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 1,376 institutions that hold shares in the stock, with a total of 362 Million shares, which have been reported (via 13F filing form) to have a value of $34.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
2,404
shares
|
$231,433
0.01% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Apr 29, 2025 Q1 2025 |
2,385
shares
|
$229,603
0.09% of portfolio
|
Q1 2025
Reduced 93.01%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
2,379
shares
|
$229,026
0.04% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
2,374
shares
|
$228,544
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
2,371
shares
|
$228,256
0.1% of portfolio
|
Q1 2024
Added 0.21%
|
|
|
Mairs & Power Inc
St Paul, MN |
Feb 14, 2025 Q4 2024 |
2,363
shares
|
$227,486
0.0% of portfolio
|
Q4 2024
Added 22.56%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,348
shares
|
$226,041
0.0% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
2,341
shares
|
$225,368
0.02% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
2,341
shares
|
$225,368
0.05% of portfolio
|
Q3 2023
Closed
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
2,336
shares
|
$224,886
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
2,336
shares
|
$224,886
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
2,303
shares
|
$221,709
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
2,300
shares
|
$221,421
0.02% of portfolio
|
Q1 2024
Reduced 16.36%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,297
shares
|
$221,132
0.01% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
2,296
shares
|
$221,035
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,293
shares
|
$220,747
0.0% of portfolio
|
Q4 2024
Reduced 36.52%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
2,283
shares
|
$219,784
0.02% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
2,280
shares
|
$219,495
0.07% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
2,275
shares
|
$219,014
0.01% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
2,262
shares
|
$217,762
0.11% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Apr 22, 2025 Q1 2025 |
2,261
shares
|
$217,666
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
2,256
shares
|
$217,185
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
2,253
shares
|
$216,896
0.01% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,247
shares
|
$216,318
0.01% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
2,241
shares
|
$215,741
0.02% of portfolio
|
Q1 2025
New holding
|