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Otis Worldwide

US · OTIS #808 by market cap Listed 1970
65.74 -0.71 -1.07%
Live - 5344 symbols - heartbeat 477s ago · 2026-10-08 07:40
Pre-market 65.74 0.00%
After-hours 65.74 0.00%
Overnight 65.51 -0.35%
Market cap
25.03B
P/B
-4.35
EPS
3.50
Reader sentiment Are you bullish or bearish on OTIS?

Anonymous reader poll. Unscientific, not investment advice.

✦ Quant Ownership Signal how this is computed

Distributing
  • The number of reporting institutions decreased by 6 in the most recent period (2026/Q3).
  • Total institutional ownership fell 0.3 percentage points.

Institutional ownership

Held by institutions
95.46% -0.26pp
Institutions
1,468 -6
As of
2026/Q3 vs. prior period

Ownership vs. money flow

Aligned

Institutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund76.00%
Hedge Fund8.02%
Public Company3.53%
Sovereign Wealth Fund2.38%
Government Pension Fund2.35%
Private Company2.15%
Family Office/Trust0.52%
Insurance Company0.27%
Individual/Insider0.11%
Other4.68%

Top holders as of 2026-06-30

BlackRock 8.31% · 31.62M sh
Vanguard Capital Management, LLC 7.15% · 27.22M sh
Vanguard Portfolio Management, LLC 5.24% · 19.96M sh
State Street Global Advisors 4.38% · 16.66M sh
Geode Capital Management, LLC 3.31% · 12.59M sh
Putnam LLC 3.02% · 11.50M sh
Norges Bank Investment Management 2.26% · 8.60M sh
FMR 2.07% · 7.87M sh
ClearBridge Investments, LLC 1.96% · 7.46M sh
Morgan Stanley Investment Management Inc. 1.81% · 6.90M sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 26 buys · 21 sells

NameRoleStake
Judith Marks Chair, President & CEO 0.04%
Sally Loh President of Otis China 0.01%
Enrique Minarro Viseras President of Europe, Middle East & Africa 0.01%
Tracy Embree President of Americas 0.01%
Stephane de Montlivault President of Otis Asia Pacific 0.01%
Peiming Zheng Executive VP & Chief Product, Delivery and Customer Officer 0.01%
Christopher Kearney Director 0.01%
Abbe Luersman Executive Vice President 0.00%
Nora LaFreniere Executive VP & Chief General Counsel 0.00%
Cristina Mendez Senior Vice President of Finance EMEA & Transformation 0.00%

Insider transactions most recent Form 4 filings

DateNameRoleTypeSharesPrice
2026-09-01 Kimberly Gosk -- Derivative Exercise and Sale -274 $70.83
2026-09-01 Kimberly Gosk -- Derivative Exercise and Retained +659 --
2026-08-22 Cristina Mendez Senior Vice President of Finance EMEA & Transformation Derivative Exercise and Sale -838 $71.49
2026-08-22 Cristina Mendez Senior Vice President of Finance EMEA & Transformation Derivative Exercise and Retained +1,299 --
2026-08-02 Christopher Kearney Director Other Derivative Disposition -290 --
2026-06-01 Joseph Armas President of Otis U.S & Canada Derivative Exercise and Sale -421 $70.33
2026-06-01 Joseph Armas President of Otis U.S & Canada Derivative Exercise and Retained +1,259 --
2026-05-26 Christopher Kearney Director Other Derivative Acquisition +2,590 --
2026-05-26 Thomas Bartlett Director Other Derivative Acquisition +2,716 --
2026-05-26 Margaret Mary Preston Independent Director Other Derivative Acquisition +4,596 --
2026-05-26 Shelley Stewart Independent Director Other Derivative Acquisition +2,590 --
2026-05-26 Kathy Hannan Independent Director Other Derivative Acquisition +2,758 --
2026-05-26 John Walker Lead Independent Director Other Derivative Acquisition +4,805 --
2026-05-26 Nelda Connors Independent Director Other Derivative Acquisition +2,716 --
2026-05-26 Jill Brannon Director Other Derivative Acquisition +4,527 --
2026-05-26 Jeffrey Black Independent Director Other Derivative Acquisition +2,799 --
2026-05-06 Thibault Lefébure President of Otis EMEA Open Market Disposition -1,628 $76.89
2026-03-01 Nicolas Lopez Managing Director of Southeast Asia Other Derivative Acquisition +4,685 --
2026-02-28 Sally Loh President of Otis China Derivative Exercise and Sale -264 $92.56
2026-02-28 Sally Loh President of Otis China Derivative Exercise and Retained +992 --

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-08 07:40:05 · For reference only, not investment advice and not tailored to your situation.