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 |
|---|---|---|---|---|---|
|
Cullinan Associates Inc
|
Apr 22, 2025 Q1 2025 |
2,000
shares
|
$192,540
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
2,000
shares
|
$192,540
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,000
shares
|
$192,540
0.01% of portfolio
|
Q3 2024
Reduced 80.0%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
1,968
shares
|
$189,459
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
1,959
shares
|
$188,592
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
1,956
shares
|
$188,304
0.04% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
1,956
shares
|
$188,304
0.02% of portfolio
|
Q4 2024
Reduced 16.3%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,951
shares
|
$187,822
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
1,923
shares
|
$185,127
0.08% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,899
shares
|
$182,816
0.1% of portfolio
|
Q2 2022
Reduced 69.2%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,897
shares
|
$182,624
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
1,853
shares
|
$178,388
0.11% of portfolio
|
Q4 2024
Reduced 73.55%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
1,832
shares
|
$176,366
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
1,729
shares
|
$166,450
0.09% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
1,676
shares
|
$161,348
0.08% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,676
shares
|
$161,348
0.01% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
1,660
shares
|
$159,808
0.01% of portfolio
|
Q2 2024
Reduced 8.34%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,642
shares
|
$158,075
0.02% of portfolio
|
Q1 2023
Reduced 8.32%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,628
shares
|
$156,727
0.01% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
1,593
shares
|
$153,358
0.02% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
1,565
shares
|
$150,662
0.04% of portfolio
|
Q1 2023
Reduced 1.01%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
1,484
shares
|
$142,864
0.03% of portfolio
|
Q4 2022
Reduced 31.61%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
1,480
shares
|
$142,479
0.02% of portfolio
|
Q3 2024
Added 353.99%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,462
shares
|
$140,746
0.01% of portfolio
|
Q2 2023
Added 10.93%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,452
shares
|
$139,784
0.01% of portfolio
|
Q4 2024
Reduced 13.26%
|