OTISNYSEElectronic & Other Electrical Equipment (No Computer Equip)Fiscal year ends December 31
Otis Worldwide Corp
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 23, 2026
$71.04−0.29 (-0.41%)
Close on Oct 19, 2026
- Market cap
- $27.24B
- P/E (TTM)
- 18.3
- Dividend yield
- 2.32%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
93.8%
357M of 381M shares
Institutional holders
1,225
133 new, 124 sold out
Net institutional buying
13M
In Q2 2026
Insider trades, 12 months
0 buys · 9 sales
Net sold $17.22M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 29,111,846 | 7.48% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 27,083,117 | 6.80% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 19,749,088 | 5.08% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of OTIS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 31,620,354 | 8.31% | $2.26B | −600,486 | 0.03% |
| Vanguard Capital Management LLC | 25,061,198 | 6.58% | $1.79B | −194,807 | 0.04% |
| Vanguard Portfolio Management LLC | 19,956,721 | 5.24% | $1.43B | +254,829 | 0.06% |
| State Street Corp | 16,664,994 | 4.38% | $1.19B | +463,491 | 0.04% |
| Geode Capital Management, LLC | 12,589,525 | 3.31% | $906.43M | +138,195 | 0.05% |
| Franklin Resources Inc | 11,784,188 | 3.10% | $843.75M | +263,232 | 0.18% |
| Morgan Stanley | 10,964,838 | 2.88% | $785.08M | −1,994,474 | 0.04% |
| FMR LLC | 10,109,592 | 2.66% | $723.85M | +2,130,460 | 0.03% |
| Norges Bank | 8,602,119 | 2.26% | $615.91M | New | 0.06% |
| Clearbridge Investments, LLC | 7,461,546 | 1.96% | $534.25M | +4,770,365 | 0.44% |
| Price T Rowe Associates Inc /Md/ | 6,104,625 | 1.60% | $437.09K | −2,734,405 | 0.04% |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,918,140 | 1.55% | $423.74M | +26,119 | 0.23% |
| D. E. Shaw & Co., Inc. | 5,439,203 | 1.43% | $389.45M | +1,984,275 | 0.19% |
| Independent Franchise Partners LLP | 5,152,104 | 1.35% | $368.89M | +4,149,820 | 2.42% |
| Aqr Capital Management LLC | 4,625,150 | 1.22% | $331.16M | +3,107,217 | 0.12% |
| PineStone Asset Management Inc. | 4,290,454 | 1.13% | $307.20M | −203,428 | 1.90% |
| Fiera Capital Corp | 4,138,739 | 1.09% | $296.33M | −728,157 | 1.08% |
| Massachusetts Financial Services Co /Ma/ | 4,103,431 | 1.08% | $303.90M | −3,496,839 | 0.10% |
| Van Eck Associates Corp | 3,993,011 | 1.05% | $285.90M | +24,914 | 0.17% |
| Invesco Ltd. | 3,953,975 | 1.04% | $283.10M | −16,154 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,225 | 357M | 93.8% | 133 / 431 | 454 / 124 | 48M | 36M |
| Q1 2026 | 1,243 | 345M | 90.6% | 112 / 391 | 479 / 164 | 91M | 88M |
| Q4 2025 | 1,310 | 394M | 100.0% | 167 / 390 | 484 / 82 | 77M | 30M |
| Q3 2025 | 1,252 | 347M | 91.3% | 120 / 370 | 505 / 122 | 29M | 34M |
| Q2 2025 | 1,270 | 353M | 92.8% | 123 / 411 | 462 / 79 | 29M | 32M |
| Q1 2025 | 1,244 | 357M | 93.8% | 129 / 400 | 474 / 96 | 17M | 23M |
