OTIS · NYSE · Industrial - Machinery

Otis (OTIS)

Installs elevators and escalators, then maintains and modernizes them through a global service network.

$68.56
vs last close+0.48 (+0.71%)

13F · 13D/G · Form 4

Institutions94.33%359.10M shares
1,250 holders · as of Jun 30, 2026
Insiders0.12%464.2K shares
15 holders · as of Sep 4, 2026
Other5.55%21.11M shares
remainder

380.67M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
8.31%31.62Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
6.58%25.06Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
5.24%19.96Mas of Jun 30, 2026
State Street CorpInstitution
4.38%16.66Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
3.31%12.59Mas of Jun 30, 2026
Franklin Resources IncInstitution
3.10%11.78Mas of Jun 30, 2026
Morgan StanleyInstitution
2.88%10.96Mas of Jun 30, 2026
FMR LLCInstitution
2.66%10.11Mas of Jun 30, 2026
Norges BankInstitution
2.26%8.60Mas of Jun 30, 2026
Clearbridge Investments, LLCInstitution
1.96%7.46Mas of Jun 30, 2026
Price T Rowe Associates Inc /MD/Institution
1.60%6.10Mas of Jun 30, 2026
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.Institution
1.55%5.92Mas of Jun 30, 2026
D. E. Shaw & Co., Inc.Institution
1.43%5.44Mas of Jun 30, 2026
Independent Franchise Partners LLPInstitution
1.35%5.15Mas of Jun 30, 2026
AQR Capital Management LLCInstitution
1.22%4.63Mas of Jun 30, 2026
Stonepine Asset Management Inc.Institution
1.13%4.29Mas of Jun 30, 2026
Fiera Capital CorpInstitution
1.09%4.14Mas of Jun 30, 2026
Massachusetts Financial Services Co /MA/Institution
1.08%4.10Mas of Jun 30, 2026
Van Eck Associates CorpInstitution
1.05%3.99Mas of Jun 30, 2026
Invesco Ltd.Institution
1.04%3.95Mas of Jun 30, 2026
Northern Trust CorpInstitution
1.02%3.90Mas of Jun 30, 2026
BLS Capital Fondsmaeglerselskab A/SInstitution
1.02%3.89Mas of Jun 30, 2026
Wellington Management Group LLPInstitution
0.88%3.34Mas of Jun 30, 2026
Goldman Sachs Group IncInstitution
0.83%3.17Mas of Jun 30, 2026
Two Sigma Investments, LPInstitution
0.82%3.14Mas of Jun 30, 2026

13F, as of Jun 30, 2026

1,250 holders · 359.10M shares · 136 new positions · 568 increased · 456 reduced · 149 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.31.62M8.31%−600.5KAug 7, 2026
Vanguard Capital Management LLC25.06M6.58%−194.8KAug 13, 2026
Vanguard Portfolio Management LLC19.96M5.24%+254.8KAug 13, 2026
State Street Corp16.66M4.38%+463.5KAug 7, 2026
Geode Capital Management, LLC12.59M3.31%+138.2KAug 12, 2026
Franklin Resources Inc11.78M3.10%+263.2KAug 13, 2026
Morgan Stanley10.96M2.88%−1.99MAug 13, 2026
FMR LLC10.11M2.66%+2.13MAug 13, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Vanguard Capital Management7.48%29.11M13GApr 30, 2026
BlackRock, Inc.6.80%27.08M13GApr 17, 2025
Vanguard Portfolio Management5.08%19.75M13GApr 29, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
May 7, 2026
Thibault Pierre Marie Lefebureofficer: President, Otis EMEA
Sale1,628$76.894,008
Feb 12, 2026
Stephane de Montlivaultofficer: President, Otis Asia Pacific
Sale47,944$92.2529,176
Feb 10, 2026
Nora E. LaFreniereofficer: EVP, General Counsel
Sale · 2 lots27,418$90.3813,880
Feb 10, 2026
Michael Patrick Ryanofficer: SVP, CAO & Controller
Sale1,182$90.063,504
Feb 4, 2026
Judith Fran Marksdirector, officer: Chair, CEO and President
Sale46,780$89.57231,072
Feb 5, 2026
Judith Fran Marksdirector, officer: Chair, CEO and President
Sale56,107$90.89231,072
Feb 2, 2026
Neil Greenofficer: EVP & Chief Digital Officer
Sale6,000$86.453,773
Nov 5, 2025
Michael Patrick Ryanofficer: SVP, CAO & Controller
Sale3,028$91.692,628

House and Senate disclosures

MemberTypeAmountOwnerTradedDisclosed
Sen. John Boozman · ARPurchase$1,001 – $15,000JointAug 27, 2026Sep 11, 2026
Rep. Kevin Hern · OK01Sale$1,001 – $15,000JointAug 10, 2026Sep 2, 2026
Rep. Kevin Hern · OK01Sale (Full)$1,001 – $15,000JointAug 9, 2026Sep 2, 2026
Rep. Ro Khanna · CA17Sale$1,001 – $15,000Jul 7, 2026Aug 12, 2026
Sen. Tommy Tuberville · ALSale$1,001 – $15,000JointOct 29, 2024Aug 5, 2026