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 1,344 institutions that hold shares in the stock, with a total of 363 Million shares, which have been reported (via 13F filing form) to have a value of $35.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,298
shares
|
$125,568
0.02% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
1,261
shares
|
$121,989
0.05% of portfolio
|
Q2 2020
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,231
shares
|
$119,086
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
1,216
shares
|
$117,635
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,200
shares
|
$116,088
0.0% of portfolio
|
Q4 2024
Reduced 9.71%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
1,172
shares
|
$113,379
0.01% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
1,171
shares
|
$113,282
0.03% of portfolio
|
Q4 2024
Added 18.76%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
1,146
shares
|
$110,864
0.02% of portfolio
|
Q1 2024
Reduced 9.48%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
1,112
shares
|
$107,574
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
1,103
shares
|
$106,704
0.0% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
1,097
shares
|
$106,123
0.02% of portfolio
|
Q4 2024
Added 15.84%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,071
shares
|
$103,608
0.06% of portfolio
|
Q4 2022
Added 2.1%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,065
shares
|
$103,028
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,048
shares
|
$101,383
0.01% of portfolio
|
Q3 2022
Reduced 3.14%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
1,041
shares
|
$100,706
0.03% of portfolio
|
Q2 2024
Reduced 11.85%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
1,029
shares
|
$99,545
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
1,025
shares
|
$99,158
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
1,006
shares
|
$97,320
0.02% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$96,740
1.76% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
989
shares
|
$95,675
0.02% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
964
shares
|
$93,257
0.01% of portfolio
|
Q4 2023
Added 16.71%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
959
shares
|
$92,773
0.01% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
946
shares
|
$91,516
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
940
shares
|
$90,935
0.0% of portfolio
|
Q4 2024
Reduced 32.76%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
927
shares
|
$89,677
0.0% of portfolio
|
Q4 2024
Added 223.0%
|