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 |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
4,057
shares
|
$386,875
0.01% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
4,036
shares
|
$384,872
0.02% of portfolio
|
Q4 2024
Reduced 11.18%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
4,015
shares
|
$382,870
0.39% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
4,013
shares
|
$382,679
0.01% of portfolio
|
Q3 2024
Reduced 62.96%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
4,008
shares
|
$382,202
0.12% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
4,008
shares
|
$382,202
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
3,983
shares
|
$379,818
0.15% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
3,982
shares
|
$379,723
0.03% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,972
shares
|
$378,769
0.03% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
3,958
shares
|
$377,434
0.2% of portfolio
|
Q4 2022
Reduced 1.25%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,938
shares
|
$375,527
0.03% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
3,930
shares
|
$374,764
0.01% of portfolio
|
Q3 2024
Reduced 85.41%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
3,888
shares
|
$370,759
0.08% of portfolio
|
Q3 2024
Reduced 20.34%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,877
shares
|
$369,710
0.0% of portfolio
|
Q2 2022
Reduced 10.14%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
3,846
shares
|
$366,754
0.01% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
3,823
shares
|
$364,561
0.01% of portfolio
|
Q4 2024
Reduced 17.11%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,815
shares
|
$363,798
0.03% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
3,804
shares
|
$362,749
0.02% of portfolio
|
Q3 2024
Reduced 6.58%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
3,776
shares
|
$360,079
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
3,772
shares
|
$359,697
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
3,770
shares
|
$359,507
0.02% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
3,734
shares
|
$356,074
0.02% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
3,733
shares
|
$355,978
0.03% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
3,720
shares
|
$354,739
0.0% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
3,711
shares
|
$353,880
0.07% of portfolio
|
Q3 2023
Reduced 2.47%
|