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 1,427 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 |
|---|---|---|---|---|---|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
350
shares
|
$31,069
0.01% of portfolio
|
Q2 2022
Reduced 24.24%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
346
shares
|
$30,714
0.01% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
344
shares
|
$30,536
0.0% of portfolio
|
Q2 2023
Reduced 29.8%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
343
shares
|
$30,448
0.0% of portfolio
|
Q3 2025
Added 49.13%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
339
shares
|
$30,093
0.0% of portfolio
|
Q3 2025
Added 57.67%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
338
shares
|
$30,004
0.0% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
337
shares
|
$29,915
0.0% of portfolio
|
Q3 2022
Reduced 12.92%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
336
shares
|
$29,826
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
336
shares
|
$29,826
0.0% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
336
shares
|
$29,826
0.0% of portfolio
|
Q3 2025
Reduced 99.07%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
336
shares
|
$29,826
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
335
shares
|
$29,737
0.05% of portfolio
|
Q4 2023
Reduced 12.53%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
332
shares
|
$29,471
0.0% of portfolio
|
Q3 2025
Added 25.28%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
325
shares
|
$28,850
0.04% of portfolio
|
Q4 2021
Reduced 13.33%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
323
shares
|
$28,672
0.0% of portfolio
|
Q3 2025
Reduced 64.93%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
322
shares
|
$28,583
0.01% of portfolio
|
Q2 2024
Reduced 6.67%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
319
shares
|
$28,317
0.01% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
318
shares
|
$28,228
0.0% of portfolio
|
Q3 2025
Reduced 57.99%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
316
shares
|
$28,051
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
314
shares
|
$27,873
0.02% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
313
shares
|
$27,785
0.0% of portfolio
|
Q2 2025
Added 24.7%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
313
shares
|
$27,785
0.01% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
310
shares
|
$27,518
0.0% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
308
shares
|
$27,341
0.01% of portfolio
|
Q4 2025
Reduced 9.94%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
300
shares
|
$26,631
0.02% of portfolio
|
Q3 2022
Reduced 9.09%
|
|