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 |
|---|---|---|---|---|---|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
2,106
shares
|
$200,828
0.08% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,102
shares
|
$200,446
0.01% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
2,100
shares
|
$200,256
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
2,082
shares
|
$198,539
0.02% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
2,075
shares
|
$197,872
0.02% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
2,054
shares
|
$195,869
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
2,050
shares
|
$195,488
0.02% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
2,048
shares
|
$195,297
0.01% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
2,039
shares
|
$194,439
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
2,028
shares
|
$193,390
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Savoie Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,019
shares
|
$192,531
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
2,019
shares
|
$192,531
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
2,017
shares
|
$192,341
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,002
shares
|
$190,910
0.07% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,000
shares
|
$190,720
0.02% of portfolio
|
Q3 2024
Reduced 80.0%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
1,997
shares
|
$190,433
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
1,987
shares
|
$189,480
0.01% of portfolio
|
Q3 2024
Reduced 9.6%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
1,983
shares
|
$189,098
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
1,977
shares
|
$188,526
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
1,974
shares
|
$188,240
0.0% of portfolio
|
Q3 2024
Reduced 33.04%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
1,973
shares
|
$188,145
0.07% of portfolio
|
Q4 2024
Reduced 13.2%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
1,961
shares
|
$187,000
0.04% of portfolio
|
Q2 2024
Added 20.68%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
1,956
shares
|
$186,524
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Townsend & Associates, Inc
|
Nov 01, 2024 Q3 2024 |
1,950
shares
|
$185,952
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
1,938
shares
|
$184,807
0.0% of portfolio
|
Q3 2024
Added 1.15%
|