OTIS WORLDWIDE CORP

$OTIS
13F holders
1,228
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 1,228 · Source: 13F-HR
01
Axa S.a.
02
State Street
03
Banyan Capital Management, Inc.
04
ProShare Advisors LLC
05
Sugarloaf Wealth Management, LLC
06
Nbc Securities, Inc.
07
Laird Norton Wetherby Wealth Management, LLC
08
Biondo Investment Advisors, LLC
09
Court Place Advisors, LLC
10
DBK Financial Counsel, LLC

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 1,228 13F holders · Pro →

Smart Money · top-200 alpha cohort

23 holders · Q1 2026

$OTIS is held by 23 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.33%, with an average of 0.07% of portfolio. Largest holder: Oxford Asset Management LLP at 0.33%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

17 transactions · 6 filers
12 Feb 2026
de Montlivault Stephane
▼ SOLD
47,944
$92.25
S
10 Feb 2026
Ryan Michael Patrick
▼ SOLD
1,182
$90.06
S
10 Feb 2026
LaFreniere Nora E.
▼ SOLD
25,625
$90.38
S
10 Feb 2026
LaFreniere Nora E.
▼ SOLD
1,793
$90.38
S
05 Feb 2026
Marks Judith Fran
▼ SOLD
56,107
$90.89
S
04 Feb 2026
Marks Judith Fran
▼ SOLD
46,780
$89.57
S
02 Feb 2026
Green Neil
▼ SOLD
6,000
$86.45
S
05 Nov 2025
Ryan Michael Patrick
▼ SOLD
3,028
$91.69
S
10 Mar 2025
de Montlivault Stephane
▼ SOLD
3,037
$105.25
S
10 Mar 2025
de Montlivault Stephane
▼ SOLD
3,623
$105.34
S
13 Feb 2025
de Montlivault Stephane
▼ SOLD
25,003
$97.14
S
10 Feb 2025
LaFreniere Nora E.
▼ SOLD
1,700
$95.91
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

19 disclosures · STOCK Act
House · Michigan · Traded Oct 31
SOLD
$1K–$15K
Nov 21STOCK
House · Michigan · Traded Oct 30
BOUGHT
$1K–$15K
Nov 21STOCK
House · Michigan · Traded Oct 30
SOLD
$1K–$15K
Nov 21STOCK
House · California · Traded Oct 7
BOUGHT
$1K–$15K
Nov 14STOCK
House · Michigan · Traded Aug 4
BOUGHT
$1K–$15K
Sep 12STOCK
House · New York · Traded Jul 11
SOLD
$1K–$15K
Aug 20STOCK
House · New York · Traded Jul 11
SOLD
$1K–$15K
Aug 20STOCK
House · New York · Traded Sep 26
BOUGHT
$1K–$15K
Aug 20STOCK
House · California · Traded Jul 25
BOUGHT
$1K–$15K
Aug 8STOCK
House · California · Traded May 19
SOLD
$1K–$15K
Jun 12STOCK
See full $OTIS Congress history →

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $OTIS lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $OTIS — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:55 UTC.