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 |
---|---|---|---|---|---|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
3,000
shares
|
$303,600
0.04% of portfolio
|
Q1 2024
Reduced 8.45%
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$303,600
0.01% of portfolio
|
Q2 2020
New holding
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
2,991
shares
|
$302,689
0.17% of portfolio
|
Q3 2024
Added 0.03%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
2,984
shares
|
$301,980
0.0% of portfolio
|
Q2 2023
Added 12.9%
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
2,982
shares
|
$301,778
0.01% of portfolio
|
Q2 2024
Reduced 6.61%
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
2,953
shares
|
$298,843
0.16% of portfolio
|
Q3 2024
Added 0.27%
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
2,950
shares
|
$298,540
0.01% of portfolio
|
Q2 2023
New holding
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,930
shares
|
$296,516
0.02% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
Lcm Capital Management Inc
|
Oct 28, 2024 Q3 2024 |
2,928
shares
|
$296,313
0.18% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,918
shares
|
$295,301
0.04% of portfolio
|
Q2 2023
Added 0.03%
|
|
Signature Wealth Management Partners, LLC
|
Oct 24, 2024 Q3 2024 |
2,910
shares
|
$294,492
0.22% of portfolio
|
Q1 2023
Reduced 5.73%
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
2,897
shares
|
$293,176
0.03% of portfolio
|
Q3 2024
Added 1.47%
|
|
Enterprise Financial Services Corp
Clayton, MO |
Nov 12, 2024 Q3 2024 |
2,894
shares
|
$292,872
0.18% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
2,892
shares
|
$292,670
0.17% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
2,891
shares
|
$292,569
0.01% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
2,873
shares
|
$290,747
0.01% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
2,865
shares
|
$289,938
0.0% of portfolio
|
Q3 2024
Reduced 15.64%
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
2,857
shares
|
$289,128
0.1% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
2,856
shares
|
$289,027
0.03% of portfolio
|
Q1 2024
Reduced 4.1%
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,856
shares
|
$289,027
0.01% of portfolio
|
Q4 2023
Reduced 14.9%
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
2,853
shares
|
$288,723
0.06% of portfolio
|
Q3 2024
New holding
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
2,851
shares
|
$288,521
0.01% of portfolio
|
Q3 2024
Reduced 17.29%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,838
shares
|
$287,205
0.02% of portfolio
|
Q3 2024
Added 11.6%
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
2,835
shares
|
$286,902
0.01% of portfolio
|
Q3 2024
Reduced 19.96%
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,834
shares
|
$286,800
0.02% of portfolio
|
Q3 2024
Added 13.91%
|