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 |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
42
shares
|
$4,034
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
40
shares
|
$3,842
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
40
shares
|
$3,842
0.0% of portfolio
|
Q3 2024
Reduced 98.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
38
shares
|
$3,649
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
38
shares
|
$3,649
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
34
shares
|
$3,265
0.0% of portfolio
|
Q4 2024
Reduced 26.09%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
32
shares
|
$3,073
0.0% of portfolio
|
Q3 2020
Reduced 79.62%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
31
shares
|
$2,977
0.0% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
29
shares
|
$2,785
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
28
shares
|
$2,689
0.0% of portfolio
|
Q2 2024
Added 3.7%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
27
shares
|
$2,593
0.0% of portfolio
|
Q4 2023
Reduced 89.66%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
27
shares
|
$2,593
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
26
shares
|
$2,497
0.0% of portfolio
|
Q3 2022
Added 4.0%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
25
shares
|
$2,401
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
25
shares
|
$2,401
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
25
shares
|
$2,401
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
24
shares
|
$2,305
0.0% of portfolio
|
Q3 2024
Reduced 80.65%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
23
shares
|
$2,209
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 13, 2024 Q3 2024 |
22
shares
|
$2,113
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
22
shares
|
$2,113
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
21
shares
|
$2,017
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
20
shares
|
$1,921
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
20
shares
|
$1,921
0.0% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
20
shares
|
$1,921
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
18
shares
|
$1,728
0.0% of portfolio
|
Q2 2023
New holding
|