Also trades as: 4PG.DE (XETRA) · $vol 0M
OTIS Institutional Ownership
Otis Worldwide Corporation
1W: +2.9%
1M: +11.8%
3M: +1.1%
YTD: -15.7%
1Y: -19.0%
3Y: -0.7%
5Y: -6.2%
$74.19
-1.08 (-1.43%)
Pre-Market: $74.03 (-0.16, -0.22%)
Weekly Expected Move ±3.4%
$70
$73
$75
$78
$80
Credit Risk of going bust: lower than 81% of companies Debt: 23.9% of company value Bonds: $248.0M held by 191 funds, 58 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.26 (down 98%), Otis Worldwide Corporation would be worth roughly what it owes.
Total debt $8.85B against a stock market value of $28.24B.
Distance to default 9.99 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $4.91B (short-term plus half of long-term), stock volatility 22.5%; Altman Z 2.86. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $1.26 (down 98%), Otis Worldwide Corporation would be worth roughly what it owes.
Total debt $8.85B against a stock market value of $28.24B.
Distance to default 9.99 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $4.91B (short-term plus half of long-term), stock volatility 22.5%; Altman Z 2.86. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — OTIS
1,354
Institutional Holders
-47 vs prior quarter
0.0%
Ownership
+0.00pp
$25B
Total Invested
135
New Positions
431
Increased
580
Reduced
127
Closed
0.75
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1497 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 31,620,354 | $2.3B | -600,486 | -1.9% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 25,061,198 | $1.9B | -194,807 | -0.8% | 2Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 19,956,721 | $1.5B | +254,829 | +1.3% | 2Q | SEC ↗ |
| 4 | STATE STREET CORP | 16,664,994 | $1.2B | +463,491 | +2.9% | 25Q | SEC ↗ |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 12,589,525 | $934M | +138,195 | +1.1% | 25Q | SEC ↗ |
| 6 | FRANKLIN RESOURCES INC | 11,784,188 | $874M | +263,232 | +2.3% | 22Q | SEC ↗ |
| 7 | MORGAN STANLEY | 10,964,838 | $813M | -1,994,474 | -15.4% | 26Q | SEC ↗ |
| 8 | FMR LLC | 10,109,592 | $750M | +2,130,460 | +26.7% | 25Q | SEC ↗ |
| 9 | NORGES BANK NEW | 8,602,119 | $638M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Clearbridge Investments, LLC | 7,461,546 | $554M | +4,770,365 | +177.3% | 25Q | SEC ↗ |
| 11 | PRICE T ROWE ASSOCIATES INC /MD | 6,104,625 | $453M | -2,734,405 | -30.9% | 16Q | SEC ↗ |
| 12 | Mitsubishi UFJ Asset Management Co., L | 5,918,140 | $439M | +26,119 | +0.4% | 25Q | SEC ↗ |
| 13 | D. E. Shaw & Co., Inc. | 5,439,203 | $404M | +1,984,275 | +57.4% | 25Q | SEC ↗ |
| 14 | Independent Franchise Partners LLP | 5,152,104 | $382M | +4,149,820 | +414.0% | 4Q | SEC ↗ |
| 15 | AQR CAPITAL MANAGEMENT LLC | 4,625,150 | $343M | +3,107,217 | +204.7% | 25Q | SEC ↗ |
| 16 | PineStone Asset Management Inc. | 4,290,454 | $318M | -203,428 | -4.5% | 15Q | SEC ↗ |
| 17 | Fiera Capital Corp | 4,138,739 | $307M | -728,157 | -15.0% | 25Q | SEC ↗ |
| 18 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 4,103,431 | $304M | -3,496,839 | -46.0% | 26Q | SEC ↗ |
| 19 | VAN ECK ASSOCIATES CORP | 3,993,011 | $296M | +24,914 | +0.6% | 11Q | SEC ↗ |
| 20 | Invesco Ltd. | 3,953,975 | $293M | -16,154 | -0.4% | 25Q | SEC ↗ |
| 21 | NORTHERN TRUST CORP | 3,900,999 | $289M | -156,906 | -3.9% | 26Q | SEC ↗ |
| 22 | BLS Capital Fondsmaeglerselskab A/S | 3,885,445 | $288M | -502,600 | -11.5% | 25Q | SEC ↗ |
| 23 | WELLINGTON MANAGEMENT GROUP LLP | 3,335,941 | $247M | -185,520 | -5.3% | 25Q | SEC ↗ |
