OTIS Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 0.23%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $6,040,703.66

Otis Worldwide Insider Trading History Chart

Otis Worldwide Share Price & Price History

^$93.89

▲ +0.8 (0.86%)

As of 05/7/2024 01:00 AM ET

Days: 30 | 90 | 365

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Otis Worldwide Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
2/21/2024	Stephane de Montlivault	Insider	Sell	18,393	$91.10	$1,675,602.30	67,274
2/7/2024	Judith Fran Marks	CEO	Sell	37,312	$91.83	$3,426,360.96	192,319
7/28/2023	Bernardo Calleja Fernandez	Insider	Sell	3,992	$90.70	$362,074.40	42,097
7/28/2023	Michael Patrick Ryan	CAO	Sell	6,372	$90.50	$576,666.00
3/6/2023	Bernardo Calleja Fernandez	Insider	Sell	703	$86.85	$61,055.55	22,215
2/14/2023	Bernardo Calleja Fernandez	Insider	Sell	837	$84.67	$70,868.79	19,998
2/6/2023	James F. Cramer	Insider	Sell	700	$83.97	$58,779.00	5,037
2/6/2023	Michael Patrick Ryan	CAO	Sell	3,018	$84.46	$254,900.28
2/3/2023	Stephane de Montlivault	Insider	Sell	16,005	$84.26	$1,348,581.30	21,161
2/3/2023	Nora E. LaFreniere	EVP	Sell	11,514	$83.83	$965,218.62	6,376
8/1/2022	Rahul Ghai	CFO	Sell	2,618	$78.55	$205,643.90	7,063
7/29/2022	Nora E. LaFreniere	EVP	Sell	13,576	$76.54	$1,039,107.04	12,376
7/28/2021	Bernardo Calleja Fernandez	Insider	Sell	1,597	$87.80	$140,216.60
7/28/2021	Michael Patrick Ryan	CAO	Sell	2,220	$87.44	$194,116.80
6/9/2021	Peiming Zheng	Insider	Buy	120	$60.88	$7,305.60

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SEC Filings (Institutional Ownership Changes) for Otis Worldwide (NYSE:OTIS)

