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 |
|---|---|---|---|---|---|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
227
shares
|
$21,803
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
227
shares
|
$21,803
0.0% of portfolio
|
Q3 2024
Added 8.61%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
218
shares
|
$20,938
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
208
shares
|
$19,978
0.0% of portfolio
|
Q4 2023
Reduced 16.8%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
207
shares
|
$19,882
0.0% of portfolio
|
Q1 2023
Reduced 4.17%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
206
shares
|
$19,786
0.01% of portfolio
|
Q2 2024
Added 3.52%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
203
shares
|
$19,498
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
202
shares
|
$19,402
0.0% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
200
shares
|
$19,210
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
200
shares
|
$19,210
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
198
shares
|
$19,017
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
198
shares
|
$19,017
0.01% of portfolio
|
Q4 2023
Reduced 12.0%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
198
shares
|
$19,017
0.01% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
196
shares
|
$18,825
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
189
shares
|
$18,153
0.0% of portfolio
|
Q4 2024
Added 845.0%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
181
shares
|
$17,385
0.02% of portfolio
|
Q3 2024
Added 44.8%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
180
shares
|
$17,289
0.01% of portfolio
|
Q3 2021
Reduced 7.22%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
180
shares
|
$17,289
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
179
shares
|
$17,192
0.0% of portfolio
|
Q2 2024
Reduced 38.49%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
173
shares
|
$16,616
0.0% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
167
shares
|
$16,040
0.0% of portfolio
|
Q4 2024
Reduced 23.04%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
167
shares
|
$16,040
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
163
shares
|
$15,656
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
162
shares
|
$15,560
0.0% of portfolio
|
Q3 2024
Reduced 43.55%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
154
shares
|
$14,791
0.01% of portfolio
|
Q2 2024
Added 54.0%
|