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 |
|---|---|---|---|---|---|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
9,133
shares
|
$810,736
0.03% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
9,087
shares
|
$806,652
0.01% of portfolio
|
Q3 2025
Added 23.36%
|
|
|
Monarch Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
9,006
shares
|
$799,462
0.2% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,954
shares
|
$794,846
0.06% of portfolio
|
Q4 2023
Added 2.44%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
8,930
shares
|
$792,716
0.02% of portfolio
|
Q4 2024
Added 127.23%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
8,924
shares
|
$792,183
0.04% of portfolio
|
Q3 2025
Reduced 10.06%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
8,921
shares
|
$791,917
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
8,857
shares
|
$786,235
0.13% of portfolio
|
Q3 2025
Reduced 29.32%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
8,842
shares
|
$784,904
0.01% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
8,835
shares
|
$784,282
0.04% of portfolio
|
Q3 2025
Reduced 15.48%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
8,786
shares
|
$779,933
0.01% of portfolio
|
Q3 2025
Reduced 16.81%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
8,707
shares
|
$772,920
0.05% of portfolio
|
Q3 2025
Reduced 71.44%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Oct 24, 2025 Q3 2025 |
8,678
shares
|
$770,346
0.08% of portfolio
|
Q3 2025
Added 17.05%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
8,607
shares
|
$764,043
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
8,598
shares
|
$763,244
0.0% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
8,596
shares
|
$763,066
0.14% of portfolio
|
Q3 2025
Added 76.76%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
8,537
shares
|
$757,829
0.03% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
8,481
shares
|
$752,858
0.01% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
8,336
shares
|
$739,986
0.21% of portfolio
|
Q2 2022
Reduced 2.32%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
8,295
shares
|
$736,347
0.03% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
8,259
shares
|
$733,151
0.01% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
8,234
shares
|
$730,932
0.05% of portfolio
|
Q3 2025
Reduced 13.6%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
8,193
shares
|
$727,292
0.19% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
8,042
shares
|
$713,888
0.01% of portfolio
|
Q3 2025
Added 26.71%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Nov 13, 2025 Q3 2025 |
7,979
shares
|
$708,295
0.03% of portfolio
|
Q3 2025
New holding
|
|