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%)
After Hours: $73.75 (-0.44, -0.59%)
Weekly Expected Move ±3.4%
$70
$73
$75
$78
$80
Credit Risk of going bust: lower than 82% of companies Debt: 23.6% 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 $1.27 (down 98%), Otis Worldwide Corporation would be worth roughly what it owes.
Total debt $8.85B against a stock market value of $28.65B.
Distance to default 10.04 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $4.91B (short-term plus half of long-term), stock volatility 22.5%; Altman Z 2.88. 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 $1.27 (down 98%), Otis Worldwide Corporation would be worth roughly what it owes.
Total debt $8.85B against a stock market value of $28.65B.
Distance to default 10.04 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $4.91B (short-term plus half of long-term), stock volatility 22.5%; Altman Z 2.88. 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 (499 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CALIFORNIA STATE TEACHERS RETIREMENT S | 45,473,804 | $3.4B | +44,846,653 | +7150.9% | 2Q | SEC ↗ |
| 2 | STATE STREET CORP NEW | 16,664,994 | $1.2B | +16,664,994 | — | 1Q | SEC ↗ |
| 3 | PineStone Asset Management Inc. | 4,044,954 | $300M | -245,500 | -5.7% | 3Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC NEW | 3,165,336 | $235M | +3,165,336 | — | 1Q | SEC ↗ |
| 5 | PRIMECAP MANAGEMENT CO/CA/ NEW | 2,055,440 | $152M | +2,055,440 | — | 1Q | SEC ↗ |
| 6 | CITADEL ADVISORS LLC NEW | 1,953,085 | $145M | +1,953,085 | — | 1Q | SEC ↗ |
| 7 | RENAISSANCE TECHNOLOGIES LLC NEW | 1,584,200 | $118M | +1,584,200 | — | 1Q | SEC ↗ |
| 8 | Man Group plc NEW | 1,475,345 | $109M | +1,475,345 | — | 1Q | SEC ↗ |
| 9 | HSBC HOLDINGS PLC | 1,269,413 | $94M | +1,263,437 | +21141.9% | 25Q | SEC ↗ |
| 10 | FIFTHDELTA Ltd NEW | 981,190 | $73M | +981,190 | — | 1Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN NEW | 744,284 | $55M | +744,284 | — | 1Q | SEC ↗ |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 733,014 | $54M | +733,014 | — | 1Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC NEW | 634,538 | $47M | +634,538 | — | 1Q | SEC ↗ |
| 14 | Allianz Asset Management GmbH NEW | 615,209 | $46M | +615,209 | — | 1Q | SEC ↗ |
| 15 | PRINCIPAL FINANCIAL GROUP INC NEW | 582,859 | $43M | +582,859 | — | 1Q | SEC ↗ |
| 16 | AMERIPRISE FINANCIAL INC NEW | 526,348 | $39M | +526,348 | — | 1Q | SEC ↗ |
| 17 | PENSIOENFONDS RAIL & OV NEW | 379,699 | $28M | +379,699 | — | 1Q | SEC ↗ |
| 18 | STATE BOARD OF ADMINISTRATION OF FLORI NEW | 339,183 | $25M | +339,183 | — | 1Q | SEC ↗ |
| 19 | Artisan Partners Limited Partnership NEW | 305,324 | $23M | +305,324 | — | 1Q | SEC ↗ |
| 20 | MANUFACTURERS LIFE INSURANCE COMPANY, | 272,748 | $20M | -14,257 | -5.0% | 2Q | SEC ↗ |
| 21 | DAVIDSON INVESTMENT ADVISORS NEW | 262,612 | $19M | +262,612 | — | 1Q | SEC ↗ |
