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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,996
shares
|
$264,097
0.01% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
2,991
shares
|
$263,656
0.06% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
2,984
shares
|
$263,039
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,984
shares
|
$263,039
0.01% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
2,984
shares
|
$263,039
0.0% of portfolio
|
Q2 2023
Added 12.9%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
2,978
shares
|
$262,510
0.0% of portfolio
|
Q2 2025
Reduced 10.81%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
2,971
shares
|
$261,893
0.02% of portfolio
|
Q2 2025
Added 74.46%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
2,950
shares
|
$260,042
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
2,947
shares
|
$259,778
0.07% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
2,919
shares
|
$257,309
0.05% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,918
shares
|
$257,221
0.04% of portfolio
|
Q2 2023
Added 0.03%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 12, 2025 Q2 2025 |
2,911
shares
|
$256,604
0.16% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
2,910
shares
|
$256,516
0.17% of portfolio
|
Q1 2023
Reduced 5.73%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
2,909
shares
|
$256,428
0.01% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
2,904
shares
|
$255,987
0.15% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,902
shares
|
$255,811
0.13% of portfolio
|
Q2 2025
Added 44.16%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
2,895
shares
|
$255,194
0.02% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,893
shares
|
$255,017
0.0% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
2,878
shares
|
$253,695
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,856
shares
|
$251,756
0.03% of portfolio
|
Q2 2025
Reduced 27.44%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,856
shares
|
$251,756
0.01% of portfolio
|
Q4 2023
Reduced 14.9%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
2,853
shares
|
$251,491
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
2,850
shares
|
$251,227
0.22% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,845
shares
|
$250,786
0.01% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jul 29, 2025 Q2 2025 |
2,845
shares
|
$250,786
0.15% of portfolio
|
Q2 2025
Reduced 31.77%
|