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 1,428 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 |
|---|---|---|---|---|---|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
14,596
shares
|
$1.3 Million
0.07% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Dash Acquisitions Inc.
|
Oct 30, 2025 Q3 2025 |
14,592
shares
|
$1.3 Million
0.27% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
14,581
shares
|
$1.29 Million
0.56% of portfolio
|
Q3 2025
Added 43.08%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
14,547
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
14,500
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Added 90.46%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
14,499
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2023
Added 5.34%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
14,204
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
14,067
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
14,000
shares
|
$1.24 Million
0.22% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
13,994
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
13,813
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2025
Added 160.97%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
13,699
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2025
Reduced 61.25%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
13,667
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2025
Added 33.36%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
13,662
shares
|
$1.21 Million
0.22% of portfolio
|
Q1 2023
Added 0.29%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
13,432
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2022
Added 9.19%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
13,363
shares
|
$1.19 Million
0.4% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
13,361
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
13,188
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2023
Reduced 0.43%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
13,121
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2025
Added 22.48%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
13,114
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,059
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
13,040
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2025
Added 12.44%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
13,010
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2025
Reduced 85.99%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 07, 2025 Q3 2025 |
13,001
shares
|
$1.15 Million
0.14% of portfolio
|
Q2 2020
New holding
|
|
|
Pensionfund Sabic
|
Jan 12, 2026 Q4 2025 |
13,000
shares
|
$1.15 Million
0.31% of portfolio
|
Q4 2025
Reduced 7.14%
|
|