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 1,368 institutions that hold shares in the stock, with a total of 354 Million shares, which have been reported (via 13F filing form) to have a value of $34.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vancity Investment Management LTD
Vancouver, A1 |
May 15, 2025 Q1 2025 |
3,001
shares
|
$290,436
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bleichroeder LP
New York, NY |
May 14, 2025 Q1 2025 |
3,000
shares
|
$290,340
0.11% of portfolio
|
Q2 2020
New holding
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
3,000
shares
|
$290,340
0.04% of portfolio
|
Q1 2024
Reduced 8.45%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
3,000
shares
|
$290,340
0.14% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
May 13, 2025 Q1 2025 |
3,000
shares
|
$290,340
0.17% of portfolio
|
Q1 2025
Reduced 86.36%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
May 14, 2025 Q1 2025 |
3,000
shares
|
$290,340
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
2,994
shares
|
$289,759
0.06% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
2,984
shares
|
$288,791
0.0% of portfolio
|
Q2 2023
Added 12.9%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
2,981
shares
|
$288,501
0.05% of portfolio
|
Q1 2025
Added 15.59%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
May 09, 2025 Q1 2025 |
2,975
shares
|
$287,920
0.22% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,974
shares
|
$287,823
0.02% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
2,966
shares
|
$287,049
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
2,965
shares
|
$286,952
0.01% of portfolio
|
Q1 2025
Added 34.35%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
2,955
shares
|
$285,984
0.01% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
2,952
shares
|
$285,694
0.08% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
2,950
shares
|
$285,501
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Chicago Trust CO Na
|
Apr 14, 2025 Q1 2025 |
2,948
shares
|
$285,307
0.07% of portfolio
|
Q1 2025
Reduced 14.0%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
2,937
shares
|
$284,242
0.13% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,918
shares
|
$282,404
0.04% of portfolio
|
Q2 2023
Added 0.03%
|
|
|
Signature Wealth Management Partners, LLC
|
May 08, 2025 Q1 2025 |
2,910
shares
|
$281,629
0.2% of portfolio
|
Q1 2023
Reduced 5.73%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
2,907
shares
|
$281,339
0.01% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Lcm Capital Management Inc
|
May 09, 2025 Q1 2025 |
2,904
shares
|
$281,049
0.17% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
2,902
shares
|
$280,855
0.06% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Apr 17, 2025 Q1 2025 |
2,900
shares
|
$280,662
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
2,895
shares
|
$280,178
0.02% of portfolio
|
Q1 2025
Added 9.29%
|