OTIS Otis Worldwide Corporation
Otis Worldwide Corporation (OTIS) Institutional Ownership
What the institutions did with OTIS last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Ridgewood Investments LLC | 23.2K | 30.3% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 13.0K | 17.1% |
| NEVILLE RODIE & SHAW INC | 11.1K | 14.6% |
| ROCKLAND TRUST CO | 7.3K | 9.6% |
| EASTERN BANK | 7.1K | 9.4% |
| Versant Capital Management, Inc | 4.4K | 5.8% |
| CX Institutional | 4.2K | 5.5% |
| General Partner, Inc. | 3.0K | 4.0% |
| MassMutual Private Wealth & Trust, FSB | 1.2K | 1.6% |
| ACIMA PRIVATE WEALTH, LLC | 650 | 0.9% |
| Central Pacific Bank - Trust Division | 235 | 0.3% |
| GoalVest Advisory LLC | 194 | 0.3% |
| Olistico Wealth, LLC | 166 | 0.2% |
| TOMPKINS FINANCIAL CORP | 130 | 0.2% |
| Rosenberg Matthew Hamilton | 107 | 0.1% |
| Planning Strategies Inc. | 96 | 0.1% |
| Coastline Trust Co | 40 | 0.1% |
| Polaris Financial Partners | 27 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Sold Out | 2.8K | 0 | -2.8K |
| CX Institutional | Reduced | 6.9K | 4.2K | -2.7K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Increased | 11.3K | 13.0K | +1.7K |
| ROCKLAND TRUST CO | Reduced | 8.7K | 7.3K | -1.4K |
| Ridgewood Investments LLC | Increased | 22.2K | 23.2K | +935 |
| Versant Capital Management, Inc | Reduced | 4.8K | 4.4K | -325 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 1.5K | 1.2K | -232 |
| GoalVest Advisory LLC | New | 0 | 194 | +194 |
| EASTERN BANK | Increased | 7.0K | 7.1K | +190 |
| Coastline Trust Co | Reduced | 90 | 40 | -50 |
| Planning Strategies Inc. | Increased | 51 | 96 | +45 |
| Olistico Wealth, LLC | Reduced | 200 | 166 | -34 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.