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 |
|---|---|---|---|---|---|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
2,843
shares
|
$250,610
0.16% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
2,839
shares
|
$250,257
0.02% of portfolio
|
Q2 2025
Reduced 56.1%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
2,838
shares
|
$250,169
0.02% of portfolio
|
Q3 2024
Added 11.6%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
2,817
shares
|
$248,318
0.14% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
2,814
shares
|
$248,054
0.0% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
2,806
shares
|
$247,348
0.01% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
2,802
shares
|
$246,996
0.0% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
2,793
shares
|
$246,202
0.13% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
2,789
shares
|
$245,850
0.01% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
2,781
shares
|
$245,145
0.03% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,778
shares
|
$244,880
0.0% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
2,770
shares
|
$244,175
0.1% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
2,765
shares
|
$243,734
0.03% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
2,765
shares
|
$243,734
0.22% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
2,759
shares
|
$243,205
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Jul 31, 2025 Q2 2025 |
2,752
shares
|
$242,588
0.03% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
2,747
shares
|
$242,148
0.01% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,725
shares
|
$240,208
0.01% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
2,717
shares
|
$239,503
0.05% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
2,702
shares
|
$238,181
0.12% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
2,690
shares
|
$237,123
0.02% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,679
shares
|
$236,153
0.04% of portfolio
|
Q4 2023
Reduced 2.08%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,676
shares
|
$235,889
0.02% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
2,673
shares
|
$235,624
0.01% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
2,668
shares
|
$235,184
0.01% of portfolio
|
Q2 2025
Reduced 20.31%
|