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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
6,997
shares
|
$621,123
0.01% of portfolio
|
Q3 2025
Reduced 8.86%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
6,973
shares
|
$618,993
0.01% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
6,952
shares
|
$617,129
0.01% of portfolio
|
Q4 2025
Reduced 5.7%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
6,936
shares
|
$615,708
0.07% of portfolio
|
Q4 2025
Reduced 1.42%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
6,930
shares
|
$615,176
0.23% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
6,848
shares
|
$607,896
0.08% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
6,828
shares
|
$606,121
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
6,806
shares
|
$604,168
0.02% of portfolio
|
Q3 2025
Reduced 35.22%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
6,726
shares
|
$597,067
0.01% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
6,724
shares
|
$596,889
0.03% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2025 Q3 2025 |
6,690
shares
|
$593,871
0.21% of portfolio
|
Q3 2025
Reduced 55.24%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
6,637
shares
|
$589,166
0.03% of portfolio
|
Q3 2025
Added 76.94%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
6,630
shares
|
$588,545
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
6,615
shares
|
$587,213
0.03% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
6,576
shares
|
$583,751
0.01% of portfolio
|
Q3 2025
Added 128.49%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
6,558
shares
|
$582,153
0.06% of portfolio
|
Q3 2025
Reduced 15.01%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,509
shares
|
$577,803
0.01% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
6,476
shares
|
$574,874
0.0% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
6,475
shares
|
$574,785
0.03% of portfolio
|
Q4 2025
Added 23.66%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
6,429
shares
|
$570,702
0.02% of portfolio
|
Q1 2023
Reduced 4.24%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,428
shares
|
$570,613
0.24% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
6,426
shares
|
$570,436
0.03% of portfolio
|
Q4 2025
Added 1.79%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 19, 2025 Q3 2025 |
6,393
shares
|
$567,506
0.02% of portfolio
|
Q3 2025
Reduced 97.97%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
6,388
shares
|
$567,062
0.11% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
6,377
shares
|
$566,086
0.02% of portfolio
|
Q3 2025
Reduced 14.47%
|
|