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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
903
shares
|
$87,356
0.01% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
901
shares
|
$87,162
0.01% of portfolio
|
Q4 2023
Added 63.52%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
900
shares
|
$87,066
0.01% of portfolio
|
Q2 2021
Reduced 37.72%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
892
shares
|
$86,292
0.03% of portfolio
|
Q3 2024
Added 869.57%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
857
shares
|
$82,906
0.07% of portfolio
|
Q4 2023
Reduced 29.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
833
shares
|
$80,584
0.04% of portfolio
|
Q2 2023
Reduced 20.74%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
825
shares
|
$79,810
0.01% of portfolio
|
Q1 2022
Reduced 1.43%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
822
shares
|
$79,520
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
822
shares
|
$79,520
0.01% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Jan 30, 2025 Q4 2024 |
800
shares
|
$77,392
0.0% of portfolio
|
Q1 2024
Reduced 80.22%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
791
shares
|
$76,521
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
781
shares
|
$75,553
0.0% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
776
shares
|
$75,070
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
760
shares
|
$73,522
0.04% of portfolio
|
Q4 2024
Reduced 9.2%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
750
shares
|
$72,555
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
750
shares
|
$72,555
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
749
shares
|
$72,458
0.01% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
741
shares
|
$71,684
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
737
shares
|
$71,297
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
736
shares
|
$71,200
0.05% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
736
shares
|
$71,200
0.03% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
724
shares
|
$70,039
0.01% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
718
shares
|
$69,459
0.01% of portfolio
|
Q4 2024
Added 45.93%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
716
shares
|
$69,265
0.03% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
716
shares
|
$69,265
0.0% of portfolio
|
Q4 2024
Added 0.85%
|