Otis Worldwide Corp

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Otis Worldwide Corp
TickerOTIS
CIK #0001781335
CUSIP68902V107
SectorManufacturing - Electronic & Other Electrical Equipment (No Computer Equip)
AddressOne Carrier Place, Farmington, CT 06032
Source [EDGAR]
CIK Filing 2011 - 2026
[0001781335] 10-K
[0001781335] 10-Q
[0001781335] 3
[0001781335] 4
[0001781335] 8-K
[0001781335] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Capital Management LLC Otis Worldwide Corp [2026-04-30] 0.0
Vanguard Portfolio Management LLC Otis Worldwide Corp [2026-04-29] 0.0
AllianceBernstein LP Otis Worldwide Corp [2024-11-15] 0.0
JPMorgan Chase & Co Otis Worldwide Corp [2024-10-10] 6.7
State Street Corp Otis Worldwide Corp [2021-02-12] 7.76
Vanguard Group Inc Otis Worldwide Corp [2021-02-10] 8.65
BlackRock Inc Otis Worldwide Corp [2021-02-02] 7.4
Form 3/4/5 Filer 2011 - 2026
Armas Joseph Jay
Otis Worldwide Corp
Brannon Jill
Black Jeffrey Harry
Walker John H
Connors Nelda J
Stewart Shelley JR
Kearney Christopher J
Bartlett Thomas A
Preston Margaret M V
Hannan Kathy Hopinkah
Lefebure Thibault Pierre Marie
Lopez Nicolas Eduardo
Loh Sally
de Montlivault Stephane
Mendez Echevarria Maria Cristina
Marks Judith Fran
LaFreniere Nora E
Green Neil
Gosk Kimberly Shannon
Zheng Peiming
Ryan Michael Patrick
Minarro Viseras Enrique
Jejurikar Shailesh
Embree Tracy A
Luersman Abbe
Maheshwari Anurag
Calleja Fernandez Bernardo
Cramer James F
McGraw Harold III
GHAI Rahul
Havanec Laurie P
Eubanks Richard M
RTX Corp
Marshall Gregory A
Moylan Sean P
Witzky Christopher
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Lopez Nicolas Eduardo
Restricted Stock Units · derivative
2026-03-02 Grant 4,685 $0.00
Loh Sally
Restricted Stock Units · derivative
2026-03-01 Option exercise 1,256 $0.00
Loh Sally
Common Stock
2026-03-01 Option exercise 1,256
Loh Sally
Common Stock
2026-03-01 Tax withheld 264 $92.56 24,436
de Montlivault Stephane
Common Stock
2026-02-12 Sell 47,944 $92.25 4,422,834
LaFreniere Nora E
Stock Appreciation Rights · derivative
2026-02-10 Option exercise 5,107 $0.00
LaFreniere Nora E
Common Stock
2026-02-10 Disposed to issuer 3,314 $90.38 299,519
LaFreniere Nora E
Common Stock
2026-02-10 Sell 25,625 $90.38 2,315,988
LaFreniere Nora E
Common Stock
2026-02-10 Sell 1,793 $90.38 162,051
Ryan Michael Patrick
Common Stock
2026-02-10 Sell 1,182 $90.06 106,451
LaFreniere Nora E
Common Stock
2026-02-10 Option exercise 5,107 $58.66 299,577
Mendez Echevarria Maria Cristina
Common Stock
2026-02-07 Tax withheld 133 $89.85 11,950
Green Neil
Common Stock
2026-02-07 Option exercise 608
Gosk Kimberly Shannon
Common Stock
2026-02-07 Tax withheld 96 $89.85 8,626
Zheng Peiming
Common Stock
2026-02-07 Option exercise 1,476
Green Neil
Restricted Stock Units · derivative
2026-02-07 Option exercise 608 $0.00
Lefebure Thibault Pierre Marie
Restricted Stock Units · derivative
2026-02-07 Option exercise 254 $0.00
Gosk Kimberly Shannon
Common Stock
2026-02-07 Option exercise 322
de Montlivault Stephane
Restricted Stock Units · derivative
2026-02-07 Option exercise 1,620 $0.00
Mendez Echevarria Maria Cristina
Common Stock
2026-02-07 Option exercise 340
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 1,236 328,024,767
2025-12-31 1,310 345,354,630
2025-09-30 1,255 338,387,490
2025-06-30 1,269 347,738,596
2025-03-31 1,248 351,404,898
2024-12-31 1,236 356,719,947
2024-09-30 1,208 380,633,671
2024-06-30 1,194 367,942,137
2024-03-31 1,205 377,965,974
2023-12-31 1,194 367,217,496
2023-09-30 1,098 344,739,344
2023-06-30 1,129 350,019,887
Form 13F Holdings
Firm Period DFND Voting Shares
Pinestone Asset Management Inc [2026-06-30] SOLE 4,290,454 4,290,454
Canoe Financial LP [2026-06-30] SOLE 3,044,476 3,044,476
Scharf Investments LLC [2026-06-30] SOLE 587,541 1,007,995
Swedbank AB [2026-06-30] DFND 267,246 267,246
River Road Asset Management LLC [2026-06-30] SOLE 251,194 255,913
Assenagon Asset Management SA [2026-06-30] SOLE 180,205 180,205
Allied Investment Advisors LLC [2026-06-30] SOLE 150,535 150,535
Quintet Private Bank Europe SA [2026-06-30] SOLE 144,733 144,733
Adviceone Advisory Services LLC [2026-06-30] SOLE 0 140,247
Czech National Bank [2026-06-30] SOLE 109,220 109,220
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 25,311 107,040
Baldwin Wealth Partners LLC/MA [2026-06-30] SOLE 88,717 97,615
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 84,752 84,752
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 66,935 66,935
Lincoln Capital LLC [2026-06-30] SOLE 0 65,323
Avanza Fonder AB [2026-06-30] SOLE 60,606 60,606
PensionDanmark Pensionsforsikringsaktieselskab [2026-06-30] SOLE 0 60,516
Cohen Capital Management Inc [2026-06-30] SOLE 52,862 52,862
Alaska Retirement Management Board [2026-06-30] SOLE 47,496 47,496
Yousif Capital Management LLC [2026-06-30] SOLE 11,747 40,473
Farmers & Merchants Investments Inc [2026-06-30] SOLE 40,325 40,325
Procyon Advisors LLC [2026-06-30] SOLE 39,119 39,119
DMKC Advisory Services LLC [2026-06-30] SOLE 38,387 38,387
Canandaigua National Bank & Trust Co [2026-06-30] SOLE 35,943 36,663
Liberty Capital Management Inc [2026-06-30] SOLE 0 36,007
HM Payson & Co [2026-06-30] SOLE 31,698 34,182
Achmea Investment Management BV [2026-06-30] DFND 33,448 33,448
Brown Shipley& Co Ltd [2026-06-30] SOLE 30,585 30,585
Sarasin & Partners LLP [2026-06-30] SOLE 29,891 29,891
Merit Financial Group LLC [2026-06-30] SOLE 18 27,697
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