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 |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
283
shares
|
$27,244
0.0% of portfolio
|
Q4 2024
Reduced 79.57%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
281
shares
|
$27,051
0.01% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
279
shares
|
$26,859
0.01% of portfolio
|
Q4 2024
Added 11.6%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
275
shares
|
$26,474
0.01% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
275
shares
|
$26,474
0.03% of portfolio
|
Q1 2025
Reduced 22.54%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
272
shares
|
$26,185
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
267
shares
|
$25,704
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
263
shares
|
$25,319
0.01% of portfolio
|
Q2 2024
Added 8.68%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
262
shares
|
$25,222
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
255
shares
|
$24,548
0.0% of portfolio
|
Q4 2024
Added 26.87%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
250
shares
|
$24,067
0.01% of portfolio
|
Q2 2024
Reduced 60.0%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
250
shares
|
$24,067
0.0% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
250
shares
|
$24,067
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
250
shares
|
$24,067
0.02% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
249
shares
|
$23,971
0.0% of portfolio
|
Q4 2024
Added 250.7%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
248
shares
|
$23,874
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
244
shares
|
$23,489
0.01% of portfolio
|
Q3 2023
Reduced 0.41%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
236
shares
|
$22,719
0.01% of portfolio
|
Q4 2024
Reduced 78.27%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
235
shares
|
$22,623
0.0% of portfolio
|
Q2 2024
Reduced 40.95%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
235
shares
|
$22,623
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
235
shares
|
$22,623
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
234
shares
|
$22,527
0.01% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
232
shares
|
$22,334
0.01% of portfolio
|
Q1 2023
Reduced 21.09%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
230
shares
|
$22,142
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
230
shares
|
$22,142
0.02% of portfolio
|
Q1 2025
Reduced 4.96%
|