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 |
|---|---|---|---|---|---|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
7,833
shares
|
$695,335
0.02% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,830
shares
|
$695,069
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
7,816
shares
|
$693,826
0.01% of portfolio
|
Q3 2025
Added 12.51%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
7,810
shares
|
$693,293
0.02% of portfolio
|
Q4 2025
Reduced 6.01%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
7,680
shares
|
$681,753
0.01% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Volterra Technologies LP
New York, NY |
Nov 13, 2025 Q3 2025 |
7,665
shares
|
$680,422
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
7,608
shares
|
$675,362
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
7,606
shares
|
$675,184
0.21% of portfolio
|
Q3 2025
Reduced 11.17%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
7,575
shares
|
$672,432
0.42% of portfolio
|
Q4 2022
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
7,559
shares
|
$671,012
0.03% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
7,550
shares
|
$670,213
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
7,512
shares
|
$666,840
0.02% of portfolio
|
Q3 2025
Added 543.15%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,481
shares
|
$664,088
0.01% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
7,440
shares
|
$660,448
0.08% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
7,410
shares
|
$657,785
0.05% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
7,346
shares
|
$652,104
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
7,321
shares
|
$649,885
0.22% of portfolio
|
Q3 2025
Added 165.35%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
7,320
shares
|
$649,796
0.02% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
7,284
shares
|
$646,600
0.01% of portfolio
|
Q3 2025
Added 32.08%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
7,230
shares
|
$641,807
0.02% of portfolio
|
Q4 2025
Added 1.06%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jan 06, 2026 Q4 2025 |
7,175
shares
|
$636,924
0.31% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Ar Asset Management Inc
|
Nov 12, 2025 Q3 2025 |
7,150
shares
|
$634,705
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
7,057
shares
|
$626,449
0.01% of portfolio
|
Q3 2025
Reduced 10.22%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
7,019
shares
|
$623,076
0.07% of portfolio
|
Q3 2025
Reduced 9.65%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
7,000
shares
|
$621,390
0.04% of portfolio
|
Q4 2024
Added 47.93%
|
|