88.03% of Otis Worldwide stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Otis Worldwide Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/8/2024	Williams Jones Wealth Management LLC.	8,000	$0.79M	0.0%	-10.9%	0.002%
5/7/2024	Comgest Global Investors S.A.S.	490,251	$48.67M	0.7%	+4.6%	0.121%
5/7/2024	Meeder Advisory Services Inc.	5,458	$0.54M	0.1%	+8.3%	0.001%
5/7/2024	NorthRock Partners LLC	2,404	$0.24M	0.0%	N/A	0.001%
5/7/2024	Choate Investment Advisors	4,749	$0.47M	0.0%	-16.4%	0.001%
5/7/2024	Sei Investments Co.	166,407	$16.52M	0.0%	-18.0%	0.041%
5/7/2024	Anchor Capital Advisors LLC	93,381	$9.27M	0.2%	-12.3%	0.023%
5/7/2024	Reynders McVeigh Capital Management LLC	2,112	$0.21M	0.0%	-11.0%	0.001%
5/7/2024	Foyston Gordon & Payne Inc	55,817	$5.54M	1.3%	-1.7%	0.014%
5/7/2024	Swiss National Bank	1,225,643	$121.67M	0.1%	-4.8%	0.303%
5/7/2024	Forsta AP Fonden	131,300	$13.03M	0.1%	+30.0%	0.032%
5/7/2024	Mitsubishi UFJ Asset Management UK Ltd.	23,500	$2.33M	1.2%	-7.8%	0.006%
5/7/2024	Oppenheimer & Co. Inc.	9,751	$0.97M	0.0%	-4.2%	0.002%
5/7/2024	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	17,930	$1.78M	0.1%	+17.8%	0.004%
5/7/2024	ANTIPODES PARTNERS Ltd	85,810	$8.52M	0.3%	+0.5%	0.021%
5/7/2024	SG Americas Securities LLC	159,478	$15.83M	0.1%	+37.5%	0.039%
5/7/2024	Empowered Funds LLC	6,205	$0.62M	0.0%	+43.6%	0.002%
5/7/2024	Sciencast Management LP	9,876	$0.98M	0.6%	N/A	0.002%
5/6/2024	Envestnet Portfolio Solutions Inc.	22,833	$2.27M	0.0%	+21.9%	0.006%
5/6/2024	Empirical Finance LLC	15,029	$1.49M	0.1%	+3.4%	0.004%
5/6/2024	Cohen Capital Management Inc.	47,686	$4.73M	0.8%	+0.6%	0.012%
5/4/2024	WBI Investments LLC	10,643	$1.06M	0.2%	+360.3%	0.003%
5/4/2024	Team Hewins LLC	2,219	$0.22M	0.0%	N/A	0.001%
5/3/2024	Larson Financial Group LLC	3,877	$0.39M	0.0%	+121.2%	0.001%
5/3/2024	Rehmann Capital Advisory Group	2,550	$0.25M	0.0%	N/A	0.001%
5/3/2024	Chevy Chase Trust Holdings LLC	225,962	$22.43M	0.1%	-1.8%	0.056%
5/3/2024	Commerce Bank	96,451	$9.58M	0.1%	-3.7%	0.024%
5/3/2024	Wellington Shields & Co. LLC	2,103	$0.21M	0.1%	+9.9%	0.001%
5/3/2024	BI Asset Management Fondsmaeglerselskab A S	7,422	$0.74M	0.0%	-17.0%	0.002%
5/3/2024	Pictet North America Advisors SA	29,129	$2.89M	0.3%	N/A	0.007%
5/3/2024	Whittier Trust Co. of Nevada Inc.	18,333	$1.82M	0.1%	+1.5%	0.005%
5/3/2024	Whittier Trust Co.	13,407	$1.33M	0.0%	-1.0%	0.003%
5/2/2024	Financial Counselors Inc.	2,131	$0.21M	0.0%	N/A	0.001%
5/2/2024	Jennison Associates LLC	1,372,045	$136.20M	0.1%	+1.2%	0.339%
5/2/2024	Mutual of America Capital Management LLC	53,176	$5.28M	0.1%	-3.2%	0.013%
5/2/2024	FORA Capital LLC	23,322	$2.32M	0.2%	-14.6%	0.006%
5/2/2024	Daiwa Securities Group Inc.	44,969	$4.46M	0.0%	+21.0%	0.011%
5/2/2024	Haverford Trust Co	2,076	$0.21M	0.0%	N/A	0.001%
5/2/2024	GSB Wealth Management LLC	3,584	$0.36M	0.1%	+10.2%	0.001%
5/2/2024	Nordea Investment Management AB	463,190	$46.14M	0.1%	+19.6%	0.115%
5/2/2024	Fidelis Capital Partners LLC	3,537	$0.35M	0.1%	+5.8%	0.001%
5/2/2024	St. Louis Trust Co	3,000	$0.30M	0.0%	-8.5%	0.001%
5/2/2024	BNP Paribas	47,125	$4.51M	0.2%	N/A	0.012%
5/1/2024	Connecticut Wealth Management LLC	101,271	$10.05M	0.5%	-5.7%	0.025%
5/1/2024	Janney Montgomery Scott LLC	53,104	$5.27M	0.0%	-3.2%	0.013%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	65,152	$6.47M	0.0%	+3.8%	0.016%
5/1/2024	Mission Wealth Management LP	2,457	$0.24M	0.0%	+6.6%	0.001%
5/1/2024	Sequoia Financial Advisors LLC	8,054	$0.80M	0.0%	-69.1%	0.002%
5/1/2024	Diversify Advisory Services LLC	9,064	$0.89M	0.1%	N/A	0.002%
