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 1,323 institutions that hold shares in the stock, with a total of 355 Million shares, which have been reported (via 13F filing form) to have a value of $33.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
250
shares
|
$23,500
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
248
shares
|
$23,312
0.0% of portfolio
|
Q2 2024
Added 5.53%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
244
shares
|
$22,936
0.01% of portfolio
|
Q3 2023
Reduced 0.41%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
242
shares
|
$22,748
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
235
shares
|
$22,090
0.0% of portfolio
|
Q2 2024
Reduced 40.95%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
235
shares
|
$22,090
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
232
shares
|
$21,808
0.01% of portfolio
|
Q1 2023
Reduced 21.09%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
230
shares
|
$21,620
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
227
shares
|
$21,338
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
227
shares
|
$21,338
0.0% of portfolio
|
Q3 2024
Added 8.61%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
221
shares
|
$20,774
0.01% of portfolio
|
Q3 2024
Added 342.0%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
217
shares
|
$20,398
0.0% of portfolio
|
Q4 2023
Added 7.43%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
208
shares
|
$19,552
0.0% of portfolio
|
Q4 2023
Reduced 16.8%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
207
shares
|
$19,458
0.0% of portfolio
|
Q1 2023
Reduced 4.17%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
206
shares
|
$19,364
0.01% of portfolio
|
Q2 2024
Added 3.52%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
203
shares
|
$19,082
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
201
shares
|
$18,894
0.0% of portfolio
|
Q2 2024
Reduced 18.62%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
200
shares
|
$18,800
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
200
shares
|
$18,800
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
198
shares
|
$18,612
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
198
shares
|
$18,612
0.0% of portfolio
|
Q3 2024
Added 13.14%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
198
shares
|
$18,612
0.01% of portfolio
|
Q4 2023
Reduced 12.0%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
197
shares
|
$18,518
0.01% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
196
shares
|
$18,424
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
186
shares
|
$17,484
0.01% of portfolio
|
Q3 2024
New holding
|