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 |
|---|---|---|---|---|---|
|
Corient Ia LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
4,000
shares
|
$352,600
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
3,990
shares
|
$351,718
0.04% of portfolio
|
Q2 2025
Reduced 12.15%
|
|
|
Center Book Partners LP
Greenwich, CT |
Aug 12, 2025 Q2 2025 |
3,975
shares
|
$350,396
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
3,970
shares
|
$349,955
0.01% of portfolio
|
Q2 2025
Reduced 16.88%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
3,958
shares
|
$348,897
0.2% of portfolio
|
Q4 2022
Reduced 1.25%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
3,929
shares
|
$346,341
0.03% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
3,925
shares
|
$345,988
0.03% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Algert Global LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
3,920
shares
|
$345,548
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
3,917
shares
|
$345,283
0.01% of portfolio
|
Q2 2025
Added 44.54%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
3,917
shares
|
$345,283
0.11% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
3,911
shares
|
$344,754
0.07% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
3,886
shares
|
$342,550
0.04% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,877
shares
|
$341,757
0.0% of portfolio
|
Q2 2022
Reduced 10.14%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
3,863
shares
|
$340,523
0.01% of portfolio
|
Q2 2025
Added 55.2%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
3,849
shares
|
$339,289
0.01% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,845
shares
|
$338,936
0.0% of portfolio
|
Q2 2025
Added 12.69%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
3,824
shares
|
$337,085
0.3% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,815
shares
|
$336,292
0.03% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
3,778
shares
|
$333,030
0.01% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
3,776
shares
|
$332,854
0.3% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
3,761
shares
|
$331,532
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,751
shares
|
$330,650
0.02% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
3,730
shares
|
$328,799
0.02% of portfolio
|
Q2 2025
Reduced 25.62%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
3,720
shares
|
$327,918
0.03% of portfolio
|
Q2 2025
Added 58.43%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
3,711
shares
|
$327,124
0.07% of portfolio
|
Q3 2023
Reduced 2.47%
|