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 |
|---|---|---|---|---|---|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
230
shares
|
$20,274
0.04% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
230
shares
|
$20,274
0.0% of portfolio
|
Q2 2025
Reduced 30.3%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
227
shares
|
$20,010
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
226
shares
|
$19,921
0.01% of portfolio
|
Q2 2025
Reduced 23.91%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
217
shares
|
$19,128
0.03% of portfolio
|
Q2 2025
Reduced 63.34%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
215
shares
|
$18,952
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
212
shares
|
$18,687
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
207
shares
|
$18,247
0.0% of portfolio
|
Q1 2023
Reduced 4.17%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
200
shares
|
$17,630
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
200
shares
|
$17,630
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
198
shares
|
$17,453
0.01% of portfolio
|
Q4 2023
Reduced 12.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
198
shares
|
$17,453
0.0% of portfolio
|
Q2 2025
Added 144.44%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
198
shares
|
$17,453
0.0% of portfolio
|
Q2 2025
Reduced 20.16%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
196
shares
|
$17,277
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
195
shares
|
$17,189
0.01% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
181
shares
|
$15,955
0.0% of portfolio
|
Q2 2025
Added 162.32%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
181
shares
|
$15,955
0.02% of portfolio
|
Q3 2024
Added 44.8%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
180
shares
|
$15,867
0.01% of portfolio
|
Q3 2021
Reduced 7.22%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
173
shares
|
$15,249
0.0% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
168
shares
|
$14,809
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
168
shares
|
$14,809
0.0% of portfolio
|
Q1 2025
Added 20.86%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
167
shares
|
$14,721
0.0% of portfolio
|
Q2 2025
Reduced 10.22%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
167
shares
|
$14,721
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
166
shares
|
$14,632
0.0% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
162
shares
|
$14,280
0.0% of portfolio
|
Q3 2024
Reduced 43.55%
|