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 |
|---|---|---|---|---|---|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,704
shares
|
$326,507
0.07% of portfolio
|
Q4 2022
Reduced 41.06%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
3,700
shares
|
$326,155
0.0% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
3,698
shares
|
$325,978
0.0% of portfolio
|
Q1 2025
Reduced 11.91%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Aug 15, 2025 Q2 2025 |
3,688
shares
|
$325,097
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Qsv Equity Investors LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
3,679
shares
|
$324,303
0.38% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
3,673
shares
|
$323,774
0.07% of portfolio
|
Q2 2020
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
3,659
shares
|
$322,540
0.04% of portfolio
|
Q3 2022
Reduced 2.11%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
3,652
shares
|
$321,923
0.01% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
3,650
shares
|
$321,747
0.03% of portfolio
|
Q4 2022
Reduced 4.12%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,600
shares
|
$317,340
0.09% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3,599
shares
|
$317,251
0.06% of portfolio
|
Q2 2022
Added 0.67%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
3,574
shares
|
$315,048
0.25% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
Aug 13, 2025 Q2 2025 |
3,566
shares
|
$314,342
0.04% of portfolio
|
Q2 2025
Added 18.83%
|
|
|
Strategic Planning, Inc.
Columbus, OH |
Jul 14, 2025 Q1 2025 |
3,559
shares
|
$313,725
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
3,546
shares
|
$312,579
0.06% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
3,544
shares
|
$312,403
0.03% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
3,505
shares
|
$308,965
0.02% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
3,505
shares
|
$308,965
0.06% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
3,501
shares
|
$308,613
0.03% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Aug 14, 2025 Q2 2025 |
3,500
shares
|
$308,525
0.0% of portfolio
|
Q2 2025
Reduced 99.68%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
3,494
shares
|
$307,996
0.09% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,483
shares
|
$307,026
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
3,476
shares
|
$306,409
0.01% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
3,470
shares
|
$305,880
0.02% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
3,470
shares
|
$305,880
0.0% of portfolio
|
Q2 2025
Reduced 12.57%
|