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 |
|---|---|---|---|---|---|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
4,556
shares
|
$404,436
0.06% of portfolio
|
Q3 2025
Reduced 28.95%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,535
shares
|
$402,571
0.01% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
4,531
shares
|
$402,216
0.05% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
4,518
shares
|
$401,062
0.01% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
4,516
shares
|
$400,885
0.02% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,499
shares
|
$399,376
0.03% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,482
shares
|
$397,867
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
4,466
shares
|
$396,446
0.02% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
4,455
shares
|
$395,470
0.07% of portfolio
|
Q3 2025
Added 52.62%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
4,435
shares
|
$393,694
0.15% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
4,400
shares
|
$390,588
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
4,390
shares
|
$389,700
0.01% of portfolio
|
Q3 2025
Added 86.33%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
4,387
shares
|
$389,433
0.03% of portfolio
|
Q3 2025
Added 34.36%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
4,375
shares
|
$388,368
0.05% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
4,364
shares
|
$387,392
0.01% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
4,337
shares
|
$384,995
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
4,326
shares
|
$384,019
0.2% of portfolio
|
Q4 2023
Reduced 5.46%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
4,309
shares
|
$382,509
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Qsv Equity Investors LLC
Naperville, IL |
Nov 14, 2025 Q3 2025 |
4,307
shares
|
$382,332
0.4% of portfolio
|
Q3 2025
Added 17.07%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 07, 2025 Q3 2025 |
4,300
shares
|
$381,711
0.11% of portfolio
|
Q2 2020
New holding
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Nov 12, 2025 Q3 2025 |
4,288
shares
|
$380,645
0.06% of portfolio
|
Q1 2021
Reduced 0.02%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
4,255
shares
|
$377,716
0.03% of portfolio
|
Q3 2023
Reduced 0.26%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
4,144
shares
|
$367,862
0.03% of portfolio
|
Q4 2025
Added 5.34%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
4,142
shares
|
$367,685
0.09% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Ninety One North America, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
4,122
shares
|
$365,909
0.02% of portfolio
|
Q3 2025
Reduced 24.97%
|
|