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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
73,605
shares
|
$6.53 Million
0.02% of portfolio
|
Q3 2023
Reduced 12.05%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
72,369
shares
|
$6.42 Million
0.02% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
71,919
shares
|
$6.38 Million
0.01% of portfolio
|
Q3 2025
Added 36.63%
|
|
|
Antipodes Partners LTD
Royal Exchange, C3 |
Nov 10, 2025 Q3 2025 |
71,356
shares
|
$6.33 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Oct 27, 2025 Q3 2025 |
71,327
shares
|
$6.33 Million
0.01% of portfolio
|
Q3 2025
Added 11.09%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
70,576
shares
|
$6.27 Million
0.25% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 12, 2025 Q3 2025 |
70,339
shares
|
$6.24 Million
0.11% of portfolio
|
Q3 2025
Added 33.76%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
70,289
shares
|
$6.24 Million
0.55% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Lincoln Capital LLC
|
Nov 05, 2025 Q3 2025 |
69,939
shares
|
$6.21 Million
1.25% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
69,773
shares
|
$6.19 Million
0.9% of portfolio
|
Q3 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
69,710
shares
|
$6.19 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
69,682
shares
|
$6.19 Million
0.44% of portfolio
|
Q3 2025
Added 19.81%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
68,293
shares
|
$6.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Calamos Advisors LLC
|
Oct 20, 2025 Q3 2025 |
67,250
shares
|
$5.97 Million
0.03% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
67,057
shares
|
$5.95 Million
0.02% of portfolio
|
Q3 2025
Reduced 32.08%
|
|
|
Amica Mutual Insurance CO
|
Nov 07, 2025 Q3 2025 |
66,982
shares
|
$5.95 Million
0.56% of portfolio
|
Q1 2025
Reduced 14.65%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
65,726
shares
|
$5.83 Million
0.09% of portfolio
|
Q2 2025
Added 18.27%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
65,216
shares
|
$5.79 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
64,507
shares
|
$5.73 Million
0.01% of portfolio
|
Q3 2025
Added 51.35%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
63,575
shares
|
$5.64 Million
0.05% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Holocene Advisors, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
62,844
shares
|
$5.58 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
62,819
shares
|
$5.58 Million
0.01% of portfolio
|
Q3 2025
Added 32.76%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
61,434
shares
|
$5.45 Million
0.01% of portfolio
|
Q3 2025
Added 36.71%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 04, 2025 Q3 2025 |
61,288
shares
|
$5.44 Million
1.05% of portfolio
|
Q3 2025
Added 108.09%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
61,124
shares
|
$5.43 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|