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 1,428 institutions that hold shares in the stock, with a total of 349 Million shares, which have been reported (via 13F filing form) to have a value of $31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
17
shares
|
$1,509
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
15
shares
|
$1,331
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
12
shares
|
$1,065
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
12
shares
|
$1,065
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
12
shares
|
$1,065
0.0% of portfolio
|
Q4 2025
Added 9.09%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
10
shares
|
$887
0.0% of portfolio
|
Q3 2025
Reduced 90.38%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
10
shares
|
$887
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
8
shares
|
$710
0.0% of portfolio
|
Q3 2025
Reduced 90.59%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
8
shares
|
$710
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
8
shares
|
$710
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
8
shares
|
$710
0.0% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
7
shares
|
$621
0.0% of portfolio
|
Q4 2022
Reduced 74.07%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
6
shares
|
$532
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
6
shares
|
$532
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
5
shares
|
$443
0.0% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
5
shares
|
$443
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
5
shares
|
$443
0.0% of portfolio
|
Q3 2025
Reduced 80.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
5
shares
|
$443
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
4
shares
|
$355
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
4
shares
|
$355
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
3
shares
|
$266
0.0% of portfolio
|
Q2 2025
Reduced 97.27%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2
shares
|
$177
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
2
shares
|
$177
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1
shares
|
$88
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
1
shares
|
$88
0.0% of portfolio
|
Q3 2025
New holding
|
|