OTIS Insider Trading Activity

Transactions disclosed by company insiders to the SEC on Form 4, most recent first.

InsiderRoleDateSharesValue
Gosk Kimberly Shannon EVP & CPO 2026-09-02 933 $0
Gosk Kimberly Shannon EVP & CPO 2026-09-02 274 $19,407
Mendez Echevarria Maria Cristina EVP & CFO 2026-08-23 2,137 $0
Mendez Echevarria Maria Cristina EVP & CFO 2026-08-23 838 $59,909

How Institutional Funds Moved on OTIS

Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.

FundChangeQuarter
NORGES BANK NORGES BANK opened a new position worth $615,911,720. 2026-06-30
CI INVESTMENTS INC. CI INVESTMENTS INC. opened a new position worth $60,497,561. 2026-06-30
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ MASSACHUSETTS FINANCIAL SERVICES CO /MA/ increased this position by 509% ($37,758,100 -> $230,057,459). 2026-06-30
Clearbridge Investments, LLC Clearbridge Investments, LLC increased this position by 156% ($207,436,252 -> $531,851,322). 2026-06-30
Independent Franchise Partners LLP Independent Franchise Partners LLP increased this position by 377% ($77,256,050 -> $368,890,646). 2026-06-30
FMR LLC FMR LLC increased this position by 15% ($388,991,180 -> $448,470,057). 2026-06-30
D. E. Shaw & Co., Inc. D. E. Shaw & Co., Inc. increased this position by 48% ($216,103,955 -> $320,854,636). 2026-06-30
TWO SIGMA INVESTMENTS, LP TWO SIGMA INVESTMENTS, LP increased this position by 50% ($149,337,567 -> $224,737,650). 2026-06-30

Which Funds Hold OTIS

Largest reported positions as of 2026-06-30.

FundValueShares
VANGUARD CAPITAL MANAGEMENT LLC $1,794,381,777 25,061,198
VANGUARD PORTFOLIO MANAGEMENT LLC $1,428,901,224 19,956,721
GEODE CAPITAL MANAGEMENT, LLC $816,373,211 11,331,799
NORGES BANK $615,911,720 8,602,119
Clearbridge Investments, LLC $531,851,322 7,428,091
FMR LLC $448,470,057 6,263,549
Independent Franchise Partners LLP $368,890,646 5,152,104
D. E. Shaw & Co., Inc. $320,854,636 4,481,210
BLS Capital Fondsmaeglerselskab A/S $278,197,862 3,885,445
VAN ECK ASSOCIATES CORP $262,163,973 3,661,508

Data compiled from public SEC filings. This is informational reporting, not investment advice.

Kevin Hern Discloses OTIS Stock Sale Through Family Trust

Screenshot-style graphic showing a STOCK Act disclosure filing for Kevin Hern's OTIS stock sale

A new Periodic Transaction Report filed with the U.S. House of Representatives shows Hon. Kevin Hern reported a sale of Otis Worldwide Corporation (OTIS) common stock, dated 2026-08-10. The transaction was made through a jointly-held account shared with his spouse, and disclosed as being held via the Hern Family Revocable Trust. The value of the … Read more

Veritas Asset Management LLP: 13F Portfolio Moves Tracked Quarterly

Chart-style summary of Veritas Asset Management LLP 13F portfolio changes for the quarter ending June 30, 2026

This page follows Veritas Asset Management LLP’s institutional portfolio moves as disclosed in its SEC Form 13F filings, updated every quarter as new filings become public. Each entry below reflects a snapshot of holdings at quarter-end, not the exact date a trade happened, since 13F filings report position sizes rather than trade timestamps. Use this … Read more