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 |
|---|---|---|---|---|---|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
110
shares
|
$9,696
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
107
shares
|
$9,432
0.0% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
107
shares
|
$9,432
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
107
shares
|
$9,432
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
106
shares
|
$9,343
0.0% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
105
shares
|
$9,255
0.0% of portfolio
|
Q1 2024
Added 483.33%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
104
shares
|
$9,167
0.0% of portfolio
|
Q2 2025
Added 940.0%
|
|
|
Ckw Financial Group
|
Jul 25, 2025 Q2 2025 |
103
shares
|
$9,079
0.0% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
101
shares
|
$8,903
0.0% of portfolio
|
Q2 2025
Reduced 90.84%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
100
shares
|
$8,815
0.0% of portfolio
|
Q1 2022
Reduced 0.99%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
100
shares
|
$8,815
0.0% of portfolio
|
Q2 2021
Reduced 41.18%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
100
shares
|
$8,815
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
100
shares
|
$8,815
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
100
shares
|
$8,815
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
100
shares
|
$8,815
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
97
shares
|
$8,550
0.0% of portfolio
|
Q1 2025
Reduced 57.46%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
97
shares
|
$8,550
0.0% of portfolio
|
Q2 2025
Reduced 38.99%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
96
shares
|
$8,462
0.0% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
90
shares
|
$7,933
0.0% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
90
shares
|
$7,933
0.0% of portfolio
|
Q2 2025
Reduced 70.78%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
87
shares
|
$7,669
0.0% of portfolio
|
Q3 2024
Reduced 97.96%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
86
shares
|
$7,580
0.0% of portfolio
|
Q3 2024
Reduced 32.28%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
85
shares
|
$7,492
0.0% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
85
shares
|
$7,492
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
81
shares
|
$7,140
0.01% of portfolio
|
Q1 2025
Reduced 28.95%
|