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 1,323 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 $36.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
4,753
shares
|
$486,992
0.04% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,749
shares
|
$486,582
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
4,732
shares
|
$484,840
0.04% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
4,725
shares
|
$484,123
0.23% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,716
shares
|
$483,201
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
4,696
shares
|
$481,152
0.04% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
4,661
shares
|
$477,566
0.02% of portfolio
|
Q3 2024
Reduced 19.35%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,645
shares
|
$475,926
0.01% of portfolio
|
Q3 2024
Added 30.04%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
4,644
shares
|
$475,824
0.07% of portfolio
|
Q3 2024
Added 21.35%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
4,640
shares
|
$475,414
0.03% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
4,629
shares
|
$474,287
0.11% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
4,624
shares
|
$473,775
0.03% of portfolio
|
Q3 2024
Reduced 37.75%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
4,612
shares
|
$472,545
0.02% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
4,601
shares
|
$471,418
0.02% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,591
shares
|
$470,393
0.0% of portfolio
|
Q3 2024
Reduced 12.39%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,574
shares
|
$468,652
0.01% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
4,570
shares
|
$468,242
0.29% of portfolio
|
Q3 2023
New holding
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
4,566
shares
|
$467,832
0.03% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
4,544
shares
|
$465,578
0.03% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
4,543
shares
|
$465,475
0.03% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
4,536
shares
|
$464,758
0.18% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Mirova
Paris, I0 |
Nov 13, 2024 Q3 2024 |
4,505
shares
|
$461,582
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
4,500
shares
|
$461,070
0.0% of portfolio
|
Q2 2024
Reduced 13.46%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,492
shares
|
$460,250
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
4,492
shares
|
$460,250
0.0% of portfolio
|
Q3 2024
Reduced 98.03%
|