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 |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
121
shares
|
$11,374
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
118
shares
|
$11,092
0.01% of portfolio
|
Q4 2022
Reduced 23.38%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
117
shares
|
$10,998
0.0% of portfolio
|
Q3 2024
Added 21.88%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
115
shares
|
$10,810
0.0% of portfolio
|
Q3 2024
Added 74.24%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
114
shares
|
$10,716
0.01% of portfolio
|
Q3 2024
Added 22.58%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 15, 2024 Q3 2024 |
114
shares
|
$10,716
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
113
shares
|
$10,622
0.0% of portfolio
|
Q4 2022
Reduced 87.04%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
111
shares
|
$10,434
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
110
shares
|
$10,340
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
110
shares
|
$10,340
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
110
shares
|
$10,340
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
109
shares
|
$10,246
0.0% of portfolio
|
Q3 2024
Added 9.0%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 22, 2024 Q3 2024 |
108
shares
|
$10,152
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
107
shares
|
$10,058
0.0% of portfolio
|
Q4 2023
Reduced 21.9%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
106
shares
|
$9,964
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
105
shares
|
$9,870
0.0% of portfolio
|
Q2 2024
Reduced 44.15%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
105
shares
|
$9,870
0.0% of portfolio
|
Q1 2024
Added 483.33%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
105
shares
|
$9,870
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
102
shares
|
$9,588
0.0% of portfolio
|
Q1 2024
Reduced 74.63%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
100
shares
|
$9,400
0.0% of portfolio
|
Q1 2022
Reduced 0.99%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
100
shares
|
$9,400
0.0% of portfolio
|
Q2 2021
Reduced 41.18%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
100
shares
|
$9,400
0.0% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
100
shares
|
$9,400
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
90
shares
|
$8,460
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
87
shares
|
$8,178
0.0% of portfolio
|
Q3 2024
New holding
|