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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,482
shares
|
$459,225
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,478
shares
|
$458,815
0.06% of portfolio
|
Q3 2024
Reduced 69.45%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,472
shares
|
$458,201
0.01% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
4,470
shares
|
$457,996
0.0% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
4,467
shares
|
$457,688
0.01% of portfolio
|
Q3 2024
Reduced 16.29%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
4,464
shares
|
$457,381
0.02% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
4,420
shares
|
$452,873
0.03% of portfolio
|
Q3 2024
Reduced 20.03%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
4,413
shares
|
$452,155
0.05% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
4,356
shares
|
$446,315
0.0% of portfolio
|
Q3 2024
Added 74.31%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
4,337
shares
|
$444,369
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
4,326
shares
|
$443,241
0.27% of portfolio
|
Q4 2023
Reduced 5.46%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 04, 2024 Q3 2024 |
4,300
shares
|
$440,578
0.13% of portfolio
|
Q2 2020
New holding
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
4,288
shares
|
$439,348
0.08% of portfolio
|
Q1 2021
Reduced 0.02%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
4,267
shares
|
$437,196
0.09% of portfolio
|
Q2 2024
Added 2.08%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
4,255
shares
|
$435,967
0.03% of portfolio
|
Q3 2023
Reduced 0.26%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
4,254
shares
|
$435,864
0.03% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,250
shares
|
$435,455
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
4,213
shares
|
$431,663
0.08% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
4,198
shares
|
$430,127
0.0% of portfolio
|
Q4 2023
Reduced 1.18%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
4,175
shares
|
$427,770
0.15% of portfolio
|
Q3 2024
Reduced 15.54%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
4,164
shares
|
$426,643
0.01% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
4,162
shares
|
$426,438
0.08% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
4,152
shares
|
$425,413
0.11% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
4,115
shares
|
$421,622
0.03% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
4,086
shares
|
$418,651
0.09% of portfolio
|
Q4 2020
Reduced 1.11%
|