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 |
|---|---|---|---|---|---|
|
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
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
10,300
shares
|
$914,331
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
10,206
shares
|
$905,986
0.05% of portfolio
|
Q2 2022
Added 5.24%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
10,085
shares
|
$895,245
0.02% of portfolio
|
Q3 2025
Reduced 16.01%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
10,063
shares
|
$893,292
0.03% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Woodstock Corp
|
Jan 14, 2026 Q4 2025 |
9,959
shares
|
$884,060
0.08% of portfolio
|
Q4 2025
Reduced 0.5%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
9,892
shares
|
$878,112
0.1% of portfolio
|
Q4 2025
Reduced 0.94%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
9,834
shares
|
$872,964
0.02% of portfolio
|
Q3 2025
Reduced 28.08%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
9,779
shares
|
$868,081
0.01% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
9,684
shares
|
$859,648
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
9,619
shares
|
$853,878
0.01% of portfolio
|
Q2 2025
Added 29.65%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,609
shares
|
$852,990
0.02% of portfolio
|
Q4 2023
Reduced 0.5%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
9,588
shares
|
$851,126
0.17% of portfolio
|
Q3 2025
Reduced 59.04%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
9,515
shares
|
$844,646
0.19% of portfolio
|
Q3 2025
Added 296.46%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
9,512
shares
|
$844,380
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
9,503
shares
|
$843,581
0.09% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
9,502
shares
|
$843,492
0.03% of portfolio
|
Q4 2025
Added 20.95%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
9,487
shares
|
$842,160
0.0% of portfolio
|
Q3 2025
Reduced 16.37%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
9,476
shares
|
$841,184
0.02% of portfolio
|
Q3 2025
Reduced 18.99%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
9,449
shares
|
$838,787
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
9,359
shares
|
$830,798
0.09% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
9,313
shares
|
$826,715
0.16% of portfolio
|
Q3 2025
Added 281.68%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Nov 05, 2025 Q3 2025 |
9,223
shares
|
$818,725
0.08% of portfolio
|
Q3 2025
Added 38.55%
|
|
|
Home Federal Bank Of Tennessee
|
Oct 15, 2025 Q3 2025 |
9,176
shares
|
$814,553
0.23% of portfolio
|
Q3 2025
Reduced 0.54%
|
|