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 1,420 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 |
|---|---|---|---|---|---|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
300
shares
|
$26,445
0.01% of portfolio
|
Q1 2025
Reduced 40.94%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
300
shares
|
$26,445
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
295
shares
|
$26,004
0.01% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
279
shares
|
$24,593
0.01% of portfolio
|
Q4 2024
Added 11.6%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
278
shares
|
$24,505
0.02% of portfolio
|
Q2 2025
Reduced 57.3%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
275
shares
|
$24,241
0.01% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
275
shares
|
$24,241
0.02% of portfolio
|
Q1 2025
Reduced 22.54%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
273
shares
|
$24,064
0.01% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
272
shares
|
$23,976
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
266
shares
|
$23,447
0.01% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
265
shares
|
$23,359
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
265
shares
|
$23,359
0.0% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
263
shares
|
$23,183
0.01% of portfolio
|
Q2 2024
Added 8.68%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
260
shares
|
$22,919
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
250
shares
|
$22,037
0.0% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
250
shares
|
$22,037
0.01% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
245
shares
|
$21,596
0.08% of portfolio
|
Q1 2025
Added 97.58%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
244
shares
|
$21,508
0.01% of portfolio
|
Q3 2023
Reduced 0.41%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
241
shares
|
$21,244
0.01% of portfolio
|
Q2 2025
Added 21.11%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
235
shares
|
$20,715
0.0% of portfolio
|
Q2 2024
Reduced 40.95%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
235
shares
|
$20,715
0.0% of portfolio
|
Q2 2025
Added 1075.0%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
235
shares
|
$20,715
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
235
shares
|
$20,715
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
232
shares
|
$20,450
0.01% of portfolio
|
Q1 2023
Reduced 21.09%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
230
shares
|
$20,274
0.01% of portfolio
|
Q1 2021
New holding
|