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 |
|---|---|---|---|---|---|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
19,300
shares
|
$1.93 Million
0.01% of portfolio
|
Q3 2022
Reduced 55.71%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
19,292
shares
|
$1.93 Million
0.96% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
18,811
shares
|
$1.88 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
18,698
shares
|
$1.87 Million
0.03% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
18,686
shares
|
$1.87 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
18,403
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
18,358
shares
|
$1.83 Million
0.71% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
18,200
shares
|
$1.82 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
17,917
shares
|
$1.79 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
17,903
shares
|
$1.79 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
17,727
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
17,636
shares
|
$1.76 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
17,464
shares
|
$1.75 Million
0.23% of portfolio
|
Q3 2024
Reduced 16.7%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
17,321
shares
|
$1.73 Million
0.17% of portfolio
|
Q3 2022
Reduced 7.16%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
17,237
shares
|
$1.72 Million
0.06% of portfolio
|
Q3 2024
Added 63.15%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
16,971
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 91.47%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
16,696
shares
|
$1.67 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
16,567
shares
|
$1.66 Million
0.04% of portfolio
|
Q3 2024
Added 15.43%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
16,560
shares
|
$1.66 Million
0.73% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
16,485
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
16,428
shares
|
$1.64 Million
0.05% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
16,056
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Shelter Ins Retirement Plan
|
Nov 08, 2024 Q3 2024 |
16,000
shares
|
$1.6 Million
2.1% of portfolio
|
Q2 2024
Reduced 48.72%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
15,736
shares
|
$1.57 Million
0.04% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Tufton Capital Management
|
Nov 08, 2024 Q3 2024 |
15,727
shares
|
$1.57 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.79%
|