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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
5,090
shares
|
$451,839
0.01% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Nov 04, 2025 Q3 2025 |
5,065
shares
|
$449,620
0.32% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
5,023
shares
|
$445,891
0.01% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Nov 13, 2025 Q3 2025 |
4,980
shares
|
$442,074
0.01% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
4,942
shares
|
$438,701
0.02% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
4,915
shares
|
$436,304
0.0% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,912
shares
|
$436,038
0.02% of portfolio
|
Q1 2024
Reduced 8.82%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
4,911
shares
|
$435,949
0.01% of portfolio
|
Q3 2025
Reduced 40.45%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
4,907
shares
|
$435,594
0.01% of portfolio
|
Q3 2025
Reduced 76.53%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
4,903
shares
|
$435,239
0.01% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
4,902
shares
|
$435,150
0.08% of portfolio
|
Q3 2025
Reduced 17.08%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,888
shares
|
$433,907
0.02% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
4,821
shares
|
$427,960
0.01% of portfolio
|
Q3 2025
Reduced 20.6%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
4,779
shares
|
$424,231
0.04% of portfolio
|
Q2 2022
Added 9.43%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
4,749
shares
|
$421,568
0.02% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
4,737
shares
|
$420,503
0.02% of portfolio
|
Q3 2025
Reduced 8.69%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,714
shares
|
$418,461
0.01% of portfolio
|
Q3 2025
Added 11.39%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
4,686
shares
|
$415,976
0.03% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
4,686
shares
|
$415,976
0.01% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
4,683
shares
|
$415,709
0.01% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
4,670
shares
|
$414,555
0.2% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
4,656
shares
|
$413,313
0.0% of portfolio
|
Q2 2025
Reduced 40.88%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
4,615
shares
|
$409,673
0.02% of portfolio
|
Q3 2025
Reduced 13.19%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
4,595
shares
|
$407,898
0.01% of portfolio
|
Q3 2025
Added 11.91%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
4,593
shares
|
$407,720
0.02% of portfolio
|
Q3 2025
Reduced 13.37%
|
|