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 |
|---|---|---|---|---|---|
|
Supplemental Annuity Collective Trust Of Nj
|
Aug 05, 2025 Q2 2025 |
4,300
shares
|
$379,045
0.12% of portfolio
|
Q2 2020
New holding
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Aug 12, 2025 Q2 2025 |
4,288
shares
|
$377,987
0.08% of portfolio
|
Q1 2021
Reduced 0.02%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
4,274
shares
|
$376,753
0.03% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
4,255
shares
|
$375,078
0.03% of portfolio
|
Q3 2023
Reduced 0.26%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,232
shares
|
$373,050
0.01% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
4,226
shares
|
$372,521
0.01% of portfolio
|
Q2 2025
Added 35.19%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,226
shares
|
$372,521
0.02% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
4,208
shares
|
$370,935
0.09% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
4,205
shares
|
$370,670
0.01% of portfolio
|
Q2 2025
Added 94.14%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
4,191
shares
|
$369,436
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
4,185
shares
|
$368,907
0.03% of portfolio
|
Q2 2025
Added 68.34%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
4,172
shares
|
$367,761
0.23% of portfolio
|
Q1 2025
Reduced 23.0%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
4,168
shares
|
$367,409
0.01% of portfolio
|
Q2 2025
Reduced 15.11%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
4,160
shares
|
$366,704
0.11% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
4,106
shares
|
$361,943
0.01% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
4,093
shares
|
$360,797
0.01% of portfolio
|
Q2 2025
Reduced 61.71%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
4,086
shares
|
$360,180
0.09% of portfolio
|
Q4 2020
Reduced 1.11%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,047
shares
|
$356,743
0.03% of portfolio
|
Q2 2025
Added 16.39%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
4,034
shares
|
$355,597
0.4% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
4,025
shares
|
$354,803
0.06% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
4,019
shares
|
$354,274
0.03% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
4,011
shares
|
$353,569
0.03% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
4,010
shares
|
$353,481
0.1% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
4,008
shares
|
$353,305
0.12% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
4,008
shares
|
$353,305
0.04% of portfolio
|
Q2 2024
New holding
|