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 1,357 institutions that hold shares in the stock, with a total of 361 Million shares, which have been reported (via 13F filing form) to have a value of $37.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
41,786
shares
|
$4.31 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
41,732
shares
|
$4.31 Million
0.12% of portfolio
|
Q4 2024
Added 10.86%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
41,071
shares
|
$4.24 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
40,485
shares
|
$4.18 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
40,267
shares
|
$4.16 Million
0.05% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
39,840
shares
|
$4.11 Million
0.06% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
39,773
shares
|
$4.1 Million
0.3% of portfolio
|
Q4 2022
Added 27.46%
|
|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
39,622
shares
|
$4.09 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
39,370
shares
|
$4.06 Million
0.23% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
39,179
shares
|
$4.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
39,099
shares
|
$4.04 Million
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
38,900
shares
|
$4.01 Million
0.18% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Groupe La Francaise
Paris, I0 |
Feb 14, 2025 Q4 2024 |
38,027
shares
|
$3.92 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
38,005
shares
|
$3.92 Million
0.03% of portfolio
|
Q4 2024
Added 9.05%
|
|
|
Mizuho Securities Usa LLC
|
Feb 11, 2025 Q4 2024 |
37,860
shares
|
$3.91 Million
0.07% of portfolio
|
Q4 2024
Added 45.76%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
37,314
shares
|
$3.85 Million
0.01% of portfolio
|
Q4 2024
Added 11.1%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
37,100
shares
|
$3.83 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
37,087
shares
|
$3.83 Million
0.01% of portfolio
|
Q4 2024
Added 14.83%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
37,034
shares
|
$3.82 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
36,961
shares
|
$3.81 Million
0.08% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
36,215
shares
|
$3.74 Million
0.01% of portfolio
|
Q4 2024
Added 1363.23%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Feb 11, 2025 Q4 2024 |
35,022
shares
|
$3.61 Million
0.02% of portfolio
|
Q4 2024
Added 24.35%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Feb 14, 2025 Q4 2024 |
34,735
shares
|
$3.58 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
34,524
shares
|
$3.56 Million
0.03% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
34,376
shares
|
$3.55 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.86%
|