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 |
|---|---|---|---|---|---|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
3,146
shares
|
$277,319
0.21% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
3,135
shares
|
$276,350
0.08% of portfolio
|
Q2 2025
Reduced 8.95%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
3,124
shares
|
$275,380
0.13% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
3,112
shares
|
$274,322
0.01% of portfolio
|
Q3 2024
Added 254.85%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Aug 12, 2025 Q2 2025 |
3,110
shares
|
$274,146
0.03% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
3,107
shares
|
$273,882
0.02% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
3,105
shares
|
$273,705
0.0% of portfolio
|
Q2 2025
Added 194.87%
|
|
|
Sanders Morris Harris LLC
|
Jul 30, 2025 Q2 2025 |
3,087
shares
|
$272,119
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
3,070
shares
|
$270,620
0.0% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
3,066
shares
|
$270,267
0.01% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
3,063
shares
|
$270,003
0.0% of portfolio
|
Q2 2025
Added 49.2%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
3,059
shares
|
$269,650
0.01% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
3,050
shares
|
$268,857
0.1% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
3,046
shares
|
$268,504
0.03% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
3,044
shares
|
$268,328
0.01% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
3,036
shares
|
$267,623
0.04% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
3,029
shares
|
$267,006
0.18% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
3,021
shares
|
$266,301
0.05% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
3,019
shares
|
$266,124
0.01% of portfolio
|
Q2 2025
Added 10.63%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
3,017
shares
|
$265,948
0.1% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Bleichroeder LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$264,450
0.09% of portfolio
|
Q2 2020
New holding
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
3,000
shares
|
$264,450
0.04% of portfolio
|
Q1 2024
Reduced 8.45%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
3,000
shares
|
$264,450
0.12% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
3,000
shares
|
$264,450
0.16% of portfolio
|
Q1 2025
Reduced 86.36%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Aug 13, 2025 Q2 2025 |
3,000
shares
|
$264,450
0.01% of portfolio
|
Q2 2020
New holding
|