OTIS WORLDWIDE CORP OTIS
COM · Common Stock · CUSIP 68902V107 · ISIN US68902V1070
American elevator and escalator manufacturer
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($118.1m this quarter). Holder counts are more reliable. Shares outstanding: 392.5m as of 2025-07-15, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $99.00. Options: 13 managers hold calls ($50.9m notional), 13 hold puts ($35.7m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,046 |
| Q4 2022 | 1,104 |
| Q1 2023 | 1,100 |
| Q2 2023 | 1,125 |
| Q3 2023 | 1,099 |
| Q4 2023 | 1,191 |
| Q1 2024 | 1,200 |
| Q2 2024 | 1,192 |
| Q3 2024 | 1,200 |
| Q4 2024 | 1,234 |
| Q1 2025 | 1,246 |
| Q2 2025 | 1,270 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 420 | 498 |
| Q4 2023 | 418 | 534 |
| Q1 2024 | 471 | 521 |
| Q2 2024 | 460 | 528 |
| Q3 2024 | 438 | 565 |
| Q4 2024 | 459 | 527 |
| Q1 2025 | 508 | 570 |
| Q2 2025 | 515 | 543 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $167.4m | $97.4m | 0.58 |
| Q4 2024 | $185.9m | $54.1m | 0.29 |
| Q1 2025 | $63.5m | $15.9m | 0.25 |
| Q2 2025 | $50.9m | $35.7m | 0.70 |
Biggest buyers
| MARSHALL WACE, LLP | Added | +2.8m |
| VANGUARD GROUP INC | Added | +2.0m |
| D. E. Shaw & Co., Inc. | Added | +1.9m |
| ROYAL BANK OF CANADA | Added | +1.9m |
| Qube Research & Technologies Ltd | New | +1.2m |
| AQR CAPITAL MANAGEMENT LLC | Added | +889.6k |
| MILLENNIUM MANAGEMENT LLC | Added | +877.2k |
| TWO SIGMA INVESTMENTS, LP | Added | +842.6k |
| BlackRock, Inc. | Added | +770.7k |
| ALLIANCEBERNSTEIN L.P. | Added | +603.9k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -15.8m |
| Grantham, Mayo, Van Otterloo & Co. LLC | Reduced | -5.5m |
| MENORA MIVTACHIM HOLDINGS LTD. | Reduced | -1.1m |
| FMR LLC | Reduced | -836.5k |
| UBS Group AG | Reduced | -792.3k |
| FRANKLIN RESOURCES INC | Reduced | -698.4k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -673.3k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -544.5k |
| BANK OF MONTREAL /CAN/ | Reduced | -507.6k |
| USS Investment Management Ltd | Reduced | -443.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $27.0m272.8k shares |
| JANE STREET GROUP, LLC | Added | $8.7m87.8k shares |
| CITADEL ADVISORS LLC | Added | $6.2m62.5k shares |
| Walleye Trading LLC | Reduced | $4.4m44.3k shares |
| IMC-Chicago, LLC | Added | $1.8m17.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $752.0k7.6k shares |
| WOLVERINE TRADING, LLC | New | $741.8k7.6k shares |
| TUDOR INVESTMENT CORP ET AL | New | $673.3k6.8k shares |
| Walleye Capital LLC | Reduced | $326.8k3.3k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $227.7k2.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $19.7m198.8k shares |
| CITADEL ADVISORS LLC | Added | $4.5m45.9k shares |
| SIMPLEX TRADING, LLC | Added | $3.1m31.4k shares |
| Caption Management, LLC | New | $2.0m20.6k shares |
| IMC-Chicago, LLC | New | $1.4m13.8k shares |
| WOLVERINE TRADING, LLC | New | $1.3m13.5k shares |
| JANE STREET GROUP, LLC | New | $911.0k9.2k shares |
| PEAK6 LLC | New | $891.2k9.0k shares |
| MIRAE ASSET SECURITIES (USA) INC. | New | $831.8k8.4k shares |
| GROUP ONE TRADING LLC | New | $495.1k5.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.5% |
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 6.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 2 | $938.7k | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 4 | $7.4m | $3.4m |
| Q2 2024 | 0 | — | 1 | $2.8m | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 2 | $1.5m | — |
| Q1 2025 | 0 | — | 4 | $13.2m | $6.3m |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.08% of their portfolio | 48.6m $4.8bn | Added +2.0m |
| BlackRock, Inc. 0.06% of their portfolio | 32.5m $3.2bn | Added +770.7k |
| JPMORGAN CHASE & CO 0.15% of their portfolio | 22.1m $2.2bn | Reduced -15.8m |
| ALLIANCEBERNSTEIN L.P. 0.63% of their portfolio | 19.4m $1.9bn | Added +603.9k |
| STATE STREET CORP 0.06% of their portfolio | 16.0m $1.6bn | Added +26.1k |
| MORGAN STANLEY 0.09% of their portfolio | 13.5m $1.3bn | Added +583.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.07% of their portfolio | 10.7m $1.1bn | Added +129.5k |
