OTIS

Otis Worldwide Corp
Information TechnologyUSCUSIP 68902V107◍ Confluence graph
Tracked 13F Holders
1089
-301 QoQ
13F Value (tracked)
$24.9B
Insider Net · 180d
-$125K
0↑ 1↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)27 adding · 26 trimming
Insider net (180d)-$125K

Who owns OTIS?

1089 tracked 13F filers

1089 tracked 13F filers disclose a position in OTIS as of the latest SEC 13F filings, a combined $24.9B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
4 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$2.5B
32.2M
−4.0%
Reduced · −1.4M sh
Q1 2026
2VANGUARD CAPITAL MANAGEMENT LLC
$1.9B
25.3M
First observed position
No prior filed position
Q1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$1.5B
19.7M
First observed position
No prior filed position
Q1 2026
4STATE STREET CORP
$1.2B
16.7M
+2.9%
Added · +463K sh
Q2 2026
5MORGAN STANLEY
$998.9M
13.0M
+2.2%
Added · +284K sh
Q1 2026
6GEODE CAPITAL MANAGEMENT, LLC
$906.4M
12.6M
+1.1%
Added · +138K sh
Q2 2026
7FRANKLIN RESOURCES INC
$888.0M
11.5M
+47%
Added · +3.7M sh
Q1 2026
8PRICE T ROWE ASSOCIATES INC /MD/
$681.3M
8.8M
15×
Added · +8.2M sh
Q1 2026
9NORGES BANK
$770.1M
8.8M
+21%
Added · +1.5M sh
Q4 2025
10FMR LLC
$615.0M
8.0M
+197%
Added · +5.3M sh
Q1 2026
11MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$597.7M
7.6M
+11%
Added · +757K sh
Q1 2026
12Mitsubishi UFJ Asset Management Co., Ltd.
$454.2M
5.9M
+26%
Added · +1.2M sh
Q1 2026
13PineStone Asset Management Inc.
$307.2M
4.3M
−4.5%
Reduced · −203K sh
Q2 2026
14Fiera Capital Corp
$296.3M
4.1M
−15%
Reduced · −728K sh
Q2 2026
15NORTHERN TRUST CORP
$312.8M
4.1M
−0.9%
Reduced · −38K sh
Q1 2026
16VAN ECK ASSOCIATES CORP
Withheld
4.0M
−0.9%
Reduced · −34K sh
Q1 2026
17BLS CAPITAL FONDSMAEGLERSELSKAB A/S
$278.2M
3.9M
−11%
Reduced · −503K sh
Q2 2026
18ALLIANCEBERNSTEIN L.P.
$334.2M
3.8M
−75%
Reduced · −11.4M sh
Q1 2026
19JPMORGAN CHASE & CO
$286.6M
3.8M
−38%
Reduced · −2.3M sh
Q1 2026
20D. E. Shaw & Co., Inc.
$266.3M
3.5M
+13%
Added · +399K sh
Q1 2026
21UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$255.2M
3.3M
+11%
Added · +319K sh
Q1 2026
22CANADA PENSION PLAN INVESTMENT BOARD
$251.3M
3.3M
+444%
Added · +2.7M sh
Q1 2026
23Canoe Financial LP
$218.0M
3.0M
+24%
Added · +594K sh
Q2 2026
24GOLDMAN SACHS GROUP INC
$227.5M
3.0M
+29%
Added · +664K sh
Q1 2026
25CIBC Bancorp USA Inc.
$220.8M
2.9M
49×
Added · +2.8M sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is OTIS being bought or sold by institutions?

Last quarter, 0 funds opened a new position in OTIS and 27 added to an existing one, while 26 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
0
funds
Added
27
funds
Reduced
26
funds
Exited
0
funds

Funds that own OTIS also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT699 funds$363.3B
AMAZON.COM INCAMZN680 funds$269.8B
ALPHABET INC-CL AGOOGL677 funds$244.1B
NVIDIA CORPNVDA676 funds$502.7B
META PLATFORMS INC-CLASS AMETA675 funds$151.8B
APPLE INCAAPL672 funds$390.2B
VISA INC-CLASS A SHARESV664 funds$86.8B
ALPHABET INC-CL CGOOG663 funds$164.2B
JPMORGAN CHASE & COJPM661 funds$95.9B
ELI LILLY & COLLY651 funds$106.3B
BROADCOM INCAVGO647 funds$195.4B
JOHNSON & JOHNSONJNJ640 funds$67.0B

Ranked by how many of OTIS's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$125K
1 insiders
Net
-$125K
1 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
May 7, 2026Lefebure Thibault Pierre MariePresident, Otis EMEASell (S)2K$125K
Feb 12, 2026de Montlivault StephanePresident, Otis Asia PacificSell (S)48K$4.4M
Feb 10, 2026LaFreniere Nora E.EVP, General CounselSell (S)26K$2.3M
Feb 10, 2026LaFreniere Nora E.EVP, General CounselSell (S)2K$162K
Feb 10, 2026Ryan Michael PatrickSVP, CAO & ControllerSell (S)1K$106K
Feb 5, 2026Marks Judith FranChair, CEO and President, DirectorSell (S)56K$5.1M
Feb 4, 2026Marks Judith FranChair, CEO and President, DirectorSell (S)47K$4.2M
Feb 2, 2026Green NeilEVP & Chief Digital OfficerSell (S)6K$519K
Nov 5, 2025Ryan Michael PatrickSVP, CAO & ControllerSell (S)3K$278K
Mar 10, 2025de Montlivault StephanePresident, Otis Asia PacificSell (S)4K$382K
Mar 10, 2025de Montlivault StephanePresident, Otis Asia PacificSell (S)3K$320K
Feb 13, 2025de Montlivault StephanePresident, Otis Asia PacificSell (S)25K$2.4M

Institutional ownership over time

759 funds-65 since Q3 2024
05521103Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $5.3B · 2 values withheld

Recent filings

15 shown

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Connected entities for OTIS

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Ask your agent what changed in OTIS

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/OTIS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for OTIS.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for OTIS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.