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 |
|---|---|---|---|---|---|
|
Hoertkorn Richard Charles
|
Jul 07, 2025 Q2 2025 |
682
shares
|
$60,118
0.04% of portfolio
|
Q2 2020
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
676
shares
|
$59,589
0.02% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
663
shares
|
$58,443
0.0% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
650
shares
|
$57,297
0.02% of portfolio
|
Q3 2023
Reduced 22.06%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
623
shares
|
$54,917
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
620
shares
|
$54,653
0.03% of portfolio
|
Q2 2025
Added 2037.93%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Aug 12, 2025 Q2 2025 |
599
shares
|
$52,801
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
590
shares
|
$52,008
0.02% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
588
shares
|
$51,832
0.01% of portfolio
|
Q2 2025
Reduced 88.86%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
583
shares
|
$51,391
0.01% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
562
shares
|
$49,540
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
558
shares
|
$49,187
0.02% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
541
shares
|
$47,689
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
533
shares
|
$46,983
0.01% of portfolio
|
Q2 2025
Added 12.92%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
518
shares
|
$45,661
0.01% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
517
shares
|
$45,573
0.01% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
515
shares
|
$45,397
0.04% of portfolio
|
Q2 2025
Reduced 14.17%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
509
shares
|
$44,868
0.01% of portfolio
|
Q1 2025
Reduced 14.6%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
505
shares
|
$44,515
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
504
shares
|
$44,427
0.02% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
500
shares
|
$44,075
0.05% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
481
shares
|
$42,400
0.0% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
480
shares
|
$42,312
0.0% of portfolio
|
Q4 2022
Added 0.21%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
478
shares
|
$42,135
0.0% of portfolio
|
Q2 2023
Added 6.7%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
478
shares
|
$42,135
0.0% of portfolio
|
Q2 2023
Added 6.7%
|