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): $7,946,766.42

Otis Worldwide Insider Trading History Chart

Otis Worldwide Share Price & Price History

^$100.33

▲ +0.89 (0.90%)

As of 11/5/2024 02:31 PM 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
5/7/2024	Peiming Zheng	EVP	Sell	30,364	$93.69	$2,844,803.16	15,570
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
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
11/5/2024	Sumitomo Mitsui Trust Group Inc.	928,871	$96.55M	0.1%	-0.3%	0.232%
11/5/2024	Harbour Investments Inc.	2,174	$0.23M	0.0%	+11.4%	0.001%
11/5/2024	Apollon Wealth Management LLC	6,570	$0.68M	0.0%	-12.7%	0.002%
11/4/2024	Venturi Wealth Management LLC	287	$30K	0.0%	-59.6%	0.000%
11/4/2024	Chartwell Investment Partners LLC	70,576	$7.34M	0.3%	+6.7%	0.018%
11/4/2024	Patten & Patten Inc. TN	3,537	$0.37M	0.0%	-8.0%	0.001%
11/4/2024	Ashton Thomas Securities LLC	281	$29K	0.0%	N/A	0.000%
11/4/2024	Los Angeles Capital Management LLC	902,514	$93.81M	0.4%	-58.2%	0.225%
11/4/2024	State of New Jersey Common Pension Fund D	138,102	$14.35M	0.1%	+3.4%	0.034%
11/4/2024	Mitchell Mcleod Pugh & Williams Inc.	3,109	$0.32M	0.1%	+10.7%	0.001%
11/4/2024	Crossmark Global Holdings Inc.	24,433	$2.54M	0.0%	+1.2%	0.006%
11/4/2024	Baker Avenue Asset Management LP	4,884	$0.51M	0.0%	N/A	0.001%
11/4/2024	Axxcess Wealth Management LLC	3,384	$0.35M	0.0%	-19.0%	0.001%
11/2/2024	Mesirow Financial Investment Management Inc.	6,363	$0.66M	0.0%	+3.7%	0.002%
11/1/2024	Atria Investments Inc	10,845	$1.13M	0.0%	-2.2%	0.003%
11/1/2024	Field & Main Bank	8,883	$0.92M	0.3%	-2.7%	0.002%
11/1/2024	Lindbrook Capital LLC	5,921	$0.62M	0.1%	-2.8%	0.001%
11/1/2024	Assetmark Inc.	476	$49K	0.0%	+543.2%	0.000%
11/1/2024	Townsend & Associates Inc	1,950	$0.20M	0.0%	N/A	0.000%
11/1/2024	Rovin Capital UT ADV	2,826	$0.29M	0.1%	N/A	0.001%
11/1/2024	Seascape Capital Management	33,859	$3.52M	1.3%	-1.4%	0.008%
11/1/2024	Windward Capital Management Co. CA	79,123	$8.22M	0.6%	+0.4%	0.020%
11/1/2024	CWA Asset Management Group LLC	2,021	$0.21M	0.0%	N/A	0.001%
11/1/2024	Equitable Trust Co.	223,746	$23.26M	1.5%	-5.9%	0.056%
11/1/2024	Fiera Capital Corp	6,903,297	$717.53M	2.2%	-1.7%	1.723%
11/1/2024	Capital Performance Advisors LLP	331	$34K	0.0%	N/A	0.000%
11/1/2024	J.P. Marvel Investment Advisors LLC	26,944	$2.80M	0.5%	-0.7%	0.007%
10/31/2024	Olympiad Research LP	2,182	$0.23M	0.1%	N/A	0.001%
10/31/2024	Montecito Bank & Trust	2,777	$0.29M	0.0%	N/A	0.001%
10/31/2024	Principal Financial Group Inc.	471,044	$48.96M	0.0%	+1.3%	0.118%
10/31/2024	US Financial Advisors LLC	2,054	$0.21M	0.1%	N/A	0.001%
10/31/2024	Graypoint LLC	4,115	$0.43M	0.0%	-2.5%	0.001%
10/31/2024	Spinnaker Trust	2,390	$0.25M	0.0%	-13.7%	0.001%
10/30/2024	Maia Wealth LLC	450	$47K	0.0%	N/A	0.000%
10/30/2024	Radnor Capital Management LLC	4,776	$0.50M	0.1%	+4.9%	0.001%
10/30/2024	Fractal Investments LLC	3,690	$0.38M	0.1%	-60.7%	0.001%
10/30/2024	Crestwood Advisors Group LLC	2,701	$0.28M	0.0%	+11.2%	0.001%
