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 |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
114
shares
|
$10,790
0.01% of portfolio
|
Q3 2024
Added 22.58%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 15, 2024 Q3 2024 |
114
shares
|
$10,790
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
113
shares
|
$10,695
0.0% of portfolio
|
Q4 2022
Reduced 87.04%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
111
shares
|
$10,506
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
110
shares
|
$10,411
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
110
shares
|
$10,411
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
110
shares
|
$10,411
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
106
shares
|
$10,032
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
105
shares
|
$9,938
0.0% of portfolio
|
Q2 2024
Reduced 44.15%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
105
shares
|
$9,938
0.0% of portfolio
|
Q1 2024
Added 483.33%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
105
shares
|
$9,938
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
104
shares
|
$9,843
0.0% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
102
shares
|
$9,654
0.0% of portfolio
|
Q1 2024
Reduced 74.63%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
100
shares
|
$9,465
0.0% of portfolio
|
Q1 2022
Reduced 0.99%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
100
shares
|
$9,465
0.0% of portfolio
|
Q2 2021
Reduced 41.18%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
100
shares
|
$9,465
0.0% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
100
shares
|
$9,465
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
100
shares
|
$9,465
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
100
shares
|
$9,465
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
90
shares
|
$8,518
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
87
shares
|
$8,234
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
86
shares
|
$8,139
0.0% of portfolio
|
Q3 2024
Reduced 32.28%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
83
shares
|
$7,855
0.0% of portfolio
|
Q3 2024
Reduced 59.31%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
82
shares
|
$7,761
0.0% of portfolio
|
Q3 2024
Added 105.0%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
80
shares
|
$7,572
0.0% of portfolio
|
Q4 2024
Reduced 56.28%
|