Otis Worldwide Corporation

Watch

Share

TickerOTIS

Sector · IndustryIndustrialsSpecialty Industrial Machinery

13D/G

SecurityCommon Stock · US

CUSIP68902V107

Ask AIAsk AI about OTIS

OTIS institutional ownership changes in Q2 2026: 168 institutions opened or added positions, 162 trimmed or exited. OTIS (Otis Worldwide Corporation) is held by 328 institutional investors as of Q2 2026. Top institutional shareholders: BlackRock, Inc. ($2.3B), Vanguard Capital Management LLC ($1.8B), Vanguard Portfolio Management LLC ($1.4B). Net institutional sentiment: Mixed.

328

Holders

(19 Elite)

$22.9B

Total Value

51% (330)

Consensus

168 buying - 162 selling

Fund holdings as of Jun 30, 2026

Smart Money Verdict

View all

Loading verdict

Institutional (13F)41

Insider (Form 4)60

Activist (13D/13G)35

Congressional (STOCK Act)53

Holder Quality

10

★★★★★

Elite

52

★★★★

Strong

18

★★★

Solid

56

★★

Below

69

★

Weak

Held by 328 funds

19 elite

Who's Trading

Latest move

Source dates: Price Nov 5, 2026 · Insiders Nov 4, 2026 · Activists Apr 30, 2026 · Congress Sep 11, 2026

InsiderInsAJArmas Joseph JaySell $20KNov 3, 2026

InsiderInsAJArmas Joseph JaySell $45KNov 3, 2026

InsiderInsMEMinarro Viseras EnriqueExercise 3K shNov 1, 2026

Checking access…

View all insider tradesView all activist filingsView all congressional trades

Top Holders

FundsInsidersCongressActivists

Holdings (328)History

AllNewIncreasedHeldDecreasedExitedFirst report

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	31.6M(-1.9%)	$2.3B	0.0%	-22.57%	0
VAVanguard Capital Management LLC	Decreased	25.1M(-0.8%)	$1.8B	0.0%	+0.87%	0
VPVanguard Portfolio Management LLC	Increased	20M(+1.3%)	$1.4B	0.1%	+0.96%	32
State Street Corp.	Increased	16.7M(+2.9%)	$1.2B	0.0%	+38.86%	33
Geode Capital Management, LLC	Increased	12.6M(+1.1%)	$906.4M	0.0%	+20.72%	32
Franklin Templeton Inc.	Increased	11.8M(+2.3%)	$843.7M	0.2%	-12.79%	39
Morgan Stanley	Decreased	11M(-15.4%)	$785.1M	0.0%	-17.04%	0
FMR LLC	Increased	10.1M(+26.7%)	$723.8M	0.0%	+3.18%	39
Clearbridge Investments, LLC	Increased	7.5M(+177.3%)	$534.2M	0.4%	+10.42%	61
T. Rowe Price Associates, Inc.	Decreased	6.1M(-30.9%)	$437.1M	0.0%	+2.03%	0
Mitsubishi UFJ Asset Management Co., Ltd.	Increased	5.9M(+0.4%)	$423.7M	0.2%	+2.52%	37
DED. E. Shaw & Co., Inc.	Increased	5.4M(+57.4%)	$389.4M	0.2%	-8.58%	53
IFIndependent Franchise Partners LLP	Increased	5.2M(+414.0%)	$368.9M	2.4%	+2.79%	87
AQR Capital Management LLC	Increased	4.6M(+204.7%)	$331.2M	0.1%	-1.32%	60
PineStone Asset Management Inc.	Decreased	4.3M(-4.5%)	$307.2M	1.9%	-19.92%	0
Massachusetts Financial Services Co.	Decreased	4.1M(-46.0%)	$303.9M	0.1%	+32.35%	0
Fiera Capital Corp	Decreased	4.1M(-15.0%)	$296.3M	1.1%	+44.48%	0
Invesco Ltd.	Decreased	4M(-0.4%)	$283.1M	0.0%	+6.72%	0
Northern Trust Corp.	Decreased	3.9M(-3.9%)	$279.3M	0.0%	+35.29%	0
Wellington Management Group LLP	Decreased	3.3M(-5.3%)	$238.9M	0.0%	+1.82%	0

Showing 1-20 of 340

Per page:

1 / 17

Loading insider trades…

Loading Congress trades…

Loading activist filings…

OTISOtis Worldwide Corporation

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Industrials stocks held by institutions

GEVGE Vernova Inc.

389 holders · $230B

GEGE Aerospace

389 holders · $290.8B

UNPUnion Pacific Corporation

383 holders · $129.6B

CATCaterpillar, Inc.

378 holders · $325B

PHParker-Hannifin Corporation

371 holders · $99.1B

DEDeere & Company

370 holders · $117.8B

VRTVertiv Holdings, LLC

366 holders · $94.4B

CMICummins Inc.

362 holders · $75.4B

RTXRTX Corporation

362 holders · $188.1B

FDXFedEx Corporation

361 holders · $53.7B

Questions investors ask about OTIS

Who owns OTIS?

328 institutional investors held OTIS on June 30, 2026, led by BlackRock, Inc. ($2.3B), Vanguard Capital Management LLC ($1.8B) and Vanguard Portfolio Management LLC ($1.4B).

How many hedge funds hold OTIS?

328 institutional investors reported OTIS in their 13F filings for the quarter ended June 30, 2026, $22.9B in all. 19 of them are rated Elite.

Are institutions buying or selling OTIS?

Buying, on balance. In Q2 2026, 168 institutions opened or added to positions in OTIS and 162 institutions trimmed or exited.

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer