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 |
|---|---|---|---|---|---|
|
Westhampton Capital, LLC
|
Oct 21, 2024 Q3 2024 |
6,587
shares
|
$658,370
0.35% of portfolio
|
Q4 2023
Reduced 5.39%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
6,570
shares
|
$656,671
0.02% of portfolio
|
Q3 2024
Reduced 12.74%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
6,508
shares
|
$650,474
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
6,429
shares
|
$642,578
0.02% of portfolio
|
Q1 2023
Reduced 4.24%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
6,407
shares
|
$640,379
0.01% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
6,395
shares
|
$639,180
0.04% of portfolio
|
Q3 2024
Added 53.54%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
6,393
shares
|
$638,980
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
6,376
shares
|
$637,281
0.09% of portfolio
|
Q3 2024
Reduced 12.53%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
6,363
shares
|
$635,981
0.01% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
6,349
shares
|
$634,582
0.05% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
6,329
shares
|
$632,583
0.28% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
6,300
shares
|
$629,685
0.28% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
6,280
shares
|
$627,686
0.06% of portfolio
|
Q3 2024
Added 12.89%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
6,274
shares
|
$627,086
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
6,202
shares
|
$619,889
0.05% of portfolio
|
Q3 2024
Added 77.0%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
6,189
shares
|
$618,590
0.07% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
6,187
shares
|
$618,390
0.06% of portfolio
|
Q3 2024
Reduced 46.53%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,163
shares
|
$615,991
0.02% of portfolio
|
Q2 2020
Added 4.62%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
6,104
shares
|
$610,094
0.16% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
6,103
shares
|
$609,994
0.02% of portfolio
|
Q3 2024
Reduced 17.33%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
6,103
shares
|
$609,994
0.06% of portfolio
|
Q3 2024
Added 14.18%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
6,101
shares
|
$609,794
0.04% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
6,092
shares
|
$608,895
0.06% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
6,035
shares
|
$603,198
0.07% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
5,996
shares
|
$599,300
0.44% of portfolio
|
Q3 2022
New holding
|