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 |
|---|---|---|---|---|---|
|
Bennett Selby Investments LP
|
Jan 08, 2026 Q4 2025 |
2,605
shares
|
$231,245
0.08% of portfolio
|
Q4 2025
Reduced 0.04%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
2,603
shares
|
$231,068
0.01% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
2,601
shares
|
$230,890
0.02% of portfolio
|
Q3 2025
Added 19.53%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
2,589
shares
|
$229,825
0.7% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
2,566
shares
|
$227,783
0.01% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
2,564
shares
|
$227,606
0.0% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
2,562
shares
|
$227,428
0.01% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,560
shares
|
$227,251
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
2,555
shares
|
$226,807
0.0% of portfolio
|
Q3 2025
Reduced 37.58%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
2,548
shares
|
$226,185
0.01% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
2,547
shares
|
$226,097
0.0% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
Oct 29, 2025 Q3 2025 |
2,540
shares
|
$225,475
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Capital Management, LLC
|
Oct 10, 2025 Q3 2025 |
2,537
shares
|
$225,209
0.04% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
2,535
shares
|
$225,031
0.05% of portfolio
|
Q3 2025
Reduced 19.14%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2025 Q3 2025 |
2,532
shares
|
$224,765
0.14% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
2,527
shares
|
$224,321
0.01% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,525
shares
|
$224,144
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
2,520
shares
|
$223,700
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
2,518
shares
|
$223,522
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
2,513
shares
|
$223,079
0.07% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
2,510
shares
|
$222,812
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
2,509
shares
|
$222,723
0.0% of portfolio
|
Q3 2025
Reduced 20.37%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
2,507
shares
|
$222,546
0.05% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
2,502
shares
|
$222,102
0.01% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
2,486
shares
|
$220,682
0.0% of portfolio
|
Q3 2025
Reduced 2.55%
|
|