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 |
|---|---|---|---|---|---|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
161
shares
|
$14,192
0.0% of portfolio
|
Q1 2025
Added 20.15%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
154
shares
|
$13,575
0.01% of portfolio
|
Q2 2024
Added 54.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
154
shares
|
$13,575
0.0% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
151
shares
|
$13,310
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
150
shares
|
$13,222
0.0% of portfolio
|
Q2 2023
Reduced 26.83%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
150
shares
|
$13,222
0.0% of portfolio
|
Q3 2023
Reduced 74.96%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
150
shares
|
$13,222
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
144
shares
|
$12,693
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
140
shares
|
$12,341
0.0% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
140
shares
|
$12,341
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
139
shares
|
$12,252
0.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
138
shares
|
$12,164
0.0% of portfolio
|
Q2 2025
Reduced 45.88%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
138
shares
|
$12,164
0.0% of portfolio
|
Q1 2025
Added 31.43%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
137
shares
|
$12,076
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
128
shares
|
$11,283
0.0% of portfolio
|
Q2 2025
Reduced 27.68%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
122
shares
|
$10,754
0.0% of portfolio
|
Q3 2024
Added 87.69%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
121
shares
|
$10,666
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
118
shares
|
$10,401
0.0% of portfolio
|
Q4 2022
Reduced 23.38%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
115
shares
|
$10,137
0.0% of portfolio
|
Q2 2025
Reduced 11.54%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
113
shares
|
$9,960
0.0% of portfolio
|
Q4 2022
Reduced 87.04%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
111
shares
|
$9,784
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
111
shares
|
$9,784
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
111
shares
|
$9,784
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
110
shares
|
$9,696
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
110
shares
|
$9,696
0.0% of portfolio
|
Q2 2023
New holding
|