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 |
|---|---|---|---|---|---|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
229
shares
|
$22,045
0.0% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
227
shares
|
$21,853
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
225
shares
|
$21,660
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
215
shares
|
$20,698
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
207
shares
|
$19,927
0.0% of portfolio
|
Q1 2023
Reduced 4.17%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
202
shares
|
$19,446
0.0% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
200
shares
|
$19,254
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
200
shares
|
$19,254
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
199
shares
|
$19,157
0.01% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
198
shares
|
$19,061
0.01% of portfolio
|
Q4 2023
Reduced 12.0%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
196
shares
|
$18,868
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
195
shares
|
$18,772
0.01% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
188
shares
|
$18,098
0.0% of portfolio
|
Q4 2024
Added 88.0%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
186
shares
|
$17,906
0.0% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
181
shares
|
$17,424
0.02% of portfolio
|
Q3 2024
Added 44.8%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
180
shares
|
$17,328
0.01% of portfolio
|
Q3 2021
Reduced 7.22%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
179
shares
|
$17,232
0.0% of portfolio
|
Q2 2024
Reduced 38.49%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
177
shares
|
$17,039
0.0% of portfolio
|
Q1 2025
Added 1006.25%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
173
shares
|
$16,654
0.0% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
168
shares
|
$16,173
0.0% of portfolio
|
Q1 2025
Added 20.86%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
167
shares
|
$16,077
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
162
shares
|
$15,595
0.0% of portfolio
|
Q3 2024
Reduced 43.55%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
161
shares
|
$15,499
0.0% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
161
shares
|
$15,499
0.01% of portfolio
|
Q1 2025
Added 20.15%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
154
shares
|
$14,825
0.01% of portfolio
|
Q2 2024
Added 54.0%
|