in the stock, with a total of 364 Million shares, which have been reported (via 13F filing form) to have a value of $35.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,766
shares
|
$467,496
0.01% of portfolio
|
Q4 2024
Reduced 12.77%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
4,726
shares
|
$463,573
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
4,725
shares
|
$463,475
0.01% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
4,645
shares
|
$455,628
0.04% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
4,624
shares
|
$453,568
0.01% of portfolio
|
Q4 2024
Reduced 17.91%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Feb 10, 2025 Q4 2024 |
4,593
shares
|
$450,527
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
4,591
shares
|
$450,331
0.0% of portfolio
|
Q3 2024
Reduced 12.39%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
4,570
shares
|
$448,271
0.24% of portfolio
|
Q3 2023
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
4,562
shares
|
$447,486
0.1% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,552
shares
|
$446,505
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
4,529
shares
|
$444,249
0.03% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
4,525
shares
|
$443,857
0.17% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Gabelli Funds LLC
Rye, NY |
Feb 13, 2025 Q4 2024 |
4,500
shares
|
$441,405
0.0% of portfolio
|
Q2 2024
Reduced 13.46%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,499
shares
|
$441,306
0.03% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,483
shares
|
$439,737
0.01% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,482
shares
|
$439,639
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
4,472
shares
|
$438,658
0.01% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
4,420
shares
|
$433,557
0.02% of portfolio
|
Q3 2024
Reduced 20.03%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
4,416
shares
|
$433,165
0.02% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
4,413
shares
|
$432,871
0.05% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
4,411
shares
|
$432,674
0.02% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
4,405
shares
|
$432,086
0.02% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Feb 14, 2025 Q4 2024 |
4,400
shares
|
$431,596
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
4,399
shares
|
$431,497
0.03% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
4,362
shares
|
$427,868
0.0% of portfolio
|
Q4 2024
Reduced 87.47%
|