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 |
|---|---|---|---|---|---|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
825
shares
|
$72,723
0.01% of portfolio
|
Q1 2022
Reduced 1.43%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
822
shares
|
$72,459
0.07% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
822
shares
|
$72,459
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
822
shares
|
$72,459
0.01% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
814
shares
|
$71,754
0.0% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
811
shares
|
$71,489
0.01% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
805
shares
|
$70,960
0.02% of portfolio
|
Q1 2025
Reduced 19.98%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
802
shares
|
$70,696
0.03% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
800
shares
|
$70,520
0.03% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
800
shares
|
$70,520
0.0% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
776
shares
|
$68,404
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
757
shares
|
$66,729
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
757
shares
|
$66,729
0.02% of portfolio
|
Q1 2025
Added 15.22%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
750
shares
|
$66,112
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
750
shares
|
$66,112
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
741
shares
|
$65,319
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
736
shares
|
$64,878
0.03% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
734
shares
|
$64,702
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
731
shares
|
$64,437
0.0% of portfolio
|
Q2 2025
Added 110.66%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
716
shares
|
$63,115
0.04% of portfolio
|
Q4 2020
Reduced 24.23%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
710
shares
|
$62,586
0.01% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Oakmont Corp
|
Jul 16, 2025 Q2 2025 |
705
shares
|
$62,145
0.01% of portfolio
|
Q4 2023
Reduced 2.35%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
704
shares
|
$62,057
0.02% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
702
shares
|
$61,881
0.04% of portfolio
|
Q2 2024
Added 256.35%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
691
shares
|
$60,911
0.0% of portfolio
|
Q2 2025
Reduced 7.0%
|