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 |
|---|---|---|---|---|---|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
72
shares
|
$6,931
0.0% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
72
shares
|
$6,931
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
72
shares
|
$6,931
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
70
shares
|
$6,738
0.0% of portfolio
|
Q1 2025
Added 45.83%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
70
shares
|
$6,738
0.0% of portfolio
|
Q4 2024
Added 45.83%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
69
shares
|
$6,642
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
69
shares
|
$6,642
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
66
shares
|
$6,353
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
65
shares
|
$6,257
0.0% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
62
shares
|
$5,968
0.0% of portfolio
|
Q4 2024
Added 169.57%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
62
shares
|
$5,968
0.0% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
61
shares
|
$5,872
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
59
shares
|
$5,679
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
59
shares
|
$5,679
0.0% of portfolio
|
Q1 2025
Added 18.0%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
58
shares
|
$5,583
0.0% of portfolio
|
Q3 2023
Added 1.75%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
57
shares
|
$5,487
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
56
shares
|
$5,391
0.0% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
55
shares
|
$5,294
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
52
shares
|
$5,006
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
50
shares
|
$4,813
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
48
shares
|
$4,620
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
46
shares
|
$4,428
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
45
shares
|
$4,332
0.0% of portfolio
|
Q4 2021
Reduced 11.76%
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
45
shares
|
$4,332
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
44
shares
|
$4,235
0.0% of portfolio
|
Q1 2025
Added 175.0%
|