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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,897
shares
|
$168,396
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
1,850
shares
|
$164,224
0.0% of portfolio
|
Q1 2025
Reduced 96.86%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
1,829
shares
|
$162,360
0.01% of portfolio
|
Q3 2025
Reduced 17.87%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
1,827
shares
|
$162,182
0.01% of portfolio
|
Q3 2025
Reduced 19.41%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,822
shares
|
$161,738
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,780
shares
|
$158,010
0.0% of portfolio
|
Q3 2025
Reduced 20.75%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,769
shares
|
$157,034
0.01% of portfolio
|
Q3 2025
Reduced 23.49%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
1,765
shares
|
$156,679
0.01% of portfolio
|
Q3 2025
Reduced 19.18%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
1,729
shares
|
$153,483
0.07% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,660
shares
|
$147,358
0.01% of portfolio
|
Q2 2024
Reduced 8.34%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,642
shares
|
$145,760
0.02% of portfolio
|
Q1 2023
Reduced 8.32%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
1,625
shares
|
$144,251
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,617
shares
|
$143,541
0.0% of portfolio
|
Q3 2025
Reduced 22.89%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
1,610
shares
|
$142,919
0.03% of portfolio
|
Q2 2025
Reduced 17.69%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
1,579
shares
|
$140,167
0.03% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
1,546
shares
|
$137,238
0.01% of portfolio
|
Q4 2025
Reduced 5.04%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
1,541
shares
|
$136,794
0.05% of portfolio
|
Q4 2025
Reduced 5.63%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
1,528
shares
|
$135,640
0.09% of portfolio
|
Q3 2025
Reduced 63.37%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,498
shares
|
$132,977
0.0% of portfolio
|
Q3 2025
Added 104.92%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
1,484
shares
|
$131,734
0.03% of portfolio
|
Q4 2022
Reduced 31.61%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
1,473
shares
|
$130,758
0.0% of portfolio
|
Q4 2025
Added 19.37%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
1,470
shares
|
$130,491
0.02% of portfolio
|
Q3 2025
Reduced 21.22%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,462
shares
|
$129,781
0.01% of portfolio
|
Q2 2023
Added 10.93%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,460
shares
|
$129,604
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
1,455
shares
|
$129,160
0.0% of portfolio
|
Q4 2025
Reduced 14.66%
|
|