$OTIS

$75.27 +$0.12 (0.16%) Close

$OTIS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 380.7M shares outstanding

Who owns OTIS?

By type of holder

Institutions 93.6% Insiders 0.1% Everyone else 6.2%

Concentration Top 10 holders own 40.3%

BlackRock, Inc. 8.3% · Vanguard Capital Management LLC 6.6%

Institutional ownership

93.6%

+3.2 pts vs last qtr

Institutional holders

1,218

-19 vs last qtr

Net shares bought

+12.1M

by institutions in Q2 2026

New / sold out

134 / 153

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +8.6M
Clearbridge Investments, LLC +4.8M

Biggest sellers in Q2 2026

Massachusetts Financial Services Co /ma/ −3.5M
Price T Rowe Associates Inc /MD/ −2.7M

Who is planning to sell?

Notices of proposed sale, last 12 months

$17.1M

7 notices from 6 people

Shares covered

190.1K

0.05% of the company

Arranged in advance

54%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Marks Judith Fran Officer 10b5-1 $9.22M
Stephane de Montlivault Officer $4.42M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2018–FY2025

−8.8%

−1.31% a year

Each share's claim on the business

+9.7%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$4.19B vs $487M

over 8 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years80% 3–5 years3% 1–3 years8% Under 1 year8%

Quarterly turnover

12.1%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting OTIS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	31.6M	8.31%	−600.5K (−1.9%)	≤2021	0.0%
Shares held by quarter Peak holding33.6M (Q4'25) Change over 8 quarters−901.1K Share of the company8.310% BlackRock, Inc.'s full portfolio →
VC Vanguard Capital Management LLC	25.1M	6.58%	−194.8K (−0.8%)	≤2021	0.0%
Shares held by quarter Peak holding25.3M (Q1'26) Change over 8 quarters+25.1M Share of the company6.580% Vanguard Capital Management LLC's full portfolio →

BlackRock, Inc.

31.6M

% of company

8.31%

Change vs last qtr

−600.5K (−1.9%)

Held since

≤2021

Vanguard Capital Management LLC

25.1M

% of company

6.58%

Change vs last qtr

−194.8K (−0.8%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Otis Worldwide Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting OTIS on Form N-PORT; together they hold 36.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$872M	12.2M	3.20%	0.04%	June 30, 2026
V5 Vanguard 500 Index Fund Vanguard Index Funds	$712M	9.9M	2.61%	0.04%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$872M

% of company

3.20%

% of the fund

0.04%

As of

June 30, 2026

Vanguard 500 Index Fund

Vanguard Index Funds

Position value

$712M

% of company

2.61%

% of the fund

0.04%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Otis Worldwide Corp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
MJ Marks Judith Fran Insider	302.9K	0.08%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.080% Marks Judith Fran's insider activity →
LS Loh Sally Insider	45.5K	0.01%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.010% Loh Sally's insider activity →

Marks Judith Fran

Insider

302.9K

% of company

0.08%

Change vs last qtr

—

Held since

—

Loh Sally

Insider

45.5K

% of company

0.01%

Change vs last qtr

—

Held since

—

13 more holders behind a free account

See every insider and 5%+ holder of Otis Worldwide Corp.

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