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 1,349 institutions that hold shares in the stock, with a total of 364 Million shares, which have been reported (via 13F filing form) to have a value of $35.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
7
shares
|
$690
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
6
shares
|
$592
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
6
shares
|
$592
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
5
shares
|
$493
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
5
shares
|
$493
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
5
shares
|
$493
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
4
shares
|
$394
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
4
shares
|
$394
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2
shares
|
$197
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|