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 1,344 institutions that hold shares in the stock, with a total of 363 Million shares, which have been reported (via 13F filing form) to have a value of $35.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
236
shares
|
$22,830
0.01% of portfolio
|
Q4 2024
Reduced 78.27%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
235
shares
|
$22,733
0.0% of portfolio
|
Q2 2024
Reduced 40.95%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
235
shares
|
$22,733
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
235
shares
|
$22,733
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
234
shares
|
$22,637
0.01% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
232
shares
|
$22,443
0.01% of portfolio
|
Q1 2023
Reduced 21.09%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
230
shares
|
$22,250
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
228
shares
|
$22,056
0.0% of portfolio
|
Q4 2024
Reduced 22.71%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
227
shares
|
$21,959
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
218
shares
|
$21,089
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
215
shares
|
$20,799
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
208
shares
|
$20,121
0.0% of portfolio
|
Q4 2023
Reduced 16.8%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
207
shares
|
$20,025
0.0% of portfolio
|
Q1 2023
Reduced 4.17%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
206
shares
|
$19,928
0.01% of portfolio
|
Q2 2024
Added 3.52%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
205
shares
|
$19,831
0.0% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
202
shares
|
$19,541
0.0% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
200
shares
|
$19,348
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
200
shares
|
$19,348
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
198
shares
|
$19,154
0.01% of portfolio
|
Q4 2023
Reduced 12.0%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
198
shares
|
$19,154
0.01% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
196
shares
|
$18,961
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
189
shares
|
$18,283
0.0% of portfolio
|
Q4 2024
Added 845.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
188
shares
|
$18,187
0.0% of portfolio
|
Q4 2024
Added 88.0%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
181
shares
|
$17,509
0.02% of portfolio
|
Q3 2024
Added 44.8%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
180
shares
|
$17,413
0.01% of portfolio
|
Q3 2021
Reduced 7.22%
|