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 |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
24,875
shares
|
$2.21 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.8%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
24,811
shares
|
$2.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
24,614
shares
|
$2.18 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
M. Kraus & CO
|
Oct 14, 2025 Q3 2025 |
24,608
shares
|
$2.18 Million
0.69% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
24,602
shares
|
$2.18 Million
0.02% of portfolio
|
Q3 2025
Added 208.06%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
23,775
shares
|
$2.11 Million
0.13% of portfolio
|
Q3 2022
Added 11.85%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
23,727
shares
|
$2.11 Million
0.07% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
23,642
shares
|
$2.1 Million
0.18% of portfolio
|
Q3 2025
Added 174.72%
|
|
|
Cohen Klingenstein LLC
|
Oct 16, 2025 Q3 2025 |
23,500
shares
|
$2.09 Million
0.07% of portfolio
|
Q4 2024
Reduced 19.81%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Oct 21, 2025 Q3 2025 |
23,479
shares
|
$2.08 Million
1.09% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
23,320
shares
|
$2.07 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
23,286
shares
|
$2.07 Million
0.1% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
23,260
shares
|
$2.06 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
23,207
shares
|
$2.06 Million
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
23,121
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2025
Added 17.59%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
23,063
shares
|
$2.05 Million
0.02% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Hartford Investment Management CO
|
Nov 04, 2025 Q3 2025 |
22,988
shares
|
$2.04 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
22,908
shares
|
$2.03 Million
0.17% of portfolio
|
Q3 2025
Added 119.34%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
22,719
shares
|
$2.02 Million
0.03% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
22,692
shares
|
$2.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
22,576
shares
|
$2 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
22,508
shares
|
$2 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.34%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2025 Q3 2025 |
22,463
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
22,133
shares
|
$1.96 Million
0.01% of portfolio
|
Q2 2025
Added 16.65%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
21,956
shares
|
$1.95 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.01%
|
|