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 |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
87
shares
|
$8,871
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
86
shares
|
$8,769
0.0% of portfolio
|
Q2 2024
Reduced 10.42%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
86
shares
|
$8,769
0.0% of portfolio
|
Q3 2024
Reduced 32.28%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
84
shares
|
$8,565
0.0% of portfolio
|
Q3 2023
Reduced 64.1%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
83
shares
|
$8,463
0.0% of portfolio
|
Q3 2024
Reduced 59.31%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
82
shares
|
$8,361
0.0% of portfolio
|
Q3 2024
Added 105.0%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
80
shares
|
$8,157
0.0% of portfolio
|
Q3 2024
Reduced 68.5%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
77
shares
|
$7,851
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
75
shares
|
$7,647
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
72
shares
|
$7,341
0.0% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
72
shares
|
$7,341
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
72
shares
|
$7,341
0.0% of portfolio
|
Q2 2024
Reduced 6.49%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
71
shares
|
$7,239
0.0% of portfolio
|
Q3 2024
Reduced 73.7%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
70
shares
|
$7,137
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
70
shares
|
$7,137
0.0% of portfolio
|
Q1 2022
Reduced 28.57%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
67
shares
|
$6,831
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
62
shares
|
$6,322
0.0% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
60
shares
|
$6,118
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 23, 2024 Q2 2024 |
59
shares
|
$6,016
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
58
shares
|
$5,914
0.0% of portfolio
|
Q3 2023
Added 1.75%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
57
shares
|
$5,812
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
55
shares
|
$5,608
0.0% of portfolio
|
Q4 2022
Reduced 99.03%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
55
shares
|
$5,608
0.0% of portfolio
|
Q3 2024
Reduced 15.38%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
55
shares
|
$5,608
0.0% of portfolio
|
Q3 2023
Added 1.85%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
55
shares
|
$5,608
0.0% of portfolio
|
Q4 2023
New holding
|