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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
7,417
shares
|
$741,329
0.01% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
7,402
shares
|
$739,829
0.04% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
7,393
shares
|
$738,930
0.02% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
7,384
shares
|
$738,030
0.1% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
7,298
shares
|
$729,435
0.0% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
7,286
shares
|
$728,235
0.01% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
Ar Asset Management Inc
|
Nov 13, 2024 Q3 2024 |
7,200
shares
|
$719,640
0.17% of portfolio
|
Q2 2020
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
7,159
shares
|
$715,542
0.02% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Oct 07, 2024 Q3 2024 |
7,155
shares
|
$715,142
0.43% of portfolio
|
Q4 2023
Reduced 2.61%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
7,142
shares
|
$713,842
0.03% of portfolio
|
Q3 2024
Added 11.63%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
7,109
shares
|
$710,544
0.0% of portfolio
|
Q3 2024
Reduced 77.44%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
7,102
shares
|
$709,844
0.02% of portfolio
|
Q3 2024
Added 13.05%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
7,099
shares
|
$709,545
0.02% of portfolio
|
Q3 2024
Reduced 13.29%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
7,074
shares
|
$707,046
0.02% of portfolio
|
Q3 2024
Added 17.41%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
7,005
shares
|
$700,149
0.03% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
6,938
shares
|
$693,453
0.03% of portfolio
|
Q3 2024
Added 46.12%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
6,831
shares
|
$682,758
0.04% of portfolio
|
Q3 2024
Added 178.36%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,826
shares
|
$682,258
0.01% of portfolio
|
Q3 2024
Reduced 14.68%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
6,781
shares
|
$677,760
0.03% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
6,773
shares
|
$676,961
0.02% of portfolio
|
Q3 2024
Added 36.88%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
6,746
shares
|
$674,262
0.15% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
6,743
shares
|
$673,962
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
6,690
shares
|
$668,665
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,675
shares
|
$667,166
0.38% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
6,671
shares
|
$666,766
0.02% of portfolio
|
Q2 2024
Reduced 17.08%
|