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 |
|---|---|---|---|---|---|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,704
shares
|
$353,213
0.07% of portfolio
|
Q4 2022
Reduced 41.06%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
3,697
shares
|
$352,545
0.01% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Qsv Equity Investors LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
3,695
shares
|
$352,355
0.36% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
3,685
shares
|
$351,401
0.01% of portfolio
|
Q3 2024
Reduced 11.52%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,683
shares
|
$351,210
0.01% of portfolio
|
Q3 2024
Reduced 9.33%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
3,673
shares
|
$350,257
0.07% of portfolio
|
Q2 2020
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
3,659
shares
|
$348,922
0.04% of portfolio
|
Q3 2022
Reduced 2.11%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,658
shares
|
$348,826
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
3,650
shares
|
$348,064
0.03% of portfolio
|
Q4 2022
Reduced 4.12%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
3,624
shares
|
$345,584
0.25% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,620
shares
|
$345,203
0.05% of portfolio
|
Q4 2024
Added 32.89%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,612
shares
|
$344,440
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3,599
shares
|
$343,200
0.06% of portfolio
|
Q2 2022
Added 0.67%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,596
shares
|
$342,914
0.02% of portfolio
|
Q3 2024
Added 22.19%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
3,592
shares
|
$342,533
0.07% of portfolio
|
Q2 2024
Added 1.27%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
3,588
shares
|
$342,151
0.09% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
3,584
shares
|
$341,770
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
3,574
shares
|
$340,816
0.3% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
3,565
shares
|
$339,958
0.03% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
3,559
shares
|
$339,386
0.04% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
3,537
shares
|
$337,288
0.03% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
3,534
shares
|
$337,002
0.01% of portfolio
|
Q2 2024
Added 1.64%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
3,532
shares
|
$336,811
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
3,505
shares
|
$334,236
0.06% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
3,498
shares
|
$333,569
0.19% of portfolio
|
Q4 2024
Added 2.13%
|