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 1,322 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 $35.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
86,505
shares
|
$8.62 Million
0.94% of portfolio
|
Q3 2024
Added 40.9%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Oct 23, 2024 Q3 2024 |
85,000
shares
|
$8.47 Million
0.34% of portfolio
|
Q3 2023
Reduced 12.37%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
83,562
shares
|
$8.33 Million
3.09% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Ifm Investors Pty LTD
|
Oct 22, 2024 Q3 2024 |
83,161
shares
|
$8.29 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
81,672
shares
|
$8.14 Million
0.16% of portfolio
|
Q4 2022
Reduced 0.5%
|
|
|
Czech National Bank
Prague, 2N |
Oct 07, 2024 Q3 2024 |
81,597
shares
|
$8.13 Million
0.09% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
80,988
shares
|
$8.07 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
80,682
shares
|
$8.04 Million
1.66% of portfolio
|
Q2 2023
New holding
|
|
|
Windward Capital Management CO
|
Nov 01, 2024 Q3 2024 |
79,123
shares
|
$7.89 Million
0.65% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
78,482
shares
|
$7.82 Million
0.79% of portfolio
|
Q2 2023
Reduced 8.0%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
77,578
shares
|
$7.73 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
76,895
shares
|
$7.67 Million
0.02% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Lincoln Capital LLC
|
Oct 31, 2024 Q3 2024 |
76,106
shares
|
$7.59 Million
1.72% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2024 Q3 2024 |
75,694
shares
|
$7.55 Million
0.03% of portfolio
|
Q3 2024
Reduced 26.74%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
73,605
shares
|
$7.34 Million
0.02% of portfolio
|
Q3 2023
Reduced 12.05%
|
|
|
Trium Capital LLP
London, X0 |
Oct 07, 2024 Q3 2024 |
73,370
shares
|
$7.31 Million
2.18% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
72,704
shares
|
$7.25 Million
1.49% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
71,444
shares
|
$7.12 Million
0.02% of portfolio
|
Q3 2024
Added 31.65%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
71,239
shares
|
$7.1 Million
0.19% of portfolio
|
Q3 2024
Reduced 11.4%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
70,894
shares
|
$7.07 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
70,576
shares
|
$7.04 Million
0.25% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
70,071
shares
|
$6.99 Million
0.1% of portfolio
|
Q2 2024
Added 1.6%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
70,008
shares
|
$6.98 Million
0.11% of portfolio
|
Q4 2022
Reduced 3.04%
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 22, 2024 Q3 2024 |
69,708
shares
|
$6.95 Million
0.17% of portfolio
|
Q3 2024
Added 8.92%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
69,554
shares
|
$6.93 Million
0.01% of portfolio
|
Q3 2024
Added 1.81%
|