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 |
|---|---|---|---|---|---|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
2,293
shares
|
$203,549
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
2,284
shares
|
$202,750
0.03% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,274
shares
|
$201,862
0.0% of portfolio
|
Q3 2025
Reduced 37.73%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
2,272
shares
|
$201,685
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
2,269
shares
|
$201,419
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 16, 2026 Q4 2025 |
2,268
shares
|
$201,330
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2025 Q3 2025 |
2,248
shares
|
$199,554
0.0% of portfolio
|
Q3 2025
Reduced 13.14%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
2,245
shares
|
$199,288
0.0% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
2,243
shares
|
$199,111
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
2,214
shares
|
$196,536
0.01% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
2,198
shares
|
$195,116
0.08% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
2,198
shares
|
$195,116
0.0% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
2,198
shares
|
$195,116
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
2,193
shares
|
$194,672
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
2,188
shares
|
$194,228
0.04% of portfolio
|
Q3 2025
Reduced 6.22%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
2,179
shares
|
$193,429
0.04% of portfolio
|
Q2 2025
Reduced 48.28%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,172
shares
|
$192,808
0.01% of portfolio
|
Q3 2025
Added 51.46%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
2,167
shares
|
$192,364
0.01% of portfolio
|
Q3 2025
Reduced 13.32%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
2,097
shares
|
$186,150
0.01% of portfolio
|
Q3 2025
Added 25.72%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
2,092
shares
|
$185,706
0.05% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
2,054
shares
|
$182,333
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
2,019
shares
|
$179,226
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,002
shares
|
$177,717
0.07% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,992
shares
|
$176,829
0.0% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,961
shares
|
$174,077
0.0% of portfolio
|
Q3 2025
Reduced 19.13%
|
|