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 |
|---|---|---|---|---|---|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
1,956
shares
|
$197,947
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Townsend & Associates, Inc
|
Nov 01, 2024 Q3 2024 |
1,950
shares
|
$197,340
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
1,938
shares
|
$196,125
0.0% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
1,931
shares
|
$195,417
0.03% of portfolio
|
Q3 2024
Reduced 13.91%
|
|
|
Bath Savings Trust CO
|
Oct 07, 2024 Q3 2024 |
1,930
shares
|
$195,316
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
1,928
shares
|
$195,113
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,899
shares
|
$192,178
0.1% of portfolio
|
Q2 2022
Reduced 69.2%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,897
shares
|
$191,976
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
1,878
shares
|
$190,053
0.03% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,831
shares
|
$185,297
0.01% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
1,772
shares
|
$179,326
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
1,699
shares
|
$171,938
0.08% of portfolio
|
Q1 2024
Reduced 11.23%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,674
shares
|
$169,408
0.01% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,660
shares
|
$167,992
0.01% of portfolio
|
Q2 2024
Reduced 8.34%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
1,655
shares
|
$167,486
0.01% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
1,654
shares
|
$167,384
0.02% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
1,654
shares
|
$167,384
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,651
shares
|
$167,081
0.01% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
1,649
shares
|
$166,878
0.09% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,642
shares
|
$166,170
0.02% of portfolio
|
Q1 2023
Reduced 8.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,619
shares
|
$163,842
0.01% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
1,565
shares
|
$158,378
0.04% of portfolio
|
Q1 2023
Reduced 1.01%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
1,531
shares
|
$154,937
0.06% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,506
shares
|
$152,407
0.02% of portfolio
|
Q3 2024
Added 120.18%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,492
shares
|
$150,990
0.01% of portfolio
|
Q2 2024
Reduced 2.93%
|