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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
5,515
shares
|
$486,147
0.01% of portfolio
|
Q2 2025
Added 26.17%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
5,514
shares
|
$486,059
0.19% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
5,500
shares
|
$484,825
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ninety One North America, Inc.
New York, NY |
Jul 18, 2025 Q2 2025 |
5,494
shares
|
$484,296
0.03% of portfolio
|
Q2 2025
Reduced 15.35%
|
|
|
Bull Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
5,470
shares
|
$482,180
0.26% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Wendell David Associates Inc
|
Jul 29, 2025 Q2 2025 |
5,444
shares
|
$479,888
0.05% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
5,358
shares
|
$472,307
0.39% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
5,326
shares
|
$469,486
0.02% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
5,316
shares
|
$468,605
0.03% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
5,316
shares
|
$468,605
0.05% of portfolio
|
Q2 2025
Added 77.56%
|
|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
5,306
shares
|
$467,723
0.01% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
5,306
shares
|
$467,723
0.01% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,302
shares
|
$467,371
0.02% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
5,294
shares
|
$466,666
0.37% of portfolio
|
Q3 2022
Added 5.9%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
5,293
shares
|
$466,577
0.01% of portfolio
|
Q2 2025
Added 67.5%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
5,292
shares
|
$466,489
0.01% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
5,280
shares
|
$465,432
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5,255
shares
|
$463,228
0.0% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,248
shares
|
$462,611
0.01% of portfolio
|
Q2 2025
Added 45.17%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
5,244
shares
|
$462,258
0.06% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
5,241
shares
|
$461,994
0.1% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,195
shares
|
$457,939
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
5,188
shares
|
$457,322
0.02% of portfolio
|
Q2 2025
Added 79.89%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
5,144
shares
|
$453,443
0.04% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
5,132
shares
|
$452,385
0.02% of portfolio
|
Q2 2025
Added 100.0%
|