10/30/2024	Heritage Investors Management Corp	24,587	$2.56M	0.1%	-0.6%	0.006%
10/30/2024	Arthur M. Cohen & Associates LLC	14,000	$1.45M	0.3%	-6.7%	0.003%
10/30/2024	Amalgamated Bank	80,988	$8.42M	0.1%	-0.9%	0.020%
10/30/2024	Sentry Investment Management LLC	6,300	$0.66M	0.3%	+3.1%	0.002%
10/30/2024	Gulf International Bank UK Ltd	29,833	$3.10M	0.1%	-4.6%	0.007%
10/30/2024	Impax Asset Management Group plc	111,296	$11.57M	0.0%	-5.3%	0.028%
10/30/2024	Hazlett Burt & Watson Inc.	3,136	$0.33M	0.2%	+62.1%	0.001%
10/30/2024	Quintet Private Bank Europe S.A.	267,617	$27.82M	1.6%	+14.6%	0.067%
10/30/2024	Mn Services Vermogensbeheer B.V.	157,000	$16.32M	0.1%	-2.4%	0.039%
10/30/2024	QRG Capital Management Inc.	40,938	$4.26M	0.0%	+7.8%	0.010%
10/30/2024	Asset Management One Co. Ltd.	147,808	$15.36M	0.1%	-0.6%	0.037%
10/30/2024	National Pension Service	1,175,241	$122.16M	0.1%	+9.9%	0.293%
10/30/2024	Cohen Capital Management Inc.	47,996	$4.99M	0.8%	+0.7%	0.012%
10/30/2024	Intact Investment Management Inc.	690	$72K	0.0%	N/A	0.000%
10/29/2024	Northeast Investment Management	2,195	$0.23M	0.0%	-12.0%	0.001%
10/29/2024	Kanawha Capital Management LLC	48,956	$5.09M	0.4%	-0.6%	0.012%
10/29/2024	Robeco Institutional Asset Management B.V.	185,499	$19.28M	0.0%	-11.0%	0.046%
10/29/2024	Fort L.P.	2,589	$0.27M	0.7%	-4.5%	0.001%
10/29/2024	BSW Wealth Partners	3,987	$0.41M	0.1%	+29.9%	0.001%
10/29/2024	Van ECK Associates Corp	2,261,929	$232.66M	0.3%	+3,673.6%	0.565%
10/29/2024	Janney Montgomery Scott LLC	56,504	$5.87M	0.0%	-1.6%	0.014%
10/29/2024	Carmichael Hill & Associates Inc.	2,002	$0.21M	0.1%	-11.2%	0.000%
10/29/2024	Optas LLC	5,522	$0.57M	0.1%	+2.2%	0.001%
10/29/2024	Dash Acquisitions Inc.	12,648	$1.28M	0.3%	+4.2%	0.003%
10/28/2024	New York State Common Retirement Fund	348,808	$36.26M	0.0%	-4.4%	0.087%
10/28/2024	Hartford Financial Management Inc.	12,496	$1.30M	0.3%	-0.8%	0.003%
10/28/2024	Stephens Inc. AR	4,950	$0.51M	0.0%	-2.0%	0.001%
10/28/2024	PineStone Asset Management Inc.	2,881,097	$299.46M	2.9%	-35.5%	0.719%
10/28/2024	US Bancorp DE	202,720	$21.07M	0.0%	-4.7%	0.050%
10/28/2024	HM Payson & Co.	569,506	$59.19M	1.0%	+0.5%	0.141%
10/25/2024	Folger Nolan Fleming Douglas Capital Management Inc.	6,035	$0.63M	0.1%	-7.3%	0.001%
10/25/2024	JFS Wealth Advisors LLC	519	$54K	0.0%	-26.7%	0.000%
10/25/2024	Diversify Wealth Management LLC	6,280	$0.65M	0.1%	+12.9%	0.002%
10/25/2024	Pinnacle Associates Ltd.	20,120	$2.09M	0.0%	+9.8%	0.005%
10/25/2024	First Trust Direct Indexing L.P.	9,712	$1.01M	0.1%	-20.6%	0.002%
10/25/2024	New York State Teachers Retirement System	317,687	$33.02M	0.1%	-6.2%	0.079%
10/25/2024	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	43,461	$4.45M	0.0%	+1,160.5%	0.011%
10/25/2024	Farmers & Merchants Investments Inc.	37,643	$3.91M	0.1%	-2.2%	0.009%
10/25/2024	Diversify Advisory Services LLC	5,136	$0.53M	0.0%	-13.6%	0.001%
10/25/2024	Boston Financial Mangement LLC	23,552	$2.45M	0.1%	+9.3%	0.006%
10/25/2024	abrdn plc	153,560	$15.90M	0.0%	-6.3%	0.038%
