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 |
|---|---|---|---|---|---|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,436
shares
|
$136,936
0.0% of portfolio
|
Q3 2021
Reduced 28.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,385
shares
|
$132,073
0.01% of portfolio
|
Q3 2024
Added 451.79%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
1,366
shares
|
$130,261
0.06% of portfolio
|
Q4 2023
Reduced 0.29%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
1,366
shares
|
$130,261
0.01% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
1,350
shares
|
$128,736
0.08% of portfolio
|
Q3 2021
Reduced 11.24%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,338
shares
|
$127,591
0.01% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
1,337
shares
|
$127,496
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,299
shares
|
$123,872
0.0% of portfolio
|
Q4 2024
Added 43.22%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,298
shares
|
$123,777
0.02% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,265
shares
|
$120,630
0.04% of portfolio
|
Q3 2024
Reduced 83.88%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
1,261
shares
|
$120,248
0.05% of portfolio
|
Q2 2020
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
1,250
shares
|
$119,200
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,231
shares
|
$117,388
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
1,216
shares
|
$115,957
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,200
shares
|
$114,432
0.0% of portfolio
|
Q4 2024
Reduced 9.71%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
1,200
shares
|
$114,432
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
1,172
shares
|
$111,761
0.01% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
1,171
shares
|
$111,666
0.03% of portfolio
|
Q4 2024
Added 18.76%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
1,146
shares
|
$109,282
0.02% of portfolio
|
Q1 2024
Reduced 9.48%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
1,103
shares
|
$105,182
0.0% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
1,097
shares
|
$104,609
0.02% of portfolio
|
Q4 2024
Added 15.84%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,086
shares
|
$103,560
0.07% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,071
shares
|
$102,130
0.06% of portfolio
|
Q4 2022
Added 2.1%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,048
shares
|
$99,937
0.01% of portfolio
|
Q3 2022
Reduced 3.14%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
1,041
shares
|
$99,269
0.03% of portfolio
|
Q2 2024
Reduced 11.85%
|