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 1,324 institutions that hold shares in the stock, with a total of 356 Million shares, which have been reported (via 13F filing form) to have a value of $34.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
47,282
shares
|
$4.56 Million
0.02% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
46,490
shares
|
$4.48 Million
0.06% of portfolio
|
Q3 2024
Added 386.55%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
46,274
shares
|
$4.46 Million
0.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Artemis Investment Management LLP
|
Oct 08, 2024 Q3 2024 |
45,577
shares
|
$4.39 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
45,506
shares
|
$4.38 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
44,854
shares
|
$4.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
44,735
shares
|
$4.31 Million
0.02% of portfolio
|
Q3 2024
Added 35.87%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
44,586
shares
|
$4.3 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
44,071
shares
|
$4.25 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
44,005
shares
|
$4.24 Million
0.92% of portfolio
|
Q3 2024
Added 16.25%
|
|
|
First Eagle Investment Management, LLC
|
Nov 12, 2024 Q3 2024 |
43,729
shares
|
$4.21 Million
0.01% of portfolio
|
Q3 2024
Added 35.37%
|
|
|
Tcw Group Inc
|
Nov 18, 2024 Q3 2024 |
43,563
shares
|
$4.2 Million
0.04% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
43,498
shares
|
$4.19 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
43,461
shares
|
$4.19 Million
0.04% of portfolio
|
Q3 2024
Added 1160.47%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
43,301
shares
|
$4.17 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 17, 2024 Q3 2024 |
43,127
shares
|
$4.15 Million
0.05% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
43,057
shares
|
$4.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
41,207
shares
|
$3.97 Million
0.03% of portfolio
|
Q3 2024
Added 110.85%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
41,190
shares
|
$3.97 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.06%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
40,938
shares
|
$3.94 Million
0.05% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
40,867
shares
|
$3.94 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
40,389
shares
|
$3.89 Million
0.73% of portfolio
|
Q4 2023
Added 5.59%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
40,020
shares
|
$3.86 Million
0.46% of portfolio
|
Q3 2024
Added 103.27%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
39,773
shares
|
$3.83 Million
0.3% of portfolio
|
Q4 2022
Added 27.46%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
39,548
shares
|
$3.81 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.26%
|