OTIS WORLDWIDE CORP

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OTIS·68902V107·US·Common Stock·Industrials - Specialty Industrial Machinery-13D/G

OTIS (OTIS WORLDWIDE CORP) is held by 324 institutional investors as of Q1 2026. Largest holders: BlackRock, Inc. ($2.5B), VANGUARD CAPITAL MANAGEMENT LLC ($1.9B), VANGUARD PORTFOLIO MANAGEMENT LLC ($1.5B). Net institutional sentiment: Mixed. In Q1 2026, 4 members of Congress and 157 funds bought OTIS.

324

Holders

(32 Elite)

$23.7B

Total Value

48% (326)

Consensus

157 buying - 169 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

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 324 funds

32 elite

Who's Trading

InsiderLMLefebure Thibault Pierre MarieSell $125KMay 7, 2026

ActivistVAVanguard Capital Management7.5%Apr 30, 2026

ActivistVPVanguard Portfolio Management5.1%Apr 29, 2026

CongressAAAlan ArmstrongBuy $1,001 - $15,000Mar 27, 2026

ActivistThe Vanguard Group0.0%Mar 27, 2026

InsiderRPRyan Michael PatrickSell $278KNov 5, 2025

CongressLisa McClainSale $1,001 - $15,000Oct 31, 2025

CongressLisa McClainBuy $1,001 - $15,000Oct 30, 2025

CongressLisa McClainSale $1,001 - $15,000Oct 30, 2025

CongressLisa McClainBuy $1,001 - $15,000Aug 4, 2025

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Top Holders

Top Holders (324)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	32.2M(-4.0%)	$2.5B	0.0%	-18.45%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	New	25.3M	$1.9B	0.0%	-20.09%	44
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	19.7M	$1.5B	0.1%	-20.09%	44
STATE STREET CORP	Increased	16.2M(+0.5%)	$1.2B	0.0%	-14.53%	32
MORGAN STANLEY	Increased	13M(+2.2%)	$998.9M	0.1%	-21.39%	33
GEODE CAPITAL MANAGEMENT, LLC	Increased	12.5M(+15.4%)	$964M	0.1%	+11.47%	37
FRANKLIN RESOURCES INC	Increased	11.5M(+46.9%)	$888M	0.2%	-21.92%	52
PRICE T ROWE ASSOCIATES INC /MD/	Increased	8.8M(+1393.0%)	$681.3M	0.1%	-19.05%	51
FMR LLC	Increased	8M(+197.2%)	$615M	0.0%	-19.34%	51
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	Increased	7.6M(+11.1%)	$597.7M	0.2%	+22.85%	42
Mitsubishi UFJ Asset Management Co., Ltd.	Increased	5.9M(+25.8%)	$454.2M	0.3%	-6.55%	46
Fiera Capital Corp	Decreased	4.9M(-3.0%)	$375.1M	1.3%	+37.97%	0
PineStone Asset Management Inc.	Decreased	4.5M(-4.0%)	$346.4M	2.4%	-17.50%	0
ALLIANCEBERNSTEIN L.P.	Decreased	3.8M(-74.8%)	$334.2M	0.1%	-0.28%	0
NORTHERN TRUST CORP	Decreased	4.1M(-0.9%)	$312.8M	0.0%	+28.79%	0
Invesco Ltd.	Increased	4M(+1.7%)	$306M	0.0%	-0.43%	31
JPMORGAN CHASE & CO	Decreased	3.8M(-37.8%)	$286.6M	0.0%	-19.00%	0
WELLINGTON MANAGEMENT GROUP LLP	Decreased	3.5M(-2.5%)	$271.4M	0.1%	-8.46%	0
DED. E. Shaw & Co., Inc.	Increased	3.5M(+13.1%)	$266.3M	0.2%	-21.09%	42
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Increased	3.3M(+10.7%)	$255.2M	0.1%	+1.53%	34

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