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 1,314 institutions that hold shares in the stock, with a total of 354 Million shares, which have been reported (via 13F filing form) to have a value of $34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
383
shares
|
$36,787
0.01% of portfolio
|
Q4 2024
Added 12.32%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
383
shares
|
$36,787
0.01% of portfolio
|
Q2 2022
Reduced 36.38%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
381
shares
|
$36,595
0.01% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
374
shares
|
$35,922
0.0% of portfolio
|
Q2 2024
Added 36.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
372
shares
|
$35,730
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
370
shares
|
$35,538
0.01% of portfolio
|
Q4 2023
Reduced 2.89%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
369
shares
|
$35,442
0.01% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
355
shares
|
$34,097
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
353
shares
|
$33,905
0.02% of portfolio
|
Q1 2024
Reduced 13.27%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
350
shares
|
$33,617
0.01% of portfolio
|
Q2 2022
Reduced 24.24%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
350
shares
|
$33,617
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
344
shares
|
$33,041
0.0% of portfolio
|
Q2 2023
Reduced 29.8%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
337
shares
|
$32,368
0.0% of portfolio
|
Q3 2022
Reduced 12.92%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
336
shares
|
$32,272
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
335
shares
|
$32,176
0.05% of portfolio
|
Q4 2023
Reduced 12.53%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
330
shares
|
$31,696
0.0% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
325
shares
|
$31,216
0.04% of portfolio
|
Q4 2021
Reduced 13.33%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
322
shares
|
$30,928
0.01% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
322
shares
|
$30,928
0.01% of portfolio
|
Q2 2024
Reduced 6.67%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
322
shares
|
$30,928
0.01% of portfolio
|
Q4 2024
Added 485.45%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
320
shares
|
$30,736
0.01% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
319
shares
|
$30,639
0.0% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
316
shares
|
$30,351
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
314
shares
|
$30,159
0.02% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
300
shares
|
$28,815
0.02% of portfolio
|
Q3 2022
Reduced 9.09%
|