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 1,323 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 $36.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
400
shares
|
$40,788
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
400
shares
|
$40,788
0.01% of portfolio
|
Q3 2024
Reduced 29.33%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
400
shares
|
$40,788
0.01% of portfolio
|
Q3 2024
Reduced 42.11%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
400
shares
|
$40,788
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
399
shares
|
$40,686
0.0% of portfolio
|
Q2 2024
Reduced 4.09%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
397
shares
|
$40,482
0.01% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
396
shares
|
$40,380
0.01% of portfolio
|
Q2 2024
Added 1314.29%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
395
shares
|
$40,278
0.02% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
389
shares
|
$39,666
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
385
shares
|
$39,258
0.02% of portfolio
|
Q2 2021
Reduced 36.26%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
383
shares
|
$39,054
0.01% of portfolio
|
Q2 2022
Reduced 36.38%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
381
shares
|
$38,850
0.01% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
374
shares
|
$38,136
0.0% of portfolio
|
Q2 2024
Added 36.0%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
372
shares
|
$37,932
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
370
shares
|
$37,728
0.01% of portfolio
|
Q4 2023
Reduced 2.89%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
357
shares
|
$36,403
0.01% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
353
shares
|
$35,995
0.03% of portfolio
|
Q1 2024
Reduced 13.27%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
350
shares
|
$35,689
0.01% of portfolio
|
Q2 2022
Reduced 24.24%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
350
shares
|
$35,689
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
345
shares
|
$35,179
0.01% of portfolio
|
Q2 2024
Reduced 30.3%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
344
shares
|
$35,077
0.0% of portfolio
|
Q2 2023
Reduced 29.8%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
341
shares
|
$34,771
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
337
shares
|
$34,363
0.0% of portfolio
|
Q3 2022
Reduced 12.92%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
336
shares
|
$34,261
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
335
shares
|
$34,159
0.05% of portfolio
|
Q4 2023
Reduced 12.53%
|