4/30/2024	Private Advisor Group LLC	22,932	$2.28M	0.0%	-17.3%	0.006%
4/30/2024	J.W. Cole Advisors Inc.	6,452	$0.64M	0.0%	+27.8%	0.002%
4/30/2024	Hartline Investment Corp	2,252	$0.22M	0.0%	N/A	0.001%
4/30/2024	Retirement Systems of Alabama	89,489	$8.88M	0.0%	-0.8%	0.022%
4/30/2024	North Star Investment Management Corp.	2,181	$0.22M	0.0%	+37.3%	0.001%
4/30/2024	Norden Group LLC	17,346	$1.72M	0.1%	N/A	0.004%
4/30/2024	Van ECK Associates Corp	68,257	$6.78M	0.0%	-6.3%	0.017%
4/30/2024	HB Wealth Management LLC	7,009	$0.70M	0.0%	-7.8%	0.002%
4/30/2024	Bull Street Advisors LLC	5,680	$0.56M	0.3%	+9.7%	0.001%
4/30/2024	Caprock Group LLC	2,878	$0.29M	0.0%	-38.6%	0.001%
4/30/2024	Perigon Wealth Management LLC	16,572	$1.65M	0.0%	+1.0%	0.004%
4/30/2024	OFI Invest Asset Management	367,215	$33.75M	0.9%	+4.4%	0.091%
4/30/2024	Allspring Global Investments Holdings LLC	230,052	$22.84M	0.0%	+145.4%	0.057%
4/29/2024	Commonwealth Equity Services LLC	153,101	$15.20M	0.0%	+1.2%	0.038%
4/29/2024	Boyd Watterson Asset Management LLC OH	3,427	$0.34M	0.1%	+5.3%	0.001%
4/29/2024	Greenleaf Trust	9,880	$0.98M	0.0%	+4.4%	0.002%
4/29/2024	Principal Financial Group Inc.	468,665	$46.52M	0.0%	+0.5%	0.116%
4/29/2024	Seascape Capital Management	33,744	$3.35M	1.2%	+6.8%	0.008%
4/29/2024	Heritage Investors Management Corp	24,872	$2.47M	0.1%	-0.5%	0.006%
4/29/2024	Tower Bridge Advisors	3,458	$0.34M	0.0%	-30.3%	0.001%
4/29/2024	Mn Services Vermogensbeheer B.V.	165,500	$16.43M	0.1%	-14.2%	0.041%
4/27/2024	Conning Inc.	2,055	$0.20M	0.0%	N/A	0.001%
4/26/2024	Pinnacle Associates Ltd.	19,417	$1.93M	0.0%	-3.5%	0.005%
4/26/2024	Securian Asset Management Inc.	23,880	$2.37M	0.1%	-7.8%	0.006%
4/26/2024	Pavion Blue Capital LLC	2,151	$0.21M	0.1%	N/A	0.001%
4/26/2024	UMB Bank n.a.	4,895	$0.49M	0.0%	-4.7%	0.001%
4/26/2024	LifeSteps Financial Inc.	311	$31K	0.0%	N/A	0.000%
4/26/2024	Yousif Capital Management LLC	63,556	$6.31M	0.1%	-4.4%	0.016%
4/26/2024	YHB Investment Advisors Inc.	23,402	$2.32M	0.2%	+7.1%	0.006%
4/26/2024	ZWJ Investment Counsel Inc.	2,854	$0.28M	0.0%	N/A	0.001%
4/26/2024	Members Trust Co	2,956	$0.29M	0.0%	-13.9%	0.001%
4/26/2024	SYSTM Wealth Solutions LLC	987	$98K	0.0%	-48.0%	0.000%
4/26/2024	Mesirow Financial Investment Management Inc.	6,055	$0.60M	0.0%	N/A	0.001%
4/26/2024	Tritonpoint Wealth LLC	2,869	$0.29M	0.0%	+4.1%	0.001%
4/25/2024	New York State Teachers Retirement System	347,026	$34.45M	0.1%	-8.1%	0.086%
4/25/2024	Bank of New York Mellon Corp	3,573,711	$354.76M	0.1%	-3.7%	0.884%
4/25/2024	Bridges Investment Management Inc.	10,390	$1.03M	0.0%	+13.7%	0.003%
4/25/2024	Equitable Trust Co.	244,320	$24.25M	1.7%	-0.9%	0.060%
4/25/2024	Zurcher Kantonalbank Zurich Cantonalbank	113,900	$11.31M	0.0%	+1.1%	0.028%
4/25/2024	Fjarde AP Fonden Fourth Swedish National Pension Fund	83,424	$8.28M	0.1%	+19.8%	0.021%
4/25/2024	Telos Capital Management Inc.	3,384	$0.34M	0.0%	-9.4%	0.001%
4/25/2024	IMA Wealth Inc.	9,526	$0.95M	0.4%	-2.9%	0.002%
4/25/2024	Cambridge Investment Research Advisors Inc.	32,048	$3.18M	0.0%	+0.3%	0.008%
4/24/2024	Private Trust Co. NA	12,931	$1.28M	0.1%	+0.9%	0.003%
4/24/2024	Leavell Investment Management Inc.	2,157	$0.21M	0.0%	N/A	0.001%
4/24/2024	CENTRAL TRUST Co	7,558	$0.75M	0.0%	-3.3%	0.002%
4/24/2024	V Square Quantitative Management LLC	11,290	$1.12M	0.2%	+17.4%	0.003%
4/24/2024	Hartford Financial Management Inc.	12,918	$1.28M	0.3%	-3.1%	0.003%
4/24/2024	Simplicity Wealth LLC	9,711	$0.96M	0.0%	N/A	0.002%
4/24/2024	NBT Bank N A NY	16,923	$1.68M	0.1%	-2.4%	0.004%
4/24/2024	Childress Capital Advisors LLC	2,020	$0.20M	0.1%	N/A	0.000%

