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 |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
151
shares
|
$14,536
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
150
shares
|
$14,440
0.0% of portfolio
|
Q2 2023
Reduced 26.83%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
150
shares
|
$14,440
0.0% of portfolio
|
Q3 2023
Reduced 74.96%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
150
shares
|
$14,440
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
148
shares
|
$14,247
0.0% of portfolio
|
Q4 2024
Reduced 28.85%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
146
shares
|
$14,055
0.01% of portfolio
|
Q4 2024
Added 19.67%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
144
shares
|
$13,862
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
140
shares
|
$13,477
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
139
shares
|
$13,381
0.0% of portfolio
|
Q4 2024
Added 39.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
139
shares
|
$13,381
0.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
130
shares
|
$12,515
0.0% of portfolio
|
Q1 2025
Added 13.04%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
125
shares
|
$12,033
0.0% of portfolio
|
Q4 2023
Reduced 4.58%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
122
shares
|
$11,744
0.0% of portfolio
|
Q3 2024
Added 87.69%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
121
shares
|
$11,648
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
118
shares
|
$11,359
0.0% of portfolio
|
Q4 2022
Reduced 23.38%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
117
shares
|
$11,263
0.03% of portfolio
|
Q3 2024
Added 21.88%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
113
shares
|
$10,878
0.0% of portfolio
|
Q4 2022
Reduced 87.04%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
111
shares
|
$10,685
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
111
shares
|
$10,685
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
110
shares
|
$10,589
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
110
shares
|
$10,589
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
110
shares
|
$10,589
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
110
shares
|
$10,589
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
107
shares
|
$10,300
0.0% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
105
shares
|
$10,108
0.0% of portfolio
|
Q1 2024
Added 483.33%
|