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 |
|---|---|---|---|---|---|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,297
shares
|
$332,964
0.01% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
3,296
shares
|
$332,863
0.01% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
3,262
shares
|
$329,429
0.01% of portfolio
|
Q1 2025
Added 17.68%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
3,249
shares
|
$328,116
0.01% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
3,222
shares
|
$325,389
0.12% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
3,207
shares
|
$323,874
0.04% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
3,202
shares
|
$323,369
0.04% of portfolio
|
Q2 2025
Reduced 15.34%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
3,160
shares
|
$319,128
0.01% of portfolio
|
Q1 2025
Added 29.51%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
3,160
shares
|
$319,128
0.04% of portfolio
|
Q1 2023
Reduced 0.16%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
3,159
shares
|
$319,027
0.18% of portfolio
|
Q2 2022
Reduced 1.71%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
3,159
shares
|
$319,027
0.15% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
3,155
shares
|
$318,623
0.01% of portfolio
|
Q1 2025
Reduced 14.61%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
3,152
shares
|
$318,320
0.02% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
3,146
shares
|
$317,714
0.21% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
3,135
shares
|
$316,603
0.08% of portfolio
|
Q2 2025
Reduced 8.95%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
3,126
shares
|
$315,694
0.01% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
3,113
shares
|
$314,381
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
3,112
shares
|
$314,280
0.01% of portfolio
|
Q3 2024
Added 254.85%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
3,101
shares
|
$313,169
0.1% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
3,092
shares
|
$312,261
0.03% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
3,083
shares
|
$311,352
0.03% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
3,071
shares
|
$310,140
0.07% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,050
shares
|
$308,019
0.02% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
3,046
shares
|
$307,615
0.03% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
3,044
shares
|
$307,413
0.01% of portfolio
|
Q2 2025
Added 2.66%
|