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 |
|---|---|---|---|---|---|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
5,294
shares
|
$529,135
0.37% of portfolio
|
Q3 2022
Added 5.9%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
5,251
shares
|
$524,837
0.01% of portfolio
|
Q3 2024
Reduced 22.29%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
5,225
shares
|
$522,238
0.01% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
5,136
shares
|
$513,343
0.03% of portfolio
|
Q3 2024
Reduced 13.58%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Oct 31, 2024 Q3 2024 |
5,115
shares
|
$511,244
0.38% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
5,110
shares
|
$510,744
0.02% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
5,087
shares
|
$508,445
0.01% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
5,046
shares
|
$504,347
0.01% of portfolio
|
Q3 2024
Reduced 29.85%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
5,034
shares
|
$503,148
0.03% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
4,993
shares
|
$499,050
0.03% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
4,983
shares
|
$498,050
0.01% of portfolio
|
Q3 2024
Reduced 8.42%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
4,967
shares
|
$496,451
0.01% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
4,951
shares
|
$494,852
0.02% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
4,950
shares
|
$494,752
0.01% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,944
shares
|
$494,152
0.01% of portfolio
|
Q3 2024
Added 130.06%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
4,917
shares
|
$491,454
0.02% of portfolio
|
Q3 2024
Reduced 24.35%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,912
shares
|
$490,954
0.02% of portfolio
|
Q1 2024
Reduced 8.82%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
4,884
shares
|
$488,155
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
4,859
shares
|
$485,657
0.01% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
4,843
shares
|
$484,057
0.29% of portfolio
|
Q3 2024
Reduced 50.92%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
4,792
shares
|
$478,960
0.01% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
4,779
shares
|
$477,661
0.04% of portfolio
|
Q2 2022
Added 9.43%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,776
shares
|
$477,361
0.07% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
4,753
shares
|
$475,062
0.04% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,749
shares
|
$474,662
0.02% of portfolio
|
Q3 2024
New holding
|