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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
107
shares
|
$9,498
0.0% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
106
shares
|
$9,409
0.0% of portfolio
|
Q3 2025
Reduced 23.19%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
105
shares
|
$9,320
0.0% of portfolio
|
Q1 2024
Added 483.33%
|
|
|
Ckw Financial Group
|
Nov 12, 2025 Q3 2025 |
103
shares
|
$9,143
0.0% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
103
shares
|
$9,143
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
101
shares
|
$8,965
0.0% of portfolio
|
Q2 2025
Reduced 90.84%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
100
shares
|
$8,877
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
100
shares
|
$8,877
0.0% of portfolio
|
Q1 2022
Reduced 0.99%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
100
shares
|
$8,877
0.0% of portfolio
|
Q2 2021
Reduced 41.18%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
100
shares
|
$8,877
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
100
shares
|
$8,877
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
100
shares
|
$8,877
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
100
shares
|
$8,877
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
97
shares
|
$8,610
0.0% of portfolio
|
Q1 2025
Reduced 57.46%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
94
shares
|
$8,344
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
90
shares
|
$7,989
0.0% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
86
shares
|
$7,634
0.0% of portfolio
|
Q3 2025
Reduced 10.42%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
86
shares
|
$7,634
0.0% of portfolio
|
Q3 2024
Reduced 32.28%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
85
shares
|
$7,545
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
81
shares
|
$7,190
0.0% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
81
shares
|
$7,190
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
80
shares
|
$7,101
0.0% of portfolio
|
Q1 2025
Reduced 57.45%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
80
shares
|
$7,101
0.0% of portfolio
|
Q3 2024
Reduced 68.5%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
75
shares
|
$6,657
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
74
shares
|
$6,568
0.0% of portfolio
|
Q4 2024
Added 5.71%
|
|