| NORGES BANK 0.09% of their portfolio | 7.3m $721.6m | Added +144.0k |
| FRANKLIN RESOURCES INC 0.19% of their portfolio | 7.1m $702.8m | Reduced -698.4k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.22% of their portfolio | 6.9m $684.3m | Reduced -258.1k |
| Fundsmith LLP 2.50% of their portfolio | 5.8m $576.2m | Reduced -47.6k |
| Fiera Capital Corp 1.79% of their portfolio | 5.3m $528.7m | Reduced -55.3k |
| PineStone Asset Management Inc. 2.97% of their portfolio | 4.6m $459.4m | Added +543.9k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.37% of their portfolio | 4.6m $458.7m | Added +494.3k |
| Invesco Ltd. 0.08% of their portfolio | 4.5m $448.5m | Added +290.6k |
| NORTHERN TRUST CORP 0.06% of their portfolio | 4.4m $435.0m | Reduced -191.9k |
| BLS Capital Fondsmaeglerselskab A/S 11.69% of their portfolio | 3.7m $362.7m | Reduced -255.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% of their portfolio | 3.6m $359.6m | Added +88.8k |
| Sarasin & Partners LLP 3.53% of their portfolio | 3.6m $354.6m | Reduced -60.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.06% of their portfolio | 3.1m $303.1m | Reduced -673.3k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 3.0m $294.3m | Added +2.3k |
| MARSHALL WACE, LLP 0.33% of their portfolio | 2.8m $281.7m | Added +2.8m |
| Capital Research Global Investors 0.06% of their portfolio | 2.8m $278.3m | Added +16.9k |
| Legal & General Group Plc 0.07% of their portfolio | 2.8m $277.8m | Added +58.2k |
| Bank of New York Mellon Corp 0.05% of their portfolio | 2.8m $277.0m | Reduced -155.5k |
| FMR LLC 0.02% of their portfolio | 2.8m $273.8m | Reduced -836.5k |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 2.6m $256.0m | Added +1.9m |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.20% of their portfolio | 2.4m $237.0m | Added +100.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 2.4m $234.4m | Added +33.1k |
| PRIMECAP MANAGEMENT CO/CA/ 0.18% of their portfolio | 2.3m $229.2m | Added +511.2k |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 2.3m $222.8m | Added +332.0k |
| DEUTSCHE BANK AG\ 0.08% of their portfolio | 2.1m $207.6m | Added +525.2k |
| LONDON CO OF VIRGINIA 1.16% of their portfolio | 2.1m $204.8m | Reduced -84.4k |
| D. E. Shaw & Co., Inc. 0.20% of their portfolio | 2.0m $200.2m | Added +1.9m |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.9m $191.6m | Reduced -5.2k |
| Guinness Asset Management LTD 3.41% of their portfolio | 1.9m $190.5m | Added +28.1k |
| CIBC Private Wealth Group LLC 0.33% of their portfolio | 1.9m $185.8m | Reduced -11.1k |
| USS Investment Management Ltd 1.14% of their portfolio | 1.8m $181.2m | Reduced -443.3k |
| UBS Group AG 0.04% of their portfolio | 1.7m $168.6m | Reduced -792.3k |
| FUNDSMITH INVESTMENT SERVICES LTD. 2.27% of their portfolio | 1.7m $167.7m | Reduced -32.0k |
| Amundi 0.06% of their portfolio | 1.7m $166.0m | Added +474.1k |
| Russell Investments Group, Ltd. 0.20% of their portfolio | 1.6m $155.6m | Added +210.4k |
| BROWN BROTHERS HARRIMAN & CO 0.94% of their portfolio | 1.5m $146.7m | Added +393.1k |
| Canoe Financial LP 2.08% of their portfolio | 1.5m $145.7m | Reduced -32.3k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.55% of their portfolio | 1.4m $140.4m | Added +86.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 1.4m $134.3m | Reduced -98.3k |
| CITADEL ADVISORS LLC 0.11% of their portfolio | 1.3m $132.5m | Added +298.2k |
| Clearbridge Investments, LLC 0.10% of their portfolio | 1.3m $127.6m | Reduced -33.0k |
| Swiss National Bank 0.07% of their portfolio | 1.2m $118.6m | Added +71.1k |
| Qube Research & Technologies Ltd 0.16% of their portfolio | 1.2m $114.3m | New |
| AQR CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 1.2m $112.6m | Added +889.6k |
| MACQUARIE GROUP LTD 0.14% of their portfolio | 1.1m $113.6m | Added +88.7k |
| AVIVA PLC 0.23% of their portfolio | 1.1m $113.0m | Added +37.8k |
| Fayez Sarofim & Co 0.26% of their portfolio | 1.1m $110.2m | Reduced -742 |