| 22 | Corient Private Wealth LP NEW | 258,430 | $19M | +258,430 | — | 1Q | SEC ↗ |
| 23 | River Road Asset Management, LLC NEW | 255,913 | $19M | +255,913 | — | 1Q | SEC ↗ |
| 24 | Jump Financial, LLC NEW | 245,019 | $18M | +245,019 | — | 1Q | SEC ↗ |
| 25 | WELCH & FORBES LLC | 238,066 | $18M | -7,612 | -3.1% | 2Q | SEC ↗ |
| 26 | Handelsbanken Fonder AB NEW | 226,957 | $17M | +226,957 | — | 1Q | SEC ↗ |
| 27 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 221,506 | $16M | +221,506 | — | 1Q | SEC ↗ |
| 28 | COERENTE CAPITAL MANAGEMENT | 209,885 | $16M | -18,029 | -7.9% | 2Q | SEC ↗ |
| 29 | First Eagle Investment Management, LLC NEW | 205,863 | $15M | +205,863 | — | 1Q | SEC ↗ |
| 30 | VIRGINIA RETIREMENT SYSTEMS ET Al NEW | 196,650 | $15M | +196,650 | — | 1Q | SEC ↗ |
| 31 | Jefferies Financial Group Inc. NEW | 193,236 | $14M | +193,236 | — | 1Q | SEC ↗ |
| 32 | Foyston, Gordon & Payne Inc NEW | 183,616 | $14M | +183,616 | — | 1Q | SEC ↗ |
| 33 | Robeco Institutional Asset Management NEW | 182,704 | $14M | +182,704 | — | 1Q | SEC ↗ |
| 34 | Assenagon Asset Management S.A. NEW | 180,205 | $13M | +180,205 | — | 1Q | SEC ↗ |
| 35 | Allied Investment Advisors, LLC | 166,248 | $12M | +15,713 | +10.4% | 2Q | SEC ↗ |
| 36 | TORONTO DOMINION BANK NEW | 153,205 | $11M | +153,205 | — | 1Q | SEC ↗ |
| 37 | Mariner, LLC | 149,626 | $11M | -104,150 | -41.0% | 2Q | SEC ↗ |
| 38 | M&T BANK CORP NEW | 147,312 | $11M | +147,312 | — | 1Q | SEC ↗ |
| 39 | Mill Capital Management, LLC | 144,579 | $11M | +136 | +0.1% | 2Q | SEC ↗ |
| 40 | Moran Wealth Management, LLC | 144,383 | $11M | +144,185 | +72820.7% | 2Q | SEC ↗ |
| 41 | AdviceOne Advisory Services, LLC NEW | 140,247 | $10M | +140,247 | — | 1Q | SEC ↗ |
| 42 | ICICI Prudential Asset Management Co L NEW | 134,500 | $10M | +134,500 | — | 1Q | SEC ↗ |
| 43 | MARKEL GROUP INC. | 133,620 | $10M | -41,020 | -23.5% | 2Q | SEC ↗ |
| 44 | LOUISBOURG INVESTMENTS INC. NEW | 133,325 | $10M | +133,325 | — | 1Q | SEC ↗ |
| 45 | FACTORY MUTUAL INSURANCE CO NEW | 130,250 | $10M | +130,250 | — | 1Q | SEC ↗ |
| 46 | FAYEZ SAROFIM & CO NEW | 119,017 | $9M | +119,017 | — | 1Q | SEC ↗ |
| 47 | Mn Services Vermogensbeheer B.V. NEW | 113,160 | $8M | +113,160 | — | 1Q | SEC ↗ |
| 48 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF NEW | 109,524 | $8M | +109,524 | — | 1Q | SEC ↗ |
| 49 | Czech National Bank NEW | 109,220 | $8M | +109,220 | — | 1Q | SEC ↗ |
| 50 | Ensign Peak Advisors, Inc NEW | 108,875 | $8M | +108,875 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 16,664,994 | $1.2B |
| GOLDMAN SACHS GROUP INC | 3,165,336 | $235M |
| PRIMECAP MANAGEMENT CO/CA/ | 2,055,440 | $152M |
| CITADEL ADVISORS LLC | 1,953,085 | $145M |
| RENAISSANCE TECHNOLOGIES LLC | 1,584,200 | $118M |
| Man Group plc | 1,475,345 | $109M |
| FIFTHDELTA Ltd | 981,190 | $73M |
| WELLS FARGO & COMPANY/MN | 744,284 | $55M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 733,014 | $54M |
