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 |
|---|---|---|---|---|---|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
1,097
shares
|
$96,700
0.01% of portfolio
|
Q4 2024
Added 15.84%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,082
shares
|
$95,378
0.06% of portfolio
|
Q2 2025
Reduced 15.67%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,071
shares
|
$94,408
0.08% of portfolio
|
Q4 2022
Added 2.1%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
1,064
shares
|
$93,791
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,048
shares
|
$92,381
0.01% of portfolio
|
Q3 2022
Reduced 3.14%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
1,041
shares
|
$91,764
0.03% of portfolio
|
Q2 2024
Reduced 11.85%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,034
shares
|
$91,147
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,033
shares
|
$91,058
0.0% of portfolio
|
Q2 2025
Added 141.36%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
1,025
shares
|
$90,353
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,024
shares
|
$90,265
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
1,011
shares
|
$89,119
0.02% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
989
shares
|
$87,180
0.02% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
988
shares
|
$87,092
0.0% of portfolio
|
Q1 2025
Added 26.5%
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
982
shares
|
$86,563
0.01% of portfolio
|
Q2 2025
Reduced 14.31%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Aug 12, 2025 Q2 2025 |
975
shares
|
$85,946
0.01% of portfolio
|
Q2 2025
Reduced 16.24%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
971
shares
|
$85,593
0.01% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
964
shares
|
$84,976
0.01% of portfolio
|
Q4 2023
Added 16.71%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
958
shares
|
$84,447
0.01% of portfolio
|
Q1 2025
Reduced 50.03%
|
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
946
shares
|
$83,389
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
926
shares
|
$81,626
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
921
shares
|
$81,186
0.01% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
900
shares
|
$79,335
0.01% of portfolio
|
Q2 2021
Reduced 37.72%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
873
shares
|
$76,954
0.0% of portfolio
|
Q2 2025
Reduced 20.49%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
866
shares
|
$76,337
0.01% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
833
shares
|
$73,428
0.05% of portfolio
|
Q2 2023
Reduced 20.74%
|