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 1,404 institutions that hold shares in the stock, with a total of 365 Million shares, which have been reported (via 13F filing form) to have a value of $32.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
3,917
shares
|
$345,283
0.11% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
3,911
shares
|
$344,754
0.07% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
3,886
shares
|
$342,550
0.04% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,877
shares
|
$341,757
0.0% of portfolio
|
Q2 2022
Reduced 10.14%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
3,863
shares
|
$340,523
0.01% of portfolio
|
Q2 2025
Added 55.2%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
3,849
shares
|
$339,289
0.01% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,845
shares
|
$338,936
0.0% of portfolio
|
Q2 2025
Added 12.69%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
3,824
shares
|
$337,085
0.3% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,815
shares
|
$336,292
0.03% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
3,778
shares
|
$333,030
0.01% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
3,776
shares
|
$332,854
0.3% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
3,761
shares
|
$331,532
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,751
shares
|
$330,650
0.02% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
3,720
shares
|
$327,918
0.03% of portfolio
|
Q2 2025
Added 58.43%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
3,711
shares
|
$327,124
0.07% of portfolio
|
Q3 2023
Reduced 2.47%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,704
shares
|
$326,507
0.07% of portfolio
|
Q4 2022
Reduced 41.06%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
3,700
shares
|
$326,155
0.0% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
3,698
shares
|
$325,978
0.0% of portfolio
|
Q1 2025
Reduced 11.91%
|
|
|
Qsv Equity Investors LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
3,679
shares
|
$324,303
0.38% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
3,673
shares
|
$323,774
0.07% of portfolio
|
Q2 2020
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
3,659
shares
|
$322,540
0.04% of portfolio
|
Q3 2022
Reduced 2.11%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
3,652
shares
|
$321,923
0.01% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
3,650
shares
|
$321,747
0.03% of portfolio
|
Q4 2022
Reduced 4.12%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,600
shares
|
$317,340
0.09% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3,599
shares
|
$317,251
0.06% of portfolio
|
Q2 2022
Added 0.67%
|