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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
4,119
shares
|
$365,643
0.01% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
4,113
shares
|
$365,111
0.01% of portfolio
|
Q4 2025
Added 1.56%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
4,105
shares
|
$364,400
0.05% of portfolio
|
Q3 2025
Added 28.2%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
4,095
shares
|
$363,513
0.02% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
4,086
shares
|
$362,714
0.09% of portfolio
|
Q4 2020
Reduced 1.11%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
4,083
shares
|
$362,447
0.09% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
Nov 12, 2025 Q3 2025 |
4,054
shares
|
$359,873
0.05% of portfolio
|
Q3 2025
Added 13.68%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
4,036
shares
|
$358,275
0.01% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
4,033
shares
|
$358,009
0.02% of portfolio
|
Q3 2025
Reduced 12.33%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
4,033
shares
|
$358,009
0.03% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
4,032
shares
|
$357,920
0.06% of portfolio
|
Q3 2025
Reduced 11.42%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
4,008
shares
|
$355,790
0.12% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
4,008
shares
|
$355,790
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Gam Holding Ag
|
Oct 21, 2025 Q3 2025 |
4,000
shares
|
$355,080
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
3,995
shares
|
$354,636
0.02% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
3,958
shares
|
$351,351
0.2% of portfolio
|
Q4 2022
Reduced 1.25%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
3,939
shares
|
$349,665
0.03% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
3,929
shares
|
$348,777
0.03% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
3,925
shares
|
$348,422
0.02% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
3,897
shares
|
$345,936
0.09% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 07, 2025 Q3 2025 |
3,891
shares
|
$345,404
0.33% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,877
shares
|
$344,161
0.0% of portfolio
|
Q2 2022
Reduced 10.14%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
3,865
shares
|
$343,096
0.02% of portfolio
|
Q3 2025
Added 29.52%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
3,858
shares
|
$342,474
0.0% of portfolio
|
Q3 2025
Reduced 44.73%
|
|