| Q4 2024 | 1,231 | 364M | 95.5% | 158 / 381 | 421 / 107 | 15M | 38M |
| Q3 2024 | 1,199 | 388M | 100.0% | 95 / 355 | 492 / 72 | 62M | 13M |
| Q2 2024 | 1,190 | 374M | 98.2% | 81 / 396 | 455 / 73 | 32M | 43M |
| Q1 2024 | 1,199 | 387M | 100.0% | 102 / 384 | 444 / 77 | 36M | 24M |
| Q4 2023 | 1,190 | 378M | 99.2% | 164 / 325 | 476 / 57 | 39M | 18M |
| Q3 2023 | 1,097 | 357M | 93.8% | 83 / 352 | 405 / 93 | 24M | 28M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of OTIS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 12,181,967 | 3.20% | $872.23M | 0.04% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 9,942,351 | 2.61% | $711.87M | 0.04% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 8,315,376 | 2.18% | $595.38M | 0.27% | Jun 30, 2026 |
| Putnam Large Cap Value Fund | 6,496,384 | 1.71% | $467.41M | 0.84% | Jul 31, 2026 |
| iShares Core S&P 500 ETF | 5,278,085 | 1.39% | $377.91M | 0.04% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 4,974,479 | 1.31% | $352.39M | 0.04% | May 31, 2026 |
| Vanguard Value Index Fund | 3,648,783 | 0.96% | $261.25M | 0.10% | Jun 30, 2026 |
| VanEck Morningstar Wide Moat ETF | 3,631,982 | 0.95% | $260.05M | 2.24% | Jun 30, 2026 |
| ClearBridge Dividend Strategy Fund | 3,141,400 | 0.83% | $224.92M | 2.48% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 2,674,668 | 0.70% | $192.44M | 0.20% | Jul 31, 2026 |
| Vanguard Mid-Cap Value Index Fund | 2,464,545 | 0.65% | $176.46M | 0.47% | Jun 30, 2026 |
| The Hartford Dividend And Growth Fund | 2,454,737 | 0.64% | $176.62M | 0.94% | Jul 31, 2026 |
| State Street(R) Industrial Select Sector SPDR(R) ETF | 2,261,621 | 0.59% | $161.93M | 0.48% | Jun 30, 2026 |
| T. Rowe Price Value Fund, Inc. | 2,129,763 | 0.56% | $152.49M | 0.45% | Jun 30, 2026 |
| Vanguard Institutional Index Fund | 2,083,262 | 0.55% | $149.16M | 0.04% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Kimberly Shannon Gosk | EVP & CPO | 8,112 | 0.00% | Sep 4, 2026 |
| Echevarria Maria Cristina Mendez | EVP & CFO | 10,556 | 0.00% | Aug 25, 2026 |
| Joseph Jay Armas | President, Otis Americas | 2,990 | 0.00% | Jun 3, 2026 |
| Thibault Pierre Marie Lefebure | President, Otis EMEA | 4,008 | 0.00% | May 7, 2026 |
| Nicolas Eduardo Lopez | President, Otis Asia Pacific | 4,444 | 0.00% | Mar 3, 2026 |
| Sally Loh | President, Otis Greater China | 45,771 | 0.01% | Mar 3, 2026 |
| Montlivault Stephane de | President, Otis Asia Pacific | 29,176 | 0.01% | Feb 13, 2026 |
| Judith Fran Marks | Chair, CEO and President | 272,381 | 0.07% | Feb 10, 2026 |
| Nora E. LaFreniere | EVP, General Counsel | 41,298 | 0.01% | Feb 10, 2026 |
| Neil Green | EVP & Chief Digital Officer | 7,650 | 0.00% | Feb 10, 2026 |
| Viseras Enrique Minarro | Chief Operating Officer | 33,575 | 0.01% | Feb 10, 2026 |
| Michael Patrick Ryan | SVP, CAO & Controller | 3,504 | 0.00% | Feb 10, 2026 |
| Peiming Zheng | EVP, Chief Product, Delivery | 23,159 | 0.01% | Feb 10, 2026 |
