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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,483
shares
|
$332,138
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Clear Alpha Technologies LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
3,478
shares
|
$331,662
0.1% of portfolio
|
Q3 2024
Reduced 41.91%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
3,468
shares
|
$330,708
0.08% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
3,467
shares
|
$330,613
0.03% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
3,466
shares
|
$330,517
0.11% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
3,455
shares
|
$329,468
0.02% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,445
shares
|
$328,515
0.0% of portfolio
|
Q3 2022
Reduced 2.27%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
3,437
shares
|
$327,752
0.0% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 29, 2025 Q4 2024 |
3,436
shares
|
$327,656
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
3,428
shares
|
$326,894
0.07% of portfolio
|
Q4 2024
Added 28.01%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,425
shares
|
$326,608
0.02% of portfolio
|
Q2 2022
Added 0.82%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
3,414
shares
|
$325,559
0.0% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
3,410
shares
|
$325,177
0.05% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Fruth Investment Management
|
Jan 27, 2025 Q4 2024 |
3,403
shares
|
$324,510
0.09% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
3,397
shares
|
$323,937
0.06% of portfolio
|
Q2 2024
Added 10.51%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
3,395
shares
|
$323,747
0.1% of portfolio
|
Q4 2020
Added 6.77%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
3,384
shares
|
$322,698
0.01% of portfolio
|
Q3 2024
Reduced 19.02%
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
3,381
shares
|
$322,412
0.18% of portfolio
|
Q4 2024
Added 104.41%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
3,381
shares
|
$322,412
0.01% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,342
shares
|
$318,693
0.21% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
3,342
shares
|
$318,693
0.02% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
3,317
shares
|
$316,309
0.0% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
3,301
shares
|
$314,783
0.01% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
3,249
shares
|
$309,824
0.01% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
3,228
shares
|
$307,822
0.09% of portfolio
|
Q3 2024
Reduced 5.48%
|