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 |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
300
shares
|
$26,631
0.01% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
300
shares
|
$26,631
0.01% of portfolio
|
Q1 2025
Reduced 40.94%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
297
shares
|
$26,364
0.0% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
295
shares
|
$26,187
0.01% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
295
shares
|
$26,187
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
293
shares
|
$26,009
0.01% of portfolio
|
Q4 2025
Reduced 20.6%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
289
shares
|
$25,654
0.0% of portfolio
|
Q3 2025
Reduced 34.91%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
285
shares
|
$25,299
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
277
shares
|
$24,589
0.02% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
275
shares
|
$24,411
0.01% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
275
shares
|
$24,411
0.02% of portfolio
|
Q1 2025
Reduced 22.54%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
272
shares
|
$24,145
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
263
shares
|
$23,346
0.01% of portfolio
|
Q2 2024
Added 8.68%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
263
shares
|
$23,346
0.01% of portfolio
|
Q3 2025
Reduced 86.23%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
261
shares
|
$23,168
0.0% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
253
shares
|
$22,458
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
251
shares
|
$22,281
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
250
shares
|
$22,192
0.0% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
250
shares
|
$22,192
0.01% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
245
shares
|
$21,748
0.06% of portfolio
|
Q1 2025
Added 97.58%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
244
shares
|
$21,659
0.01% of portfolio
|
Q3 2023
Reduced 0.41%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
238
shares
|
$21,127
0.0% of portfolio
|
Q3 2025
Reduced 23.96%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 13, 2026 Q4 2025 |
236
shares
|
$20,949
0.0% of portfolio
|
Q4 2025
Added 171.26%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
235
shares
|
$20,860
0.0% of portfolio
|
Q2 2024
Reduced 40.95%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
235
shares
|
$20,860
0.0% of portfolio
|
Q1 2024
New holding
|
|