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Get Institutions for : 
Otis Worldwide Corp (OTIS)  
$94.52 0.63 (0.67%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1126    7
Total shares held : 
 355,997,184  
% of shares held : 
 82.18%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -121  
Amount of shares held : 
 6,098,885  
% of shares held change : 
   1.41%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $79.50  
Last Quarter's Ending Price : 
 $89.47  
Last Quarter's Average Price : 
 $83.15  
Change from last quarter's     
avg. price to the last closing  : 
11.37 (13.67%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
51
 7,632,861
 2.14%
 
Increased Positions :
348
 16,514,216
 4.64%
 
Unchanged Positions :
265
 6,206,786
 1.74%
 
Decreased Positions :
462
-16,787,419
-4.72%
 
Closed Positions :
58
-1,260,773
-0.35%
 
Guru Positions :
3
6,209,038
 1.74%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NORGES BANK 184 *New 2023-12-31 7,028,672 $628,855,000 7,028,672
   KEMPEN CAPITAL MANAGEMENT N.V. 104 *New 2023-12-31 188,972 $16,907,000 188,972
   NOMURA HOLDINGS INC 269 *New 2023-12-31 51,066 $4,569,000 51,066
   Varma Mutual Pension Insurance Co 182 *New 2023-12-31 49,480 $4,427,000 49,480
   Pictet North America Advisors SA *New 2024-03-31 29,129 $2,892,000 29,129
   Trivant Custom Portfolio Group LLC 34 *New 2024-03-31 23,043 $2,287,000 23,043
   Lombard Odier Asset Management (Europe) Ltd 114 *New 2023-12-31 21,405 $1,915,000 21,405
   ALLSTATE INVESTMENT MANAGEMENT CO 208 *New 2022-12-31 23,207 $1,817,000 23,207
   Investment Research & Advisory Group Inc. 36 *New 2024-03-31 17,649 $1,752,000 17,649
   COLONY GROUP, LLC 403 *New 2023-12-31 15,128 $1,354,000 15,128
   PEAK6 Investments LLC 331 *New 2023-12-31 13,511 $1,209,000 13,511
   ZEKE CAPITAL ADVISORS, LLC 126 *New 2022-12-31 14,738 $1,154,000 14,738
   ATRIA INVESTMENTS LLC 869 *New 2023-12-31 11,921 $1,066,000 11,921
   VIRTU FINANCIAL LLC 200 *New 2023-12-31 11,236 $1,005,000 11,236
   Simplicity WealthLLC 529 *New 2024-03-31 9,711 $964,000 9,711
   SEVEN EIGHT CAPITAL LLC 274 *New 2023-12-31 10,530 $942,000 10,530
   Lombard Odier Asset Management (Switzerland) SA 132 *New 2023-12-31 10,090 $903,000 10,090
   Investment Management Corp of Ontario 372 *New 2023-12-31 9,608 $860,000 9,608
   Summit Trail Advisors LLC 240 *New 2024-03-31 8,568 $851,000 8,568
   Nebula Research & Development LLC 117 *New 2023-12-31 8,697 $778,000 8,697
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 312 *New 2024-03-31 6,055 $601,000 6,055
   GLOBAL ENDOWMENT MANAGEMENT, LP 108 *New 2023-12-31 5,470 $489,000 5,470
   Prime Capital Investment Advisors LLC *New 2023-12-31 4,521 $405,000 4,521
   AXXCESS WEALTH MANAGEMENT LLC 583 *New 2023-12-31 4,142 $371,000 4,142
   PFG Investments LLC 692 *New 2024-03-31 3,404 $338,000 3,404
   Scissortail Wealth Management LLC 122 *New 2023-12-31 3,229 $288,000 3,229