| 24 | GOLDMAN SACHS GROUP INC | 3,165,336 | $235M | +213,733 | +7.2% | 15Q | SEC ↗ |
| 25 | TWO SIGMA INVESTMENTS, LP | 3,138,794 | $233M | +1,201,358 | +62.0% | 23Q | SEC ↗ |
| 26 | CANADA PENSION PLAN INVESTMENT BOARD | 3,114,562 | $231M | -145,851 | -4.5% | 25Q | SEC ↗ |
| 27 | UBS AM, a distinct business unit of UB | 3,071,357 | $228M | -239,012 | -7.2% | 25Q | SEC ↗ |
| 28 | Canoe Financial LP | 3,044,476 | $226M | +594,140 | +24.2% | 10Q | SEC ↗ |
| 29 | JPMORGAN CHASE & CO | 3,021,264 | $224M | -734,052 | -19.5% | 25Q | SEC ↗ |
| 30 | Capital Research Global Investors | 2,896,828 | $215M | +23,934 | +0.8% | 25Q | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 2,741,590 | $203M | -106,892 | -3.8% | 25Q | SEC ↗ |
| 32 | BANK OF AMERICA CORP /DE | 2,642,922 | $196M | +3,367 | +0.1% | 15Q | SEC ↗ |
| 33 | Sixth Street Partners Management Compa NEW | 2,480,957 | $184M | — | +0.0% | 1Q | SEC ↗ |
| 34 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,480,957 | $184M | +32,389 | +1.3% | 15Q | SEC ↗ |
| 35 | Legal & General Group Plc | 2,479,254 | $184M | -234,666 | -8.6% | 25Q | SEC ↗ |
| 36 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2,468,392 | $183M | +24,986 | +1.0% | 26Q | SEC ↗ |
| 37 | Clean Energy Transition LLP | 2,305,007 | $171M | +1,596,659 | +225.4% | 5Q | SEC ↗ |
| 38 | Guinness Asset Management LTD | 2,202,384 | $163M | -143,708 | -6.1% | 25Q | SEC ↗ |
| 39 | VANGUARD FIDUCIARY TRUST CO | 2,154,445 | $160M | -34,721 | -1.6% | 2Q | SEC ↗ |
| 40 | PRIMECAP MANAGEMENT CO/CA | 2,055,440 | $152M | -37,120 | -1.8% | 15Q | SEC ↗ |
| 41 | DIMENSIONAL FUND ADVISORS LP | 1,963,270 | $146M | -6,102 | -0.3% | 25Q | SEC ↗ |
| 42 | CITADEL ADVISORS LLC | 1,953,085 | $145M | +1,166,957 | +148.4% | 20Q | SEC ↗ |
| 43 | UBS Group AG | 1,908,190 | $142M | +667,368 | +53.8% | 25Q | SEC ↗ |
| 44 | BANK OF MONTREAL /CAN | 1,906,445 | $141M | +360,130 | +23.3% | 25Q | SEC ↗ |
| 45 | Amundi | 1,844,777 | $137M | -41,646 | -2.2% | 21Q | SEC ↗ |
| 46 | USS Investment Management Ltd | 1,759,239 | $131M | -7,996 | -0.5% | 25Q | SEC ↗ |
| 47 | DEUTSCHE BANK AG | 1,718,901 | $128M | +198,424 | +13.1% | 25Q | SEC ↗ |
| 48 | ROYAL BANK OF CANADA | 1,692,479 | $126M | +889,091 | +110.7% | 25Q | SEC ↗ |
| 49 | RENAISSANCE TECHNOLOGIES LLC | 1,584,200 | $118M | -107,000 | -6.3% | 5Q | SEC ↗ |
| 50 | Man Group plc | 1,475,345 | $109M | +599,881 | +68.5% | 25Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 8,602,119 | $638M |
| Sixth Street Partners Management Co | 2,480,957 | $184M |
| CI INVESTMENTS INC. | 844,938 | $63M |
| TUDOR INVESTMENT CORP ET AL | 540,436 | $40M |
| River Road Asset Management, LLC | 255,913 | $19M |
| SUMMITRY LLC | 138,630 | $10M |
| Veritas Asset Management LLP | 105,652 | $8M |
| Edgestream Partners, L.P. | 97,850 | $7M |
| LEVIN CAPITAL STRATEGIES, L.P. | 94,550 | $7M |
| Nykredit A/S | 80,937 | $6M |
| Eliot Finkel Investment Counsel, LL | 77,285 | $6M |
| Alberta Investment Management Corp | 64,200 | $5M |
| Rock Point Advisors, LLC | 60,101 | $4M |
| Bell Asset Management Ltd | 57,439 | $4M |
| Jupiter Topco LLC | 55,484 | $4M |
| Andra AP-fonden | 51,600 | $4M |
| Regency Capital Management Inc.\DE | 50,700 | $4M |
| CenterBook Partners LP | 46,098 | $3M |
| MIZUHO MARKETS AMERICAS LLC | 45,139 | $3M |
| iA Global Asset Management Inc. | 44,545 | $3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Fundsmith LLP | 2,731,635 | $203M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1,337,699 | $99M |
