2026-07-22
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)Otis Worldwide CORP
$70.60-0.7%
+$4.4B
Net Activity
+16.94% total shares
Institutions Holding
1227
Popularity Rank
#347
Avg Weight
0.12%
Total Value
$26.4B
Market Cap
$27.9B
1227 institutions currently hold OTIS, with 560 net buyers and 585 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
585
Net Buying Institutions
560
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 35/100).
OTIS ranks #347 out of 37501 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.
Fidelity has added to its OTIS position for two straight quarters, increasing it by $489.3M to reach $723.8M today.
Alliancebernstein L.p. has trimmed its OTIS position for two straight quarters, cutting it by $1.2B while still holding $100.6M.
OTIS is down 0.7% today, but institutions show net buying of $4.4B this quarter — a divergence between today's price move and the underlying institutional flow.
OTIS posted net income of $1.5B over the trailing twelve months, and currently trades at a P/E of 18.4.
+$4.6B
Total Buy Value
$2.7B
Total Sell Value
560
Net Buyers
585
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 2026-06-30 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 |
| Action | Member | Trade Date | Amount |
|---|---|---|---|
| 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
1
Filings (14d)
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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42
Articles
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Otis Worldwide Corp. stock falls Thursday, underperforms market
Access OTIS's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/OTISCLI
npx alphasmo stocks get OTIS