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 |
|---|---|---|---|---|---|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 23, 2024 Q3 2024 |
15,700
shares
|
$1.57 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.53%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
15,652
shares
|
$1.56 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
15,518
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2024
Added 47.96%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,338
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 44.44%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
15,027
shares
|
$1.5 Million
0.14% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
14,987
shares
|
$1.5 Million
0.9% of portfolio
|
Q3 2024
Reduced 34.6%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
14,938
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 90.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
14,869
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2024 Q3 2024 |
14,815
shares
|
$1.48 Million
0.14% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
14,738
shares
|
$1.47 Million
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
14,632
shares
|
$1.46 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
14,610
shares
|
$1.46 Million
0.06% of portfolio
|
Q3 2024
Reduced 21.49%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
14,499
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2023
Added 5.34%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
14,480
shares
|
$1.45 Million
0.16% of portfolio
|
Q3 2024
Added 11.36%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
14,435
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
14,406
shares
|
$1.44 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
14,258
shares
|
$1.43 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
14,250
shares
|
$1.42 Million
0.06% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
14,216
shares
|
$1.42 Million
0.09% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
14,124
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
14,109
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
14,000
shares
|
$1.4 Million
0.27% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
13,976
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
13,693
shares
|
$1.37 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
13,685
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Added 173.59%
|