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 |
|---|---|---|---|---|---|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
167
shares
|
$14,824
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
162
shares
|
$14,380
0.0% of portfolio
|
Q3 2024
Reduced 43.55%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
161
shares
|
$14,291
0.0% of portfolio
|
Q1 2025
Added 20.15%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
154
shares
|
$13,670
0.01% of portfolio
|
Q2 2024
Added 54.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
154
shares
|
$13,670
0.0% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
151
shares
|
$13,404
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
150
shares
|
$13,315
0.0% of portfolio
|
Q2 2023
Reduced 26.83%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
150
shares
|
$13,315
0.0% of portfolio
|
Q3 2023
Reduced 74.96%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
150
shares
|
$13,315
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
143
shares
|
$12,694
0.0% of portfolio
|
Q3 2025
Reduced 13.86%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
141
shares
|
$12,516
0.01% of portfolio
|
Q3 2025
Reduced 53.47%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
140
shares
|
$12,427
0.0% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
139
shares
|
$12,339
0.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
138
shares
|
$12,250
0.0% of portfolio
|
Q2 2025
Reduced 45.88%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
138
shares
|
$12,250
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
123
shares
|
$10,918
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
122
shares
|
$10,829
0.0% of portfolio
|
Q3 2024
Added 87.69%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
121
shares
|
$10,741
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
118
shares
|
$10,474
0.0% of portfolio
|
Q4 2022
Reduced 23.38%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
113
shares
|
$10,031
0.0% of portfolio
|
Q4 2022
Reduced 87.04%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
111
shares
|
$9,853
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
110
shares
|
$9,764
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
110
shares
|
$9,764
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
110
shares
|
$9,764
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Dorato Capital Management
Denver, CO |
Jan 16, 2026 Q4 2025 |
110
shares
|
$9,764
0.01% of portfolio
|
Q4 2025
New holding
|
|