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 |
|---|---|---|---|---|---|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
776
shares
|
$74,705
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
760
shares
|
$73,165
0.04% of portfolio
|
Q4 2024
Reduced 9.2%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
757
shares
|
$72,876
0.03% of portfolio
|
Q1 2025
Added 15.22%
|
|
|
Sawyer & Company, Inc
|
Apr 22, 2025 Q1 2025 |
750
shares
|
$72,202
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
750
shares
|
$72,202
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
741
shares
|
$71,336
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
740
shares
|
$71,239
0.01% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
737
shares
|
$70,950
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
736
shares
|
$70,854
0.03% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
734
shares
|
$70,662
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
724
shares
|
$69,699
0.01% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
716
shares
|
$68,929
0.03% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
716
shares
|
$68,929
0.0% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
716
shares
|
$68,929
0.04% of portfolio
|
Q4 2020
Reduced 24.23%
|
|
|
Oakmont Corp
|
Feb 12, 2025 Q4 2024 |
705
shares
|
$67,870
0.01% of portfolio
|
Q4 2023
Reduced 2.35%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
704
shares
|
$67,774
0.02% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
702
shares
|
$67,581
0.04% of portfolio
|
Q2 2024
Added 256.35%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Apr 22, 2025 Q1 2025 |
700
shares
|
$67,389
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hoertkorn Richard Charles
|
Apr 24, 2025 Q1 2025 |
682
shares
|
$65,656
0.04% of portfolio
|
Q2 2020
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
676
shares
|
$65,078
0.02% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
668
shares
|
$64,308
0.01% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
651
shares
|
$62,671
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
650
shares
|
$62,575
0.02% of portfolio
|
Q3 2023
Reduced 22.06%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
635
shares
|
$61,131
0.01% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
619
shares
|
$59,591
0.0% of portfolio
|
Q4 2024
Added 44.96%
|