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 |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
2,838
shares
|
$270,631
0.02% of portfolio
|
Q3 2024
Added 11.6%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
2,835
shares
|
$270,345
0.01% of portfolio
|
Q3 2024
Reduced 19.96%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,834
shares
|
$270,250
0.02% of portfolio
|
Q3 2024
Added 13.91%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
2,834
shares
|
$270,250
0.05% of portfolio
|
Q1 2023
Added 2.79%
|
|
|
Douglas Lane & Associates, LLC
|
Jan 08, 2025 Q4 2024 |
2,825
shares
|
$269,392
0.0% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
2,818
shares
|
$268,724
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
2,809
shares
|
$267,866
0.02% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
2,804
shares
|
$267,389
0.03% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jan 16, 2025 Q4 2024 |
2,790
shares
|
$266,054
0.02% of portfolio
|
Q2 2024
Reduced 5.42%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
2,780
shares
|
$265,100
0.03% of portfolio
|
Q4 2024
Added 38.86%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
2,780
shares
|
$265,100
0.01% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
2,777
shares
|
$264,814
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
2,776
shares
|
$264,719
0.02% of portfolio
|
Q3 2024
Added 12.39%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,769
shares
|
$264,051
0.05% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
2,765
shares
|
$263,670
0.11% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
2,765
shares
|
$263,670
0.24% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
2,750
shares
|
$262,240
0.03% of portfolio
|
Q3 2023
Added 5.73%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
2,736
shares
|
$260,904
0.03% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,734
shares
|
$260,714
0.01% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,725
shares
|
$259,856
0.01% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
2,709
shares
|
$258,330
0.09% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Nov 13, 2024 Q3 2024 |
2,707
shares
|
$258,139
0.0% of portfolio
|
Q3 2024
Reduced 65.7%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
2,701
shares
|
$257,567
0.01% of portfolio
|
Q3 2024
Added 11.24%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,697
shares
|
$257,185
0.0% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
2,686
shares
|
$256,136
0.02% of portfolio
|
Q4 2024
Added 0.07%
|