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 |
|---|---|---|---|---|---|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,167
shares
|
$320,500
0.01% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
3,166
shares
|
$320,399
0.03% of portfolio
|
Q2 2024
Reduced 5.29%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
3,160
shares
|
$319,792
0.04% of portfolio
|
Q1 2023
Reduced 0.16%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
3,159
shares
|
$319,690
0.18% of portfolio
|
Q2 2022
Reduced 1.71%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
3,159
shares
|
$319,690
0.14% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
3,151
shares
|
$318,881
0.08% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
3,148
shares
|
$318,577
0.19% of portfolio
|
Q3 2024
Reduced 18.57%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
3,136
shares
|
$317,363
0.15% of portfolio
|
Q3 2024
Added 62.07%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
3,125
shares
|
$316,250
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
3,121
shares
|
$315,845
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
3,117
shares
|
$315,440
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
3,112
shares
|
$314,934
0.02% of portfolio
|
Q3 2024
Added 254.85%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
3,109
shares
|
$314,630
0.07% of portfolio
|
Q3 2024
Added 10.68%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
3,107
shares
|
$314,428
0.0% of portfolio
|
Q3 2024
Added 132.56%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,091
shares
|
$312,809
0.02% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
3,072
shares
|
$310,886
0.03% of portfolio
|
Q3 2024
Added 20.05%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
3,060
shares
|
$309,672
0.03% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,060
shares
|
$309,672
0.02% of portfolio
|
Q3 2024
Reduced 89.8%
|
|
|
Bard Financial Services, Inc.
|
Nov 20, 2024 Q3 2024 |
3,050
shares
|
$308,660
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
3,050
shares
|
$308,660
0.01% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
3,050
shares
|
$308,660
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Oct 02, 2024 Q3 2024 |
3,029
shares
|
$306,534
0.2% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
3,022
shares
|
$305,826
0.03% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
3,015
shares
|
$305,118
0.02% of portfolio
|
Q1 2024
Reduced 19.36%
|
|
|
Bleichroeder LP
New York, NY |
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$303,600
0.11% of portfolio
|
Q2 2020
New holding
|