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 1,322 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 $36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
39,515
shares
|
$4 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
39,163
shares
|
$3.96 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
38,688
shares
|
$3.92 Million
0.25% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Arlington Partners LLC
|
Oct 21, 2024 Q3 2024 |
38,576
shares
|
$3.9 Million
1.66% of portfolio
|
Q3 2024
Added 20.26%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Oct 02, 2024 Q3 2024 |
38,404
shares
|
$3.89 Million
0.37% of portfolio
|
Q1 2024
Reduced 2.9%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
37,643
shares
|
$3.81 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
37,420
shares
|
$3.79 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
36,961
shares
|
$3.74 Million
0.08% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
36,660
shares
|
$3.71 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
36,612
shares
|
$3.71 Million
0.01% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 13, 2024 Q3 2024 |
35,691
shares
|
$3.61 Million
0.08% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Ing Groep Nv
|
Nov 06, 2024 Q3 2024 |
35,570
shares
|
$3.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 34.62%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
34,850
shares
|
$3.53 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
34,801
shares
|
$3.52 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
34,745
shares
|
$3.52 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
34,675
shares
|
$3.51 Million
0.12% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
34,461
shares
|
$3.49 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
34,327
shares
|
$3.47 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
33,859
shares
|
$3.43 Million
1.25% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
33,664
shares
|
$3.41 Million
0.06% of portfolio
|
Q3 2024
Added 10.46%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
33,587
shares
|
$3.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
33,176
shares
|
$3.36 Million
0.26% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
33,119
shares
|
$3.35 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
32,510
shares
|
$3.29 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2024 Q3 2024 |
32,445
shares
|
$3.28 Million
0.04% of portfolio
|
Q3 2024
Added 14.76%
|