AI summary pending
View Full Filing (SEC EDGAR)Otis Worldwide CORP
$70.40+1.9%
+$4.4B
Net Activity
+16.96% total shares
Institutions Holding
1234
Popularity Rank
#347
Avg Weight
0.12%
Total Value
$26.4B
Market Cap
$27.8B
1234 institutions currently hold OTIS, with 567 net buyers and 591 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
591
Net Buying Institutions
567
Top 5 by Value
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Across its top 20 institutional holders, OTIS's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 36/100).
OTIS ranks #347 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
OTIS is a top-conviction position for Clean Energy Transition LLP — at 11.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in OTIS belongs to BlackRock, Inc., but the position matters far more to Clean Energy Transition LLP, who has 11.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
TD Waterhouse Canada Inc. has added to its OTIS position for two straight quarters, increasing it by $783.0K to reach $1.3M today.
PineStone Asset Management Inc. has trimmed its OTIS position for two straight quarters, cutting it by $86.2M while still holding $260.2M.
OTIS is up 1.9% today, and institutions have been net buyers of $4.4B this quarter — today's price move and the underlying institutional flow are pointing the same direction.
OTIS posted net income of $1.5B over the trailing twelve months, and currently trades at a P/E of 18.3.
+$4.7B
Total Buy Value
$2.7B
Total Sell Value
567
Net Buyers
591
Net Sellers
OTIS
Q2 2026
Top 5 Institutional Movers
+$615.9M
+$326.8M
+$291.6M
OTIS does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
0
unique buyers
—
buy value
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | de Montlivault Stephane | 2026-02-12 | $4.42M |
| Sell | Ryan Michael Patrick | 2026-02-10 | $106K |
| Sell | LaFreniere Nora E. | 2026-02-10 | $2.32M |
| Sell | LaFreniere Nora E. | 2026-02-10 | $162K |
| Sell | Marks Judith Fran | 2026-02-05 | $5.10M |
| Sell | Marks Judith Fran | 2026-02-04 | $4.19M |
| Sell | Green Neil | 2026-02-02 | $519K |
| Sell | Ryan Michael Patrick | 2025-11-05 | $278K |
1
Members Trading
1
Buy
0
Sell (Full)
| Action | Member | Trade Date | Amount |
|---|---|---|---|
| Buy | John Boozman Senate | 2026-08-27 | $1K–$15K |
| Buy | Alan Armstrong Senate | 2026-03-27 | $1K–$15K |
| Sell (Full) | Thomas H Tuberville Senate | 2024-10-29 | $1K–$15K |
| Sell (Full) | Thomas H Tuberville Senate | 2024-10-29 | $1K–$15K |
| Sell (Full) | Thomas H Tuberville Senate | 2024-10-29 | $1K–$15K |
| Sell (Full) | Gary C Peters Senate | 2024-07-17 | $1K–$15K |
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
2
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)Otis Worldwide Corporation issued a press release on July 22, 2026, announcing its second quarter 2026 financial results. The press release is furnished as Exhibit 99 to this Form 8-K.
View Full Filing (SEC EDGAR)68902V107
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