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 1,374 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 |
|---|---|---|---|---|---|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
353
shares
|
$33,983
0.03% of portfolio
|
Q1 2024
Reduced 13.27%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
350
shares
|
$33,694
0.01% of portfolio
|
Q2 2022
Reduced 24.24%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
344
shares
|
$33,116
0.0% of portfolio
|
Q2 2023
Reduced 29.8%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
340
shares
|
$32,731
0.02% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
337
shares
|
$32,442
0.0% of portfolio
|
Q3 2022
Reduced 12.92%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
335
shares
|
$32,250
0.05% of portfolio
|
Q4 2023
Reduced 12.53%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
330
shares
|
$31,769
0.0% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
325
shares
|
$31,287
0.04% of portfolio
|
Q4 2021
Reduced 13.33%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
322
shares
|
$30,998
0.01% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
322
shares
|
$30,998
0.01% of portfolio
|
Q2 2024
Reduced 6.67%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
322
shares
|
$30,998
0.01% of portfolio
|
Q4 2024
Added 485.45%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
319
shares
|
$30,710
0.0% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
316
shares
|
$30,421
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
314
shares
|
$30,228
0.0% of portfolio
|
Q1 2025
Reduced 18.23%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
314
shares
|
$30,228
0.02% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
308
shares
|
$29,651
0.01% of portfolio
|
Q1 2025
Reduced 16.53%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
306
shares
|
$29,458
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
303
shares
|
$29,169
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
300
shares
|
$28,881
0.02% of portfolio
|
Q3 2022
Reduced 9.09%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
300
shares
|
$28,881
0.01% of portfolio
|
Q1 2025
Reduced 40.94%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
300
shares
|
$28,881
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
297
shares
|
$28,592
0.01% of portfolio
|
Q1 2025
Added 36.24%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
295
shares
|
$28,399
0.01% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
292
shares
|
$28,110
0.02% of portfolio
|
Q2 2024
Reduced 31.93%
|
|
|
Stance Capital LLC
Boston, MA |
Apr 14, 2025 Q4 2024 |
291
shares
|
$28,014
0.02% of portfolio
|
Q4 2024
New holding
|