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 1,344 institutions that hold shares in the stock, with a total of 363 Million shares, which have been reported (via 13F filing form) to have a value of $35.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
9,665
shares
|
$934,992
0.22% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
9,653
shares
|
$933,831
0.01% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
9,625
shares
|
$931,122
0.04% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,609
shares
|
$929,574
0.02% of portfolio
|
Q4 2023
Reduced 0.5%
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
9,498
shares
|
$918,836
0.02% of portfolio
|
Q4 2024
Added 1138.33%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
9,433
shares
|
$912,548
0.11% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
9,338
shares
|
$903,358
0.11% of portfolio
|
Q4 2024
Added 50.93%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
9,334
shares
|
$902,971
0.03% of portfolio
|
Q4 2024
Added 17.84%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
9,238
shares
|
$893,684
0.01% of portfolio
|
Q4 2024
Reduced 92.14%
|
|
|
Home Federal Bank Of Tennessee
|
Jan 24, 2025 Q4 2024 |
9,231
shares
|
$893,006
0.25% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,224
shares
|
$892,329
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
9,217
shares
|
$891,652
0.01% of portfolio
|
Q4 2024
Reduced 19.33%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
9,195
shares
|
$889,524
0.03% of portfolio
|
Q4 2024
Added 97.28%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
9,149
shares
|
$885,074
0.01% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
9,133
shares
|
$883,526
0.04% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Feb 10, 2025 Q4 2024 |
9,062
shares
|
$876,657
0.03% of portfolio
|
Q4 2024
Reduced 28.65%
|
|
|
Holowesko Partners Ltd.
Nassau, C5 |
Feb 12, 2025 Q4 2024 |
9,000
shares
|
$870,660
0.4% of portfolio
|
Q1 2023
Reduced 41.94%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
8,993
shares
|
$869,982
0.12% of portfolio
|
Q4 2024
Added 15.75%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,954
shares
|
$866,209
0.06% of portfolio
|
Q4 2023
Added 2.44%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
8,935
shares
|
$864,371
0.01% of portfolio
|
Q4 2024
Added 18.8%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
8,930
shares
|
$863,888
0.02% of portfolio
|
Q4 2024
Added 127.23%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
8,926
shares
|
$863,501
0.03% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
8,900
shares
|
$860,986
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
8,895
shares
|
$860,502
0.0% of portfolio
|
Q4 2024
Added 67.36%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
8,872
shares
|
$858,277
0.29% of portfolio
|
Q4 2024
Reduced 0.12%
|