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 |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
375
shares
|
$33,056
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
374
shares
|
$32,968
0.0% of portfolio
|
Q2 2024
Added 36.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
371
shares
|
$32,703
0.01% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
370
shares
|
$32,615
0.01% of portfolio
|
Q4 2023
Reduced 2.89%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
368
shares
|
$32,439
0.01% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
368
shares
|
$32,439
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
355
shares
|
$31,293
0.0% of portfolio
|
Q2 2025
Reduced 10.35%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
353
shares
|
$31,116
0.03% of portfolio
|
Q1 2024
Reduced 13.27%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
350
shares
|
$30,852
0.01% of portfolio
|
Q2 2022
Reduced 24.24%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
349
shares
|
$30,764
0.02% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
344
shares
|
$30,323
0.0% of portfolio
|
Q2 2023
Reduced 29.8%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
337
shares
|
$29,706
0.0% of portfolio
|
Q3 2022
Reduced 12.92%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
335
shares
|
$29,530
0.05% of portfolio
|
Q4 2023
Reduced 12.53%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
330
shares
|
$29,089
0.0% of portfolio
|
Q2 2025
Reduced 14.95%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
325
shares
|
$28,648
0.04% of portfolio
|
Q4 2021
Reduced 13.33%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
322
shares
|
$28,384
0.01% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
322
shares
|
$28,384
0.01% of portfolio
|
Q2 2024
Reduced 6.67%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jul 30, 2025 Q2 2025 |
316
shares
|
$27,855
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
314
shares
|
$27,679
0.0% of portfolio
|
Q2 2025
Added 75.42%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
314
shares
|
$27,679
0.02% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
313
shares
|
$27,590
0.0% of portfolio
|
Q2 2025
Added 24.7%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
313
shares
|
$27,590
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
311
shares
|
$27,414
0.01% of portfolio
|
Q2 2025
Added 13.92%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
303
shares
|
$26,709
0.01% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
300
shares
|
$26,445
0.01% of portfolio
|
Q2 2025
Reduced 25.37%
|