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 |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
36,179
shares
|
$3.21 Million
0.01% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Icici Prudential Asset Management CO LTD
|
Nov 07, 2025 Q3 2025 |
36,000
shares
|
$3.2 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
35,908
shares
|
$3.19 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.04%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
35,775
shares
|
$3.18 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
35,305
shares
|
$3.13 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
34,775
shares
|
$3.09 Million
0.37% of portfolio
|
Q3 2025
Reduced 38.08%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
34,650
shares
|
$3.08 Million
0.09% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
34,598
shares
|
$3.07 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
33,994
shares
|
$3.02 Million
0.2% of portfolio
|
Q3 2025
Added 19.52%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
33,813
shares
|
$3 Million
0.59% of portfolio
|
Q3 2025
Added 8.57%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 06, 2025 Q3 2025 |
33,735
shares
|
$2.99 Million
0.01% of portfolio
|
Q3 2025
Added 12.91%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
33,023
shares
|
$2.93 Million
0.02% of portfolio
|
Q3 2025
Added 25.2%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
32,860
shares
|
$2.92 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
32,857
shares
|
$2.92 Million
0.05% of portfolio
|
Q4 2025
Added 119.85%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
32,851
shares
|
$2.92 Million
0.06% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Oct 20, 2025 Q3 2025 |
31,845
shares
|
$2.83 Million
1.54% of portfolio
|
Q3 2025
Reduced 26.87%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
31,805
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
31,749
shares
|
$2.82 Million
0.08% of portfolio
|
Q1 2025
Reduced 16.14%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
31,609
shares
|
$2.81 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
31,565
shares
|
$2.8 Million
0.05% of portfolio
|
Q3 2025
Added 705.23%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
31,506
shares
|
$2.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Oct 31, 2025 Q3 2025 |
31,466
shares
|
$2.79 Million
0.33% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 12, 2025 Q3 2025 |
31,246
shares
|
$2.77 Million
0.02% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Shelter Mutual Insurance CO
|
Oct 31, 2025 Q3 2025 |
31,200
shares
|
$2.77 Million
0.67% of portfolio
|
Q2 2020
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
31,138
shares
|
$2.76 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.81%
|
|