| Abbe Luersman | EVP & CPO | 17,293 | 0.00% | Feb 10, 2025 |
| Tracy A. Embree | President, Otis Americas | 18,276 | 0.00% | Feb 10, 2025 |
| Christopher J. Kearney | Director | 20,781 | 0.01% | Aug 4, 2026 |
| Jeffrey Harry Black | Director | – | – | May 29, 2026 |
| Margaret M. V. Preston | Director | 971 | 0.00% | May 29, 2026 |
| Shelley Stewart JR | Director | 0 | – | May 29, 2026 |
| John H. Walker | Director | – | – | May 29, 2026 |
| Nelda J. Connors | Director | – | – | May 29, 2026 |
| Thomas A. Bartlett | Director | 431 | 0.00% | May 29, 2026 |
| Jill Brannon | Director | – | – | May 29, 2026 |
| Kathy Hopinkah Hannan | Director | – | – | May 29, 2026 |
| Shailesh Jejurikar | Director | – | – | May 16, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kimberly Shannon Gosk EVP & CPO | Sep 2, 2026 | Tax withholding | −274 | $70.83 | $19.41K | 8,112 |
| Kimberly Shannon Gosk EVP & CPO | Sep 2, 2026 | Option exercise | +933 | – | – | 8,386 |
| Echevarria Maria Cristina Mendez EVP & CFO | Aug 23, 2026 | Tax withholding | −838 | $71.49 | $59.91K | 10,556 |
| Echevarria Maria Cristina Mendez EVP & CFO | Aug 23, 2026 | Option exercise | +2,137 | – | – | 11,394 |
| Joseph Jay Armas President, Otis Americas | Jun 2, 2026 | Tax withholding | −421 | $70.33 | $29.61K | 2,990 |
| Joseph Jay Armas President, Otis Americas | Jun 2, 2026 | Option exercise | +1,680 | – | – | 3,411 |
| Thibault Pierre Marie Lefebure President, Otis EMEA | May 7, 2026 | Sale | −1,628 | $76.89 | $125.18K | 4,008 |
| Sally Loh President, Otis Greater China | Mar 1, 2026 | Option exercise | +1,256 | – | – | 45,771 |
| Sally Loh President, Otis Greater China | Mar 1, 2026 | Tax withholding | −264 | $92.56 | $24.44K | 45,507 |
| Montlivault Stephane de President, Otis Asia Pacific | Feb 12, 2026 | Sale | −47,944 | $92.25 | $4.42M | 29,176 |
| Michael Patrick Ryan SVP, CAO & Controller | Feb 10, 2026 | Sale | −1,182 | $90.06 | $106.45K | 3,504 |
| Nora E. LaFreniere EVP, General Counsel | Feb 10, 2026 | Returned to company | −3,314 | $90.38 | $299.52K | 41,298 |
| Nora E. LaFreniere EVP, General Counsel | Feb 10, 2026 | Option exercise | +5,107 | $58.66 | $299.58K | 44,612 |
| Nora E. LaFreniere EVP, General Counsel | Feb 10, 2026 | Sale | −1,793 | $90.38 | $162.05K | 39,505 |
| Nora E. LaFreniere EVP, General Counsel | Feb 10, 2026 | Sale | −25,625 | $90.38 | $2.32M | 13,880 |
| Peiming Zheng EVP, Chief Product, Delivery | Feb 7, 2026 | Option exercise | +1,476 | – | – | 23,105 |
| Peiming Zheng EVP, Chief Product, Delivery | Feb 7, 2026 | Tax withholding | −650 | $89.85 | $58.40K | 22,455 |
| Thibault Pierre Marie Lefebure President, Otis EMEA | Feb 7, 2026 | Option exercise | +254 | – | – | 5,741 |
| Thibault Pierre Marie Lefebure President, Otis EMEA | Feb 7, 2026 | Tax withholding | −105 | $89.85 | $9.43K | 5,636 |
