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 |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
3,371
shares
|
$299,243
0.0% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
3,361
shares
|
$298,355
0.01% of portfolio
|
Q3 2025
Reduced 30.63%
|
|
|
Armistice Capital, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,340
shares
|
$296,491
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Defined Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
3,337
shares
|
$296,225
0.18% of portfolio
|
Q4 2025
Reduced 0.03%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
3,322
shares
|
$294,893
0.01% of portfolio
|
Q3 2025
Added 17.01%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
3,299
shares
|
$292,852
0.2% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
3,281
shares
|
$291,254
0.0% of portfolio
|
Q4 2025
Added 12.75%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
3,252
shares
|
$288,680
0.01% of portfolio
|
Q2 2025
Added 14.03%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
3,249
shares
|
$288,413
0.01% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Nov 14, 2025 Q3 2025 |
3,240
shares
|
$287,614
0.02% of portfolio
|
Q3 2025
Added 30.91%
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 21, 2025 Q3 2025 |
3,222
shares
|
$286,016
0.1% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
3,218
shares
|
$285,661
0.01% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
3,208
shares
|
$284,774
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
3,202
shares
|
$284,241
0.11% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
3,182
shares
|
$282,466
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
3,171
shares
|
$281,489
0.03% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
3,164
shares
|
$280,868
0.0% of portfolio
|
Q4 2025
Reduced 19.59%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
3,161
shares
|
$280,601
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
3,160
shares
|
$280,513
0.04% of portfolio
|
Q1 2023
Reduced 0.16%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
3,159
shares
|
$280,424
0.18% of portfolio
|
Q2 2022
Reduced 1.71%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
3,145
shares
|
$279,181
0.14% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Groupama Asset Managment
Paris, I0 |
Dec 01, 2025 Q3 2025 |
3,144
shares
|
$279,092
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
3,127
shares
|
$277,583
0.0% of portfolio
|
Q3 2025
Added 12.56%
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
3,120
shares
|
$276,962
0.05% of portfolio
|
Q4 2025
Added 1.89%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
3,117
shares
|
$276,696
0.01% of portfolio
|
Q3 2025
Reduced 4.5%
|
|