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 |
|---|---|---|---|---|---|
|
Neo Ivy Capital Management
New York, NY |
Nov 12, 2025 Q3 2025 |
3,612
shares
|
$320,637
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
3,608
shares
|
$320,282
0.0% of portfolio
|
Q3 2025
Reduced 58.27%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3,599
shares
|
$319,483
0.06% of portfolio
|
Q2 2022
Added 0.67%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
3,589
shares
|
$318,595
0.08% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
3,577
shares
|
$317,530
0.01% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Strategic Planning, Inc.
Columbus, OH |
Jul 14, 2025 Q1 2025 |
3,559
shares
|
$315,932
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
3,552
shares
|
$315,311
0.05% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
3,547
shares
|
$314,867
0.0% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
3,545
shares
|
$314,689
0.03% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
3,516
shares
|
$312,115
0.02% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
3,505
shares
|
$311,138
0.02% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
3,505
shares
|
$311,138
0.05% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
3,504
shares
|
$311,050
0.03% of portfolio
|
Q3 2025
Added 15.04%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
3,502
shares
|
$310,872
0.03% of portfolio
|
Q4 2025
Reduced 35.32%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 13, 2025 Q3 2025 |
3,500
shares
|
$310,695
0.0% of portfolio
|
Q2 2025
Reduced 99.68%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,483
shares
|
$309,185
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
3,477
shares
|
$308,653
0.08% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
3,462
shares
|
$307,321
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
3,447
shares
|
$305,990
0.06% of portfolio
|
Q3 2025
Added 9.53%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,445
shares
|
$305,812
0.0% of portfolio
|
Q3 2022
Reduced 2.27%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
3,442
shares
|
$305,546
0.02% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,425
shares
|
$304,037
0.02% of portfolio
|
Q2 2022
Added 0.82%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
3,408
shares
|
$302,528
0.01% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Fruth Investment Management
|
Oct 17, 2025 Q3 2025 |
3,403
shares
|
$302,084
0.08% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
3,375
shares
|
$299,598
0.07% of portfolio
|
Q3 2025
Reduced 1.32%
|
|