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 |
|---|---|---|---|---|---|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
822
shares
|
$72,968
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
822
shares
|
$72,968
0.01% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
814
shares
|
$72,258
0.0% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
811
shares
|
$71,992
0.01% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
811
shares
|
$71,992
0.03% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
805
shares
|
$71,459
0.01% of portfolio
|
Q1 2025
Reduced 19.98%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
776
shares
|
$68,885
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
769
shares
|
$68,264
0.02% of portfolio
|
Q3 2025
Reduced 46.27%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
750
shares
|
$66,577
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
750
shares
|
$66,577
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
750
shares
|
$66,577
0.06% of portfolio
|
Q4 2025
Added 0.4%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
741
shares
|
$65,778
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
736
shares
|
$65,334
0.03% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
727
shares
|
$64,535
0.02% of portfolio
|
Q3 2025
Reduced 9.13%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
724
shares
|
$64,269
0.03% of portfolio
|
Q3 2025
Reduced 13.09%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
724
shares
|
$64,269
0.02% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
716
shares
|
$63,559
0.03% of portfolio
|
Q4 2020
Reduced 24.23%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
705
shares
|
$62,582
0.0% of portfolio
|
Q4 2025
Added 1.0%
|
|
|
Oakmont Corp
|
Nov 07, 2025 Q3 2025 |
705
shares
|
$62,582
0.01% of portfolio
|
Q4 2023
Reduced 2.35%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
704
shares
|
$62,494
0.02% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
701
shares
|
$62,227
0.01% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
676
shares
|
$60,008
0.02% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
676
shares
|
$60,008
0.02% of portfolio
|
Q3 2025
Added 155.09%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
675
shares
|
$59,919
0.0% of portfolio
|
Q4 2025
Reduced 0.3%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
664
shares
|
$58,943
0.0% of portfolio
|
Q3 2025
Added 0.15%
|
|