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 |
|---|---|---|---|---|---|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
72
shares
|
$6,915
0.0% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
72
shares
|
$6,915
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
72
shares
|
$6,915
0.0% of portfolio
|
Q2 2024
Reduced 6.49%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
71
shares
|
$6,819
0.0% of portfolio
|
Q3 2024
Reduced 73.7%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
70
shares
|
$6,723
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
65
shares
|
$6,243
0.0% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
62
shares
|
$5,955
0.0% of portfolio
|
Q4 2024
Added 169.57%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
62
shares
|
$5,955
0.0% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
60
shares
|
$5,763
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
59
shares
|
$5,666
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
58
shares
|
$5,570
0.0% of portfolio
|
Q3 2023
Added 1.75%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
57
shares
|
$5,474
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
55
shares
|
$5,282
0.0% of portfolio
|
Q4 2022
Reduced 99.03%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
55
shares
|
$5,282
0.0% of portfolio
|
Q3 2023
Added 1.85%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
55
shares
|
$5,282
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
52
shares
|
$4,994
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
50
shares
|
$4,802
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
50
shares
|
$4,802
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
48
shares
|
$4,610
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
48
shares
|
$4,610
0.0% of portfolio
|
Q4 2023
Reduced 18.64%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
48
shares
|
$4,610
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
48
shares
|
$4,610
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
46
shares
|
$4,418
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
45
shares
|
$4,322
0.0% of portfolio
|
Q4 2021
Reduced 11.76%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
45
shares
|
$4,322
0.0% of portfolio
|
Q4 2024
Added 50.0%
|