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 |
|---|---|---|---|---|---|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
442
shares
|
$42,551
0.08% of portfolio
|
Q4 2024
Added 531.43%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
438
shares
|
$42,166
0.0% of portfolio
|
Q4 2024
Added 468.83%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
436
shares
|
$41,973
0.04% of portfolio
|
Q1 2025
Reduced 40.76%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
432
shares
|
$41,588
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
426
shares
|
$41,011
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
423
shares
|
$40,722
0.0% of portfolio
|
Q1 2025
Reduced 14.02%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
411
shares
|
$39,566
0.02% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Feb 07, 2025 Q4 2024 |
410
shares
|
$39,470
0.0% of portfolio
|
Q4 2024
Reduced 99.89%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
402
shares
|
$38,700
0.01% of portfolio
|
Q1 2025
Reduced 29.72%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
401
shares
|
$38,604
0.01% of portfolio
|
Q4 2024
Added 14.57%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
400
shares
|
$38,508
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
400
shares
|
$38,508
0.0% of portfolio
|
Q3 2024
Reduced 29.33%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Apr 01, 2025 Q1 2025 |
400
shares
|
$38,508
0.0% of portfolio
|
Q1 2025
Reduced 93.06%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
400
shares
|
$38,508
0.07% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
399
shares
|
$38,411
0.01% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
399
shares
|
$38,411
0.0% of portfolio
|
Q2 2024
Reduced 4.09%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
396
shares
|
$38,122
0.01% of portfolio
|
Q2 2024
Added 1314.29%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
395
shares
|
$38,026
0.02% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
385
shares
|
$37,063
0.02% of portfolio
|
Q2 2021
Reduced 36.26%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
383
shares
|
$36,871
0.01% of portfolio
|
Q4 2024
Added 12.32%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
383
shares
|
$36,871
0.01% of portfolio
|
Q2 2022
Reduced 36.38%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
375
shares
|
$36,101
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
374
shares
|
$36,004
0.0% of portfolio
|
Q2 2024
Added 36.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
370
shares
|
$35,619
0.01% of portfolio
|
Q4 2023
Reduced 2.89%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
368
shares
|
$35,427
0.02% of portfolio
|
Q4 2024
New holding
|