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 |
|---|---|---|---|---|---|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
3,227
shares
|
$307,726
0.02% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
3,208
shares
|
$305,914
0.01% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
3,192
shares
|
$304,389
0.02% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,185
shares
|
$303,721
0.02% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
3,182
shares
|
$303,435
0.01% of portfolio
|
Q3 2024
Reduced 9.6%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
3,180
shares
|
$303,244
0.01% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,167
shares
|
$302,005
0.01% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
3,166
shares
|
$301,909
0.03% of portfolio
|
Q2 2024
Reduced 5.29%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
3,160
shares
|
$301,337
0.04% of portfolio
|
Q1 2023
Reduced 0.16%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
3,159
shares
|
$301,242
0.18% of portfolio
|
Q2 2022
Reduced 1.71%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
3,159
shares
|
$301,242
0.14% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
3,151
shares
|
$300,479
0.08% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
3,148
shares
|
$300,193
0.19% of portfolio
|
Q3 2024
Reduced 18.57%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
3,136
shares
|
$299,048
0.15% of portfolio
|
Q3 2024
Added 62.07%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
3,125
shares
|
$298,000
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
3,121
shares
|
$297,618
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
3,117
shares
|
$297,237
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
3,112
shares
|
$296,760
0.02% of portfolio
|
Q3 2024
Added 254.85%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,091
shares
|
$294,757
0.02% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
3,072
shares
|
$292,945
0.03% of portfolio
|
Q3 2024
Added 20.05%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
3,060
shares
|
$291,801
0.03% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,060
shares
|
$291,801
0.02% of portfolio
|
Q3 2024
Reduced 89.8%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
3,050
shares
|
$290,848
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
3,050
shares
|
$290,848
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
3,029
shares
|
$288,845
0.17% of portfolio
|
Q2 2024
Added 0.97%
|