Company Analysis

Otis Worldwide Corporation (OTIS)

NYSE: OTIS · Electronic & Other Electrical Equipment (No Computer Equip) · Farmington, CT · filing with the SEC since 2019
Grade5.7
◀ Past 7.5● Present 5.7▶ Future 3.7

Who owns Otis Worldwide Corporation

As filed with the SEC
Holders of 5% or more
3
Vanguard Capital Management holds 7.48% of Common Stock, as its SCHEDULE 13G filed Apr 30, 2026 says.
Directors and officers
22
report now, of 35 people on the record since 2020. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 3 named at left.
Holders of 5% or moreshare of the class, as filed
Vanguard Capital Management
7.48%
Blackrock, Inc.
6.8%
Vanguard Portfolio Management
5.08%
AllianceBernstein L.P.
SCHEDULE 13G/A · filed May 14, 2025 · Common Stock · reported falling below 5%, from 5% in Feb 13, 2025
under 5%
JPMorgan Chase & Co.
SCHEDULE 13G/A · filed Sep 4, 2025 · Common Stock ($0.01 par value) · reported falling below 5%, from 5.5% in Jul 24, 2025
under 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%, from 12.3% in Jul 29, 2025
under 5%
What OTIS reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Noncontrolling Interest Shares
A company bought · acquisition · owns, named in the 10-K filed Feb 5, 2026

35 subsidiaries in 18 countries, from the list filed with the 10-K filed Feb 5, 2026.

Insider tradesForm 4
11sales
0purchases
2sales on a scheduled plan
7people selling
$17.1Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Nov 12, 2025 to Nov 12, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
20212223242526
2026 runs to Nov 12, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window7 of 36 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Marks Judith FranChair, CEO and President2$9.3M20$0
De Montlivault StephanePresident, Otis Asia Pacific1$4.4M00$0
Lafreniere Nora E.EVP, General Counsel2$2.5M00$0
Green NeilEVP & Chief Digital Officer1$500,00000$0
Lefebure Thibault Pierre MariePresident, Otis EMEA2$200,00000$0
Armas Joseph JayPresident, Otis Americas2$100,00000$0
Ryan Michael PatrickSVP, CAO & Controller1$100,00000$0
SI Assistanton OTIS · research, not advice