| ENVESTNET ASSET MANAGEMENT INC | 634,538 | $47M |
| Allianz Asset Management GmbH | 615,209 | $46M |
| PRINCIPAL FINANCIAL GROUP INC | 582,859 | $43M |
| AMERIPRISE FINANCIAL INC | 526,348 | $39M |
| PENSIOENFONDS RAIL & OV | 379,699 | $28M |
| STATE BOARD OF ADMINISTRATION OF FL | 339,183 | $25M |
| Artisan Partners Limited Partnershi | 305,324 | $23M |
| DAVIDSON INVESTMENT ADVISORS | 262,612 | $19M |
| Corient Private Wealth LP | 258,430 | $19M |
| River Road Asset Management, LLC | 255,913 | $19M |
| Jump Financial, LLC | 245,019 | $18M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +44,846,653 | +7150.9% | 45,473,804 |
| HSBC HOLDINGS PLC | +1,263,437 | +21141.9% | 1,269,413 |
| Moran Wealth Management, LLC | +144,185 | +72820.7% | 144,383 |
| Groupe la Francaise | +66,768 | +77637.2% | 66,854 |
| HM PAYSON & CO | +31,073 | +999.5% | 34,182 |
| Mariner, LLC | +19,692 | +15.5% | 146,580 |
| Bryn Mawr Trust Advisors, LLC | +19,132 | +30.1% | 82,600 |
| MARKEL GROUP INC. | +19,000 | +21.8% | 106,320 |
| EQUITABLE TRUST CO | +18,242 | +220.7% | 26,507 |
| Allied Investment Advisors, LLC | +15,713 | +10.4% | 166,248 |
| CLIFFORD SWAN INVESTMENT COUNSEL LL | +14,787 | +16.3% | 105,779 |
| HB Wealth Management, LLC | +10,701 | +93.1% | 22,190 |
| CHICAGO TRUST Co NA | +9,110 | +700.8% | 10,410 |
| EASTERN BANK | +6,556 | +1118.8% | 7,142 |
| GAMMA Investing LLC | +4,129 | +76.7% | 9,511 |
| Valeo Financial Advisors, LLC | +4,122 | +94.6% | 8,479 |
| IMC-Chicago, LLC | +3,795 | +71.1% | 9,136 |
| CANANDAIGUA NATIONAL BANK & TRUST C | +3,564 | +9.7% | 40,227 |
| Turtle Creek Wealth Advisors, LLC | +3,353 | +36.9% | 12,439 |
| IFP Advisors, Inc | +3,306 | +12.7% | 29,415 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PineStone Asset Management Inc. | -245,500 | -5.7% | 4,044,954 |
| Merit Financial Group, LLC | -187,226 | -95.6% | 8,670 |
| Mariner, LLC | -123,842 | -97.6% | 3,046 |
| Carnegie Investment Counsel | -76,452 | -78.2% | 21,328 |
| MARKEL GROUP INC. | -60,020 | -68.7% | 27,300 |
| SPIREPOINT PRIVATE CLIENT, LLC | -46,623 | -89.6% | 5,385 |
| State of Alaska, Department of Reve | -29,910 | -38.6% | 47,496 |
| COERENTE CAPITAL MANAGEMENT | -18,029 | -7.9% | 209,885 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -14,257 | -5.0% | 272,748 |
| MEYER HANDELMAN CO | -13,235 | -26.7% | 36,367 |
| BAILARD, INC. | -12,336 | -76.6% | 3,764 |
| WELCH & FORBES LLC | -7,612 | -3.1% | 238,066 |
| ROCKLAND TRUST CO | -6,910 | -48.5% | 7,340 |
| QRG CAPITAL MANAGEMENT, INC. | -6,781 | -28.9% | 16,653 |
| Triangle Securities Wealth Manageme | -5,906 | -55.2% | 4,786 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | -5,798 | -6.4% | 84,752 |
| EQUITABLE TRUST CO | -3,628 | -43.9% | 4,637 |
| MOODY NATIONAL BANK TRUST DIVISION | -3,327 | -95.1% | 172 |
| TCV Trust & Wealth Management, Inc. | -2,964 | -45.4% | 3,560 |
| Krilogy Financial LLC | -2,899 | -37.8% | 4,765 |