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 |
|---|---|---|---|---|---|
|
Bleichroeder LP
New York, NY |
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$286,080
0.11% of portfolio
|
Q2 2020
New holding
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
3,000
shares
|
$286,080
0.04% of portfolio
|
Q1 2024
Reduced 8.45%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$286,080
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
2,996
shares
|
$285,698
0.02% of portfolio
|
Q4 2024
Added 19.98%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
2,984
shares
|
$284,554
0.0% of portfolio
|
Q2 2023
Added 12.9%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
2,982
shares
|
$284,363
0.01% of portfolio
|
Q2 2024
Reduced 6.61%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
2,953
shares
|
$281,598
0.16% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
2,950
shares
|
$281,312
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
2,932
shares
|
$279,595
0.03% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,930
shares
|
$279,404
0.02% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Lcm Capital Management Inc
|
Jan 27, 2025 Q4 2024 |
2,928
shares
|
$279,214
0.16% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,918
shares
|
$278,260
0.04% of portfolio
|
Q2 2023
Added 0.03%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,910
shares
|
$277,497
0.19% of portfolio
|
Q1 2023
Reduced 5.73%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
2,902
shares
|
$276,734
0.06% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Nov 12, 2024 Q3 2024 |
2,894
shares
|
$275,971
0.18% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
2,892
shares
|
$275,781
0.14% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
2,892
shares
|
$275,781
0.17% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
2,892
shares
|
$275,781
0.02% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
2,891
shares
|
$275,685
0.01% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
2,873
shares
|
$273,969
0.01% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
2,857
shares
|
$272,443
0.1% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,856
shares
|
$272,348
0.01% of portfolio
|
Q4 2023
Reduced 14.9%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
2,853
shares
|
$272,062
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
2,852
shares
|
$271,966
0.01% of portfolio
|
Q4 2024
Added 15.51%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
2,838
shares
|
$270,631
0.01% of portfolio
|
Q4 2024
Reduced 0.46%
|