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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,939
shares
|
$260,895
0.0% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Copeland Capital Management, LLC
|
Oct 17, 2025 Q3 2025 |
2,926
shares
|
$259,741
0.01% of portfolio
|
Q3 2025
Reduced 72.86%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,918
shares
|
$259,030
0.04% of portfolio
|
Q2 2023
Added 0.03%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
2,912
shares
|
$258,498
0.0% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
2,912
shares
|
$258,498
0.01% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
2,910
shares
|
$258,320
0.14% of portfolio
|
Q1 2023
Reduced 5.73%
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
2,902
shares
|
$257,610
0.13% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
2,895
shares
|
$256,989
0.02% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Nov 14, 2025 Q3 2025 |
2,883
shares
|
$255,923
0.01% of portfolio
|
Q3 2025
Reduced 97.19%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
2,883
shares
|
$255,923
0.03% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,882
shares
|
$255,835
0.01% of portfolio
|
Q3 2025
Reduced 38.26%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
2,873
shares
|
$255,036
0.01% of portfolio
|
Q3 2025
Reduced 44.02%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,856
shares
|
$253,527
0.01% of portfolio
|
Q4 2023
Reduced 14.9%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
2,844
shares
|
$252,461
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
2,837
shares
|
$251,840
0.01% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
2,832
shares
|
$251,396
0.0% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
2,818
shares
|
$250,153
0.12% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
2,810
shares
|
$249,443
0.02% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
2,805
shares
|
$248,999
0.04% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
2,802
shares
|
$248,733
0.0% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
2,789
shares
|
$247,579
0.08% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
2,776
shares
|
$246,425
0.0% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
2,770
shares
|
$245,892
0.1% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jan 08, 2026 Q4 2025 |
2,770
shares
|
$245,892
0.13% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
2,765
shares
|
$245,449
0.03% of portfolio
|
Q2 2025
Reduced 9.34%
|
|