   ZELIFF WALLACE JACKSON INVESTMENT COUNSEL INC 197 *New 2024-03-31 2,854 $283,000 2,854
   Brookstone Capital Management 791 *New 2024-03-31 2,587 $257,000 2,587
   Colonial River Wealth Management LLC *New 2023-12-31 2,831 $253,000 2,831
   Rehmann Capital Advisory Group *New 2024-03-31 2,550 $253,000 2,550
   Aprio Wealth Management LLC 186 *New 2024-03-31 2,496 $248,000 2,496
   TWO SIGMA SECURITIES LLC 737 *New 2023-12-31 2,761 $247,000 2,761
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv *New 2024-03-31 2,252 $224,000 2,252
   HARTLINE INVESTMENT CORP/ 347 *New 2024-03-31 2,252 $224,000 2,252
   Sterling Financial Planning Inc. 96 *New 2023-12-31 2,500 $224,000 2,500
   Team Hewins LLC *New 2024-03-31 2,219 $220,000 2,219
   Procyon Private Wealth Partners LLC 477 *New 2024-03-31 2,189 $217,000 2,189
   Advisory Alpha LLC *New 2023-12-31 2,408 $215,000 2,408
   Pavion Blue Capital LLC 97 *New 2024-03-31 2,151 $214,000 2,151
   LEAVELL T & ASSOCIATES INC 459 *New 2024-03-31 2,157 $214,000 2,157
   DORSEY & WHITNEY TRUST CO LLC 562 *New 2023-12-31 2,364 $212,000 2,364
   FINANCIAL COUNSELORS INC 549 *New 2024-03-31 2,131 $212,000 2,131
   BENNETT SELBY INVESTMENTS LP 65 *New 2024-03-31 2,124 $211,000 2,124
   Aevitas Wealth Management Inc. 112 *New 2022-12-31 2,637 $206,000 2,637
   HAVERFORD TRUST CO *New 2024-03-31 2,076 $206,000 2,076
   S.A.C. Capital Advisors (Hong Kong) Ltd. 420 *New 2023-12-31 2,275 $204,000 2,275
   CONNING ASSET MANAGEMENT CO. 325 *New 2024-03-31 2,055 $204,000 2,055
   DF DENT & CO INC 245 *New 2023-12-31 2,260 $202,000 2,260
   CHILDRESS CAPITAL ADVISORS LLC 206 *New 2024-03-31 2,020 $201,000 2,020
   nVerses Capital LLC 31 *New 2024-03-31 2,000 $199,000 2,000
   MATHER GROUP, INC. 545 *New 2024-03-31 2,031 $182,000 2,031
   Ahrens Investment Partners LLC 335 *New 2023-03-31 541 $46,000 541
   PACIFIC CAPITAL WEALTH ADVISORS INC 154 *New 2023-12-31 389 $35,000 389
   LifeSteps Financial Inc. 191 *New 2024-03-31 311 $31,000 311
   Castleview Partners LLC 408 *New 2023-12-31 265 $24,000 265
   PALISADE ASSET MANAGEMENT, LLC *New 2024-03-31 206 $20,000 206
   Nordwand Advisors LLC 106 *New 2023-12-31 130 $12,000 130
   Garner Asset Management Corp 252 *New 2023-12-31 119 $11,000 119
   CENTRAL BANK & TRUST CO 310 *New 2024-03-31 58 $6,000 58
   Gilliland Jeter Wealth Management LLC *New 2024-03-31 52 $5,000 52
   BFSG LLC 543 *New 2024-03-31 50 $5,000 50
   FSA Wealth Management LLC 432 *New 2023-12-31 57 $5,000 57
   Heritage Wealth Advisors 507 *New 2023-12-31 47 $4,000 47
   Raleigh Capital Management Inc. 836 *New 2023-12-31 35 $3,000 35
   GoalVest Advisory LLC 369 *New 2024-03-31 18 $2,000 18
   REDMONT WEALTH ADVISORS LLC 307 *New 2024-03-31 19 $2,000 19
   Dunhill Financial LLC 451 *New 2023-12-31 27 $2,000 27
   Iron Horse Wealth Management LLC 368 *New 2024-03-31 9 $1,000 9
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 499 *New 2024-03-31 5 $0 5
  69 Records found
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