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 |
|---|---|---|---|---|---|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
2,240
shares
|
$215,644
0.07% of portfolio
|
Q2 2024
Reduced 6.69%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,228
shares
|
$214,489
0.02% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
2,212
shares
|
$212,949
0.01% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
2,205
shares
|
$212,275
0.05% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,201
shares
|
$211,890
0.01% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
2,193
shares
|
$211,120
0.01% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
2,181
shares
|
$209,964
0.02% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
2,178
shares
|
$209,676
0.0% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
2,178
shares
|
$209,676
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bennett Selby Investments LP
|
Apr 14, 2025 Q1 2025 |
2,171
shares
|
$209,002
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
2,165
shares
|
$208,424
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
2,156
shares
|
$207,558
0.07% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
2,138
shares
|
$205,825
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
2,137
shares
|
$205,728
0.06% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
2,088
shares
|
$201,011
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
2,072
shares
|
$199,471
0.07% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
2,063
shares
|
$198,605
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
2,050
shares
|
$197,353
0.02% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
2,042
shares
|
$196,583
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,035
shares
|
$195,909
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
2,032
shares
|
$195,620
0.01% of portfolio
|
Q1 2025
Reduced 51.42%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
2,019
shares
|
$194,369
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,017
shares
|
$194,176
0.02% of portfolio
|
Q4 2024
Added 33.93%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
2,015
shares
|
$193,984
0.02% of portfolio
|
Q4 2024
Reduced 19.88%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,002
shares
|
$192,732
0.07% of portfolio
|
Q3 2024
Reduced 11.22%
|