| Michael Patrick Ryan SVP, CAO & Controller | Feb 7, 2026 | Option exercise | +344 | – | – | 4,786 |
| Michael Patrick Ryan SVP, CAO & Controller | Feb 7, 2026 | Tax withholding | −100 | $89.85 | $8.99K | 4,686 |
| Neil Green EVP & Chief Digital Officer | Feb 7, 2026 | Option exercise | +608 | – | – | 7,650 |
| Neil Green EVP & Chief Digital Officer | Feb 7, 2026 | Tax withholding | −184 | $89.85 | $16.53K | 7,466 |
| Judith Fran Marks Chair, CEO and President | Feb 7, 2026 | Option exercise | +11,828 | – | – | 249,381 |
| Judith Fran Marks Chair, CEO and President | Feb 7, 2026 | Tax withholding | −5,318 | $89.85 | $477.82K | 244,063 |
| Joseph Jay Armas President, Otis Americas | Feb 7, 2026 | Option exercise | +232 | – | – | 1,789 |
| Joseph Jay Armas President, Otis Americas | Feb 7, 2026 | Tax withholding | −58 | $89.85 | $5.21K | 1,731 |
| Montlivault Stephane de President, Otis Asia Pacific | Feb 7, 2026 | Option exercise | +1,620 | – | – | 77,120 |
| Nora E. LaFreniere EVP, General Counsel | Feb 7, 2026 | Tax withholding | −751 | $89.85 | $67.48K | 39,505 |
| Nora E. LaFreniere EVP, General Counsel | Feb 7, 2026 | Option exercise | +1,620 | – | – | 40,256 |
| Kimberly Shannon Gosk EVP & CPO | Feb 7, 2026 | Option exercise | +322 | – | – | 7,549 |
| Kimberly Shannon Gosk EVP & CPO | Feb 7, 2026 | Tax withholding | −96 | $89.85 | $8.63K | 7,453 |
| Echevarria Maria Cristina Mendez EVP & CFO | Feb 7, 2026 | Tax withholding | −133 | $89.85 | $11.95K | 9,257 |
| Echevarria Maria Cristina Mendez EVP & CFO | Feb 7, 2026 | Option exercise | +340 | – | – | 9,390 |
| Sally Loh President, Otis Greater China | Feb 7, 2026 | Option exercise | +330 | – | – | 44,515 |
| Peiming Zheng EVP, Chief Product, Delivery | Feb 6, 2026 | Option exercise | +2,213 | – | – | 22,603 |
| Peiming Zheng EVP, Chief Product, Delivery | Feb 6, 2026 | Tax withholding | −974 | $89.85 | $87.51K | 21,629 |
| Thibault Pierre Marie Lefebure President, Otis EMEA | Feb 6, 2026 | Option exercise | +224 | – | – | 5,579 |
| Thibault Pierre Marie Lefebure President, Otis EMEA | Feb 6, 2026 | Tax withholding | −92 | $89.85 | $8.27K | 5,487 |
| Michael Patrick Ryan SVP, CAO & Controller | Feb 6, 2026 | Option exercise | +349 | – | – | 4,544 |
| Michael Patrick Ryan SVP, CAO & Controller | Feb 6, 2026 | Tax withholding | −102 | $89.85 | $9.16K | 4,442 |
| Neil Green EVP & Chief Digital Officer | Feb 6, 2026 | Option exercise | +685 | – | – | 7,249 |
| Neil Green EVP & Chief Digital Officer | Feb 6, 2026 | Tax withholding | −207 | $89.85 | $18.60K | 7,042 |
| Judith Fran Marks Chair, CEO and President | Feb 6, 2026 | Option exercise | +11,787 | – | – | 242,859 |
| Judith Fran Marks Chair, CEO and President | Feb 6, 2026 | Tax withholding | −5,306 | $89.85 | $476.74K | 237,553 |
| Viseras Enrique Minarro Chief Operating Officer | Feb 6, 2026 | Option exercise | +2,453 | – | – | 33,575 |
