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 |
|---|---|---|---|---|---|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
11,391
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 71.83%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
11,312
shares
|
$1 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
11,304
shares
|
$1 Million
0.03% of portfolio
|
Q3 2025
Reduced 31.51%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
11,151
shares
|
$989,874
0.07% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
11,114
shares
|
$986,589
0.0% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,109
shares
|
$986,145
0.03% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2026 Q4 2025 |
11,108
shares
|
$986,057
0.07% of portfolio
|
Q4 2025
Reduced 0.45%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
11,100
shares
|
$985,347
0.02% of portfolio
|
Q4 2023
Reduced 4.57%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,988
shares
|
$975,404
0.03% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
10,936
shares
|
$970,788
0.04% of portfolio
|
Q3 2025
Reduced 18.84%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
10,933
shares
|
$970,522
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Holowesko Partners Ltd.
Nassau, C5 |
Nov 13, 2025 Q3 2025 |
10,900
shares
|
$967,593
0.43% of portfolio
|
Q3 2025
Added 21.11%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
10,692
shares
|
$949,128
0.02% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
10,627
shares
|
$943,358
0.14% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
10,614
shares
|
$942,204
0.09% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
10,584
shares
|
$939,541
0.06% of portfolio
|
Q3 2025
Added 21.0%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
10,508
shares
|
$932,795
0.02% of portfolio
|
Q2 2025
Reduced 18.41%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
10,504
shares
|
$932,440
0.1% of portfolio
|
Q3 2022
Reduced 22.41%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
10,415
shares
|
$924,539
0.04% of portfolio
|
Q3 2022
Added 2.97%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
10,411
shares
|
$924,184
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
10,400
shares
|
$923,208
0.06% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Oct 29, 2025 Q3 2025 |
10,380
shares
|
$921,432
0.7% of portfolio
|
Q3 2025
Added 264.21%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 15, 2026 Q4 2025 |
10,365
shares
|
$920,101
0.05% of portfolio
|
Q4 2025
Reduced 0.78%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
10,356
shares
|
$919,302
0.01% of portfolio
|
Q3 2025
Added 307.72%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
10,305
shares
|
$914,774
0.0% of portfolio
|
Q3 2025
New holding
|
|