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

^$93.02

▼ -0.35 (-0.37%)

As of 04/25/2024 05:33 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
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
4/28/2021	Peiming Zheng	Insider	Sell	15,234	$78.67	$1,198,458.78	19,022

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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
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%
4/24/2024	Essex Financial Services Inc.	16,973	$1.69M	0.2%	-1.3%	0.004%
4/24/2024	Bar Harbor Wealth Management	4,686	$0.47M	0.0%	-6.0%	0.001%
4/24/2024	Assenagon Asset Management S.A.	31,392	$3.12M	0.0%	-76.8%	0.008%
4/23/2024	Busey Bank	4,528	$0.45M	0.0%	-6.9%	0.001%
4/23/2024	BSW Wealth Partners	3,200	$0.32M	0.1%	+38.9%	0.001%
4/23/2024	Sky Investment Group LLC	2,790	$0.28M	0.1%	-5.1%	0.001%
4/23/2024	Global Retirement Partners LLC	1,410	$0.14M	0.0%	+17.5%	0.000%
4/23/2024	Louisiana State Employees Retirement System	23,600	$2.34M	0.0%	-4.5%	0.006%
4/23/2024	Moody Lynn & Lieberson LLC	14,880	$1.48M	0.1%	-27.1%	0.004%
4/23/2024	Amalgamated Bank	85,453	$8.48M	0.1%	-17.3%	0.021%
4/23/2024	New Mexico Educational Retirement Board	20,608	$2.05M	0.1%	-4.2%	0.005%
4/23/2024	Fifth Third Bancorp	18,974	$1.88M	0.0%	+6.6%	0.005%
4/23/2024	Wesbanco Bank Inc.	32,946	$3.27M	0.1%	+0.4%	0.008%
4/23/2024	Summit Trail Advisors LLC	8,568	$0.85M	0.0%	N/A	0.002%
4/23/2024	Raymond James Financial Services Advisors Inc.	66,083	$6.56M	0.0%	+5.8%	0.016%
4/22/2024	Kessler Investment Group LLC	1,059	$0.11M	0.1%	-9.6%	0.000%
4/22/2024	PFG Investments LLC	3,404	$0.34M	0.0%	N/A	0.001%
4/22/2024	Parsons Capital Management Inc. RI	13,198	$1.31M	0.1%	-1.6%	0.003%
4/22/2024	Raymond James & Associates	188,040	$18.67M	0.0%	-5.1%	0.047%
4/22/2024	EFG Asset Management Americas Corp.	55,373	$5.50M	1.7%	-29.0%	0.014%
4/22/2024	IFM Investors Pty Ltd	83,700	$8.31M	0.1%	+1.0%	0.021%
4/19/2024	FORVIS Wealth Advisors LLC	18,026	$1.79M	0.0%	+94.9%	0.004%
4/19/2024	First Trust Direct Indexing L.P.	10,530	$1.05M	0.1%	+15.6%	0.003%
4/19/2024	Norden Group LLC	17,346	$1.72M	0.0%	N/A	0.004%
4/19/2024	State of Alaska Department of Revenue	76,291	$7.57M	0.1%	-12.8%	0.019%
4/19/2024	Sumitomo Mitsui Trust Holdings Inc.	1,009,178	$100.18M	0.1%	+0.9%	0.250%
4/18/2024	SeaCrest Wealth Management LLC	2,096	$0.21M	0.0%	-53.1%	0.001%
4/18/2024	State of Michigan Retirement System	111,107	$11.03M	0.1%	-0.8%	0.027%
4/18/2024	Dash Acquisitions Inc.	11,230	$1.07M	0.3%	+3.0%	0.003%
4/18/2024	Farmers & Merchants Investments Inc.	38,404	$3.81M	0.1%	-8.1%	0.010%
4/18/2024	Allspring Global Investments Holdings LLC	230,052	$22.84M	0.0%	+145.4%	0.057%
4/18/2024	Vaughan Nelson Investment Management L.P.	168,359	$16.71M	0.1%	-43.9%	0.042%
4/18/2024	Oak Thistle LLC	3,382	$0.34M	0.3%	-82.0%	0.001%
4/18/2024	Park Place Capital Corp	786	$78K	0.0%	-48.8%	0.000%
4/17/2024	Trivant Custom Portfolio Group LLC	23,043	$2.29M	1.5%	N/A	0.006%
4/17/2024	Investment Research & Advisory Group Inc.	17,649	$1.75M	0.8%	N/A	0.004%
4/17/2024	Grimes & Company Inc.	5,325	$0.53M	0.0%	+3.6%	0.001%
4/17/2024	Criterion Capital Advisors LLC	314	$31K	0.0%	-42.9%	0.000%
4/16/2024	Trust Co. of Virginia VA	4,856	$0.48M	0.0%	-2.6%	0.001%
4/16/2024	Webster Bank N. A.	2,921	$0.29M	0.0%	-5.6%	0.001%
4/16/2024	Atlantic Union Bankshares Corp	29,086	$2.89M	0.2%	+8.0%	0.007%
4/16/2024	Register Financial Advisors LLC	580	$58K	0.0%	N/A	0.000%
4/16/2024	Courier Capital LLC	3,015	$0.30M	0.0%	-19.4%	0.001%
4/16/2024	Lincoln Capital LLC	77,515	$7.70M	1.7%	-0.3%	0.019%
4/16/2024	Wealth Enhancement Advisory Services LLC	24,605	$2.44M	0.0%	-11.5%	0.006%
4/15/2024	Brookstone Capital Management	2,587	$0.26M	0.0%	N/A	0.001%
4/15/2024	Mcdonald Partners LLC	3,323	$0.33M	0.1%	-4.0%	0.001%
4/15/2024	Pensioenfonds Rail & OV	386,140	$38.33M	2.8%	-22.5%	0.096%
