Otis Worldwide Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

WBAG:OTIS Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
13 Feb 25	Sell€1,624,898	Stephane de Montlivault	Individual	17,470	€93.01
05 Feb 25	Sell€432,737	Nora LaFreniere	Individual	4,775	€90.63
31 Jan 25	Sell€1,408,822	Peiming Zheng	Individual	15,401	€91.48
07 Nov 24	Sell€842,927	Abbe Luersman	Individual	9,000	€93.66
07 May 24	Sell€1,460,304	Peiming Zheng	Individual	16,802	€86.91

Insider Trading Volume

Insider Buying: OTIS insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of OTIS?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	24,280	0.00612%
State or Government	338,639	0.0854%
Individual Insiders	562,235	0.142%
General Public	25,922,434	6.54%
Institutions	369,670,975	93.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 62.2% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.4%	The Vanguard Group, Inc.	45,003,843	€4.2b	0.33%	0.06%
8.3%	BlackRock, Inc.	32,916,884	€3.1b	1.22%	0.05%
7.34%	JP Morgan Asset Management	29,120,531	€2.7b	21.6%	0.29%
4.99%	AllianceBernstein L.P.	19,796,382	€1.9b	-8.19%	0.56%
4.05%	State Street Global Advisors, Inc.	16,062,695	€1.5b	-0.08%	0.05%
2.81%	Geode Capital Management, LLC	11,126,735	€1.0b	0.86%	0.07%
1.92%	Massachusetts Financial Services Company	7,605,562	€713.3m	-5.45%	0.16%
1.91%	Putnam LLC	7,556,945	€708.7m	5.59%	0.61%
1.87%	Morgan Stanley Investment Management Inc.	7,395,750	€693.6m	-5.33%	0.5%
1.77%	Norges Bank Investment Management	7,017,420	€658.1m	-3.51%	0.05%
1.66%	Fiera Capital Corporation	6,596,755	€618.7m	-4.44%	1.46%
1.62%	UBS Asset Management AG	6,405,457	€600.7m	43.2%	0.05%
1.5%	Fundsmith, LLP	5,966,777	€559.6m	-2.84%	1.98%
1.3%	Grantham Mayo Van Otterloo & Co. LLC	5,159,105	€483.8m	1.19%	1.16%
1.15%	Northern Trust Global Investments	4,577,626	€429.3m	12.3%	0.06%
1.06%	BLS Capital Fondsmaeglerselskab A/S	4,198,788	€393.8m	-7.77%	7.35%
1.02%	Sarasin & Partners LLP	4,053,315	€380.1m	6%	2.58%
0.95%	Wellington Management Group LLP	3,759,138	€352.5m	2.14%	0.06%
0.9%	Mitsubishi UFJ Asset Management Co., Ltd.	3,566,587	€334.5m	3.35%	0.17%
0.89%	JPMorgan Chase & Co, Private Banking and Investment Banking Investments	3,538,776	€331.9m	40.1%	0.08%
0.8%	BNY Asset Management	3,191,084	€299.3m	-1.83%	0.05%
0.78%	FMR LLC	3,102,045	€290.9m	1.21%	0.02%
0.77%	CIBC Private Wealth Advisors, Inc.	3,066,278	€287.6m	-2.62%	0.52%
0.76%	PineStone Asset Management Inc.	3,002,419	€281.6m	4.21%	2.25%
0.72%	Legal & General Investment Management Limited	2,866,795	€268.9m	-20.3%	0.06%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/19 01:45
End of Day Share Price	2025/02/19 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Otis Worldwide Corporation is covered by 25 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
null null	Argus Research Company
Richard Radbourne	Atlantic Equities LLP
Ishan Majumdar	Baptista Research