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 |
|---|---|---|---|---|---|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
2,738
shares
|
$264,983
0.02% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
2,729
shares
|
$264,112
0.01% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,728
shares
|
$264,015
0.0% of portfolio
|
Q1 2025
Added 16.18%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,725
shares
|
$263,725
0.01% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,724
shares
|
$263,628
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
2,724
shares
|
$263,628
0.01% of portfolio
|
Q1 2025
Reduced 17.48%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
2,717
shares
|
$262,951
0.05% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
2,710
shares
|
$262,273
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
2,700
shares
|
$261,306
0.02% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
2,697
shares
|
$261,015
0.01% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Apr 17, 2025 Q1 2025 |
2,690
shares
|
$260,338
0.02% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
2,690
shares
|
$260,338
0.02% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,679
shares
|
$259,273
0.04% of portfolio
|
Q4 2023
Reduced 2.08%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,665
shares
|
$257,918
0.04% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
2,656
shares
|
$257,047
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
2,637
shares
|
$255,208
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
2,609
shares
|
$252,499
0.01% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,607
shares
|
$252,305
0.01% of portfolio
|
Q2 2024
Added 6.58%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
2,590
shares
|
$250,660
0.01% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
2,590
shares
|
$250,660
0.01% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
2,589
shares
|
$250,563
0.7% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
2,586
shares
|
$250,273
0.01% of portfolio
|
Q1 2025
Reduced 9.58%
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
2,586
shares
|
$250,273
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
2,585
shares
|
$250,176
0.01% of portfolio
|
Q1 2025
Reduced 12.52%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
2,583
shares
|
$249,982
0.01% of portfolio
|
Q1 2025
Reduced 19.48%
|