73/100B77.510
USD
0.37
(0.48%)
Market Closed
Last updated: · Delayed 15 min
Fair value103.79Plus-25%66Price 77.51124
Q4 FY2026 · Earnings report
EPS estimate 1.10Revenue estimate 3.98B
Q4 FY2026 · Earnings report
EPS estimate 1.10Revenue estimate 3.98B
Who owns Otis Worldwide?What is institutional ownership? Institutional ownership is the share of a company's stock held by funds, banks and other investment managers, as they report it each quarter on Form 13F.
Institutions own 92.5% of Otis Worldwide's shares, through 1,253 funds, banks and other managers that report their holdings to the SEC; individual investors and others hold the rest. The largest on 30 June 2026 were BlackRock, Inc. (8.2%), Vanguard Capital Management LLC (6.5%), Vanguard Portfolio Management LLC (5.2%).
- Institutions ownWhat is institutional ownership? Institutional ownership is the share of a company's stock held by funds, banks and other investment managers, as they report it each quarter on Form 13F.
- 92.5%
- Institutional holders
- 1,253
- The 10 largest hold
- 40.2%
- Free floatWhat is free float? Free float is the part of a company's shares that anyone can buy and sell: all its shares minus those held by insiders, founders and owners of over 5%.
- 99.9%
- Holdings as of
- 30 Jun 2026
Who owns the shares
10 largest holders 40.2% Other institutions 52.4% Individuals and others 7.5%
Shares free to trade
Free float 380.32M shares ·99.9% Closely held 390.88K shares ·0.1%
Closely held shares belong to insiders, founders and owners of more than 5%, and seldom change hands. The free float is the rest: the shares anyone can buy and sell.
The largest shareholders
| # | Holder | Shares | Of the company | Value | Change last quarter (shares) |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 31,620,354 | 8.21% | 2.26B USD | -600,486 |
| 2 | Vanguard Capital Management LLC | 25,061,198 | 6.51% | 1.79B USD | -194,807 |
| 3 | Vanguard Portfolio Management LLC | 19,956,721 | 5.18% | 1.43B USD | +254,829 |
| 4 | State Street Corp | 16,664,994 | 4.29% | 1.19B USD | +463,491 |
| 5 | Geode Capital Management, LLC | 12,589,525 | 3.27% | 906.43M USD | +138,195 |
| 6 | Franklin Templeton Inc | 11,784,188 | 3.06% | 843.75M USD | +263,232 |
| 7 | Morgan Stanley | 10,964,838 | 2.85% | 785.08M USD | -1,994,474 |
| 8 | FMR LLC | 10,109,592 | 2.62% | 723.85M USD | +2,130,460 |
| 9 | Norges Bank | 8,602,119 | 2.23% | 615.91M USD | New position |
| 10 | Clearbridge Investments, LLC | 7,461,546 | 1.94% | 534.25M USD | +4,770,365 |
| 11 | Price T Rowe Associates Inc | 6,104,625 | 1.58% | 437.09M USD | -2,734,405 |
| 12 | Mitsubishi Ufj Asset Management Co., Ltd. | 5,918,140 | 1.54% | 423.74M USD | +26,119 |
| 13 | D. E. Shaw & Co., Inc. | 5,439,203 | 1.41% | 389.45M USD | +1,984,275 |
| 14 | Independent Franchise Partners LLP | 5,152,104 | 1.34% | 368.89M USD | +4,149,820 |
| 15 | Aqr Capital Management LLC | 4,625,150 | 1.20% | 331.16M USD | +3,107,217 |
| 16 | Pinestone Asset Management Inc. | 4,290,454 | 1.11% | 307.20M USD | -203,428 |
| 17 | Fiera Capital Corp | 4,138,739 | 1.07% | 296.33M USD | -728,157 |
| 18 | Massachusetts Financial Services Co | 4,103,431 | 1.07% | 303.90M USD | -3,496,839 |
| 19 | Van Eck Associates Corp | 3,993,011 | 1.04% | 285.90M USD | +24,914 |
| 20 | Invesco Ltd. | 3,953,975 | 1.03% | 283.10M USD | -16,154 |
| 21 | Northern Trust Corp | 3,900,999 | 1.01% | 279.31M USD | -156,906 |
| 22 | Bls Capital Fondsmaeglerselskab A/s | 3,885,445 | 1.01% | 278.20M USD | -502,600 |
| 23 | Wellington Management Group LLP | 3,335,941 | 0.87% | 238.85M USD | -185,520 |
| 24 | Goldman Sachs Group Inc | 3,165,336 | 0.82% | 226.64M USD | +213,733 |
| 25 | Two Sigma Investments, LP | 3,138,794 | 0.81% | 224.74M USD | +1,201,358 |
Famous investors who own Otis Worldwide
| Investor | Of their portfolio | Shares | Value | Last quarter |
|---|---|---|---|---|
| Ray DalioBridgewater Associates · Q2 2026 | 0.11% | 364,278 | 26.08M USD | +30.8%Added |
| Renaissance TechnologiesQ3 2026 | 0.09% | 1,083,000 | 69.66M USD | -31.6%Reduced |
| Norway's Sovereign Wealth FundQ2 2026 | 0.06% | 8,602,119 | 615.91M USD | -2.4%Reduced |
| Saudi Central BankQ3 2026 | 0.03% | 39,292 | 2.53M USD | +44.4%Added |
| Ken GriffinCitadel · Q2 2026 | 0.02% | 1,953,085 | 139.84M USD | +125.0%Added |
| Terry SmithFundsmith · Q2 2026 | — | — | — | Sold out |
From each fund's newest 13F filing with the SEC; a fund's quarter can be newer or older than another's.All famous investors' portfolios
Congress trades in Otis Worldwide
Over the last 12 months, 4 members bought it (6 trades) and 2 sold it (5 trades).
