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 1,429 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 |
|---|---|---|---|---|---|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Oct 28, 2025 Q3 2025 |
21,839
shares
|
$1.94 Million
0.02% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
21,618
shares
|
$1.92 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
21,400
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
21,396
shares
|
$1.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 38.89%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
21,371
shares
|
$1.9 Million
0.13% of portfolio
|
Q2 2024
Added 4.72%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
21,194
shares
|
$1.88 Million
0.21% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
20,797
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2025
Added 60.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
20,717
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
20,614
shares
|
$1.83 Million
0.12% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Louisiana State Employees Retirement System
|
Oct 22, 2025 Q3 2025 |
20,600
shares
|
$1.83 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
20,586
shares
|
$1.83 Million
0.04% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
20,440
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2022
Reduced 18.48%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
20,221
shares
|
$1.8 Million
0.87% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
19,945
shares
|
$1.77 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
19,922
shares
|
$1.77 Million
0.09% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
19,792
shares
|
$1.76 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
19,691
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2025
Added 13.76%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
19,556
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
19,536
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
19,300
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2022
Reduced 55.71%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
19,279
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2025
Added 15.19%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
19,246
shares
|
$1.71 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Nippon Life Global Investors Americas, Inc.
|
Oct 29, 2025 Q3 2025 |
19,210
shares
|
$1.71 Million
0.08% of portfolio
|
Q3 2025
Added 20.21%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
19,208
shares
|
$1.71 Million
0.11% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
19,207
shares
|
$1.71 Million
0.04% of portfolio
|
Q2 2025
Added 2.94%
|
|