Data available starting January 2016

Otis Worldwide Corporation engages in manufacturing, installation, and servicing of elevators and escalators in the United States, China, and internationally. The company operates in two segments, New Equipment and Service. The New Equipment segment designs, manufactures, sells, and installs a range of passenger and freight elevators, as well as escalators and moving walkways for residential and commercial buildings, and infrastructure projects. This segment serves real-estate and building developers, and general contractors. It sells its products directly to customers, as well as through agents and distributors. The Service segment performs maintenance and repair services, as well as modernization services to upgrade elevators and escalators. Otis Worldwide Corporation was founded in 1853 and is headquartered in Farmington, Connecticut.

Today's Range

Now: $93.89

$93.24

$94.21

50 Day Range

MA: $96.43

$91.20

$100.21

52 Week Range

Now: $93.89

$73.32

$100.35

Volume

1,674,324 shs

Average Volume

2,016,293 shs

Market Capitalization

$37.96 billion

P/E Ratio

27.14

Dividend Yield

1.48%

Beta

1.03

Who are the company insiders with the largest holdings of Otis Worldwide?: Otis Worldwide's top insider investors include:
Judith Fran Marks (CEO)
Montlivault Stephane De (Insider)
Fernandez Bernardo Calleja (Insider)
Nora E Lafreniere (EVP)
Rahul Ghai (CFO)
James F Cramer (Insider)
Michael Patrick Ryan (CAO)
Learn More about top insider investors at Otis Worldwide.
Who are the major institutional investors of Otis Worldwide?: Otis Worldwide's top institutional investors include:
Bank of New York Mellon Corp — 0.88%
Sarasin & Partners LLP — 0.80%
Los Angeles Capital Management LLC — 0.57%
Guinness Asset Management LTD — 0.44%
Jennison Associates LLC — 0.34%
Swiss National Bank — 0.30%
Learn More about top institutional investors of Otis Worldwide stock.
Which major investors are selling Otis Worldwide stock?: During the last quarter, OTIS stock was sold by these institutional investors:
Bank of New York Mellon Corp
Vaughan Nelson Investment Management L.P.
Pensioenfonds Rail & OV
Assenagon Asset Management S.A.
Swiss National Bank
Sei Investments Co.
New York State Teachers Retirement System
Mn Services Vermogensbeheer B.V.
During the previous year, company insiders that have sold Otis Worldwide company stock include:
Judith Fran Marks (CEO)
Montlivault Stephane De (Insider)
Fernandez Bernardo Calleja (Insider)
Nora E Lafreniere (EVP)
Learn More investors selling Otis Worldwide stock.
Which major investors are buying Otis Worldwide stock?: During the last quarter, OTIS stock was acquired by institutional investors including:
Sarasin & Partners LLP
Allspring Global Investments Holdings LLC
Allspring Global Investments Holdings LLC
Nordea Investment Management AB
BTC Capital Management Inc.
BNP Paribas
SG Americas Securities LLC
Forsta AP Fonden