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 316 institutional investors as of Q2 2026. Largest holders: BlackRock, Inc. ($2.3B), VANGUARD CAPITAL MANAGEMENT LLC ($1.8B), VANGUARD PORTFOLIO MANAGEMENT LLC ($1.4B). Net institutional sentiment: Mixed. In Q2 2026, 5 members of Congress and 162 funds bought OTIS.

316

Holders

(30 Elite)

$22.2B

Total Value

51% (319)

Consensus

162 buying - 157 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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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 316 funds

30 elite

Who's Trading

Source dates: Price Sep 18, 2026 · Insiders Sep 4, 2026 · Activists Apr 30, 2026 · Congress Sep 11, 2026

InsiderGSGosk Kimberly ShannonTax 274 shSep 2, 2026

InsiderGSGosk Kimberly ShannonExercise 933 shSep 2, 2026

CongressJohn BoozmanBuy $1,001 - $15,000Aug 27, 2026

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Top Holders

Top Holders (316)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	31.6M(-1.9%)	$2.3B	0.0%	-23.45%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	Decreased	25.1M(-0.8%)	$1.8B	0.0%	-10.05%	0
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	20M(+1.3%)	$1.4B	0.1%	-9.98%	32
STATE STREET CORP	Increased	16.7M(+2.9%)	$1.2B	0.0%	-19.30%	33
GEODE CAPITAL MANAGEMENT, LLC	Increased	12.6M(+1.1%)	$906.4M	0.0%	+7.65%	32
FRANKLIN RESOURCES INC	Increased	11.8M(+2.3%)	$843.7M	0.2%	-22.24%	39
MORGAN STANLEY	Decreased	11M(-15.4%)	$785.1M	0.0%	-26.03%	0
FMR LLC	Increased	10.1M(+26.7%)	$723.8M	0.0%	-12.65%	39
Clearbridge Investments, LLC	Increased	7.5M(+177.3%)	$534.2M	0.4%	-1.54%	61
Mitsubishi UFJ Asset Management Co., Ltd.	Increased	5.9M(+0.4%)	$423.7M	0.2%	-8.58%	37
DED. E. Shaw & Co., Inc.	Increased	5.4M(+57.4%)	$389.4M	0.2%	-18.48%	53
Independent Franchise Partners LLP	Increased	5.2M(+414.0%)	$368.9M	2.4%	-8.34%	87
AQR CAPITAL MANAGEMENT LLC	Increased	4.6M(+204.7%)	$331.2M	0.1%	-12.00%	60
PineStone Asset Management Inc.	Decreased	4.3M(-4.5%)	$307.2M	1.9%	-22.92%	0
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	Decreased	4.1M(-46.0%)	$303.9M	0.1%	+18.01%	0
Fiera Capital Corp	Decreased	4.1M(-15.0%)	$296.3M	1.1%	+28.83%	0
Invesco Ltd.	Decreased	4M(-0.4%)	$283.1M	0.0%	-6.30%	0
NORTHERN TRUST CORP	Decreased	3.9M(-3.9%)	$279.3M	0.0%	+20.64%	0
WELLINGTON MANAGEMENT GROUP LLP	Decreased	3.3M(-5.3%)	$238.9M	0.0%	-13.99%	0
GOLDMAN SACHS GROUP INC	Increased	3.2M(+7.2%)	$226.6M	0.0%	-20.49%	33

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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