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 |
|---|---|---|---|---|---|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
235
shares
|
$20,860
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
230
shares
|
$20,417
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
227
shares
|
$20,150
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
223
shares
|
$19,795
0.0% of portfolio
|
Q3 2025
Added 93.91%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
217
shares
|
$19,263
0.02% of portfolio
|
Q2 2025
Reduced 63.34%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
216
shares
|
$19,174
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
212
shares
|
$18,819
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
207
shares
|
$18,375
0.0% of portfolio
|
Q1 2023
Reduced 4.17%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
206
shares
|
$18,286
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
202
shares
|
$17,931
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
201
shares
|
$17,842
0.0% of portfolio
|
Q3 2025
Reduced 14.47%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
200
shares
|
$17,754
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
200
shares
|
$17,754
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
198
shares
|
$17,576
0.01% of portfolio
|
Q4 2023
Reduced 12.0%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
196
shares
|
$17,398
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 15, 2026 Q4 2025 |
195
shares
|
$17,310
0.01% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
West Branch Capital LLC
|
Jan 16, 2026 Q4 2025 |
192
shares
|
$17,043
0.0% of portfolio
|
Q4 2025
Reduced 17.24%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
190
shares
|
$16,866
0.0% of portfolio
|
Q3 2025
Added 458.82%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
186
shares
|
$16,511
0.0% of portfolio
|
Q3 2025
Added 106.67%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
181
shares
|
$16,067
0.01% of portfolio
|
Q3 2024
Added 44.8%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
180
shares
|
$15,978
0.0% of portfolio
|
Q3 2021
Reduced 7.22%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
176
shares
|
$15,623
0.0% of portfolio
|
Q4 2025
Reduced 3.3%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
173
shares
|
$15,357
0.0% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
169
shares
|
$15,002
0.01% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
167
shares
|
$14,824
0.0% of portfolio
|
Q2 2025
Reduced 10.22%
|
|