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 |
|---|---|---|---|---|---|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
4,600
shares
|
$405,490
0.03% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
4,583
shares
|
$403,991
0.0% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
4,570
shares
|
$402,845
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
4,552
shares
|
$401,258
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
4,544
shares
|
$400,553
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
4,531
shares
|
$399,407
0.06% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
4,526
shares
|
$398,966
0.02% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
4,518
shares
|
$398,261
0.01% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
4,517
shares
|
$398,173
0.02% of portfolio
|
Q2 2025
Added 48.1%
|
|
|
Gabelli Funds LLC
Rye, NY |
Aug 13, 2025 Q2 2025 |
4,500
shares
|
$396,675
0.0% of portfolio
|
Q2 2024
Reduced 13.46%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,499
shares
|
$396,586
0.03% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,482
shares
|
$395,088
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
4,463
shares
|
$393,413
0.01% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
4,452
shares
|
$392,443
0.02% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
4,435
shares
|
$390,945
0.17% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
4,432
shares
|
$390,680
0.02% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
4,403
shares
|
$388,124
0.02% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
4,400
shares
|
$387,860
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
4,396
shares
|
$387,507
0.01% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
4,392
shares
|
$387,154
0.05% of portfolio
|
Q2 2025
Reduced 18.3%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
4,375
shares
|
$385,656
0.05% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
4,337
shares
|
$382,306
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
4,326
shares
|
$381,336
0.23% of portfolio
|
Q4 2023
Reduced 5.46%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
4,325
shares
|
$381,248
0.03% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
4,323
shares
|
$381,072
0.01% of portfolio
|
Q2 2025
Reduced 2.24%
|