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 1,430 institutions that hold shares in the stock, with a total of 350 Million shares, which have been reported (via 13F filing form) to have a value of $31.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
30,101
shares
|
$2.67 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
29,460
shares
|
$2.62 Million
0.02% of portfolio
|
Q2 2023
Reduced 67.3%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
29,438
shares
|
$2.61 Million
0.03% of portfolio
|
Q3 2025
Added 197.47%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
29,230
shares
|
$2.59 Million
0.22% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
29,133
shares
|
$2.59 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Aigen Investment Management, LP
|
Nov 14, 2025 Q3 2025 |
29,076
shares
|
$2.58 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
29,056
shares
|
$2.58 Million
0.09% of portfolio
|
Q4 2024
Added 511.83%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
29,027
shares
|
$2.58 Million
0.04% of portfolio
|
Q3 2025
Added 167.6%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
28,628
shares
|
$2.54 Million
0.38% of portfolio
|
Q4 2022
Reduced 0.99%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
28,501
shares
|
$2.53 Million
0.03% of portfolio
|
Q3 2025
Added 22.56%
|
|
|
Letson Investment Management, Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
28,433
shares
|
$2.52 Million
0.93% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
28,054
shares
|
$2.49 Million
0.03% of portfolio
|
Q3 2025
Added 1657.77%
|
|
|
Delta Global Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
28,039
shares
|
$2.49 Million
0.19% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
27,888
shares
|
$2.48 Million
0.02% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Winton Group LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
27,700
shares
|
$2.46 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 23, 2025 Q3 2025 |
27,107
shares
|
$2.41 Million
0.86% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
26,993
shares
|
$2.4 Million
0.21% of portfolio
|
Q4 2022
Added 0.63%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
26,882
shares
|
$2.39 Million
0.01% of portfolio
|
Q2 2023
Reduced 81.26%
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
26,830
shares
|
$2.38 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
Nov 13, 2025 Q3 2025 |
26,331
shares
|
$2.34 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
25,547
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
25,505
shares
|
$2.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
25,441
shares
|
$2.26 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.17%
|
|