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 |
|---|---|---|---|---|---|
|
Acima Private Wealth, LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
650
shares
|
$57,700
0.02% of portfolio
|
Q3 2023
Reduced 22.06%
|
|
|
Hoertkorn Richard Charles
|
Oct 27, 2025 Q3 2025 |
640
shares
|
$56,812
0.03% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
635
shares
|
$56,368
0.01% of portfolio
|
Q3 2025
Reduced 10.56%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
623
shares
|
$55,303
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
620
shares
|
$55,037
0.02% of portfolio
|
Q2 2025
Added 2037.93%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
599
shares
|
$53,173
0.01% of portfolio
|
Q4 2024
Reduced 67.95%
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
594
shares
|
$52,729
0.0% of portfolio
|
Q3 2025
Reduced 41.99%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
578
shares
|
$51,309
0.01% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
562
shares
|
$49,888
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
553
shares
|
$49,089
0.01% of portfolio
|
Q4 2025
Reduced 34.94%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
541
shares
|
$48,024
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
518
shares
|
$45,982
0.01% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
509
shares
|
$45,183
0.01% of portfolio
|
Q1 2025
Reduced 14.6%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
506
shares
|
$44,917
0.02% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
500
shares
|
$44,385
0.05% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
499
shares
|
$44,296
0.0% of portfolio
|
Q4 2025
Added 25.06%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
498
shares
|
$44,207
0.02% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
497
shares
|
$44,118
0.0% of portfolio
|
Q3 2025
Added 151.01%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
480
shares
|
$42,609
0.0% of portfolio
|
Q4 2022
Added 0.21%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
478
shares
|
$42,432
0.0% of portfolio
|
Q2 2023
Added 6.7%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
478
shares
|
$42,432
0.0% of portfolio
|
Q2 2023
Added 6.7%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
476
shares
|
$42,254
0.0% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
475
shares
|
$42,165
0.02% of portfolio
|
Q2 2025
Reduced 17.39%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
470
shares
|
$41,721
0.0% of portfolio
|
Q3 2025
Reduced 11.82%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
462
shares
|
$41,011
0.02% of portfolio
|
Q3 2023
Added 7.44%
|
|