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 |
|---|---|---|---|---|---|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
2,075
shares
|
$182,911
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
2,055
shares
|
$181,148
0.04% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
2,054
shares
|
$181,060
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
2,038
shares
|
$179,649
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
2,027
shares
|
$178,680
0.02% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
2,022
shares
|
$178,239
0.06% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
2,020
shares
|
$178,063
0.02% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
2,019
shares
|
$177,974
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,002
shares
|
$176,476
0.07% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
1,910
shares
|
$168,366
0.09% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,899
shares
|
$167,396
0.1% of portfolio
|
Q2 2022
Reduced 69.2%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,897
shares
|
$167,220
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,886
shares
|
$166,250
0.0% of portfolio
|
Q2 2025
Reduced 82.85%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
1,866
shares
|
$164,487
0.03% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
1,850
shares
|
$163,077
0.0% of portfolio
|
Q1 2025
Reduced 96.86%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,832
shares
|
$161,490
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
1,729
shares
|
$152,411
0.08% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
1,672
shares
|
$147,386
0.07% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,668
shares
|
$147,034
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,660
shares
|
$146,329
0.01% of portfolio
|
Q2 2024
Reduced 8.34%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
1,643
shares
|
$144,830
0.06% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,642
shares
|
$144,742
0.02% of portfolio
|
Q1 2023
Reduced 8.32%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,628
shares
|
$143,508
0.01% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
1,610
shares
|
$141,921
0.03% of portfolio
|
Q2 2025
Reduced 17.69%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,596
shares
|
$140,687
0.01% of portfolio
|
Q2 2025
Reduced 7.42%
|