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 |
|---|---|---|---|---|---|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,462
shares
|
$305,175
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
3,455
shares
|
$304,558
0.01% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,445
shares
|
$303,676
0.0% of portfolio
|
Q3 2022
Reduced 2.27%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
3,430
shares
|
$302,354
0.01% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
3,428
shares
|
$302,178
0.02% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,425
shares
|
$301,913
0.02% of portfolio
|
Q2 2022
Added 0.82%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
3,423
shares
|
$301,737
0.01% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
3,420
shares
|
$301,473
0.09% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Fruth Investment Management
|
Jul 11, 2025 Q2 2025 |
3,403
shares
|
$299,974
0.09% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,360
shares
|
$296,184
0.21% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
3,360
shares
|
$296,184
0.04% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
3,265
shares
|
$287,809
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
3,264
shares
|
$287,721
0.01% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
3,256
shares
|
$287,016
0.03% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
3,252
shares
|
$286,663
0.01% of portfolio
|
Q2 2025
Added 14.03%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
3,249
shares
|
$286,399
0.01% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
3,222
shares
|
$284,019
0.12% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,221
shares
|
$283,931
0.01% of portfolio
|
Q2 2025
Reduced 31.34%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
3,218
shares
|
$283,666
0.01% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
3,202
shares
|
$282,256
0.04% of portfolio
|
Q2 2025
Reduced 15.34%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
3,160
shares
|
$278,554
0.04% of portfolio
|
Q1 2023
Reduced 0.16%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
3,159
shares
|
$278,465
0.18% of portfolio
|
Q2 2022
Reduced 1.71%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
3,152
shares
|
$277,848
0.02% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
3,151
shares
|
$277,760
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
3,147
shares
|
$277,408
0.07% of portfolio
|
Q2 2025
New holding
|