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 |
|---|---|---|---|---|---|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
2,452
shares
|
$233,822
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
2,450
shares
|
$233,632
0.04% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
2,441
shares
|
$232,773
0.04% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
2,440
shares
|
$232,678
0.01% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
2,439
shares
|
$232,583
0.01% of portfolio
|
Q3 2024
Reduced 20.27%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
2,424
shares
|
$231,152
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
2,416
shares
|
$230,389
0.02% of portfolio
|
Q4 2024
Reduced 19.87%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,412
shares
|
$230,008
0.02% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
2,378
shares
|
$226,766
0.01% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
2,372
shares
|
$226,193
0.03% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
2,371
shares
|
$226,098
0.1% of portfolio
|
Q1 2024
Added 0.21%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
2,343
shares
|
$223,428
0.01% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
2,341
shares
|
$223,237
0.04% of portfolio
|
Q3 2023
Closed
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
2,337
shares
|
$222,856
0.04% of portfolio
|
Q3 2024
Added 23.72%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
2,336
shares
|
$222,760
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
2,328
shares
|
$221,998
0.0% of portfolio
|
Q3 2024
Added 8.38%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
2,325
shares
|
$221,712
0.01% of portfolio
|
Q4 2024
Reduced 23.77%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
2,303
shares
|
$219,614
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
2,300
shares
|
$219,328
0.02% of portfolio
|
Q1 2024
Reduced 16.36%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
2,294
shares
|
$218,755
0.01% of portfolio
|
Q3 2024
Reduced 21.76%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,291
shares
|
$218,469
0.01% of portfolio
|
Q3 2024
Reduced 29.05%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
2,290
shares
|
$218,374
0.02% of portfolio
|
Q3 2024
Reduced 21.68%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
2,283
shares
|
$217,706
0.02% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,275
shares
|
$216,944
0.0% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
2,271
shares
|
$216,562
0.01% of portfolio
|
Q3 2024
Reduced 13.22%
|