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 |
|---|---|---|---|---|---|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Nov 06, 2024 Q3 2024 |
9,993
shares
|
$998,800
0.05% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Monarch Capital Management Inc
|
Oct 16, 2024 Q3 2024 |
9,887
shares
|
$988,205
0.28% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
9,854
shares
|
$984,907
0.04% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
9,787
shares
|
$978,210
0.05% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
9,744
shares
|
$973,912
0.14% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
9,712
shares
|
$970,714
0.06% of portfolio
|
Q3 2024
Reduced 20.63%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
9,665
shares
|
$966,016
0.24% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,609
shares
|
$960,419
0.02% of portfolio
|
Q4 2023
Reduced 0.5%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
9,570
shares
|
$956,521
0.22% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
9,564
shares
|
$955,921
0.01% of portfolio
|
Q3 2024
Reduced 31.78%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
9,437
shares
|
$943,228
0.04% of portfolio
|
Q1 2024
Reduced 6.24%
|
|
|
Groupama Asset Managment
Paris, I0 |
Nov 15, 2024 Q3 2024 |
9,428
shares
|
$942,328
0.02% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
9,363
shares
|
$935,831
0.02% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
9,339
shares
|
$933,433
0.81% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Home Federal Bank Of Tennessee
|
Oct 21, 2024 Q3 2024 |
9,331
shares
|
$932,633
0.28% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
9,283
shares
|
$927,835
0.02% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
9,190
shares
|
$918,540
0.03% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
9,173
shares
|
$916,841
0.02% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
9,139
shares
|
$913,443
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
9,065
shares
|
$906,046
0.02% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Oct 10, 2024 Q3 2024 |
9,063
shares
|
$905,846
0.46% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Holowesko Partners Ltd.
Nassau, C5 |
Nov 12, 2024 Q3 2024 |
9,000
shares
|
$899,550
0.53% of portfolio
|
Q1 2023
Reduced 41.94%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,954
shares
|
$894,952
0.06% of portfolio
|
Q4 2023
Added 2.44%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
8,883
shares
|
$887,855
0.33% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
8,759
shares
|
$875,462
0.0% of portfolio
|
N/A
|