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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,436
shares
|
$127,473
0.0% of portfolio
|
Q3 2021
Reduced 28.0%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
1,431
shares
|
$127,029
0.04% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
1,421
shares
|
$126,142
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,384
shares
|
$122,857
0.07% of portfolio
|
Q3 2025
Added 27.91%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
1,366
shares
|
$121,259
0.01% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,364
shares
|
$121,082
0.02% of portfolio
|
Q4 2024
Added 9642.86%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
1,355
shares
|
$120,283
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
1,351
shares
|
$119,928
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
1,350
shares
|
$119,839
0.07% of portfolio
|
Q3 2021
Reduced 11.24%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
1,340
shares
|
$118,951
0.02% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,331
shares
|
$118,152
0.01% of portfolio
|
Q3 2025
Reduced 27.35%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
1,321
shares
|
$117,265
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,309
shares
|
$116,199
0.01% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
1,308
shares
|
$116,111
0.01% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
1,291
shares
|
$114,602
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
1,285
shares
|
$114,069
0.06% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
1,281
shares
|
$113,714
0.04% of portfolio
|
Q3 2025
Reduced 93.88%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
1,266
shares
|
$112,382
0.05% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
1,261
shares
|
$111,938
0.04% of portfolio
|
Q2 2020
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
1,261
shares
|
$111,938
0.02% of portfolio
|
Q3 2025
Added 125.99%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
1,260
shares
|
$111,850
0.01% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,231
shares
|
$109,275
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
1,213
shares
|
$107,678
0.01% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
1,182
shares
|
$104,926
0.07% of portfolio
|
Q3 2025
New holding
|
|