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Otis Worldwide Corp shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Otis Worldwide Corp (OTIS) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Otis Worldwide Corp

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All positions including Otis Worldwide Corp held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Otis Worldwide Corp by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 13k 91.43
2025-06-30 $1.5M 15k 99.02
2025-03-31 $1.6M 15k 103.20
2024-12-31 $1.4M 15k 92.61
2024-09-30 $1.6M 15k 103.94
2024-06-30 $2.2M 23k 96.26
2024-03-31 $2.3M 23k 99.27

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Top funds holding Otis Worldwide Corp

Vanguard Group
BlackRock
Alliancebernstein
State Street Corporation
Morgan Stanley
Geode Capital Management
Jpmorgan Chase & Co
Franklin Resources
Massachusetts Financial Services
Fundsmith
Fiera Capital Corporation
Mitsubishi UFJ Asset Management
StonePine Asset Management
Bls Capital Fondsmaeglerselskab A/s
Northern Trust

View all funds holding Otis Worldwide Corp