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 1,323 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 $36.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
2,667
shares
|
$273,260
0.02% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
2,658
shares
|
$272,338
0.03% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
2,637
shares
|
$270,187
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
2,631
shares
|
$269,572
0.04% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Bellecapital International Ltd.
|
Oct 21, 2024 Q3 2024 |
2,624
shares
|
$268,855
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,607
shares
|
$267,113
0.01% of portfolio
|
Q2 2024
Added 6.58%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
2,602
shares
|
$266,600
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
2,602
shares
|
$266,600
0.01% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
2,589
shares
|
$265,268
0.7% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Avity Investment Management Inc.
|
Oct 10, 2024 Q3 2024 |
2,582
shares
|
$264,551
0.02% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
2,582
shares
|
$264,551
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
2,580
shares
|
$264,346
0.01% of portfolio
|
Q3 2024
Added 11.79%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
2,570
shares
|
$263,322
0.01% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
2,559
shares
|
$262,195
0.01% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
2,555
shares
|
$261,785
0.04% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
|
Founders Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,537
shares
|
$259,941
0.05% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
2,526
shares
|
$258,813
0.02% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
2,522
shares
|
$258,404
0.08% of portfolio
|
Q3 2024
Reduced 86.9%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
2,515
shares
|
$257,686
0.02% of portfolio
|
Q2 2024
Reduced 3.82%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
2,512
shares
|
$257,379
0.01% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
2,503
shares
|
$256,457
0.01% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
2,500
shares
|
$256,149
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Sky Investment Group LLC
|
Oct 21, 2024 Q3 2024 |
2,498
shares
|
$255,945
0.05% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
2,497
shares
|
$255,842
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
2,475
shares
|
$253,588
0.0% of portfolio
|
Q3 2024
Reduced 35.23%
|