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 |
|---|---|---|---|---|---|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
575
shares
|
$58,190
0.03% of portfolio
|
Q1 2023
Reduced 51.06%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
563
shares
|
$56,975
0.02% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
553
shares
|
$55,963
0.01% of portfolio
|
Q4 2023
Reduced 1.43%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
541
shares
|
$54,749
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
519
shares
|
$52,522
0.0% of portfolio
|
Q3 2024
Reduced 26.69%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
518
shares
|
$52,421
0.02% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
516
shares
|
$52,219
0.01% of portfolio
|
Q1 2024
Reduced 7.53%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
507
shares
|
$51,308
0.01% of portfolio
|
Q3 2024
Added 16.02%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
506
shares
|
$51,207
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
498
shares
|
$50,397
0.02% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
492
shares
|
$49,790
0.02% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
480
shares
|
$48,576
0.0% of portfolio
|
Q4 2022
Added 0.21%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
478
shares
|
$48,373
0.0% of portfolio
|
Q2 2023
Added 6.7%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
478
shares
|
$48,373
0.0% of portfolio
|
Q2 2023
Added 6.7%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
476
shares
|
$48,171
0.0% of portfolio
|
Q3 2024
Added 543.24%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
473
shares
|
$47,867
0.01% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
462
shares
|
$46,754
0.02% of portfolio
|
Q3 2023
Added 7.44%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
450
shares
|
$45,540
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
448
shares
|
$45,337
0.0% of portfolio
|
Q2 2024
Reduced 9.49%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
446
shares
|
$45,135
0.0% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
427
shares
|
$43,212
0.0% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
411
shares
|
$41,593
0.02% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
408
shares
|
$41,289
0.04% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
407
shares
|
$41,188
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
400
shares
|
$40,480
0.01% of portfolio
|
Q3 2023
New holding
|