Comparable stake leader
VANGUARD CAPITAL MANAGEMENT LLC
SEC ownership of Otis Worldwide Corp
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001781335.
Disclosed value leader
BlackRock, Inc.
Comparable rows
5/50
Latest evidence
30 Jun 2026
- Public ticker
- OTIS on NYSE
- Parsed ownership sources
-
13D/G and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
VANGUARD CAPITAL MANAGEMENT LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
5 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
VANGUARD CAPITAL MANAGEMENT LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001781335
- Issuer location
- Farmington, CT
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Otis Worldwide Corp (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
VANGUARD CAPITAL MANAGEME...
Disclosed value leader
BlackRock, Inc.
Comparable rows
5/50
Latest evidence
30 Jun 2026
13D/G
13F
Lead comparable stake: 7.5%
45 rows are not safely comparable across share classes.
13D/G row: VANGUARD CAPITAL MANAGEMENT LLC
Showing 1-8 of 50 holder rows.
Quick read
VANGUARD CAPITAL MANAGEMENT LLC leads the comparable SEC ownership view at 7.5%.
5 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens VANGUARD CAPITAL MANAGEMENT LLC's linked filing trail.
Comparable ownership
Top 5
VANGUARD CAPITAL MANAGEMENT LLC
7.5%
BlackRock, Inc.
6.8%
VANGUARD PORTFOLIO MANAGEMENT LLC
5.1%
ALLIANCEBERNSTEIN L.P.
4.7%
JPMORGAN CHASE & CO
2.4%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
7.5%
Reported 13D/G
· 31 Mar 2026
|
$2,243,941,090
29,111,846 shares
|
$0 | 31 Mar 2026 |
| BlackRock, Inc. |
13D/G
13F
Company
|
6.8%
Reported 13D/G
· 31 Mar 2025
|
$2,570,187,803
27,083,117 shares
|
$0 | 31 Mar 2025 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
Vanguard Portfolio Management · Company
|
5.1%
Reported 13D/G
· 31 Mar 2026
|
$1,522,259,703
19,749,088 shares
|
$0 | 31 Mar 2026 |
| ALLIANCEBERNSTEIN L.P. |
13D/G
13F
Company
|
4.7%
Reported 13D/G
· 31 Mar 2025
|
$1,783,673,306
18,795,293 shares
|
-$95,003,346 | 31 Mar 2025 |
| JPMORGAN CHASE & CO |
13D/G
13F
Company
|
2.4%
Reported 13D/G
· 29 Aug 2025
|
$820,306,871
9,490,997 shares
|
-$1,071,568,561 | 29 Aug 2025 |
| STATE STREET CORP |
13F
Company
|
—
denominator unverified
|
$1,193,213,570
16,664,994 shares
|
— | 30 Jun 2026 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
denominator unverified
|
$906,426,392
12,589,525 shares
|
— | 30 Jun 2026 |
| FRANKLIN TEMPLETON INC |
13F
Company
|
—
denominator unverified
|
$843,747,884
11,784,188 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$17,076,706.
Buys
$0
Insiders: 0
Sells
$17,076,706
Insiders: 7
Net
-$17,076,706
Shares: -188,794
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 188,794
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 1,735 | $0 | $135,973 | -$135,973 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 1,628 | $0 | $125,184 | -$125,184 |
| 9-12 | 0 | 185,431 | $0 | $16,815,549 | -$16,815,549 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 30 reporting-owner rows connected to Otis Worldwide Corp. Open a relationship link for the CIK-to-CIK filing trail.
