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 |
|---|---|---|---|---|---|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
5,543
shares
|
$492,052
0.0% of portfolio
|
Q3 2025
Added 11.69%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,486
shares
|
$486,992
0.0% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
5,477
shares
|
$486,193
0.02% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Bull Street Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
5,470
shares
|
$485,571
0.23% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
5,434
shares
|
$482,376
0.02% of portfolio
|
Q4 2025
Reduced 1.54%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
5,405
shares
|
$479,801
0.0% of portfolio
|
Q3 2025
Reduced 91.37%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
5,380
shares
|
$477,582
0.03% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
5,365
shares
|
$476,251
0.02% of portfolio
|
Q3 2025
Reduced 37.75%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
5,364
shares
|
$476,162
0.31% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Tema Etfs LLC
New York, NY |
Oct 24, 2025 Q3 2025 |
5,357
shares
|
$475,540
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Oct 31, 2025 Q3 2025 |
5,321
shares
|
$472,345
0.01% of portfolio
|
Q3 2025
Reduced 42.46%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,312
shares
|
$471,546
0.01% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
5,310
shares
|
$471,368
0.21% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Lgt Group Foundation
|
Nov 13, 2025 Q3 2025 |
5,306
shares
|
$471,013
0.01% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
5,306
shares
|
$471,013
0.01% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
5,303
shares
|
$470,747
0.16% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
5,294
shares
|
$469,948
0.37% of portfolio
|
Q3 2022
Added 5.9%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
5,273
shares
|
$468,084
0.02% of portfolio
|
Q3 2025
Reduced 49.09%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
5,252
shares
|
$466,220
0.01% of portfolio
|
Q3 2025
Added 71.07%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,248
shares
|
$465,864
0.01% of portfolio
|
Q2 2025
Added 45.17%
|
|
|
Wendell David Associates Inc
|
Oct 30, 2025 Q3 2025 |
5,223
shares
|
$463,645
0.05% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
5,172
shares
|
$459,118
0.04% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
5,165
shares
|
$458,497
0.01% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
5,141
shares
|
$456,366
0.0% of portfolio
|
Q3 2025
Added 65.57%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
5,128
shares
|
$455,212
0.05% of portfolio
|
Q3 2025
Reduced 2.21%
|
|