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 |
|---|---|---|---|---|---|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
80
shares
|
$7,052
0.0% of portfolio
|
Q1 2025
Reduced 57.45%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
80
shares
|
$7,052
0.0% of portfolio
|
Q3 2024
Reduced 68.5%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
79
shares
|
$6,963
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
78
shares
|
$6,875
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
75
shares
|
$6,611
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
74
shares
|
$6,523
0.0% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
74
shares
|
$6,523
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
73
shares
|
$6,434
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
72
shares
|
$6,346
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
71
shares
|
$6,258
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
70
shares
|
$6,170
0.0% of portfolio
|
Q1 2025
Added 45.83%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
70
shares
|
$6,170
0.0% of portfolio
|
Q4 2024
Added 45.83%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
70
shares
|
$6,170
0.0% of portfolio
|
Q4 2023
Added 438.46%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
69
shares
|
$6,082
0.0% of portfolio
|
Q2 2025
Added 590.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
66
shares
|
$5,817
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
65
shares
|
$5,729
0.0% of portfolio
|
Q1 2025
Reduced 21.69%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
63
shares
|
$5,553
0.0% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
62
shares
|
$5,465
0.0% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Aug 06, 2025 Q2 2025 |
62
shares
|
$5,465
0.0% of portfolio
|
Q2 2025
Reduced 30.34%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
62
shares
|
$5,465
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
61
shares
|
$5,377
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
61
shares
|
$5,377
0.0% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
60
shares
|
$5,289
0.0% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
60
shares
|
$5,289
0.0% of portfolio
|
Q1 2025
Reduced 26.83%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
59
shares
|
$5,200
0.0% of portfolio
|
Q3 2023
New holding
|