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 |
|---|---|---|---|---|---|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
1,590
shares
|
$140,158
0.04% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
1,484
shares
|
$130,814
0.03% of portfolio
|
Q4 2022
Reduced 31.61%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Aug 12, 2025 Q2 2025 |
1,472
shares
|
$129,756
0.0% of portfolio
|
Q2 2025
Added 70.96%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,462
shares
|
$128,875
0.01% of portfolio
|
Q2 2023
Added 10.93%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,436
shares
|
$126,583
0.0% of portfolio
|
Q3 2021
Reduced 28.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,434
shares
|
$126,407
0.01% of portfolio
|
Q2 2025
Reduced 32.2%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
1,431
shares
|
$126,142
0.04% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,431
shares
|
$126,142
0.0% of portfolio
|
Q2 2025
Reduced 41.71%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,419
shares
|
$125,084
0.01% of portfolio
|
Q2 2025
Added 15.27%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
1,380
shares
|
$121,647
0.02% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
1,366
shares
|
$120,412
0.01% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,364
shares
|
$120,236
0.02% of portfolio
|
Q4 2024
Added 9642.86%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,350
shares
|
$119,002
0.08% of portfolio
|
Q3 2021
Reduced 11.24%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,339
shares
|
$118,032
0.01% of portfolio
|
Q2 2025
Added 61.52%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
1,333
shares
|
$117,503
0.02% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
1,318
shares
|
$116,181
0.01% of portfolio
|
Q2 2025
Reduced 17.26%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
1,291
shares
|
$113,801
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
1,282
shares
|
$113,008
0.08% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
1,272
shares
|
$112,126
0.01% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
1,266
shares
|
$111,597
0.06% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
1,261
shares
|
$111,157
0.05% of portfolio
|
Q2 2020
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,231
shares
|
$108,512
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
1,213
shares
|
$106,925
0.01% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
1,168
shares
|
$102,959
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Aug 14, 2025 Q2 2025 |
1,112
shares
|
$98,022
0.11% of portfolio
|
Q4 2024
New holding
|