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 |
|---|---|---|---|---|---|
|
Ahl Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
5,942
shares
|
$593,902
0.43% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
5,921
shares
|
$591,803
0.05% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
5,911
shares
|
$590,804
0.25% of portfolio
|
Q1 2024
Reduced 2.04%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
5,881
shares
|
$587,805
0.07% of portfolio
|
Q3 2024
Added 13.73%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
5,849
shares
|
$584,607
0.01% of portfolio
|
Q3 2024
Reduced 59.26%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
5,745
shares
|
$574,212
0.37% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
5,739
shares
|
$573,613
0.13% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
5,699
shares
|
$569,615
0.02% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
5,673
shares
|
$567,016
0.01% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
5,633
shares
|
$563,018
0.02% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Bull Street Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
5,632
shares
|
$562,918
0.27% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
5,616
shares
|
$561,319
0.03% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,578
shares
|
$557,521
0.02% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
5,550
shares
|
$554,722
0.06% of portfolio
|
Q3 2024
Added 18.59%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
5,522
shares
|
$551,923
0.13% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Wendell David Associates Inc
|
Oct 21, 2024 Q3 2024 |
5,519
shares
|
$551,624
0.05% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Lgt Group Foundation
|
Nov 13, 2024 Q3 2024 |
5,516
shares
|
$551,324
0.01% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,464
shares
|
$546,126
0.02% of portfolio
|
Q3 2024
Added 20.64%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,439
shares
|
$543,628
0.03% of portfolio
|
Q3 2024
Reduced 10.6%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
5,390
shares
|
$538,730
0.06% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
5,315
shares
|
$531,234
0.0% of portfolio
|
Q3 2024
Added 68.94%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
5,306
shares
|
$530,334
0.01% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
5,303
shares
|
$530,034
0.2% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,302
shares
|
$529,934
0.0% of portfolio
|
Q3 2024
Reduced 60.24%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
5,300
shares
|
$529,735
0.02% of portfolio
|
Q2 2024
Reduced 0.15%
|