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 $36.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
331
shares
|
$33,752
0.01% of portfolio
|
Q3 2024
New holding
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
330
shares
|
$33,650
0.0% of portfolio
|
Q3 2024
Added 1.85%
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
325
shares
|
$33,140
0.01% of portfolio
|
Q3 2024
Reduced 57.07%
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
325
shares
|
$33,140
0.04% of portfolio
|
Q4 2021
Reduced 13.33%
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
322
shares
|
$32,834
0.01% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
322
shares
|
$32,834
0.01% of portfolio
|
Q2 2024
Reduced 6.67%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
320
shares
|
$32,630
0.01% of portfolio
|
Q3 2024
Added 18.52%
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 25, 2024 Q3 2024 |
316
shares
|
$32,222
0.02% of portfolio
|
Q4 2021
New holding
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
314
shares
|
$32,018
0.02% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
301
shares
|
$30,692
0.0% of portfolio
|
Q1 2024
Reduced 15.69%
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
300
shares
|
$30,591
0.02% of portfolio
|
Q3 2022
Reduced 9.09%
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
300
shares
|
$30,591
0.01% of portfolio
|
Q3 2023
New holding
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
300
shares
|
$30,591
0.02% of portfolio
|
Q4 2023
New holding
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
295
shares
|
$30,081
0.01% of portfolio
|
Q3 2024
Added 20.41%
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
295
shares
|
$30,081
0.02% of portfolio
|
Q3 2024
New holding
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
292
shares
|
$29,775
0.01% of portfolio
|
Q2 2024
Reduced 31.93%
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
291
shares
|
$29,673
0.0% of portfolio
|
Q2 2024
Added 5720.0%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
287
shares
|
$29,265
0.0% of portfolio
|
Q3 2024
Reduced 59.58%
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
281
shares
|
$28,653
0.01% of portfolio
|
Q3 2024
New holding
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
272
shares
|
$27,735
0.01% of portfolio
|
Q3 2024
New holding
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
263
shares
|
$26,818
0.01% of portfolio
|
Q2 2024
Added 8.68%
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
262
shares
|
$26,716
0.02% of portfolio
|
Q2 2020
New holding
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
250
shares
|
$25,492
0.01% of portfolio
|
Q2 2024
Reduced 54.55%
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
250
shares
|
$25,492
0.01% of portfolio
|
Q2 2024
Reduced 60.0%
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
250
shares
|
$25,492
0.01% of portfolio
|
Q4 2023
New holding
|