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 1,368 institutions that hold shares in the stock, with a total of 353 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
23,775
shares
|
$2.09 Million
0.13% of portfolio
|
Q3 2022
Added 11.85%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
23,737
shares
|
$2.09 Million
0.08% of portfolio
|
Q1 2025
Reduced 19.49%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
23,727
shares
|
$2.09 Million
0.07% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
23,718
shares
|
$2.08 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
23,547
shares
|
$2.07 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
23,520
shares
|
$2.07 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
23,500
shares
|
$2.07 Million
0.08% of portfolio
|
Q4 2024
Reduced 19.81%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
23,255
shares
|
$2.04 Million
0.03% of portfolio
|
Q2 2025
Added 42.19%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
23,207
shares
|
$2.04 Million
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
23,205
shares
|
$2.04 Million
0.02% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
22,950
shares
|
$2.02 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
22,819
shares
|
$2.01 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
22,796
shares
|
$2 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
22,745
shares
|
$2 Million
0.2% of portfolio
|
Q1 2024
Added 2237.62%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Jul 18, 2025 Q2 2025 |
22,321
shares
|
$1.96 Million
1.18% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
22,155
shares
|
$1.95 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
21,958
shares
|
$1.93 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Dodge & Cox
San Francisco, CA |
May 14, 2025 Q1 2025 |
21,710
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Jul 21, 2025 Q2 2025 |
21,610
shares
|
$1.9 Million
0.03% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jul 24, 2025 Q2 2025 |
21,541
shares
|
$1.89 Million
0.44% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
21,403
shares
|
$1.88 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
21,371
shares
|
$1.88 Million
0.13% of portfolio
|
Q2 2024
Added 4.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
21,244
shares
|
$1.87 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
21,194
shares
|
$1.86 Million
0.21% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
20,997
shares
|
$1.85 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.2%
|