Otis Worldwide Ownership

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

Recent Insider Transactions

NYSE:OTIS Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
07 Nov 24	SellUS$909,209	Abbe Luersman	Individual	9,000	US$101.02
07 May 24	SellUS$1,574,112	Peiming Zheng	Individual	16,802	US$93.69
20 Feb 24	SellUS$319,680	Michael Ryan	Individual	3,522	US$90.77
20 Feb 24	SellUS$1,472,229	Nora LaFreniere	Individual	16,201	US$90.87

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
State or Government	337,597	0.0845%
Individual Insiders	451,022	0.113%
General Public	25,246,005	6.32%
Institutions	373,425,900	93.5%

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

Top Shareholders

Top 25 shareholders own 61.18% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.2%	The Vanguard Group, Inc.	44,854,720	US$4.3b	-0.51%	0.06%
8.14%	BlackRock, Inc.	32,521,498	US$3.1b	-5.77%	0.05%
6%	JP Morgan Asset Management	23,950,547	US$2.3b	35.8%	0.25%
5.4%	AllianceBernstein L.P.	21,563,046	US$2.1b	-1.67%	0.61%
4.02%	State Street Global Advisors, Inc.	16,075,641	US$1.5b	0.05%	0.06%
2.76%	Geode Capital Management, LLC	11,031,700	US$1.1b	1.4%	0.07%
2.01%	Massachusetts Financial Services Company	8,043,689	US$773.7m	-2.48%	0.16%
1.96%	Morgan Stanley Investment Management Inc.	7,812,264	US$751.5m	-5.44%	0.57%
1.82%	Norges Bank Investment Management	7,272,798	US$699.6m	0%	0.06%
1.79%	Putnam LLC	7,156,999	US$688.4m	60.2%	0.64%
1.73%	Fiera Capital Corporation	6,903,297	US$664.0m	-1.66%	1.51%
1.54%	Fundsmith, LLP	6,141,228	US$590.7m	0.05%	1.83%
1.46%	Morgan Stanley Investment Management Limited	5,843,471	US$562.1m	-0.34%	1.31%
1.28%	Grantham Mayo Van Otterloo & Co. LLC	5,098,541	US$490.4m	5.31%	1.17%
1.14%	BLS Capital Fondsmaeglerselskab A/S	4,552,527	US$437.9m	-2.83%	8.24%
1.12%	UBS Asset Management AG	4,474,523	US$430.4m	2.98%	0.04%
1.02%	Northern Trust Global Investments	4,076,610	US$392.1m	-5.01%	0.06%
0.96%	Sarasin & Partners LLP	3,823,792	US$367.8m	-7.53%	2.31%
0.92%	Wellington Management Group LLP	3,680,452	US$354.0m	11.9%	0.05%
0.9%	Legal & General Investment Management Limited	3,598,820	US$346.2m	-1.68%	0.06%
0.86%	Mitsubishi UFJ Asset Management Co., Ltd.	3,451,079	US$332.0m	3.05%	0.18%
0.81%	BNY Asset Management	3,250,485	US$312.7m	4.17%	0.06%
0.79%	CIBC Private Wealth Advisors, Inc.	3,148,878	US$302.9m	-0.32%	0.54%
0.77%	FMR LLC	3,064,895	US$294.8m	5.88%	0.02%
0.75%	Menora Mivtachim Pensions & Gemel Ltd.	2,990,829	US$287.7m	21.5%	1.43%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/17 01:06
End of Day Share Price	2024/12/17 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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 here.

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 .

Analyst Sources

Otis Worldwide Corporation is covered by 27 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