STOCK TITAN

Vanguard holds 29.1M Otis shares (OTIS) — 7.48% stake reported

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Otis Worldwide Corp ownership disclosure: Vanguard Capital Management reports beneficial ownership of 29,111,846 shares of Otis Common Stock, representing 7.48% of the class as of 03/31/2026. The filing shows sole dispositive power over 29,111,846 shares and sole voting power for 3,855,841 shares. The statement notes these holdings reflect positions held or managed across Vanguard affiliates and funds. The Schedule 13G was signed on 04/30/2026.

Positive

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Negative

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Insights

Large passive stake reported by Vanguard; voting and dispositive breakdown is disclosed.

Vanguard Capital Management discloses a 7.48% beneficial position in Otis, with full dispositive authority over 29,111,846 shares and delegated voting power for 3,855,841 shares. The filing clarifies that holdings include positions across Vanguard-managed funds and affiliates.

Because this is a Schedule 13G-style passive ownership disclosure, the filing signals significant institutional ownership but does not indicate activist intent or a planned change in control. Subsequent filings would show any change in voting direction or strategy.

Beneficial ownership 29,111,846 shares Amount beneficially owned as reported in Item 4(a)
Percent of class 7.48% Percent of Otis common stock reported as of 03/31/2026
Sole voting power 3,855,841 shares Sole power to vote or to direct the vote (Item 4(c)(i))
Sole dispositive power 29,111,846 shares Sole power to dispose or direct disposition (Item 4(c)(iii))
Filing signature date 04/30/2026 Schedule 13G signed by Ashley Grim
Schedule 13G regulatory
"Item 1. Name of issuer: Otis Worldwide Corp"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially owned financial
"Amount beneficially owned: 29111846"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 29111846"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
investment companies registered under the Investment Company Act regulatory
"listing of the shareholders of an investment company registered under the Investment Company Act of 1940"

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

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FAQ

How many Otis (OTIS) shares does Vanguard Capital Management report owning?

Vanguard reports beneficial ownership of 29,111,846 shares of Otis Common Stock, representing 7.48% of the class as of 03/31/2026. The figure is shown under Item 4(a) of the filing.

What voting and dispositive powers does Vanguard report for OTIS shares?

The filing shows Vanguard has sole voting power over 3,855,841 shares and sole dispositive power over 29,111,846 shares. Shared powers are reported as 0.

Does this Schedule 13G indicate Vanguard seeks control of Otis (OTIS)?

No. The filing is a passive ownership disclosure under Schedule 13G and does not state any intent to change control. It describes holdings across Vanguard affiliates and managed funds without activist language.

What date does the ownership percentage refer to in the OTIS filing?

The ownership percentage (7.48%) is reported with an as of date of 03/31/2026. The Schedule 13G was signed on 04/30/2026.

Which Vanguard entities are referenced in the Otis Schedule 13G?

The filing names Vanguard Capital Management LLC and affiliates including Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC, and Vanguard Investments Australia Ltd as part of the reporting group.





68902V107

(CUSIP Number)
03/31/2026

(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: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Capital Management LLC and the following affiliates of Vanguard Capital Management LLC or business divisions of such affiliates: Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC and Vanguard Investments Australia Ltd. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Capital Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Capital Management LLC, or business divisions of such subsidiaries, whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Capital Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/30/2026