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 |
|---|---|---|---|---|---|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
26,742
shares
|
$2.71 Million
0.62% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
26,694
shares
|
$2.7 Million
0.02% of portfolio
|
Q3 2024
Added 42.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
26,602
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 55.98%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
26,576
shares
|
$2.69 Million
0.01% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Mizuho Securities Usa LLC
|
Nov 12, 2024 Q3 2024 |
25,974
shares
|
$2.63 Million
0.06% of portfolio
|
Q3 2024
Reduced 23.59%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
25,780
shares
|
$2.61 Million
0.26% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
25,550
shares
|
$2.59 Million
0.76% of portfolio
|
Q2 2024
Reduced 18.79%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,330
shares
|
$2.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
25,147
shares
|
$2.54 Million
0.08% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Hartford Investment Management CO
|
Oct 22, 2024 Q3 2024 |
25,134
shares
|
$2.54 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
24,921
shares
|
$2.52 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
24,843
shares
|
$2.51 Million
0.01% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
24,587
shares
|
$2.49 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
24,491
shares
|
$2.48 Million
0.15% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
24,433
shares
|
$2.47 Million
0.05% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
23,775
shares
|
$2.41 Million
0.13% of portfolio
|
Q3 2022
Added 11.85%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
23,732
shares
|
$2.4 Million
0.07% of portfolio
|
Q3 2024
Reduced 21.96%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
23,552
shares
|
$2.38 Million
0.08% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
23,523
shares
|
$2.38 Million
0.02% of portfolio
|
Q3 2024
Reduced 32.53%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
23,430
shares
|
$2.37 Million
0.12% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
23,417
shares
|
$2.37 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
23,370
shares
|
$2.37 Million
0.01% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
23,207
shares
|
$2.35 Million
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
23,070
shares
|
$2.33 Million
0.05% of portfolio
|
Q3 2024
Reduced 26.72%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
23,064
shares
|
$2.33 Million
0.1% of portfolio
|
Q3 2024
Reduced 9.21%
|