OTIS WORLDWIDE CORP (OTIS)
Institutional ownership reported to the SEC as of Q3 2026, across 31 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Lincoln Capital LLC | $4.1M | 63,118 | 0.71% | 26q | -3.4%-$142.4K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $2.6M | 40,227 | 0.22% | 14q | +9.7%+$229.2K |
| Ridgewood Investments LLC | $1.5M | 23,163 | 0.55% | 9q | +4.2%+$60.1K |
| Venture Visionary Partners LLC | $1.4M | 21,911 | 0.04% | 24q | -3.1%-$44.4K |
| YHB Investment Advisors, Inc. | $1.1M | 17,386 | 0.07% | 26q | -5.0%-$58.9K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $837.9K | 13,027 | 0.16% | 3q | +15.2%+$110.8K |
| Canandaigua National Trust Co of Florida | $800.7K | 12,448 | 0.44% | 2q | +84.6%+$366.9K |
| Brown Shipley& Co Ltd | $742.8K | 11,548 | 0.36% | 15q | -62.2%-$1.2M |
| Cooper Financial Group | $627.9K | 9,762 | 0.05% | 25q | +11.9%+$66.8K |
| GAMMA Investing LLC | $611.7K | 9,511 | 0.02% | 12q | +76.7%+$265.6K |
| Valeo Financial Advisors, LLC | $545.4K | 8,479 | 0.01% | 27q | +94.6%+$265.1K |
| Farther Finance Advisors, LLC | $540.4K | 8,402 | 0.00% | 16q | +45.4%+$168.6K |
| ROCKLAND TRUST CO | $472.1K | 7,340 | 0.02% | 26q | -15.9%-$89.1K |
| EASTERN BANK | $459.4K | 7,142 | 0.01% | 9q | +2.7%+$12.2K |
| MOODY NATIONAL BANK TRUST DIVISION | $387.8K | 6,029 | 0.03% | 26q | +67.7%+$156.5K |
| Wedmont Private Capital | $359.8K | 5,443 | 0.01% | 18q | +17.1%+$52.6K |
| AMERICAN NATIONAL BANK & TRUST | $338.3K | 5,259 | 0.03% | 17q | -11.0%-$41.8K |
| Apella Capital, LLC | $318.1K | 4,638 | 0.00% | 4q | +8.5%+$25.0K |
| Versant Capital Management, Inc | $284.7K | 4,427 | 0.02% | 26q | -6.8%-$20.9K |
| Quintet Private Bank (Europe) S.A. | $273.6K | 4,254 | 0.01% | 16q | -97.1%-$9.0M |
| ATWOOD & PALMER INC | $242.8K | 3,775 | 0.01% | 26q | -1.3%-$3.2K |
| General Partner, Inc. | $194.8K | 3,029 | 0.10% | 16q | HELD |
| Acropolis Investment Management, LLC | $108.7K | 1,690 | 0.00% | 3q | -53.5%-$125.1K |
| Bangor Savings Bank | $102.2K | 1,589 | 0.01% | 18q | HELD |
| STEPH & CO | $81.1K | 1,261 | 0.02% | 26q | HELD |
| MassMutual Private Wealth & Trust, FSB | $79.8K | 1,241 | 0.00% | 26q | -15.8%-$14.9K |
| Grove Bank & Trust | $54.9K | 853 | 0.01% | 16q | -5.5%-$3.2K |
| Pacifica Partners Inc. | $47.8K | 741 | 0.01% | 13q | HELD |
| CoreCap Advisors, LLC | $46.6K | 725 | 0.00% | 11q | +3.9%+$1.7K |
| ELEVATION WEALTH PARTNERS, LLC | $44.1K | 686 | 0.01% | 4q | +70.6%+$18.3K |
| ACIMA PRIVATE WEALTH, LLC | $41.8K | 650 | 0.01% | 26q | HELD |
| Bank of New Hampshire | $37.2K | 579 | 0.01% | 19q | HELD |
| Bullock Wealth Management Group | $34.4K | 533 | 0.01% | 11q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $32.2K | 500 | 0.00% | 6q | HELD |
| Wealth Enhancement Trust Services, Inc. | $25.7K | 399 | 0.00% | 4q | -65.5%-$48.8K |
| Central Pacific Bank - Trust Division | $15.1K | 235 | 0.00% | 11q | HELD |
| GoalVest Advisory LLC | $12.5K | 194 | 0.00% | new | NEW |
| Marquette Asset Management, LLC | $11.5K | 179 | 0.00% | 3q | +336.6%+$8.9K |
| Olistico Wealth, LLC | $10.7K | 166 | 0.00% | 4q | -17.0%-$2.2K |
| TOMPKINS FINANCIAL CORP | $8.4K | 130 | 0.00% | 25q | HELD |
| Investors Research Corp | $7.5K | 116 | 0.00% | 2q | HELD |
