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 |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
59
shares
|
$5,200
0.0% of portfolio
|
Q2 2025
Reduced 18.06%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
58
shares
|
$5,112
0.0% of portfolio
|
Q3 2023
Added 1.75%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
57
shares
|
$5,024
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
56
shares
|
$4,936
0.0% of portfolio
|
Q2 2025
Reduced 63.64%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
56
shares
|
$4,936
0.0% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
55
shares
|
$4,848
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
52
shares
|
$4,583
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
51
shares
|
$4,495
0.0% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
50
shares
|
$4,407
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
50
shares
|
$4,407
0.0% of portfolio
|
Q2 2025
Reduced 84.47%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
49
shares
|
$4,319
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
48
shares
|
$4,231
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
48
shares
|
$4,231
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
46
shares
|
$4,054
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
44
shares
|
$3,878
0.0% of portfolio
|
Q2 2025
Reduced 57.69%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
42
shares
|
$3,702
0.0% of portfolio
|
Q2 2025
Added 281.82%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
40
shares
|
$3,526
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
40
shares
|
$3,526
0.0% of portfolio
|
Q2 2025
Reduced 57.89%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
40
shares
|
$3,526
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
38
shares
|
$3,349
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
34
shares
|
$2,997
0.0% of portfolio
|
Q4 2024
Reduced 26.09%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
33
shares
|
$2,908
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
32
shares
|
$2,820
0.0% of portfolio
|
Q2 2025
Reduced 41.82%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
32
shares
|
$2,820
0.0% of portfolio
|
Q3 2020
Reduced 79.62%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
32
shares
|
$2,820
0.0% of portfolio
|
Q2 2025
New holding
|