| Viseras Enrique Minarro Chief Operating Officer | Feb 6, 2026 | Tax withholding | −1,153 | $89.85 | $103.60K | 32,422 |
| Joseph Jay Armas President, Otis Americas | Feb 6, 2026 | Tax withholding | −70 | $89.85 | $6.29K | 1,557 |
| Joseph Jay Armas President, Otis Americas | Feb 6, 2026 | Option exercise | +283 | – | – | 1,627 |
| Montlivault Stephane de President, Otis Asia Pacific | Feb 6, 2026 | Option exercise | +1,472 | – | – | 75,500 |
| Nora E. LaFreniere EVP, General Counsel | Feb 6, 2026 | Option exercise | +1,617 | – | – | 39,252 |
| Nora E. LaFreniere EVP, General Counsel | Feb 6, 2026 | Tax withholding | −616 | $89.85 | $55.35K | 38,636 |
| Kimberly Shannon Gosk EVP & CPO | Feb 6, 2026 | Option exercise | +297 | – | – | 7,315 |
| Kimberly Shannon Gosk EVP & CPO | Feb 6, 2026 | Tax withholding | −88 | $89.85 | $7.91K | 7,227 |
| Echevarria Maria Cristina Mendez EVP & CFO | Feb 6, 2026 | Tax withholding | −119 | $89.85 | $10.69K | 9,050 |
| Echevarria Maria Cristina Mendez EVP & CFO | Feb 6, 2026 | Option exercise | +302 | – | – | 9,169 |
| Sally Loh President, Otis Greater China | Feb 6, 2026 | Option exercise | +1,570 | – | – | 44,185 |
| Judith Fran Marks Chair, CEO and President, Director | Feb 5, 2026 | Sale(10b5-1 plan) | −56,107 | $90.89 | $5.10M | 231,072 |
| Sally Loh President, Otis Greater China | Feb 4, 2026 | Option exercise | +2,528 | – | – | 42,615 |
| Michael Patrick Ryan SVP, CAO & Controller | Feb 4, 2026 | Option exercise | +532 | – | – | 4,362 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Lefebure Thibault Officer | May 7, 2026 | 1,628 | $125.18K | May 7, 2026 | RSU Vesting |
| de Montlivault Stephane Officer | Feb 12, 2026 | 47,944 | $4.42M | Feb 12, 2026 | RSU Vesting |
| Lafreniere Nora Officer | Feb 10, 2026 | 27,418 | $2.48M | Feb 10, 2026 | SAR Exercise |
| Ryan Michael Officer | Feb 10, 2026 | 1,182 | $106.46K | Feb 10, 2026 | RSU Vesting |
| Judith Fran Marks Officer, Director | Feb 4, 2026 | 102,887 | $9.22M | Feb 4, 2026 | Stock Award |
| Green O'Neil Officer | Feb 2, 2026 | 6,000 | $518.71K | Feb 2, 2026 | RSU |
| Ryan Michael Officer | Nov 5, 2025 | 3,028 | $277.57K | Nov 5, 2025 | SAR Exercise |
| De Montlivault Stephane Officer | Mar 10, 2025 | 6,660 | $701.50K | Mar 10, 2025 | SAR Exercise |
| de Montlivault Stephane Officer | Feb 13, 2025 | 25,003 | $2.43M | Feb 13, 2025 | RSU VESTING |
| Lafreniere Nora Officer | Feb 10, 2025 | 1,700 | $163.04K | Feb 10, 2025 | RSU |
| Lafreniere Nora Officer | Feb 5, 2025 | 4,775 | $450.81K | Feb 5, 2025 | RSU |
| Judith Fran Marks Officer | Feb 5, 2025 | 66,452 | $6.25M | Feb 5, 2025 | Stock Award |
| Zheng Peiming Officer | Jan 31, 2025 | 32,694 | $3.12M | Jan 31, 2025 | SAR Exercise and Sell |
| Ryan Michael Officer | Nov 8, 2024 | 5,638 | $569.00K | Nov 8, 2024 | SAR Exercise |
| Luersman Abbe Officer | Nov 7, 2024 | 9,000 | $909.00K | Nov 7, 2024 | RSU Vesting |