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 |
|---|---|---|---|---|---|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
2,765
shares
|
$245,449
0.19% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
2,746
shares
|
$243,762
0.0% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
2,734
shares
|
$242,697
0.02% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
2,734
shares
|
$242,697
0.01% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
2,730
shares
|
$242,342
0.01% of portfolio
|
Q4 2025
Added 0.74%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,727
shares
|
$242,075
0.01% of portfolio
|
Q2 2024
Added 19.69%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,725
shares
|
$241,898
0.01% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
2,724
shares
|
$241,809
0.12% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
2,703
shares
|
$239,945
0.0% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,702
shares
|
$239,856
0.1% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
2,695
shares
|
$239,235
0.01% of portfolio
|
Q4 2025
Reduced 3.51%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,679
shares
|
$237,814
0.04% of portfolio
|
Q4 2023
Reduced 2.08%
|
|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
2,677
shares
|
$237,637
0.01% of portfolio
|
Q3 2025
Reduced 43.93%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
2,676
shares
|
$237,548
0.04% of portfolio
|
Q3 2025
Reduced 49.66%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
2,655
shares
|
$235,684
0.03% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
2,650
shares
|
$235,240
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
2,646
shares
|
$234,885
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
2,640
shares
|
$234,352
0.04% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
2,638
shares
|
$234,175
0.01% of portfolio
|
Q3 2025
Added 25.44%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
2,637
shares
|
$234,086
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
2,630
shares
|
$233,465
0.02% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
2,628
shares
|
$233,287
0.1% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
2,627
shares
|
$233,198
0.0% of portfolio
|
Q3 2025
Reduced 65.65%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
2,618
shares
|
$232,399
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,607
shares
|
$231,423
0.01% of portfolio
|
Q2 2024
Added 6.58%
|
|