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 |
|---|---|---|---|---|---|
|
Ulland Investment Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
1,113
shares
|
$98,801
0.08% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
1,112
shares
|
$98,712
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,102
shares
|
$97,824
0.07% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
1,101
shares
|
$97,735
0.01% of portfolio
|
Q4 2025
Reduced 13.44%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
1,100
shares
|
$97,647
0.01% of portfolio
|
Q3 2025
Reduced 63.59%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
1,097
shares
|
$97,380
0.01% of portfolio
|
Q4 2024
Added 15.84%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,048
shares
|
$93,030
0.01% of portfolio
|
Q3 2022
Reduced 3.14%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
1,041
shares
|
$92,409
0.02% of portfolio
|
Q2 2024
Reduced 11.85%
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
1,037
shares
|
$92,054
0.04% of portfolio
|
Q4 2025
Reduced 3.26%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
1,032
shares
|
$91,610
0.01% of portfolio
|
Q4 2025
Added 54.72%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
1,025
shares
|
$90,989
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
1,011
shares
|
$89,746
0.02% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
989
shares
|
$87,793
0.02% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
988
shares
|
$87,704
0.0% of portfolio
|
Q1 2025
Added 26.5%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
982
shares
|
$87,172
0.01% of portfolio
|
Q2 2025
Reduced 14.31%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
971
shares
|
$86,195
0.01% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
964
shares
|
$85,574
0.01% of portfolio
|
Q4 2023
Added 16.71%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
958
shares
|
$85,041
0.01% of portfolio
|
Q1 2025
Reduced 50.03%
|
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
946
shares
|
$83,976
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
923
shares
|
$81,934
0.0% of portfolio
|
Q3 2025
Reduced 36.82%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
900
shares
|
$79,893
0.01% of portfolio
|
Q2 2021
Reduced 37.72%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
862
shares
|
$76,519
0.01% of portfolio
|
Q4 2024
Reduced 48.14%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
835
shares
|
$74,122
0.01% of portfolio
|
Q3 2025
Added 85.56%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
825
shares
|
$73,235
0.01% of portfolio
|
Q1 2022
Reduced 1.43%
|
|
|
Piscataqua Savings Bank
|
Jan 16, 2026 Q4 2025 |
822
shares
|
$72,968
0.05% of portfolio
|
Q2 2025
Reduced 1.79%
|
|