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 |
|---|---|---|---|---|---|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
2,223
shares
|
$195,957
0.01% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
2,214
shares
|
$195,164
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
2,198
shares
|
$193,753
0.1% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Northeast Investment Management
|
Jul 29, 2025 Q2 2025 |
2,193
shares
|
$193,312
0.01% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
2,185
shares
|
$192,607
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
2,184
shares
|
$192,519
0.02% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
2,183
shares
|
$192,431
0.03% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
2,182
shares
|
$192,343
0.04% of portfolio
|
Q2 2025
Added 12.56%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
2,179
shares
|
$192,078
0.04% of portfolio
|
Q2 2025
Reduced 48.28%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
2,179
shares
|
$192,078
0.01% of portfolio
|
Q2 2025
Reduced 17.96%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
2,176
shares
|
$191,814
0.02% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
2,174
shares
|
$191,638
0.0% of portfolio
|
Q2 2025
Reduced 79.0%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
2,165
shares
|
$190,844
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,164
shares
|
$190,756
0.01% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
2,156
shares
|
$190,051
0.06% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Pavion Blue Capital, LLC
|
Aug 01, 2025 Q2 2025 |
2,151
shares
|
$189,610
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,132
shares
|
$187,935
0.0% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2025 Q2 2025 |
2,128
shares
|
$187,583
0.0% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
2,127
shares
|
$187,495
0.0% of portfolio
|
Q2 2025
Reduced 21.92%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
2,127
shares
|
$187,495
0.01% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,103
shares
|
$185,379
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
2,103
shares
|
$185,379
0.02% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
2,100
shares
|
$185,115
0.02% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
2,097
shares
|
$184,850
0.01% of portfolio
|
Q2 2025
Added 38.51%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
2,092
shares
|
$184,409
0.06% of portfolio
|
Q2 2025
Reduced 2.11%
|