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 |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
3,685
shares
|
$368,315
0.01% of portfolio
|
Q3 2024
Reduced 11.52%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,683
shares
|
$368,115
0.01% of portfolio
|
Q3 2024
Reduced 9.33%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
3,673
shares
|
$367,116
0.07% of portfolio
|
Q2 2020
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
3,659
shares
|
$365,717
0.04% of portfolio
|
Q3 2022
Reduced 2.11%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,658
shares
|
$365,617
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
3,650
shares
|
$364,817
0.03% of portfolio
|
Q4 2022
Reduced 4.12%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
3,624
shares
|
$362,218
0.25% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,612
shares
|
$361,019
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3,599
shares
|
$359,720
0.06% of portfolio
|
Q2 2022
Added 0.67%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,596
shares
|
$359,420
0.02% of portfolio
|
Q3 2024
Added 22.19%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
3,592
shares
|
$359,020
0.07% of portfolio
|
Q2 2024
Added 1.27%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
3,575
shares
|
$357,321
0.1% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
3,569
shares
|
$356,721
0.34% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
3,568
shares
|
$356,621
0.01% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
3,566
shares
|
$356,421
0.18% of portfolio
|
Q3 2024
Added 1309.49%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
3,565
shares
|
$356,321
0.03% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
3,559
shares
|
$355,722
0.04% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
3,537
shares
|
$353,523
0.03% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
3,534
shares
|
$353,223
0.03% of portfolio
|
Q2 2024
Added 1.64%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
3,529
shares
|
$352,723
0.01% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
3,505
shares
|
$350,324
0.06% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,483
shares
|
$348,125
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Clear Alpha Technologies LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
3,478
shares
|
$347,626
0.1% of portfolio
|
Q3 2024
Reduced 41.91%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
3,468
shares
|
$346,626
0.09% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
3,467
shares
|
$346,526
0.03% of portfolio
|
Q3 2024
Reduced 0.69%
|