Purchases and Sales Made in Q4 2025 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q4 2025. The information is specifically focused on institutions that hold shares of Otis Worldwide Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
647K+ 116.56% |
$57.4M - $60.4M
|
1.2M
$107M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
495K+ 12345.2% |
$44M - $46.2M
|
499K
$44.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
376K+ 15.59% |
$33.4M - $35.1M
|
2.79M
$247M
|
|
|
Jan 15, 2026
Q4 2025
|
Scharf Investments, LLC
|
BUY
|
- |
344K+ 43.02% |
$30.6M - $32.2M
|
1.15M
$102M
|
|
|
Jan 15, 2026
Q4 2025
|
Stone Pine Asset Management Inc.
Montreal, A8 |
BUY
|
- |
163K+ 3.62% |
$14.5M - $15.3M
|
4.68M
$415M
|
|
|
Jan 14, 2026
Q4 2025
|
Amiral Gestion
Paris, I0 |
BUY
|
- |
61.7KNew |
$5.48M - $5.76M
|
61.7K
$5.48M
|
|
|
Jan 22, 2026
Q4 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
44.3K+ 49.6% |
$3.93M - $4.13M
|
134K
$11.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Oak Thistle LLC
|
BUY
|
- |
23.4KNew |
$2.08M - $2.19M
|
23.4K
$2.08M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
17.9K+ 119.85% |
$1.59M - $1.67M
|
32.9K
$2.92M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
17.1K+ 29.0% |
$1.52M - $1.6M
|
76.3K
$6.77M
|
|
|
Jan 21, 2026
Q4 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
13.6KNew |
$1.21M - $1.27M
|
13.6K
$1.21M
|
|
|
Jan 21, 2026
Q4 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
12.1KNew |
$1.07M - $1.13M
|
12.1K
$1.07M
|
|
|
Jan 21, 2026
Q4 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
11.7KNew |
$1.04M - $1.09M
|
11.7K
$1.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
7.55KNew |
$670K - $705K
|
7.55K
$670K
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
7.38K+ 18.12% |
$655K - $689K
|
48.1K
$4.27M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.65K+ 2.41% |
$502K - $528K
|
240K
$21.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
5.24K+ 7.34% |
$465K - $489K
|
76.6K
$6.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
4.27KNew |
$379K - $399K
|
4.27K
$379K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4.26K+ 2.88% |
$378K - $398K
|
152K
$13.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.65K+ 159.65% |
$324K - $341K
|
5.93K
$527K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.57K+ 121.44% |
$317K - $333K
|
6.51K
$578K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.42K+ 33.36% |
$304K - $319K
|
13.7K
$1.21M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
3.14K+ 61.16% |
$279K - $294K
|
8.29K
$735K
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.12K+ 3.13% |
$277K - $291K
|
103K
$9.12M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.98KNew |
$265K - $278K
|
2.98K
$265K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.91KNew |
$258K - $272K
|
2.91K
$258K
|
|
|
Jan 23, 2026
Q4 2025
|
Jm2 Capital Inc.
Edmond, OK |
BUY
|
- |
2.9KNew |
$258K - $271K
|
2.9K
$258K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.65KNew |
$235K - $247K
|
2.65K
$235K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.46KNew |
$219K - $230K
|
2.46K
$219K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.31KNew |
$205K - $216K
|
2.31K
$205K
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.27KNew |
$201K - $212K
|
2.27K
$201K
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.16K+ 16.59% |
$191K - $201K
|
15.2K
$1.34M
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.84K+ 42.03% |
$164K - $172K
|
6.23K
$553K
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.65K+ 20.95% |
$146K - $154K
|
9.5K
$843K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1.63KNew |
$144K - $152K
|
1.63K
$144K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.46K+ 18.95% |
$129K - $136K
|
9.15K
$812K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.24K+ 23.66% |
$110K - $116K
|
6.48K
$575K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
843+ 29.71% |
$74.8K - $78.7K
|
3.68K
$327K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
769New |
$68.3K - $71.8K
|
769
$68.3K
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
694+ 10.58% |
$61.6K - $64.8K
|
7.25K
$644K
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
415+ 2.73% |
$36.8K - $38.8K
|
15.6K
$1.39M
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
400New |
$35.5K - $37.4K
|
400
$35.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
371+ 12.75% |
$32.9K - $34.6K
|
3.28K
$291K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
371New |
$32.9K - $34.6K
|
371
$32.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
365+ 54.72% |
$32.4K - $34.1K
|
1.03K
$91.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
353+ 4.39% |
$31.3K - $33K
|
8.4K
$745K
|
|
|
Jan 20, 2026
Q4 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
325+ 3.13% |
$28.9K - $30.3K
|
10.7K
$950K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
306+ 11.22% |
$27.2K - $28.6K
|
3.03K
$269K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
285+ 202.13% |
$25.3K - $26.6K
|
426
$37.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
239+ 19.37% |
$21.2K - $22.3K
|
1.47K
$131K
|
|