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 |
|---|---|---|---|---|---|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
3,468
shares
|
$355,331
0.09% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
3,467
shares
|
$355,228
0.03% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
3,466
shares
|
$355,126
0.11% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,445
shares
|
$352,974
0.0% of portfolio
|
Q3 2022
Reduced 2.27%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
3,437
shares
|
$352,155
0.0% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
3,425
shares
|
$350,925
0.2% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,425
shares
|
$350,925
0.02% of portfolio
|
Q2 2022
Added 0.82%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
3,410
shares
|
$349,388
0.05% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Fruth Investment Management
|
Oct 11, 2024 Q3 2024 |
3,403
shares
|
$348,671
0.09% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
3,397
shares
|
$348,056
0.06% of portfolio
|
Q2 2024
Added 10.51%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
3,395
shares
|
$347,851
0.1% of portfolio
|
Q4 2020
Added 6.77%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
3,384
shares
|
$346,724
0.01% of portfolio
|
Q3 2024
Reduced 19.02%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
3,381
shares
|
$346,417
0.01% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
3,374
shares
|
$345,700
0.0% of portfolio
|
Q3 2024
Reduced 11.26%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,367
shares
|
$344,982
0.02% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,350
shares
|
$343,241
0.03% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
3,340
shares
|
$342,216
0.23% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
3,305
shares
|
$338,630
0.01% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
3,249
shares
|
$332,892
0.01% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
3,228
shares
|
$330,740
0.09% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
3,227
shares
|
$330,638
0.02% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
3,211
shares
|
$328,999
0.02% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
3,208
shares
|
$328,691
0.01% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
3,193
shares
|
$327,154
0.02% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
3,182
shares
|
$326,027
0.01% of portfolio
|
Q3 2024
Reduced 9.6%
|