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 $35.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
32,296
shares
|
$3.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Threadgill Financial, LLC
|
Oct 07, 2024 Q3 2024 |
32,046
shares
|
$3.19 Million
2.08% of portfolio
|
Q3 2024
New holding
|
|
|
Shelter Mutual Insurance CO
|
Nov 08, 2024 Q3 2024 |
31,200
shares
|
$3.11 Million
0.81% of portfolio
|
Q2 2020
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
31,161
shares
|
$3.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
31,098
shares
|
$3.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 18, 2024 Q3 2024 |
30,400
shares
|
$3.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
30,305
shares
|
$3.02 Million
0.02% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Bdf Gestion
Paris, I0 |
Oct 15, 2024 Q3 2024 |
30,268
shares
|
$3.02 Million
0.4% of portfolio
|
Q2 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
30,205
shares
|
$3.01 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
30,139
shares
|
$3 Million
0.01% of portfolio
|
Q3 2024
Reduced 54.27%
|
|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
29,833
shares
|
$2.97 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
29,460
shares
|
$2.94 Million
0.02% of portfolio
|
Q2 2023
Reduced 67.3%
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
29,307
shares
|
$2.92 Million
0.11% of portfolio
|
Q3 2023
Reduced 6.39%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
29,158
shares
|
$2.91 Million
0.28% of portfolio
|
Q2 2024
Added 3.12%
|
|
|
M. Kraus & CO
|
Oct 11, 2024 Q3 2024 |
29,157
shares
|
$2.91 Million
0.98% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Imc Chicago, LLC
|
Oct 25, 2024 Q3 2024 |
28,666
shares
|
$2.86 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
28,628
shares
|
$2.85 Million
0.38% of portfolio
|
Q4 2022
Reduced 0.99%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
28,165
shares
|
$2.81 Million
0.02% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
28,114
shares
|
$2.8 Million
0.02% of portfolio
|
Q3 2024
Added 40.42%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
27,905
shares
|
$2.78 Million
0.09% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,472
shares
|
$2.74 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
27,366
shares
|
$2.73 Million
0.03% of portfolio
|
Q3 2024
Reduced 13.12%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
26,993
shares
|
$2.69 Million
0.21% of portfolio
|
Q4 2022
Added 0.63%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
26,944
shares
|
$2.69 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
26,882
shares
|
$2.68 Million
0.01% of portfolio
|
Q2 2023
Reduced 81.26%
|