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 |
|---|---|---|---|---|---|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
12,954
shares
|
$1.15 Million
0.54% of portfolio
|
Q3 2025
Added 11.04%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
12,947
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2022
Added 1.01%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Nov 05, 2025 Q3 2025 |
12,903
shares
|
$1.15 Million
0.61% of portfolio
|
Q3 2025
Reduced 12.4%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 12, 2026 Q4 2025 |
12,877
shares
|
$1.14 Million
0.03% of portfolio
|
Q4 2025
Reduced 25.57%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,829
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
12,734
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
12,579
shares
|
$1.12 Million
0.79% of portfolio
|
Q3 2025
Added 115.69%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
12,567
shares
|
$1.12 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2025 Q3 2025 |
12,560
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
12,533
shares
|
$1.11 Million
0.12% of portfolio
|
Q3 2025
Reduced 35.3%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
12,509
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
12,378
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
Added 16.02%
|
|
|
Tealwood Asset Management Inc
|
Jan 07, 2026 Q4 2025 |
12,374
shares
|
$1.1 Million
0.49% of portfolio
|
Q4 2025
Reduced 21.72%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
12,254
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
12,102
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
12,079
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Added 100.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
12,043
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2025
Added 28.84%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
12,003
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2025
Reduced 59.98%
|
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2025 Q3 2025 |
12,000
shares
|
$1.07 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
11,769
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
R Squared LTD
Central, K3 |
Nov 12, 2025 Q3 2025 |
11,715
shares
|
$1.04 Million
0.46% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
11,614
shares
|
$1.03 Million
0.23% of portfolio
|
Q4 2025
Reduced 9.74%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
11,587
shares
|
$1.03 Million
0.52% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
11,519
shares
|
$1.02 Million
0.12% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
11,494
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Added 36.91%
|
|