Otis Worldwide Corporation

The full register, from 13F filings

The Register tab above is hand research: a dozen holders, each traced to the filing it came from. This asks the same question of the whole market for the quarter ended 31-mar-2026, where 1,220 managers reported a position. Broad where the research is deep, and shallow in the ways a 13F always is.

Built from 13F filings, which report US listed, long, US custodied positions only. A register from this source is a floor rather than a level: a holder's true position can be far larger, as BlackRock's ASML stake shows at 1.28m shares in a 13F against 26.3m in its 13G/A. Holdings held through derivatives, outside US custody, or below a manager's reporting obligation do not appear. Where a holder is marked as a family, its total sums several separate filing entities and describes something no single filing describes; the constituent entities and their share counts are listed so the total can be checked. That roll-up can legitimately exceed the family's own Schedule 13G, because a 13G is filed by one legal entity: Vanguard reports Alphabet through ten advisory entities, and The Vanguard Group Inc itself reported zero after its January 2026 disaggregation.

What a reader needs to know to read these numbers

• Otis has no dual-class or founder-control structure: a single class of common stock, one vote per share, in place since the April 2020 spin-off from United Technologies Corporation (now RTX Corporation). Weighted average basic share counts (382.6 million for Q2 2026 versus 393.7 million for Q2 2025, per the Q2 2026 10-Q) show a steady decline consistent with ongoing buybacks, not a split; no stock split or reclassification since separation was found in any filing checked.
• Foreign listed subsidiary, confirmed CURRENT status: Zardoya Otis S.A. was historically a separately listed Spanish elevator company (Madrid, Barcelona, Bilbao and Valencia exchanges) in which Otis held roughly 50.01%. Otis launched a cash tender offer for the remaining approximately 49.99% in 2021 and completed a squeeze-out that delisted Zardoya Otis from all four Spanish exchanges on 9 May 2022 (per PR Newswire release 'Zardoya Otis Delisted from Spanish Stock Exchanges'). Zardoya Otis is therefore now wholly owned and EXCLUDED from holdings as an ordinary consolidated operating subsidiary; it does not appear as a holding here because its public minority no longer exists, confirmed via a source outside the SEC filings checked (which no longer name Zardoya at all in the current 10-K).
• Two other formerly non-wholly-owned entities were also bought out to 100% and are EXCLUDED as ordinary wholly owned operating subsidiaries: Otis's Japan subsidiary (noncontrolling shares purchased in 2024 for approximately $70 million) and Otis Electric Elevator Company Limited, a subsidiary of Otis China whose noncontrolling shareholder (Xizi Elevator Group Co.) was bought out in October 2025 for approximately $215 million, per the FY2025 10-K Note 1: Business Overview.
• The one holding carried is Otis Elevator (China) Investment Company Limited (Otis China), Otis's largest joint venture, majority owned and consolidated, with a genuine minority partner (Tianjin Tai Kang Investment Co. Ltd.) that has held this position since the JV's 1998 formation and was unaffected by the October 2025 Otis Electric buyout. This mirrors the Nucor 51%-owned-JV and Moody's ICRA precedent: consolidated is not the same as wholly owned. No SEC filing checked, from the FY2020 10-K (filed shortly after separation) through the Q2 2026 10-Q, discloses the exact ownership percentage; the language has been 'majority owner' throughout, so pct_of_target, shares and value_usd are all null rather than estimated.
• No named equity-method investee (as distinct from the consolidated, majority-owned JVs) was found. The FY2025 10-K's equity-method accounting policy note is boilerplate with no disclosed investee or balance; 'earnings from equity method investments' appears only as one contributing line item inside Other income (expense), net ($(106) million in 2025 total, not broken out), and marketable securities on the balance sheet ($55 million at 31 Dec 2025) are described as actively traded securities, not a strategic stake. No private-company venture stake or non-marketable equity security disclosure was found in the 10-K or Q2 2026 10-Q.
• Currency: no foreign-currency conversion was required for any holding in this file. Otis China's value_usd is null rather than converted because no share count or per-share price for the entity exists in any source checked; there is no RMB or other foreign-currency figure to convert.
• Vanguard case: parent CIK 0000102909 filed Form 13F-NT (notice, no holdings) for Q2 2026, so per the brief's rule the position is the sum of its successor filers, not a substitution. Two successors held OTIS: Vanguard Capital Management LLC (CIK 0002100119, 25,061,198 shares) and Vanguard Portfolio Management LLC (CIK 0002100121, 19,956,721 shares), summed to 45,017,919 shares in the single Vanguard register row. Otis's own 2026 proxy independently confirms this disaggregation in a footnote to its 5% owners table. Other Vanguard-affiliated 13F filers were not individually checked; see unknowns.
• Capital Group family: all three entities checked for Q2 2026 OTIS holdings. Capital World Investors (CIK 0001422849): zero. Capital International Investors (CIK 0001562230): zero. Capital Research Global Investors (CIK 0001422848): 2,896,828 shares, $207,412,885. Only the third entity held; this is reported as a single-entity row, not a family roll-up.
• T. Rowe Price family: both entities checked. T. Rowe Price Associates, Inc. (CIK 0000080255) holds 6,104,625 shares (see the thousands-trap method_note on its register row, rescaled from a raw value column reported in thousands). T. Rowe Price Investment Management, Inc. (CIK 0001897612), the separate registrant, filed its own Q2 2026 13F-HR and holds zero OTIS shares, checked by CUSIP and by name-fragment search across its full info table.
• Self-gate: 15 register rows (14 institutional 13F rows plus 1 insider aggregate row). The 'All directors and executive officers as group' row has no rolls_up_into members (individual director rows could not be reliably extracted from the flattened proxy table; see its method_note), so it counts at full value in the formula. Sum of shares: Vanguard 45,017,919 + BlackRock 31,620,354 + State Street 16,664,994 + Geode 12,589,525 + Morgan Stanley 10,964,838 + FMR 10,109,592 + Norges Bank 8,602,119 + T. Rowe Price 6,104,625 + MFS 4,103,431 + Northern Trust 3,900,999 + JPMorgan 3,021,264 + Capital Research Global 2,896,828 + Bank of America 2,642,922 + Schwab 2,480,957 + officers/directors group 520,918 = 161,241,285 shares, or 42.36% of 380,669,339 shares outstanding. This sits within the brief's expected 25 to 45 percent band; no mixed instrument, basis error, or double count was found.