| Member | Trade | Owner | Amount | Traded | Disclosed | Since the trade | Report |
|---|---|---|---|---|---|---|---|
| DRo KhannaRepresentative for California's 17th district | Bought | Child | $1,001 - $15,000 | 13 Oct 2026 | 9 Nov 202627 days later | +14.5% | |
| DRo KhannaRepresentative for California's 17th district | Sold | Spouse | $1,001 - $15,000 | 25 Sept 2026 | 9 Oct 202614 days later | +17.6% | |
| DRo KhannaRepresentative for California's 17th district | Sold | Child | $1,001 - $15,000 | 11 Sept 2026 | 9 Oct 202628 days later | +12.2% | |
| DRo KhannaRepresentative for California's 17th district | Sold | Spouse | $1,001 - $15,000 | 4 Sept 2026 | 9 Oct 202635 days later | +8.8% | |
| RJohn BoozmanSenator for Arkansas | Bought | Joint | $1,001 - $15,000 | 27 Aug 2026 | 11 Sept 202615 days later | +8.4% | |
| RKevin HernRepresentative for Oklahoma's 1st district | Sold all | Joint | $1,001 - $15,000 | 10 Aug 2026 | 2 Sept 202623 days later | +6.4% | |
| DRo KhannaRepresentative for California's 17th district | Sold | Child | $1,001 - $15,000 | 7 Jul 2026 | 12 Aug 202636 days later | +5.6% | |
| DRo KhannaRepresentative for California's 17th district | Bought | Child | $1,001 - $15,000 | 2 Jun 2026 | 8 Jul 202636 days later | +10.2% | |
| DRo KhannaRepresentative for California's 17th district | Bought | Child | $1,001 - $15,000 | 1 May 2026 | 11 Jun 202641 days later | +0.6% | |
| DWilliam R. KeatingRepresentative for Massachusetts's 9th district | Bought | — | $1,001 - $15,000 | 29 Apr 2026 | 19 May 202620 days later | — | |
| RAlan ArmstrongSenator for Oklahoma | Bought | Self | $1,001 - $15,000 | 27 Mar 2026 | 21 Jul 2026116 days later | +2.1% | |
| RLisa C. McClainRepresentative for Michigan's 9th district | Sold all | Spouse | $1,001 - $15,000 | 31 Oct 2025 | 24 Nov 202524 days later | -16.4% | |
| RLisa C. McClainRepresentative for Michigan's 9th district | Sold all | Spouse | $1,001 - $15,000 | 30 Oct 2025 | 24 Nov 202525 days later | -16.2% | |
| RLisa C. McClainRepresentative for Michigan's 9th district | Bought | Spouse | $1,001 - $15,000 | 30 Oct 2025 | 24 Nov 202525 days later | -16.2% | |
| RLisa C. McClainRepresentative for Michigan's 9th district | Bought | Spouse | $1,001 - $15,000 | 4 Aug 2025 | 15 Sept 202542 days later | -9.2% | |
| DRo KhannaRepresentative for California's 17th district | Bought | Child | $1,001 - $15,000 | 25 Jul 2025 | 8 Aug 202514 days later | -13.7% | |
| DRitchie TorresRepresentative for New York's 15th district | Sold all | — | $1,001 - $15,000 | 11 Jul 2025 | 20 Aug 202540 days later | -22.0% |
Members of Congress must report a trade over $1,000 within 45 days, its amount as a range. A trade by a spouse or child is theirs to report too. The move since the trade is from the close on the day traded to the price now.All Congress stock trades
All institutions last quarter
- Bought or added
- 706 · 136 new
- Sold or cut
- 604 · 148 sold out
- Net shares bought
- +14.69M · 1.05B USD
- Institutional ownership
- 88.8% → 92.5%
Biggest buyers last quarter
- Norges BankNew position
- Clearbridge Investments, LLC+4,770,365
- Independent Franchise Partners LLP+4,149,820
- Aqr Capital Management LLC+3,107,217
- Sixth Street Partners Management Company, L.P.New position
Biggest sellers last quarter
- Massachusetts Financial Services Co-3,496,839
- Price T Rowe Associates Inc-2,734,405
- Alliancebernstein L.P.-2,519,817
- Morgan Stanley-1,994,474
- Cibc Bancorp USA Inc.-1,667,377
From the holders' 13F filings with the SEC for the quarter to 30 Jun 2026, filed up to 45 days after it; the buyers and sellers are among the 100 largest holders.
Common questions about Otis Worldwide's shareholders
Source: Financial Modeling PrepVerified against SEC filings