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 |
|---|---|---|---|---|---|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,369
shares
|
$208,827
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
2,362
shares
|
$208,210
0.07% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
2,356
shares
|
$207,681
0.01% of portfolio
|
Q2 2025
Reduced 17.56%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
2,354
shares
|
$207,505
0.04% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
2,353
shares
|
$207,416
0.01% of portfolio
|
Q2 2025
Reduced 61.09%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
2,343
shares
|
$206,535
0.06% of portfolio
|
Q2 2025
Added 38950.0%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
2,341
shares
|
$206,359
0.01% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Sentry LLC
Memphis, TN |
Jul 30, 2025 Q2 2025 |
2,341
shares
|
$206,359
0.05% of portfolio
|
Q3 2023
Closed
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
2,333
shares
|
$205,653
0.06% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,332
shares
|
$205,565
0.01% of portfolio
|
Q2 2025
Added 14.76%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
2,320
shares
|
$204,508
0.03% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
2,320
shares
|
$204,508
0.01% of portfolio
|
Q2 2025
Reduced 14.07%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,312
shares
|
$203,802
0.02% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
2,303
shares
|
$203,009
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bennett Selby Investments LP
|
Jul 17, 2025 Q2 2025 |
2,301
shares
|
$202,833
0.08% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
2,300
shares
|
$202,745
0.02% of portfolio
|
Q1 2024
Reduced 16.36%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,297
shares
|
$202,480
0.01% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,288
shares
|
$201,687
0.02% of portfolio
|
Q1 2025
Reduced 20.78%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
2,288
shares
|
$201,687
0.01% of portfolio
|
Q2 2025
Reduced 24.76%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
2,272
shares
|
$200,276
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
2,268
shares
|
$199,924
0.01% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jul 10, 2025 Q2 2025 |
2,261
shares
|
$199,307
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Aug 11, 2025 Q2 2025 |
2,250
shares
|
$198,337
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,246
shares
|
$197,984
0.01% of portfolio
|
Q2 2025
Reduced 79.69%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
2,227
shares
|
$196,310
0.01% of portfolio
|
Q2 2025
Added 3.58%
|