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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,679
shares
|
$255,469
0.04% of portfolio
|
Q4 2023
Reduced 2.08%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
2,667
shares
|
$254,325
0.02% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
2,654
shares
|
$253,085
0.01% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
2,637
shares
|
$251,464
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Bellecapital International Ltd.
|
Oct 21, 2024 Q3 2024 |
2,624
shares
|
$250,224
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,619
shares
|
$249,747
0.03% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,607
shares
|
$248,603
0.01% of portfolio
|
Q2 2024
Added 6.58%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
2,605
shares
|
$248,412
0.0% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
2,602
shares
|
$248,126
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
2,602
shares
|
$248,126
0.01% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
2,597
shares
|
$247,649
0.01% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
2,589
shares
|
$246,887
0.7% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
2,582
shares
|
$246,219
0.02% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
2,582
shares
|
$246,219
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
2,580
shares
|
$246,028
0.01% of portfolio
|
Q3 2024
Added 11.79%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
2,579
shares
|
$245,933
0.04% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
2,559
shares
|
$244,026
0.01% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Founders Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
2,537
shares
|
$241,928
0.04% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
2,530
shares
|
$241,260
0.04% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
2,524
shares
|
$240,688
0.02% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
2,515
shares
|
$239,830
0.02% of portfolio
|
Q2 2024
Reduced 3.82%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
2,500
shares
|
$238,400
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
2,490
shares
|
$237,446
0.01% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
2,484
shares
|
$236,874
0.01% of portfolio
|
Q4 2024
Added 15.16%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
2,475
shares
|
$236,016
0.0% of portfolio
|
Q3 2024
Reduced 35.23%
|