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 $36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
2,469
shares
|
$249,862
0.01% of portfolio
|
Q1 2024
Reduced 2.64%
|
|
|
Farmers Trust CO
|
Oct 03, 2024 Q3 2024 |
2,463
shares
|
$249,255
0.05% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
2,453
shares
|
$248,243
0.02% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
2,452
shares
|
$248,142
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
2,439
shares
|
$246,826
0.01% of portfolio
|
Q3 2024
Reduced 20.27%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
2,424
shares
|
$245,308
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
2,424
shares
|
$245,308
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,412
shares
|
$244,094
0.02% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
First City Capital Management, Inc.
|
Nov 07, 2024 Q3 2024 |
2,400
shares
|
$242,880
0.13% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
2,390
shares
|
$241,868
0.02% of portfolio
|
Q3 2024
Reduced 13.72%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
2,371
shares
|
$239,945
0.1% of portfolio
|
Q1 2024
Added 0.21%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
2,367
shares
|
$239,540
0.03% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
2,364
shares
|
$239,236
0.0% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Sentry LLC
Memphis, TN |
Oct 15, 2024 Q3 2024 |
2,341
shares
|
$236,909
0.05% of portfolio
|
Q3 2023
Closed
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
2,337
shares
|
$236,504
0.04% of portfolio
|
Q3 2024
Added 23.72%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Oct 29, 2024 Q3 2024 |
2,336
shares
|
$236,403
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
2,328
shares
|
$235,593
0.0% of portfolio
|
Q3 2024
Added 8.38%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
2,304
shares
|
$233,164
0.01% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
2,303
shares
|
$233,063
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
2,300
shares
|
$232,760
0.02% of portfolio
|
Q1 2024
Reduced 16.36%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
2,294
shares
|
$232,152
0.01% of portfolio
|
Q3 2024
Reduced 21.76%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,291
shares
|
$231,849
0.01% of portfolio
|
Q3 2024
Reduced 29.05%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
2,290
shares
|
$231,748
0.02% of portfolio
|
Q3 2024
Reduced 21.68%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
2,285
shares
|
$231,242
0.02% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
2,283
shares
|
$231,039
0.02% of portfolio
|
Q3 2024
Added 0.79%
|