Rows
30
Largest Forms 3/4/5 holder
Judith Fran Marks
Net 12M change
-$17.08M
Full value: -$17,076,707 · USD · 12-month changeLatest report
10 Nov 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Judith Fran Marks | Chair, CEO and President | $25,050,976 | -$9,289,409 | -27% | Mixed | 06 Feb 2026 |
| Sally Loh | President, Otis Greater China | $4,335,256 | Mixed | 01 Mar 2026 | ||
| Anurag Maheshwari | Evp & Cfo | $3,523,509 | Mixed | 06 Feb 2024 | ||
| Fernandez Bernardo Calleja | President, Otis EMEA | $3,453,217 | Mixed | 28 Jul 2023 | ||
| WALKER JOHN H | Director | $2,846,886 | Mixed | 27 May 2026 | ||
| Stephane de Montlivault | President, Otis Asia Pacific | $2,842,498 | -$4,423,059 | -61% | Mixed | 12 Feb 2026 |
| Harold Mcgraw III | Director | $2,798,036 | Mixed | 18 May 2023 | ||
| Viseras Enrique Minarro | Evp & Chief Operating Officer | $2,638,801 | Mixed | 01 Nov 2026 | ||
| Shailesh Jejurikar | Director | $2,626,368 | Mixed | 15 May 2025 | ||
| Tracy A. Embree | President, Otis Americas | $2,213,249 | Mixed | 06 Feb 2025 | ||
| Peiming Zheng | EVP, Chief Product, Delivery | $2,044,780 | Mixed | 06 Feb 2026 | ||
| Margaret M. Preston V | Director | $2,033,611 | Mixed | 27 May 2026 | ||
| Abbe Luersman | Evp & Cpo | $1,770,571 | Mixed | 06 Feb 2025 | ||
| Christopher J. Kearney | Director | $1,627,754 | Mixed | 03 Aug 2026 | ||
| Jeffrey Harry Black | Director | $1,603,251 | Mixed | 27 May 2026 | ||
| Kathy Hopinkah Hannan | Director | $1,555,393 | Mixed | 27 May 2026 | ||
| Shelley Stewart Jr. | Director | $1,537,126 | Mixed | 27 May 2026 | ||
| James F. Cramer | President, Otis Americas | $1,358,007 | Mixed | 01 Jun 2023 | ||
| Nelda J. Connors | Director | $1,123,137 | Mixed | 27 May 2026 | ||
| Nora E. LaFreniere | EVP, General Counsel | $1,043,636 | -$2,477,926 | -70% | Mixed | 10 Nov 2026 |
Recent insider transactions for Otis Worldwide Corp
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Nora E. LaFreniere | OTIS | Common Stock | Tax liability | -2.03% | -287 | 13,880 | 10 Nov 2026 | Direct | ||
| Nora E. LaFreniere | OTIS | Common Stock | Options Exercise | 2.08% | 287 | 14,097 | 10 Nov 2026 | Direct | ||
| Nora E. LaFreniere | OTIS | Restricted Stock Units | Options Exercise | -15.3% | -287 | 1,588 | 10 Nov 2026 | Direct | ||
| Michael Patrick Ryan | OTIS | Common Stock | Tax liability | -1.04% | -37 | 3,504 | 10 Nov 2026 | Direct | ||
| Michael Patrick Ryan | OTIS | Common Stock | Options Exercise | 1.06% | 37 | 3,541 | 10 Nov 2026 | Direct | ||
| Michael Patrick Ryan | OTIS | Restricted Stock Units | Options Exercise | -3.39% | -37 | 1,055 | 10 Nov 2026 | Direct | ||
| Thibault Pierre Marie Lefebure | OTIS | Common Stock | Sale | -22.5% | -$71,057 | $78.95 | -900 | 3,108 | 09 Nov 2026 | Direct |
| Joseph Jay Armas | OTIS | Common Stock | Sale | -27.9% | -$64,917 | $77.74 | -835 | 2,155 | 03 Nov 2026 | Direct |
| Viseras Enrique Minarro | OTIS | Common Stock | Tax liability | -3.74% | -1,319 | 33,908 | 01 Nov 2026 | Direct | ||
| Viseras Enrique Minarro | OTIS | Common Stock | Options Exercise | 8.65% | 2,805 | 35,227 | 01 Nov 2026 | Direct | ||
| Viseras Enrique Minarro | OTIS | Restricted Stock Units | Options Exercise | -100% | -2,805 | 0 | 01 Nov 2026 | Direct | ||
| Kimberly Shannon Gosk | OTIS | Common Stock | Tax liability | -3.27% | -274 | 8,112 | 02 Sep 2026 | Direct | ||
| Kimberly Shannon Gosk | OTIS | Common Stock | Options Exercise | 12.5% | 933 | 8,386 | 02 Sep 2026 | Direct | ||
| Kimberly Shannon Gosk | OTIS | Restricted Stock Units | Options Exercise | -33.2% | -933 | 1,875 | 02 Sep 2026 | Direct | ||
| Echevarria Maria Cristina Mendez | OTIS | Common Stock | Tax liability | -7.35% | -838 | 10,556 | 23 Aug 2026 | Direct | ||
| Echevarria Maria Cristina Mendez | OTIS | Common Stock | Options Exercise | 23.1% | 2,137 | 11,394 | 23 Aug 2026 | Direct | ||
| Echevarria Maria Cristina Mendez | OTIS | Restricted Stock Units | Options Exercise | -49.9% | -2,137 | 2,145 | 23 Aug 2026 | Direct | ||
