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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
613
shares
|
$59,013
0.01% of portfolio
|
Q1 2025
Reduced 60.58%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
597
shares
|
$57,473
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
596
shares
|
$57,376
0.01% of portfolio
|
Q3 2023
Reduced 44.35%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
592
shares
|
$56,991
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
587
shares
|
$56,510
0.02% of portfolio
|
Q1 2025
Added 715.28%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
575
shares
|
$55,355
0.03% of portfolio
|
Q1 2023
Reduced 51.06%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
562
shares
|
$54,103
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
558
shares
|
$53,718
0.01% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
541
shares
|
$52,082
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
530
shares
|
$51,023
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
518
shares
|
$49,867
0.01% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
516
shares
|
$49,675
0.01% of portfolio
|
Q1 2024
Reduced 7.53%
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
500
shares
|
$48,135
0.05% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
500
shares
|
$48,135
0.02% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
481
shares
|
$46,305
0.0% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
480
shares
|
$46,209
0.0% of portfolio
|
Q4 2022
Added 0.21%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
478
shares
|
$46,017
0.0% of portfolio
|
Q2 2023
Added 6.7%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
478
shares
|
$46,017
0.0% of portfolio
|
Q2 2023
Added 6.7%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
472
shares
|
$45,439
0.01% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
462
shares
|
$44,476
0.02% of portfolio
|
Q3 2023
Added 7.44%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
459
shares
|
$44,187
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
454
shares
|
$43,706
0.0% of portfolio
|
Q1 2025
Reduced 17.9%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
450
shares
|
$43,321
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
450
shares
|
$43,321
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
448
shares
|
$43,128
0.0% of portfolio
|
Q2 2024
Reduced 9.49%
|