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 |
|---|---|---|---|---|---|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,877
shares
|
$391,538
0.0% of portfolio
|
Q2 2022
Reduced 10.14%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
3,849
shares
|
$388,710
0.01% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
3,824
shares
|
$386,185
0.3% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,815
shares
|
$385,276
0.03% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
3,805
shares
|
$384,266
0.33% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
3,778
shares
|
$381,540
0.01% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
3,775
shares
|
$381,237
0.03% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
3,720
shares
|
$375,682
0.03% of portfolio
|
Q2 2025
Added 58.43%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
3,711
shares
|
$374,773
0.07% of portfolio
|
Q3 2023
Reduced 2.47%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,704
shares
|
$374,066
0.07% of portfolio
|
Q4 2022
Reduced 41.06%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
3,701
shares
|
$373,763
0.03% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
3,700
shares
|
$373,663
0.0% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
3,698
shares
|
$373,461
0.0% of portfolio
|
Q1 2025
Reduced 11.91%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,680
shares
|
$371,643
0.01% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Qsv Equity Investors LLC
Naperville, IL |
May 13, 2025 Q1 2025 |
3,679
shares
|
$371,542
0.39% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
3,673
shares
|
$370,936
0.07% of portfolio
|
Q2 2020
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
3,659
shares
|
$369,522
0.04% of portfolio
|
Q3 2022
Reduced 2.11%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
3,650
shares
|
$368,613
0.03% of portfolio
|
Q4 2022
Reduced 4.12%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,615
shares
|
$365,078
0.0% of portfolio
|
Q1 2025
Added 42.04%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,600
shares
|
$363,564
0.09% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3,599
shares
|
$363,463
0.06% of portfolio
|
Q2 2022
Added 0.67%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
3,586
shares
|
$362,150
0.02% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
3,574
shares
|
$360,938
0.26% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
3,564
shares
|
$359,928
0.07% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
3,562
shares
|
$359,726
0.0% of portfolio
|
Q1 2025
New holding
|