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 |
|---|---|---|---|---|---|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
2,885
shares
|
$279,210
0.18% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
2,884
shares
|
$279,113
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
2,883
shares
|
$279,016
0.16% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,867
shares
|
$277,468
0.01% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
May 14, 2025 Q1 2025 |
2,862
shares
|
$276,984
0.18% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
2,858
shares
|
$276,597
0.01% of portfolio
|
Q1 2025
Reduced 19.08%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,856
shares
|
$276,403
0.01% of portfolio
|
Q4 2023
Reduced 14.9%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
2,853
shares
|
$276,113
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
2,852
shares
|
$276,016
0.01% of portfolio
|
Q4 2024
Added 15.51%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
2,845
shares
|
$275,339
0.01% of portfolio
|
Q1 2025
Added 106.31%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
2,838
shares
|
$274,661
0.02% of portfolio
|
Q3 2024
Added 11.6%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
2,824
shares
|
$273,306
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
2,818
shares
|
$272,726
0.08% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Forbes J M & CO LLP
|
May 06, 2025 Q1 2025 |
2,804
shares
|
$271,371
0.03% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
2,803
shares
|
$271,274
0.0% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
May 15, 2025 Q1 2025 |
2,800
shares
|
$270,984
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
2,785
shares
|
$269,532
0.15% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
2,781
shares
|
$269,145
0.01% of portfolio
|
Q1 2025
Added 13.19%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
2,769
shares
|
$267,983
0.01% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
2,769
shares
|
$267,983
0.01% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
2,768
shares
|
$267,887
0.11% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
2,765
shares
|
$267,596
0.25% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Douglas Lane & Associates, LLC
|
Apr 09, 2025 Q1 2025 |
2,754
shares
|
$266,532
0.0% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
2,754
shares
|
$266,532
0.03% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
2,748
shares
|
$265,951
0.01% of portfolio
|
Q1 2025
Reduced 4.15%
|