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 1,369 institutions that hold shares in the stock, with a total of 353 Million shares, which have been reported (via 13F filing form) to have a value of $35.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
4,213
shares
|
$425,470
0.09% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
4,172
shares
|
$421,330
0.26% of portfolio
|
Q1 2025
Reduced 23.0%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
4,170
shares
|
$421,128
0.22% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
4,168
shares
|
$420,926
0.01% of portfolio
|
Q2 2025
Reduced 15.11%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
4,160
shares
|
$420,118
0.12% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
4,160
shares
|
$420,118
0.11% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
4,128
shares
|
$416,886
0.04% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
4,086
shares
|
$412,645
0.09% of portfolio
|
Q4 2020
Reduced 1.11%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
4,086
shares
|
$412,645
0.04% of portfolio
|
Q1 2024
Added 3.16%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
4,045
shares
|
$408,504
0.0% of portfolio
|
Q1 2025
Added 63.7%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
4,034
shares
|
$407,393
0.4% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
4,025
shares
|
$406,484
0.06% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
4,019
shares
|
$405,878
0.02% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
4,011
shares
|
$405,070
0.03% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
4,008
shares
|
$404,767
0.12% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
4,008
shares
|
$404,767
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Corient Ia LLC
Miami, FL |
May 13, 2025 Q1 2025 |
4,000
shares
|
$403,960
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
3,990
shares
|
$402,950
0.04% of portfolio
|
Q2 2025
Reduced 12.15%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
3,970
shares
|
$400,930
0.01% of portfolio
|
Q2 2025
Reduced 16.88%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
3,964
shares
|
$400,324
0.04% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
3,958
shares
|
$399,718
0.2% of portfolio
|
Q4 2022
Reduced 1.25%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
3,936
shares
|
$397,496
0.06% of portfolio
|
Q1 2025
Added 8.73%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
3,925
shares
|
$396,385
0.03% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
3,911
shares
|
$394,971
0.07% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
3,903
shares
|
$394,163
0.13% of portfolio
|
Q1 2025
Added 0.36%
|