| MILLENNIUM MANAGEMENT LLC 0.10% of their portfolio | 1.1m $106.4m | Added +877.2k |
| TWO SIGMA INVESTMENTS, LP 0.19% of their portfolio | 1.1m $104.3m | Added +842.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.07% of their portfolio | 1.0m $99.6m | Added +526.0k |
| Nuveen, LLC 0.03% of their portfolio | 972.8k $96.3m | Added +81.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.06% of their portfolio | 936.6k $92.7m | Added +10.1k |
| Pictet Asset Management Holding SA 0.09% of their portfolio | 929.3k $92.0m | Reduced -121.7k |
| Lazard Freres Gestion S.A.S. 1.89% of their portfolio | 913.8k $90.5m | Added +133.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.05% of their portfolio | 842.3k $83.4m | Added +676 |
| RHUMBLINE ADVISERS 0.07% of their portfolio | 815.5k $80.8m | Added +44.0k |
| HighTower Advisors, LLC 0.10% of their portfolio | 799.6k $79.2m | Reduced -4.5k |
| CITIGROUP INC 0.05% of their portfolio | 781.4k $77.4m | Added +340.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.28% of their portfolio | 779.3k $77.2m | Reduced -84.6k |
| Gates Capital Management, Inc. 2.28% of their portfolio | 761.7k $75.4m | Unchanged |
| BARCLAYS PLC 0.03% of their portfolio | 744.5k $73.7m | Reduced -150.9k |
| Assenagon Asset Management S.A. 0.11% of their portfolio | 713.6k $70.7m | Added +274.7k |
| HSBC HOLDINGS PLC 0.04% of their portfolio | 690.9k $68.4m | Reduced -55.3k |
| Fisher Asset Management, LLC 0.03% of their portfolio | 686.7k $68.0m | Reduced -31.4k |
| California Public Employees Retirement System 0.04% of their portfolio | 679.9k $67.3m | Added +43.1k |
| Squarepoint Ops LLC 0.15% of their portfolio | 677.6k $67.1m | Added +114.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.07% of their portfolio | 647.3k $64.1m | Added +7.8k |
| National Pension Service 0.05% of their portfolio | 617.6k $61.2m | Added +4.6k |
| NEUBERGER BERMAN GROUP LLC 0.05% of their portfolio | 609.0k $60.2m | Reduced -597 |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.30% of their portfolio | 602.1k $59.6m | New |
| CANADA LIFE ASSURANCE Co 0.09% of their portfolio | 566.7k $56.2m | Reduced -52.6k |
| TWO SIGMA ADVISERS, LP 0.11% of their portfolio | 565.8k $56.0m | Added +486.7k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.05% of their portfolio | 555.4k $55.0m | Added +84.6k |
| Artisan Partners Limited Partnership 0.08% of their portfolio | 542.6k $53.7m | Reduced -6.7k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 529.2k $52.4m | Reduced -12.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.07% of their portfolio | 511.2k $50.6m | New |
| Rathbones Group PLC 0.22% of their portfolio | 508.0k $50.3m | Reduced -4.7k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 500.5k $49.6m | Reduced -31.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 497.6k $49.3m | Reduced -56.1k |
| Railway Pension Investments Ltd 0.66% of their portfolio | 470.1k $46.5m | Reduced -55.9k |
| STOREBRAND ASSET MANAGEMENT AS 0.13% of their portfolio | 462.6k $45.8m | Added +17.8k |
| J. Stern & Co. LLP 3.81% of their portfolio | 456.8k $44.6m | Added +13.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 438.6k $43.4m | Reduced -38.3k |
| JANE STREET GROUP, LLC 0.07% of their portfolio | 434.9k $43.1m | Added +307.7k |
| SEI INVESTMENTS CO 0.05% of their portfolio | 432.8k $42.9m | Added +227.5k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.07% of their portfolio | 406.3k $40.2m | Reduced -15.3k |
| ExodusPoint Capital Management, LP 0.49% of their portfolio | 406.1k $40.2m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 405.8k $40.2m | Reduced -75.3k |
| PNC Financial Services Group, Inc. 0.03% of their portfolio | 393.3k $38.9m | Reduced -19.0k |
| TUDOR INVESTMENT CORP ET AL 0.29% of their portfolio | 385.6k $38.2m | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.04% of their portfolio | 383.2k $37.9m | Reduced -544.5k |
| Man Group plc 0.08% of their portfolio | 379.6k $37.6m | Added +226.7k |
| NATIONAL BANK OF CANADA /FI/ 0.04% of their portfolio | 357.5k $35.4m | Added +23.3k |