| Mn Services Vermogensbeheer B.V. | $7.3K | 113,160 | 0.05% | 25q | HELD |
| Dorato Capital Management | $7.2K | 110 | 0.00% | 4q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $7.1K | 111 | 0.00% | 16q | HELD |
| Rosenberg Matthew Hamilton | $6.9K | 107 | 0.00% | 26q | HELD |
| Planning Strategies Inc. | $6.2K | 96 | 0.00% | 2q | +88.2%+$2.9K |
| FIRST COMMUNITY TRUST NA | $4.8K | 75 | 0.00% | 20q | HELD |
| Coastline Trust Co | $2.6K | 40 | 0.00% | 9q | -55.6%-$3.2K |
| MJT & Associates Financial Advisory Group, Inc. | $2.1K | 32 | 0.00% | 6q | HELD |
| Davis Capital Management | $1.5K | 23 | 0.00% | 2q | +53.3% |
| Trust Co | $1.2K | 18 | 0.00% | new | NEW |
| NEVILLE RODIE & SHAW INC | $714 | 11,108 | 0.05% | 26q | HELD |
| Retirement Wealth Solutions LLC | $644 | 10 | 0.00% | 5q | HELD |
| CX Institutional | $270 | 4,200 | 0.01% | 16q | -39.0% |
| Polaris Financial Partners | $2 | 27 | 0.00% | new | FIRST |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-15 | 2026-09-13 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-07 | Lefebure Thibault Pierre Marie | President, Otis EMEA | Sold | 1,628 | $125.2K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 51 | $19.6M | 303,407 | 2 | 17 | 15 | 0.1% |
| Q2 2026 | 1,233 | $27.3B | 379,457,231 | 119 | 401 | 432 | 0.3% |
| Q1 2026 | 1,238 | $26.9B | 346,137,148 | 86 | 366 | 442 | 0.5% |
| Q4 2025 | 1,312 | $31.1B | 354,682,556 | 107 | 351 | 458 | 0.2% |
| Q3 2025 | 1,257 | $31.9B | 347,419,250 | 110 | 344 | 476 | 0.4% |
| Q2 2025 | 1,274 | $35.0B | 352,981,585 | 107 | 375 | 420 | 0.2% |
| Q1 2025 | 1,253 | $36.9B | 356,903,738 | 110 | 355 | 444 | 0.2% |
| Q4 2024 | 1,239 | $34.2B | 366,230,472 | 76 | 338 | 373 | 0.7% |
| Q3 2024 | 1,210 | $40.9B | 390,628,376 | 91 | 307 | 455 | 0.6% |
| Q2 2024 | 1,196 | $36.5B | 376,797,776 | 62 | 355 | 413 | 0.5% |
| Q1 2024 | 1,209 | $38.7B | 387,412,294 | 89 | 345 | 417 | 0.6% |
| Q4 2023 | 1,192 | $34.0B | 378,018,458 | 92 | 282 | 431 | 0.5% |
| Q3 2023 | 1,101 | $28.9B | 357,855,123 | 67 | 317 | 372 | 0.5% |
| Q2 2023 | 1,126 | $32.6B | 362,942,027 | 77 | 298 | 406 | 0.9% |
| Q1 2023 | 1,105 | $31.9B | 412,597,412 | 81 | 301 | 391 | 1.5% |
| Q4 2022 | 1,108 | $28.3B | 355,161,780 | 121 | 261 | 398 | 1.9% |
| Q3 2022 | 1,038 | $23.2B | 355,811,612 | 54 | 250 | 414 | 2.3% |
| Q2 2022 | 1,085 | $25.6B | 352,959,589 | 54 | 323 | 417 | 2.5% |
| Q1 2022 | 1,135 | $27.1B | 350,945,958 | 62 | 302 | 479 | 0.3% |
| Q4 2021 | 1,195 | $30.9B | 352,957,843 | 84 | 314 | 435 | 0.6% |
| Q3 2021 | 1,138 | $29.4B | 353,953,131 | 75 | 336 | 411 | 0.8% |
| Q2 2021 | 1,142 | $29.2B | 355,487,616 | 105 | 297 | 440 | 0.5% |
| Q1 2021 | 1,126 | $25.5B | 371,520,817 | 76 | 306 | 492 | 0.2% |
| Q4 2020 | 1,158 | $25.4B | 375,128,970 | 81 | 260 | 505 | 0.2% |
| Q3 2020 | 1,107 | $23.1B | 369,535,546 | 95 | 237 | 545 | 0.2% |
| Q2 2020 | 1,127 | $21.1B | 369,918,948 | 1,102 | 14 | 7 | 0.4% |
| Q1 2020 | 33 | $182.0M | 3,528,839 | 30 | 0 | 0 | 3.2% |
| Q4 2019 | 1 | $611.0K | 7,471 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $611.0K | 7,471 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $611.0K | 7,471 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $611.0K | 7,471 | 1 | 0 | 0 | 0.0% |