STOCK TITAN

Vanguard (OTIS) Amendment No. 2: Reports 0 Shares After Realignment

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

The Vanguard Group filed Amendment No. 2 to a Schedule 13G/A reporting its position in Otis Worldwide Corp. The filing states amount beneficially owned: 0 and percent of class: 0%. It explains an internal realignment effective January 12, 2026, that led certain Vanguard subsidiaries to report separately.

Positive

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Insights

Amendment records zero beneficial ownership after Vanguard's internal realignment.

The filing lists Amount beneficially owned: 0 and Percent of class: 0%, dated 03/27/2026. It states Vanguard reorganized on 01/12/2026 so certain subsidiaries now report separately in reliance on SEC Release No. 34-39538.

This is a reporting/attribution update tied to internal structure; cash‑flow treatment and trading activity are not described in the excerpt. Subsequent filings by Vanguard affiliates may show holdings if ownership is held at subsidiary level.

Filing is a compliance-driven disclosure under SEC release guidance.

The text cites SEC Release No. 34-39538 and explains that certain subsidiaries will report beneficial ownership separately, and that Vanguard no longer is deemed to beneficially own those subsidiary holdings.

As an amended Schedule 13G/A, this document updates attribution; it does not assert misconduct or change Otis's capital structure. Timing and ownership at the subsidiary level are left to other reports.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What does The Vanguard Group report for OTIS ownership in this 13G/A amendment?

The direct answer: The Vanguard Group reports owning 0 shares and 0% of Otis Worldwide Corp. The amendment explains an internal realignment on 01/12/2026 that led subsidiaries to report separately under SEC Release No. 34-39538.

Why does Vanguard say it no longer beneficially owns certain Otis shares?

The direct answer: Because of an internal realignment effective 01/12/2026. The filing cites SEC Release No. 34-39538, causing subsidiaries to disaggregate and report beneficial ownership separately from The Vanguard Group, Inc.

Does this filing indicate any purchases or sales of OTIS stock by Vanguard?

The direct answer: No transactions are reported in this amendment. The filing lists ownership as 0 shares and does not describe purchases, sales, or cash flows; trading activity is not provided in the excerpt.

Who signed the Schedule 13G/A amendment for Vanguard and when?

The direct answer: Ashley Grim, Head of Global Fund Administration, signed the amendment. The signature date shown is 03/27/2026, certifying the disclosure about ownership and the internal realignment.

Will Vanguard affiliates now file separate ownership reports for OTIS?

The direct answer: Yes — the amendment states certain subsidiaries will report separately in reliance on SEC Release No. 34-39538. The filing indicates those subsidiaries pursue the same strategies and will disclose their beneficial ownership separately.





68902V107

(CUSIP Number)
03/13/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: On January 12, 2026, The Vanguard Group, Inc. went through an internal realignment. In accordance with SEC Release No. 34-39538 (January 12, 1998), certain subsidiaries or business divisions of subsidiaries of The Vanguard Group, Inc., that formerly had, or were deemed to have, beneficial ownership with The Vanguard Group, Inc., will report beneficial ownership separately (on a disaggregated basis) from The Vanguard Group, Inc. in reliance on such release. These subsidiaries and/or business divisions pursue the same investment strategies as previously pursued by The Vanguard Group, Inc. prior to the realignment. Further in accordance with SEC Release No. 34-39538 (January 12, 1998), The Vanguard Group, Inc. no longer has, or is deemed to have, beneficial ownership over securities beneficially owned by such subsidiaries and/or business divisions.


SCHEDULE 13G



The Vanguard Group
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:03/27/2026