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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,268
shares
|
$216,276
0.02% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
2,267
shares
|
$216,181
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,265
shares
|
$215,990
0.12% of portfolio
|
Q4 2024
Added 347.63%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
2,262
shares
|
$215,704
0.1% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jan 24, 2025 Q4 2024 |
2,261
shares
|
$215,608
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
2,250
shares
|
$214,560
0.11% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
2,235
shares
|
$213,129
0.0% of portfolio
|
Q4 2024
Reduced 49.8%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,228
shares
|
$212,462
0.02% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
2,222
shares
|
$211,889
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,218
shares
|
$211,508
0.03% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,210
shares
|
$210,745
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
2,207
shares
|
$210,459
0.01% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
2,207
shares
|
$210,459
0.04% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
2,206
shares
|
$210,364
0.07% of portfolio
|
Q4 2024
Reduced 12.53%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
2,195
shares
|
$209,315
0.01% of portfolio
|
Q3 2024
Reduced 12.02%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Oct 31, 2024 Q3 2024 |
2,182
shares
|
$208,075
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,182
shares
|
$208,075
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,174
shares
|
$207,312
0.01% of portfolio
|
Q3 2024
Added 11.37%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,168
shares
|
$206,740
0.01% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
2,157
shares
|
$205,691
0.02% of portfolio
|
Q2 2024
Reduced 8.1%
|
|
|
Pavion Blue Capital, LLC
|
Oct 23, 2024 Q3 2024 |
2,151
shares
|
$205,119
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
2,143
shares
|
$204,356
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,137
shares
|
$203,784
0.07% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
2,130
shares
|
$203,116
0.01% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
2,106
shares
|
$200,828
0.08% of portfolio
|
Q3 2024
Reduced 9.26%
|