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 |
|---|---|---|---|---|---|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
1,928
shares
|
$183,854
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,917
shares
|
$182,805
0.02% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,899
shares
|
$181,088
0.1% of portfolio
|
Q2 2022
Reduced 69.2%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,897
shares
|
$180,897
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
1,880
shares
|
$179,276
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,831
shares
|
$174,604
0.01% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
1,772
shares
|
$168,977
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
1,703
shares
|
$162,398
0.07% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,674
shares
|
$159,632
0.01% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,660
shares
|
$158,297
0.01% of portfolio
|
Q2 2024
Reduced 8.34%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,655
shares
|
$157,820
0.01% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
1,654
shares
|
$157,725
0.02% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,651
shares
|
$157,439
0.01% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
1,649
shares
|
$157,248
0.09% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,642
shares
|
$156,581
0.02% of portfolio
|
Q1 2023
Reduced 8.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,619
shares
|
$154,387
0.01% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
1,565
shares
|
$149,238
0.04% of portfolio
|
Q1 2023
Reduced 1.01%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
1,531
shares
|
$145,996
0.05% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,506
shares
|
$143,612
0.02% of portfolio
|
Q3 2024
Added 120.18%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,492
shares
|
$142,277
0.01% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
1,484
shares
|
$141,514
0.03% of portfolio
|
Q4 2022
Reduced 31.61%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
1,480
shares
|
$141,132
0.02% of portfolio
|
Q3 2024
Added 353.99%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
1,463
shares
|
$139,511
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,462
shares
|
$139,416
0.01% of portfolio
|
Q2 2023
Added 10.93%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,439
shares
|
$137,223
0.01% of portfolio
|
Q3 2024
Reduced 1.77%
|