| LONDON CO OF VIRGINIA | 1,121,660 | $83M |
| FUNDSMITH INVESTMENT SERVICES LTD. | 966,787 | $72M |
| MARSHALL WACE, LLP | 607,939 | $45M |
| ANCHOR CAPITAL ADVISORS LLC | 555,220 | $41M |
| Ilex Capital Partners (UK) LLP | 436,749 | $32M |
| T. Rowe Price Investment Management | 240,312 | $18M |
| Albar Capital Partners LLP | 135,346 | $10M |
| BCV Asset Management Inc. | 123,691 | $9M |
| Lighthouse Investment Partners, LLC | 119,875 | $9M |
| Skandinaviska Enskilda Banken AB (p | 96,914 | $7M |
| Galvin, Gaustad & Stein, LLC | 80,892 | $6M |
| TWINBEECH CAPITAL LP | 77,400 | $6M |
| Sciencast Management LP | 75,916 | $6M |
| Campbell & CO Investment Adviser LL | 64,553 | $5M |
| Point72 Asset Management, L.P. | 62,710 | $5M |
| Oxbow Advisors, LLC | 62,449 | $5M |
| AMIRAL GESTION | 61,731 | $5M |
| ANTIPODES PARTNERS Ltd | 61,687 | $5M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Clearbridge Investments, LLC | +4,770,365 | +177.3% | 7,461,546 |
| Independent Franchise Partners LLP | +4,149,820 | +414.0% | 5,152,104 |
| AQR CAPITAL MANAGEMENT LLC | +3,107,217 | +204.7% | 4,625,150 |
| FMR LLC | +2,130,460 | +26.7% | 10,109,592 |
| D. E. Shaw & Co., Inc. | +1,984,275 | +57.4% | 5,439,203 |
| Clean Energy Transition LLP | +1,596,659 | +225.4% | 2,305,007 |
| Pacer Advisors, Inc. | +1,348,087 | +6770.2% | 1,367,999 |
| TWO SIGMA INVESTMENTS, LP | +1,201,358 | +62.0% | 3,138,794 |
| CITADEL ADVISORS LLC | +1,166,957 | +148.4% | 1,953,085 |
| ROYAL BANK OF CANADA | +889,091 | +110.7% | 1,692,479 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | +705,067 | +116.3% | 1,311,319 |
| UBS Group AG | +667,368 | +53.8% | 1,908,190 |
| Man Group plc | +599,881 | +68.5% | 1,475,345 |
| Canoe Financial LP | +594,140 | +24.2% | 3,044,476 |
| HSBC HOLDINGS PLC | +513,778 | +68.0% | 1,269,413 |
| SG Americas Securities, LLC | +493,856 | +154.4% | 813,630 |
| STATE STREET CORP | +463,491 | +2.9% | 16,664,994 |
| Quantinno Capital Management LP | +385,539 | +155.4% | 633,649 |
| BANK OF MONTREAL /CAN | +360,130 | +23.3% | 1,906,445 |
| MILLENNIUM MANAGEMENT LLC | +323,020 | +364.8% | 411,556 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO | -3,496,839 | -46.0% | 4,103,431 |
| PRICE T ROWE ASSOCIATES INC /MD | -2,734,405 | -30.9% | 6,104,625 |
| ALLIANCEBERNSTEIN L.P. | -2,519,817 | -65.9% | 1,305,675 |
| MORGAN STANLEY | -1,994,474 | -15.4% | 10,964,838 |
| CIBC Bancorp USA Inc. | -1,667,377 | -58.2% | 1,196,850 |
| JPMORGAN CHASE & CO | -734,052 | -19.5% | 3,021,264 |
| Fiera Capital Corp | -728,157 | -15.0% | 4,138,739 |
| BlackRock, Inc. | -600,486 | -1.9% | 31,620,354 |
| PFA Pension, Forsikringsaktieselska | -555,077 | -99.5% | 2,719 |
| Pictet Asset Management Holding SA | -535,576 | -38.7% | 848,438 |
| Sarasin & Partners LLP | -516,392 | -94.5% | 29,891 |
| BLS Capital Fondsmaeglerselskab A/S | -502,600 | -11.5% | 3,885,445 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -484,900 | -39.8% | 733,014 |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | -409,436 | -44.5% | 510,297 |
| Russell Investments Group, Ltd. | -338,663 | -23.6% | 1,095,264 |
| NATIXIS ADVISORS, LLC | -296,835 | -85.5% | 50,193 |
| BARCLAYS PLC | -280,065 | -32.7% | 575,468 |
| Assenagon Asset Management S.A. | -245,138 | -57.6% | 180,205 |
| UBS AM, a distinct business unit of | -239,012 | -7.2% | 3,071,357 |
| Legal & General Group Plc | -234,666 | -8.6% | 2,479,254 |