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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,471
shares
|
$219,350
0.0% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
2,464
shares
|
$218,729
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 30, 2025 Q3 2025 |
2,455
shares
|
$217,930
0.04% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
2,424
shares
|
$215,178
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
2,424
shares
|
$215,178
0.0% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
2,417
shares
|
$214,557
0.04% of portfolio
|
Q4 2025
Reduced 7.15%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Nov 07, 2025 Q3 2025 |
2,413
shares
|
$214,202
0.0% of portfolio
|
Q3 2023
Added 1722.63%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
2,407
shares
|
$213,669
0.03% of portfolio
|
Q3 2025
Reduced 37.29%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
2,386
shares
|
$211,805
0.02% of portfolio
|
Q3 2025
Reduced 56.99%
|
|
|
Claret Asset Management Corp
|
Nov 13, 2025 Q3 2025 |
2,375
shares
|
$210,828
0.03% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
2,371
shares
|
$210,473
0.1% of portfolio
|
Q1 2024
Added 0.21%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
2,369
shares
|
$210,296
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Jan 14, 2026 Q4 2025 |
2,363
shares
|
$209,763
0.11% of portfolio
|
Q4 2025
Added 4.84%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
2,362
shares
|
$209,674
0.06% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
2,355
shares
|
$209,053
0.03% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,341
shares
|
$207,810
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
2,341
shares
|
$207,810
0.01% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Sentry LLC
Memphis, TN |
Oct 22, 2025 Q3 2025 |
2,341
shares
|
$207,810
0.05% of portfolio
|
Q3 2023
Closed
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
2,339
shares
|
$207,633
0.01% of portfolio
|
Q4 2025
Reduced 0.64%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,332
shares
|
$207,011
0.01% of portfolio
|
Q2 2025
Added 14.76%
|
|
|
Sky Investment Group LLC
|
Jan 14, 2026 Q4 2025 |
2,326
shares
|
$206,479
0.04% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
2,309
shares
|
$204,969
0.01% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
2,303
shares
|
$204,437
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
2,300
shares
|
$204,171
0.02% of portfolio
|
Q1 2024
Reduced 16.36%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,297
shares
|
$203,904
0.01% of portfolio
|
Q4 2024
Added 7.19%
|
|