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 |
|---|---|---|---|---|---|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
741
shares
|
$70,661
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
736
shares
|
$70,184
0.05% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
729
shares
|
$69,517
0.0% of portfolio
|
Q1 2024
Reduced 69.36%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
724
shares
|
$69,040
0.01% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
718
shares
|
$68,468
0.01% of portfolio
|
Q4 2024
Added 45.93%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
717
shares
|
$68,373
0.0% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
716
shares
|
$68,277
0.03% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
716
shares
|
$68,277
0.04% of portfolio
|
Q4 2020
Reduced 24.23%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
712
shares
|
$67,896
0.05% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
710
shares
|
$67,705
0.0% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Oakmont Corp
|
Nov 14, 2024 Q3 2024 |
705
shares
|
$67,228
0.01% of portfolio
|
Q4 2023
Reduced 2.35%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
704
shares
|
$67,133
0.02% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
702
shares
|
$66,942
0.04% of portfolio
|
Q2 2024
Added 256.35%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
699
shares
|
$66,656
0.03% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 29, 2024 Q3 2024 |
690
shares
|
$65,798
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hoertkorn Richard Charles
|
Oct 22, 2024 Q3 2024 |
682
shares
|
$65,035
0.04% of portfolio
|
Q2 2020
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
676
shares
|
$64,463
0.02% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
657
shares
|
$62,651
0.02% of portfolio
|
Q4 2024
Reduced 12.17%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
650
shares
|
$61,984
0.02% of portfolio
|
Q3 2023
Reduced 22.06%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
635
shares
|
$60,553
0.01% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
633
shares
|
$60,362
0.0% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
632
shares
|
$60,267
0.01% of portfolio
|
Q4 2024
Added 310.39%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
599
shares
|
$57,120
0.01% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
596
shares
|
$56,834
0.02% of portfolio
|
Q3 2023
Reduced 44.35%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
575
shares
|
$54,832
0.03% of portfolio
|
Q1 2023
Reduced 51.06%
|