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 1,314 institutions that hold shares in the stock, with a total of 354 Million shares, which have been reported (via 13F filing form) to have a value of $33.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
81,672
shares
|
$7.72 Million
0.16% of portfolio
|
Q4 2022
Reduced 0.5%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
81,371
shares
|
$7.69 Million
0.83% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
80,682
shares
|
$7.63 Million
1.66% of portfolio
|
Q2 2023
New holding
|
|
|
Artemis Investment Management LLP
|
Jan 16, 2025 Q4 2024 |
79,327
shares
|
$7.5 Million
0.11% of portfolio
|
Q4 2024
Added 74.05%
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
78,905
shares
|
$7.46 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
78,482
shares
|
$7.42 Million
0.79% of portfolio
|
Q2 2023
Reduced 8.0%
|
|
|
Windward Capital Management CO
|
Jan 27, 2025 Q4 2024 |
78,442
shares
|
$7.42 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
76,895
shares
|
$7.27 Million
0.02% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
76,189
shares
|
$7.2 Million
0.41% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
75,894
shares
|
$7.18 Million
1.52% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2024 Q3 2024 |
75,694
shares
|
$7.16 Million
0.03% of portfolio
|
Q3 2024
Reduced 26.74%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
73,605
shares
|
$6.96 Million
0.02% of portfolio
|
Q3 2023
Reduced 12.05%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
72,704
shares
|
$6.87 Million
1.49% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
72,344
shares
|
$6.84 Million
0.11% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
71,239
shares
|
$6.74 Million
0.19% of portfolio
|
Q3 2024
Reduced 11.4%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
70,894
shares
|
$6.7 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
70,576
shares
|
$6.67 Million
0.25% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
70,008
shares
|
$6.62 Million
0.11% of portfolio
|
Q4 2022
Reduced 3.04%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
69,554
shares
|
$6.58 Million
0.01% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
69,208
shares
|
$6.54 Million
0.03% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Antipodes Partners LTD
Royal Exchange, C3 |
Nov 13, 2024 Q3 2024 |
67,815
shares
|
$6.41 Million
0.25% of portfolio
|
Q3 2024
Reduced 20.66%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 14, 2024 Q3 2024 |
67,459
shares
|
$6.38 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.13%
|
|
|
Pictet & Cie (Europe) Sa
|
Jan 30, 2025 Q4 2024 |
67,376
shares
|
$6.37 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
66,852
shares
|
$6.32 Million
0.08% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Fjarde Ap Fonden
|
Feb 04, 2025 Q4 2024 |
66,824
shares
|
$6.32 Million
0.06% of portfolio
|
Q4 2024
Added 4.86%
|