10/24/2024	Nisa Investment Advisors LLC	116,259	$12.08M	0.1%	-2.4%	0.029%
10/24/2024	Patriot Financial Group Insurance Agency LLC	2,367	$0.25M	0.0%	-9.1%	0.001%
10/24/2024	Canoe Financial LP	129,266	$13.50M	0.3%	-87.3%	0.032%
10/24/2024	J.W. Cole Advisors Inc.	7,142	$0.74M	0.0%	+11.6%	0.002%
10/24/2024	State of Alaska Department of Revenue	55,066	$5.72M	0.1%	-11.7%	0.014%
10/24/2024	DekaBank Deutsche Girozentrale	158,568	$16.43M	0.0%	-22.8%	0.040%
10/24/2024	Modera Wealth Management LLC	46,490	$4.83M	0.1%	+386.6%	0.012%
10/24/2024	GHP Investment Advisors Inc.	2,743	$0.29M	0.0%	-4.1%	0.001%
10/24/2024	Wealth Enhancement Advisory Services LLC	26,576	$2.76M	0.0%	+3.1%	0.007%
10/24/2024	Arkadios Wealth Advisors	2,497	$0.26M	0.0%	N/A	0.001%
10/24/2024	NorthCrest Asset Manangement LLC	5,110	$0.53M	0.0%	+3.6%	0.001%
10/24/2024	Forsta AP Fonden	133,900	$13.92M	0.1%	+11.1%	0.033%
10/23/2024	Mirae Asset Global Investments Co. Ltd.	44,735	$4.65M	0.0%	+35.9%	0.011%
10/23/2024	Osborne Partners Capital Management LLC	77,578	$8.06M	0.5%	-0.4%	0.019%
10/23/2024	Louisiana State Employees Retirement System	22,600	$2.35M	0.0%	-1.3%	0.006%
10/23/2024	Court Place Advisors LLC	2,522	$0.26M	0.1%	-6.9%	0.001%
10/23/2024	Cullinan Associates Inc.	2,000	$0.21M	0.0%	N/A	0.000%
10/23/2024	Dumont & Blake Investment Advisors LLC	8,063	$0.84M	0.2%	-50.0%	0.002%
10/23/2024	Ballentine Partners LLC	5,251	$0.55M	0.0%	-22.3%	0.001%
10/23/2024	Busey Bank	4,951	$0.52M	0.0%	+3.9%	0.001%
10/23/2024	Silver Oak Securities Incorporated	5,881	$0.60M	0.1%	+13.7%	0.001%
10/23/2024	Moody Lynn & Lieberson LLC	14,258	$1.48M	0.1%	-1.9%	0.004%

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: $100.33

$99.30

$100.48

50 Day Range

MA: $99.23

$91.43

$106.01

52 Week Range

Now: $100.33

$79.44

$106.33

Volume

494,592 shs

Average Volume

2,106,724 shs

Market Capitalization

$40.19 billion

P/E Ratio

25.02

Dividend Yield

1.57%

Beta

1.04

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)
Peiming Zheng (EVP)
Nora E Lafreniere (EVP)
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:
Fiera Capital Corp — 1.72%
Sarasin & Partners LLP — 0.95%
PineStone Asset Management Inc. — 0.72%
Van ECK Associates Corp — 0.56%
Guinness Asset Management LTD — 0.46%
National Pension Service — 0.29%
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:
PineStone Asset Management Inc.
Los Angeles Capital Management LLC
Canoe Financial LP
Sarasin & Partners LLP
Fiera Capital Corp
DekaBank Deutsche Girozentrale
Robeco Institutional Asset Management B.V.
New York State Teachers Retirement System
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)
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:
Van ECK Associates Corp
Assenagon Asset Management S.A.
International Assets Investment Management LLC
National Pension Service
Guinness Asset Management LTD
SG Americas Securities LLC
Artemis Investment Management LLP
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA