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Otis Worldwide Corporation (OTIS) Institutional Ownership & Insider Trading

1,223 institutions reported holding Otis Worldwide Corporation shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 9 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

OTISOtis Worldwide CorporationFollow OTIS — free
Specialty Industrial Machinery · Industrials
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Price chart with a free account
Market cap
28.6B
P/E TTM
19.3
Dividend yield
2.3%
52-week
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Next earnings
28 Oct, in 4 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

1,223 institutions held 93.8% of the shares. Across filers that reported both quarters, shares held changed +1.1%.

Increased+375New+87Decreased-415Closed-101

Largest moves, shares (millions)

Clearbridge Investments+4.8MIndependent Franchise…+4.1MAQR Capital Management+3.1MMassachusetts Financial…-3.5MT. Rowe Price Associates-2.7MFundsmith-2.7M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
-4.1Sep 24-24.8Dec 24-7.2Mar 25-4.4Jun 25+1.4Sep 25-5.9Dec 25-1.6Mar 26+3.7Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 261,223357+1.1%37587415101
Mar 261,226344-0.5%33859412124
Dec 251,281352-1.7%3087642158
Sep 251,224347+0.4%3217740587
Jun 251,243351-1.3%3418336157
Mar 251,209348-2.0%3058339371
Dec 241,187362-6.6%3035233274
Sep 241,164352-1.3%2746140045

Otis Worldwide Corporation — questions

Who owns Otis Worldwide Corporation stock?
1,223 institutions reported Otis Worldwide Corporation shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (8.3%), VANGUARD CAPITAL MANAGEMENT LLC (6.6%), VANGUARD PORTFOLIO MANAGEMENT LLC (5.2%).
Are Otis Worldwide Corporation insiders buying or selling?
9 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Otis Worldwide Corporation's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.