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 355 Million shares, which have been reported (via 13F filing form) to have a value of $33.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
179
shares
|
$16,942
0.0% of portfolio
|
Q2 2024
Reduced 38.49%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
173
shares
|
$16,374
0.0% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
167
shares
|
$15,806
0.0% of portfolio
|
Q4 2024
Reduced 23.04%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
167
shares
|
$15,806
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
163
shares
|
$15,427
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
162
shares
|
$15,333
0.0% of portfolio
|
Q3 2024
Reduced 43.55%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
154
shares
|
$14,576
0.01% of portfolio
|
Q2 2024
Added 54.0%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
151
shares
|
$14,292
0.0% of portfolio
|
Q3 2024
Reduced 36.55%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
151
shares
|
$14,292
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
150
shares
|
$14,197
0.0% of portfolio
|
Q2 2023
Reduced 26.83%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
150
shares
|
$14,197
0.0% of portfolio
|
Q3 2023
Reduced 74.96%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
150
shares
|
$14,197
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
146
shares
|
$13,818
0.01% of portfolio
|
Q4 2024
Added 19.67%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
144
shares
|
$13,629
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
140
shares
|
$13,251
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
139
shares
|
$13,156
0.0% of portfolio
|
Q1 2024
Reduced 49.45%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
138
shares
|
$13,061
0.01% of portfolio
|
Q2 2024
Added 72.5%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 28, 2025 Q4 2024 |
137
shares
|
$12,967
0.0% of portfolio
|
Q4 2024
Added 26.85%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
134
shares
|
$12,683
0.0% of portfolio
|
Q3 2024
Reduced 18.29%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
125
shares
|
$11,831
0.0% of portfolio
|
Q4 2023
Reduced 4.58%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
122
shares
|
$11,547
0.0% of portfolio
|
Q3 2024
Added 87.69%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
121
shares
|
$11,452
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
118
shares
|
$11,168
0.01% of portfolio
|
Q4 2022
Reduced 23.38%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
117
shares
|
$11,074
0.03% of portfolio
|
Q3 2024
Added 21.88%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
115
shares
|
$10,884
0.0% of portfolio
|
Q3 2024
Added 74.24%
|