4/13/2024	First Financial Corp IN	1,699	$0.17M	0.1%	-11.2%	0.000%
4/13/2024	Sarasin & Partners LLP	3,251,612	$322.79M	3.2%	+11.2%	0.804%
4/12/2024	Gateway Investment Advisers LLC	54,681	$5.43M	0.1%	-18.8%	0.014%
4/12/2024	Northwest Investment Counselors LLC	405	$40K	0.0%	N/A	0.000%
4/12/2024	FCF Advisors LLC	19,346	$1.92M	0.5%	N/A	0.005%
4/11/2024	City Holding Co.	3,668	$0.36M	0.1%	-9.1%	0.001%
4/11/2024	Ballentine Partners LLC	6,326	$0.63M	0.0%	+52.5%	0.002%
4/11/2024	Radnor Capital Management LLC	4,447	$0.44M	0.1%	+83.5%	0.001%
4/11/2024	Cooper Financial Group	8,864	$0.88M	0.1%	+8.1%	0.002%
4/11/2024	Forbes J M & Co. LLP	2,856	$0.28M	0.0%	-4.1%	0.001%
4/11/2024	Salem Investment Counselors Inc.	9,459	$0.94M	0.0%	-1.7%	0.002%
4/11/2024	Bangor Savings Bank	1,174	$0.12M	0.0%	-21.7%	0.000%
4/11/2024	Douglas Lane & Associates LLC	2,946	$0.29M	0.0%	-7.5%	0.001%
4/11/2024	Mountain Pacific Investment Advisers Inc. ID	2,950	$0.29M	0.0%	-6.7%	0.001%
4/11/2024	Rockland Trust Co.	19,376	$1.92M	0.1%	-9.3%	0.005%
4/11/2024	Liberty Capital Management Inc.	24,578	$2.44M	0.6%	+0.9%	0.006%
4/11/2024	Bennett Selby Investments LP	2,124	$0.21M	0.1%	N/A	0.001%
4/11/2024	Gulf International Bank UK Ltd	34,102	$3.39M	0.1%	+0.6%	0.008%
4/11/2024	Guinness Asset Management LTD	1,763,399	$175.09M	3.6%	-1.4%	0.436%
4/11/2024	Meyer Handelman Co.	101,606	$10.09M	0.4%	-10.6%	0.025%
4/11/2024	First Affirmative Financial Network	3,576	$0.36M	0.3%	-3.3%	0.001%
4/11/2024	Allied Investment Advisors LLC	100,339	$9.96M	2.4%	+2.5%	0.025%
4/11/2024	BTC Capital Management Inc.	58,772	$5.83M	0.5%	N/A	0.015%
4/10/2024	Aprio Wealth Management LLC	2,496	$0.25M	0.0%	N/A	0.001%
4/10/2024	Park Avenue Securities LLC	14,804	$1.47M	0.0%	+5.4%	0.004%
4/10/2024	Selway Asset Management	19,271	$1.91M	0.8%	+8.3%	0.005%
4/10/2024	American National Bank	16,287	$1.62M	0.2%	-13.6%	0.004%
4/10/2024	Czech National Bank	71,340	$7.08M	0.1%	-0.5%	0.018%
4/9/2024	Curbstone Financial Management Corp	6,818	$0.68M	0.1%	-2.2%	0.002%
4/9/2024	Woodstock Corp	13,124	$1.30M	0.1%	-1.0%	0.003%
4/9/2024	Massmutual Trust Co. FSB ADV	1,867	$0.19M	0.0%	+7.1%	0.000%
4/9/2024	Ferguson Wellman Capital Management Inc.	13,264	$1.32M	0.0%	-10.3%	0.003%
4/9/2024	Mather Group LLC.	2,031	$0.20M	0.0%	N/A	0.001%
4/5/2024	GAMMA Investing LLC	2,695	$0.27M	0.1%	+30.4%	0.001%
4/5/2024	Compass Wealth Management LLC	10,108	$1M	0.3%	-2.6%	0.002%
4/5/2024	Los Angeles Capital Management LLC	2,327,531	$231.05M	0.8%	-1.1%	0.574%
4/4/2024	Trust Co. of Toledo NA OH	9,798	$0.97M	0.2%	-2.2%	0.002%
4/1/2024	Canandaigua National Bank & Trust Co.	27,915	$2.77M	0.4%	+0.6%	0.007%
4/1/2024	Cacti Asset Management LLC	39,551	$3.95M	0.3%	-0.6%	0.010%

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: $93.02

$92.56

$93.95

50 Day Range

MA: $96.41

$91.05

$100.21

52 Week Range

Now: $93.02

$73.32

$100.35

Volume

2,219,081 shs

Average Volume

2,033,038 shs

Market Capitalization

$37.60 billion

P/E Ratio

27.44

Dividend Yield

1.40%

Beta

1.01

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:
Sarasin & Partners LLP — 0.80%
Los Angeles Capital Management LLC — 0.57%
Guinness Asset Management LTD — 0.44%
Sumitomo Mitsui Trust Holdings Inc. — 0.25%
Pensioenfonds Rail & OV — 0.10%
Allspring Global Investments Holdings LLC — 0.06%
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:
Vaughan Nelson Investment Management L.P.
Pensioenfonds Rail & OV
Assenagon Asset Management S.A.
Los Angeles Capital Management LLC
Guinness Asset Management LTD
EFG Asset Management Americas Corp.
Amalgamated Bank
Oak Thistle LLC
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
BTC Capital Management Inc.
Trivant Custom Portfolio Group LLC
FCF Advisors LLC
Investment Research & Advisory Group Inc.
Norden Group LLC
Fjarde AP Fonden Fourth Swedish National Pension Fund