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 1,427 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 |
|---|---|---|---|---|---|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
19,201
shares
|
$1.7 Million
0.04% of portfolio
|
Q3 2025
Added 14.42%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
19,148
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
19,115
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
19,033
shares
|
$1.69 Million
0.12% of portfolio
|
Q2 2025
Reduced 16.32%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
18,953
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
18,929
shares
|
$1.68 Million
0.04% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Bdf Gestion
Paris, I0 |
Jan 09, 2026 Q4 2025 |
18,746
shares
|
$1.66 Million
0.2% of portfolio
|
Q4 2025
Reduced 6.25%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
18,581
shares
|
$1.65 Million
0.04% of portfolio
|
Q3 2025
Reduced 21.22%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2025 Q3 2025 |
18,532
shares
|
$1.65 Million
0.03% of portfolio
|
Q3 2025
Added 90.89%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
18,525
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.61%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2025 Q3 2025 |
18,084
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2025
Reduced 91.29%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 13, 2025 Q3 2025 |
18,060
shares
|
$1.6 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
17,876
shares
|
$1.59 Million
0.05% of portfolio
|
Q3 2025
Reduced 16.91%
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
17,808
shares
|
$1.58 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
17,702
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
17,506
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2025
Added 17.07%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
17,381
shares
|
$1.54 Million
0.31% of portfolio
|
Q3 2025
Reduced 22.61%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
17,321
shares
|
$1.54 Million
0.17% of portfolio
|
Q3 2022
Reduced 7.16%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Dec 15, 2025 Q3 2025 |
17,100
shares
|
$1.52 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
16,974
shares
|
$1.51 Million
0.31% of portfolio
|
Q3 2025
Added 27.72%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jan 16, 2026 Q4 2025 |
16,835
shares
|
$1.49 Million
0.36% of portfolio
|
Q4 2025
Reduced 58.83%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
16,780
shares
|
$1.49 Million
0.09% of portfolio
|
Q4 2024
Reduced 18.07%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
16,726
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2025
Added 58.53%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Nov 13, 2025 Q3 2025 |
16,690
shares
|
$1.48 Million
0.07% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
16,660
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2025
Added 39.51%
|
|