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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
2,667
shares
|
$235,096
0.01% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
2,662
shares
|
$234,655
0.0% of portfolio
|
Q2 2025
Added 11.99%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,655
shares
|
$234,038
0.04% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
2,650
shares
|
$233,597
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
2,644
shares
|
$233,068
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
2,643
shares
|
$232,980
0.02% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
2,637
shares
|
$232,451
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
2,607
shares
|
$229,807
0.01% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,607
shares
|
$229,807
0.01% of portfolio
|
Q2 2024
Added 6.58%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
2,589
shares
|
$228,220
0.7% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
2,588
shares
|
$228,132
0.0% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
2,583
shares
|
$227,691
0.0% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
2,582
shares
|
$227,603
0.01% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
2,566
shares
|
$226,192
0.02% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
2,563
shares
|
$225,928
0.0% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,560
shares
|
$225,664
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
2,558
shares
|
$225,487
0.03% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
2,551
shares
|
$224,870
0.0% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
2,540
shares
|
$223,901
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
May 02, 2025 Q1 2025 |
2,540
shares
|
$223,901
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Capital Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,537
shares
|
$223,636
0.04% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Aug 07, 2025 Q2 2025 |
2,532
shares
|
$223,195
0.17% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,525
shares
|
$222,578
0.03% of portfolio
|
Q2 2025
Reduced 18.89%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
2,513
shares
|
$221,520
0.09% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,511
shares
|
$221,344
0.01% of portfolio
|
Q2 2025
Reduced 8.62%
|