OTIS WORLDWIDE CORP

$OTIS
Smart money positioned

23 of the Top-200 alpha managers hold $OTIS as of the latest 13F snapshot.

13F holders
1,228
Insider buys · 90d
0
Congress · 90d
0

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.

Institutional holders

Top 10 of 1,228 · Source: 13F-HR
01
Axa S.a.
0.04% of portfolio
16,201,503 sh
02
State Street
0.05% of portfolio
16,128,197 sh
03
Banyan Capital Management, Inc.
0.06% of portfolio
9,726,750 sh
04
ProShare Advisors LLC
0.08% of portfolio
8,816,541 sh
05
Sugarloaf Wealth Management, LLC
11.51% of portfolio
8,776,090 sh
06
Nbc Securities, Inc.
0.23% of portfolio
7,470,402 sh
07
Laird Norton Wetherby Wealth Management, LLC
0.17% of portfolio
6,520,826 sh
08
Biondo Investment Advisors, LLC
0.30% of portfolio
5,892,021 sh
09
Court Place Advisors, LLC
1.64% of portfolio
5,463,270 sh
10
DBK Financial Counsel, LLC
2.64% of portfolio
4,900,672 sh
See all 1,228 13F holders · Pro →

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 →

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:52 UTC.