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 |
|---|---|---|---|---|---|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
1,041
shares
|
$100,217
0.03% of portfolio
|
Q2 2024
Reduced 11.85%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
1,029
shares
|
$99,061
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
1,025
shares
|
$98,676
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
1,006
shares
|
$96,847
0.02% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$96,270
1.76% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
989
shares
|
$95,211
0.02% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
970
shares
|
$93,381
0.01% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
964
shares
|
$92,804
0.01% of portfolio
|
Q4 2023
Added 16.71%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
958
shares
|
$92,226
0.01% of portfolio
|
Q1 2025
Reduced 50.03%
|
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
946
shares
|
$91,071
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
927
shares
|
$89,242
0.0% of portfolio
|
Q4 2024
Added 223.0%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
903
shares
|
$86,931
0.01% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
900
shares
|
$86,643
0.01% of portfolio
|
Q2 2021
Reduced 37.72%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
892
shares
|
$85,872
0.03% of portfolio
|
Q3 2024
Added 869.57%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
837
shares
|
$80,577
0.08% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
833
shares
|
$80,192
0.02% of portfolio
|
Q1 2025
Added 340.74%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
833
shares
|
$80,192
0.04% of portfolio
|
Q2 2023
Reduced 20.74%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
828
shares
|
$79,711
0.02% of portfolio
|
Q1 2025
Added 15.32%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
825
shares
|
$79,422
0.01% of portfolio
|
Q1 2022
Reduced 1.43%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
822
shares
|
$79,133
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
822
shares
|
$79,133
0.01% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
811
shares
|
$78,074
0.01% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Jan 30, 2025 Q4 2024 |
800
shares
|
$77,016
0.0% of portfolio
|
Q1 2024
Reduced 80.22%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
791
shares
|
$76,149
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
781
shares
|
$75,186
0.0% of portfolio
|
Q4 2024
Added 8.93%
|