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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,109
shares
|
$275,985
0.01% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
3,102
shares
|
$275,364
0.02% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,101
shares
|
$275,275
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
3,094
shares
|
$274,654
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
3,093
shares
|
$274,565
0.09% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
3,088
shares
|
$274,121
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
3,078
shares
|
$273,234
0.01% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 06, 2026 Q4 2025 |
3,029
shares
|
$268,884
0.15% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
3,021
shares
|
$268,174
0.01% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
3,017
shares
|
$267,819
0.08% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
3,012
shares
|
$267,375
0.1% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Bleichroeder LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,000
shares
|
$266,310
0.07% of portfolio
|
Q2 2020
New holding
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
3,000
shares
|
$266,310
0.03% of portfolio
|
Q1 2024
Reduced 8.45%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 13, 2025 Q3 2025 |
3,000
shares
|
$266,310
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Corient Ia LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
3,000
shares
|
$266,310
0.22% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
2,999
shares
|
$266,221
0.11% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
2,998
shares
|
$266,132
0.02% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
2,991
shares
|
$265,511
0.05% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
2,990
shares
|
$265,422
0.03% of portfolio
|
Q3 2025
Reduced 11.01%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
2,986
shares
|
$265,067
0.01% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
2,984
shares
|
$264,889
0.0% of portfolio
|
Q2 2023
Added 12.9%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
2,982
shares
|
$264,712
0.02% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
2,950
shares
|
$261,871
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,949
shares
|
$261,782
0.0% of portfolio
|
Q3 2025
Reduced 23.3%
|
|
|
Employees Retirement System Of Texas
|
Nov 13, 2025 Q3 2025 |
2,947
shares
|
$261,605
0.0% of portfolio
|
Q3 2025
Reduced 88.86%
|
|