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 |
|---|---|---|---|---|---|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
28
shares
|
$2,485
0.0% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
27
shares
|
$2,396
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
27
shares
|
$2,396
0.0% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
27
shares
|
$2,396
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
27
shares
|
$2,396
0.0% of portfolio
|
Q3 2025
Reduced 35.71%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
26
shares
|
$2,308
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
26
shares
|
$2,308
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
25
shares
|
$2,219
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
25
shares
|
$2,219
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Nov 06, 2025 Q3 2025 |
25
shares
|
$2,219
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
25
shares
|
$2,219
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
24
shares
|
$2,130
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
23
shares
|
$2,041
0.0% of portfolio
|
Q3 2025
Reduced 86.31%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
23
shares
|
$2,041
0.0% of portfolio
|
Q3 2025
Added 43.75%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
22
shares
|
$1,952
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
21
shares
|
$1,864
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
21
shares
|
$1,864
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
21
shares
|
$1,864
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
21
shares
|
$1,864
0.0% of portfolio
|
Q3 2025
Reduced 94.34%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
21
shares
|
$1,864
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
20
shares
|
$1,775
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
19
shares
|
$1,686
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
19
shares
|
$1,686
0.0% of portfolio
|
Q2 2025
Added 35.71%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
18
shares
|
$1,597
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
17
shares
|
$1,509
0.0% of portfolio
|
Q4 2023
New holding
|
|