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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
2,501
shares
|
$220,463
0.01% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
2,500
shares
|
$220,375
0.01% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Aug 08, 2025 Q2 2025 |
2,500
shares
|
$220,375
0.0% of portfolio
|
Q2 2025
Reduced 98.57%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
2,497
shares
|
$220,110
0.0% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
2,475
shares
|
$218,171
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Versor Investments LP
|
Aug 05, 2025 Q2 2025 |
2,473
shares
|
$217,994
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
2,464
shares
|
$217,201
0.0% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
2,462
shares
|
$217,025
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jul 18, 2025 Q2 2025 |
2,455
shares
|
$216,408
0.02% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
2,454
shares
|
$216,320
0.07% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
2,440
shares
|
$215,086
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
2,434
shares
|
$214,557
0.04% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
2,425
shares
|
$213,763
0.0% of portfolio
|
Q2 2025
Added 9.04%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
2,424
shares
|
$213,675
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
2,418
shares
|
$213,146
0.01% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
2,417
shares
|
$213,058
0.05% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Aug 08, 2025 Q2 2025 |
2,413
shares
|
$212,705
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
2,411
shares
|
$212,529
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
2,408
shares
|
$212,265
0.03% of portfolio
|
Q2 2025
Added 17.18%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
2,402
shares
|
$211,736
0.01% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
2,392
shares
|
$210,854
0.0% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
2,388
shares
|
$210,502
0.01% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
2,383
shares
|
$210,061
0.04% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
2,378
shares
|
$209,620
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
2,371
shares
|
$209,003
0.1% of portfolio
|
Q1 2024
Added 0.21%
|