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 |
|---|---|---|---|---|---|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
3,829
shares
|
$339,900
0.27% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
3,828
shares
|
$339,811
0.01% of portfolio
|
Q3 2025
Added 11.83%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
3,827
shares
|
$339,722
0.26% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
3,824
shares
|
$339,456
0.05% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
3,823
shares
|
$339,367
0.06% of portfolio
|
Q4 2025
Reduced 0.78%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,815
shares
|
$338,657
0.03% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
3,815
shares
|
$338,657
0.01% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
3,799
shares
|
$337,237
0.01% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
3,784
shares
|
$335,905
0.02% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
3,776
shares
|
$335,195
0.25% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,766
shares
|
$334,307
0.01% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
3,761
shares
|
$333,863
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
3,738
shares
|
$331,822
0.03% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
3,711
shares
|
$329,425
0.07% of portfolio
|
Q3 2023
Reduced 2.47%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,704
shares
|
$328,804
0.07% of portfolio
|
Q4 2022
Reduced 41.06%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
3,700
shares
|
$328,449
0.0% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
3,698
shares
|
$328,271
0.0% of portfolio
|
Q1 2025
Reduced 11.91%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Nov 13, 2025 Q3 2025 |
3,695
shares
|
$328,005
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
3,673
shares
|
$326,052
0.07% of portfolio
|
Q2 2020
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
3,673
shares
|
$326,052
0.01% of portfolio
|
Q3 2025
Reduced 17.7%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
3,659
shares
|
$324,809
0.04% of portfolio
|
Q3 2022
Reduced 2.11%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
3,652
shares
|
$324,188
0.02% of portfolio
|
Q3 2025
Added 51.47%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
3,650
shares
|
$324,010
0.03% of portfolio
|
Q4 2022
Reduced 4.12%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
3,633
shares
|
$322,501
0.04% of portfolio
|
Q3 2025
Reduced 21.11%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
3,624
shares
|
$321,702
0.07% of portfolio
|
Q3 2025
Reduced 26.7%
|
|