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 |
|---|---|---|---|---|---|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
1,484
shares
|
$150,180
0.03% of portfolio
|
Q4 2022
Reduced 31.61%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
1,480
shares
|
$149,776
0.02% of portfolio
|
Q3 2024
Added 353.99%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,462
shares
|
$147,954
0.01% of portfolio
|
Q2 2023
Added 10.93%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,439
shares
|
$145,626
0.01% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,436
shares
|
$145,323
0.0% of portfolio
|
Q3 2021
Reduced 28.0%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
1,398
shares
|
$141,477
0.0% of portfolio
|
Q3 2024
Added 1094.87%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,385
shares
|
$140,162
0.01% of portfolio
|
Q3 2024
Added 451.79%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
1,366
shares
|
$138,239
0.07% of portfolio
|
Q4 2023
Reduced 0.29%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
1,366
shares
|
$138,239
0.01% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
1,350
shares
|
$136,620
0.08% of portfolio
|
Q3 2021
Reduced 11.24%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
1,338
shares
|
$135,405
0.01% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,329
shares
|
$134,494
0.01% of portfolio
|
Q3 2024
Added 19.95%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,265
shares
|
$128,018
0.04% of portfolio
|
Q3 2024
Reduced 83.88%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
1,261
shares
|
$127,613
0.05% of portfolio
|
Q2 2020
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
1,250
shares
|
$126,500
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
1,246
shares
|
$126,095
0.02% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,231
shares
|
$124,577
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
1,216
shares
|
$123,059
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 14, 2024 Q2 2024 |
1,205
shares
|
$121,946
0.01% of portfolio
|
Q1 2024
Reduced 46.56%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
1,200
shares
|
$121,440
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
1,172
shares
|
$118,606
0.01% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
1,146
shares
|
$115,975
0.02% of portfolio
|
Q1 2024
Reduced 9.48%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,086
shares
|
$109,903
0.07% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,071
shares
|
$108,385
0.08% of portfolio
|
Q4 2022
Added 2.1%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,048
shares
|
$106,057
0.01% of portfolio
|
Q3 2022
Reduced 3.14%
|