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 |
|---|---|---|---|---|---|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
72
shares
|
$6,391
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
72
shares
|
$6,391
0.0% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
70
shares
|
$6,213
0.01% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
70
shares
|
$6,213
0.0% of portfolio
|
Q4 2024
Added 45.83%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
68
shares
|
$6,036
0.0% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
67
shares
|
$5,947
0.0% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
65
shares
|
$5,770
0.0% of portfolio
|
Q1 2025
Reduced 21.69%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
63
shares
|
$5,592
0.0% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
62
shares
|
$5,503
0.0% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
62
shares
|
$5,503
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
61
shares
|
$5,414
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
60
shares
|
$5,326
0.01% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
60
shares
|
$5,326
0.0% of portfolio
|
Q3 2025
Reduced 25.93%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
60
shares
|
$5,326
0.0% of portfolio
|
Q1 2025
Reduced 26.83%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
59
shares
|
$5,237
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
59
shares
|
$5,237
0.0% of portfolio
|
Q2 2025
Reduced 18.06%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
58
shares
|
$5,148
0.0% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
58
shares
|
$5,148
0.0% of portfolio
|
Q3 2025
Reduced 17.14%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
56
shares
|
$4,971
0.0% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
55
shares
|
$4,882
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
55
shares
|
$4,882
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
51
shares
|
$4,527
0.0% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
50
shares
|
$4,438
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
50
shares
|
$4,438
0.0% of portfolio
|
Q2 2025
Reduced 84.47%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
49
shares
|
$4,349
0.0% of portfolio
|
Q2 2025
New holding
|
|