| Christopher J. Kearney | OTIS | Deferred Stock Units | Award | -1.44% | -291 | 19,941 | 03 Aug 2026 | Direct | ||
| Joseph Jay Armas | OTIS | Common Stock | Tax liability | -12.3% | -421 | 2,990 | 02 Jun 2026 | Direct | ||
| Joseph Jay Armas | OTIS | Common Stock | Options Exercise | 97% | 1,680 | 3,411 | 02 Jun 2026 | Direct | ||
| Joseph Jay Armas | OTIS | Restricted Stock Units | Options Exercise | -33.3% | -1,680 | 3,362 | 02 Jun 2026 | Direct | ||
| Thomas A. Bartlett | OTIS | Deferred Stock Units | Award | 49.8% | 2,716 | 8,174 | 27 May 2026 | Direct | ||
| Christopher J. Kearney | OTIS | Deferred Stock Units | Award | 15.3% | 2,591 | 19,544 | 27 May 2026 | Direct | ||
| Shelley Stewart Jr. | OTIS | Deferred Stock Units | Award | 16.2% | 2,591 | 18,601 | 27 May 2026 | Direct | ||
| Walker John H | OTIS | Deferred Stock Units | Award | 16.2% | 4,806 | 34,457 | 27 May 2026 | Direct | ||
| Margaret M. Preston V | OTIS | Deferred Stock Units | Award | 21.7% | 4,597 | 25,777 | 27 May 2026 | Direct | ||
| Kathy Hopinkah Hannan | OTIS | Deferred Stock Units | Award | 17% | 2,758 | 18,958 | 27 May 2026 | Direct | ||
| Nelda J. Connors | OTIS | Deferred Stock Units | Award | 23.2% | 2,716 | 14,414 | 27 May 2026 | Direct | ||
| Jill Brannon | OTIS | Deferred Stock Units | Award | 49.8% | 4,527 | 13,624 | 27 May 2026 | Direct | ||
| Jeffrey Harry Black | OTIS | Deferred Stock Units | Award | 16.8% | 2,800 | 19,498 | 27 May 2026 | Direct | ||
| Thibault Pierre Marie Lefebure | OTIS | Common Stock | Sale | -28.9% | -$125,184 | $76.89 | -1,628 | 4,008 | 07 May 2026 | Direct |
| Nicolas Eduardo Lopez | OTIS | Restricted Stock Units | Award | 4,685 | 4,685 | 02 Mar 2026 | Direct | |||
| Sally Loh | OTIS | Common Stock | Tax liability | -0.58% | -264 | 45,507 | 01 Mar 2026 | Direct | ||
| Sally Loh | OTIS | Common Stock | Options Exercise | 2.82% | 1,256 | 45,771 | 01 Mar 2026 | Direct | ||
| Sally Loh | OTIS | Restricted Stock Units | Options Exercise | -100% | -1,256 | 0 | 01 Mar 2026 | Direct | ||
| Stephane de Montlivault | OTIS | Common Stock | Sale | -62.2% | -$4,423,059 | $92.25 | -47,944 | 29,176 | 12 Feb 2026 | Direct |
| Michael Patrick Ryan | OTIS | Common Stock | Sale | -25.2% | -$106,445 | $90.06 | -1,182 | 3,504 | 10 Feb 2026 | Direct |
| Nora E. LaFreniere | OTIS | Common Stock | Sale | -66.4% | -$2,477,926 | $90.38 | -27,418 | 13,880 | 10 Feb 2026 | Direct |
| Nora E. LaFreniere | OTIS | Common Stock | Disposed to Issuer | -7.43% | -3,314 | 41,298 | 10 Feb 2026 | Direct | ||
| Nora E. LaFreniere | OTIS | Common Stock | Options Exercise | 12.9% | 5,107 | 44,612 | 10 Feb 2026 | Direct | ||
| Nora E. LaFreniere | OTIS | Stock Appreciation Rights | Options Exercise | -100% | -5,107 | 0 | 10 Feb 2026 | Direct | ||
| Peiming Zheng | OTIS | Common Stock | Tax liability | -2.81% | -650 | 22,455 | 07 Feb 2026 | Direct | ||
| Peiming Zheng | OTIS | Common Stock | Options Exercise | 6.82% | 1,476 | 23,105 | 07 Feb 2026 | Direct | ||
| Peiming Zheng | OTIS | Restricted Stock Units | Options Exercise | -100% | -1,476 | 0 | 07 Feb 2026 | Direct | ||
| Michael Patrick Ryan | OTIS | Common Stock | Tax liability | -2.09% | -100 | 4,686 | 07 Feb 2026 | Direct | ||
| Michael Patrick Ryan | OTIS | Common Stock | Options Exercise | 7.74% | 344 | 4,786 | 07 Feb 2026 | Direct | ||
| Michael Patrick Ryan | OTIS | Restricted Stock Units | Options Exercise | -100% | -344 | 0 | 07 Feb 2026 | Direct | ||
| Stephane de Montlivault | OTIS | Common Stock | Options Exercise | 2.15% | 1,620 | 77,120 | 07 Feb 2026 | Direct | ||
| Stephane de Montlivault | OTIS | Restricted Stock Units | Options Exercise | -100% | -1,620 | 0 | 07 Feb 2026 | Direct | ||
| Echevarria Maria Cristina Mendez | OTIS | Common Stock | Tax liability | -1.42% | -133 | 9,257 | 07 Feb 2026 | Direct |
* marks a reported price that did not pass the local price check.