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 |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
48
shares
|
$4,260
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
48
shares
|
$4,260
0.0% of portfolio
|
Q3 2025
Reduced 31.43%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
48
shares
|
$4,260
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
46
shares
|
$4,083
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
45
shares
|
$3,994
0.0% of portfolio
|
Q3 2025
Reduced 28.57%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
43
shares
|
$3,817
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
43
shares
|
$3,817
0.01% of portfolio
|
Q3 2025
Reduced 95.03%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
40
shares
|
$3,550
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
40
shares
|
$3,550
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
39
shares
|
$3,462
0.0% of portfolio
|
Q3 2025
Added 56.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
38
shares
|
$3,373
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
37
shares
|
$3,284
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
35
shares
|
$3,106
0.0% of portfolio
|
Q3 2025
Added 9.38%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
35
shares
|
$3,106
0.0% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
34
shares
|
$3,018
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
33
shares
|
$2,929
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
33
shares
|
$2,929
0.0% of portfolio
|
Q3 2025
Reduced 42.11%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2026 Q4 2025 |
33
shares
|
$2,929
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
32
shares
|
$2,840
0.0% of portfolio
|
Q3 2020
Reduced 79.62%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
32
shares
|
$2,840
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
31
shares
|
$2,751
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
29
shares
|
$2,574
0.0% of portfolio
|
Q3 2025
Reduced 63.29%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
28
shares
|
$2,485
0.0% of portfolio
|
Q2 2024
Added 3.7%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
28
shares
|
$2,485
0.0% of portfolio
|
Q4 2025
Reduced 6.67%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
28
shares
|
$2,485
0.0% of portfolio
|
Q3 2025
Reduced 71.13%
|
|