XOOMAR

Otis Worldwide (OTIS)

Otis Worldwide on one page: short interest, daily short volume, fails to deliver, planned sales, large holders, 13F holders, financials, earnings dates and insider trades. Listed on NYSE, classified by the SEC as electronic & other electrical equipment (no computer equip).

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17.1M

Short interest

settlement 2026-09-30

3.1

Days to cover

-1.1 days vs prior

26.3%

Short share of volume

2026-10-09

1,888

Fails to deliver

settlement 2026-08-31

Wed 28 Oct

Next earnings

estimated date

$0

Insider flow, 90 days

0 buys, 0 sells

As of 2026-10-09.

Short interest

FINRA, twice a month. The newest 24 settlements in the table, 48 in the chart. JSON

As of 30 September 2026, short interest in OTIS is 17,143,910 shares, up 1,995,686 shares over the last month. Over the last 48 readings it ranged from 5,843,544 shares (30 May 2025) to 17,143,910 shares (30 September 2026). The latest reading sits at the top of that range. At the reported average volume of 5.5M shares a day that is 3.1 days to cover.

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SettlementShares shortChangeAvg daily volumeDays to cover
2026-09-3017,143,910+7.3%5,505,5083.11
2026-09-1515,981,493+5.5%3,804,2644.20
2026-08-3115,148,224+1.2%3,289,0394.61
2026-08-1414,966,971+4.1%2,993,9315.00
2026-07-3114,376,624+0.8%4,517,5503.18
2026-07-1514,263,942-6.6%3,099,2144.60
2026-06-3015,277,938+4.0%4,413,3513.46
2026-06-1514,692,637+21.6%3,334,9304.41
2026-05-2912,084,399-7.3%3,656,0563.31
2026-05-1513,041,778-15.1%4,177,6783.12
2026-04-3015,366,333+36.8%4,060,3473.78
2026-04-1511,236,740-3.0%2,549,7704.41
2026-03-3111,582,330+14.9%4,594,3862.52
2026-03-1310,084,254-7.9%3,452,8632.92
2026-02-2710,954,129-9.3%3,950,3492.77
2026-02-1312,082,169+22.3%4,566,2472.65
2026-01-309,883,220+15.0%4,442,8752.22
2026-01-158,594,368+9.0%2,409,4663.57
2025-12-317,881,777+8.8%2,705,3552.91
2025-12-157,244,273-1.9%2,430,7862.98
2025-11-287,383,614-3.0%2,574,5032.87
2025-11-147,611,868+5.9%2,150,5063.54
2025-10-317,184,744+9.4%2,274,7773.16
2025-10-156,569,049+2.8%2,066,6663.18

Daily short volume

FINRA Reg SHO, the last 30 sessions. JSON

As of 9 October 2026, the short share of OTIS volume is 26.3%, down 2.6 points over the last five sessions. Over the last 30 readings it ranged from 26.3% (9 October 2026) to 86.7% (16 September 2026). The latest reading sits at the bottom of that range. The latest reading is 29.8 points below the 30-session average of 56.1%, on 1.6M shares reported.

DateShort volumeTotal volumeShort shareExempt
2026-10-09413K1.6M26.3%141
2026-10-08569K1.3M44.4%7,652
2026-10-07574K1.0M56.6%1,638
2026-10-06541K1.3M41.9%172
2026-10-05981K2.4M41.3%487
2026-10-02615K2.1M28.9%17,654
2026-10-01628K1.6M40.3%2,396
2026-09-30562K1.7M33.8%143
2026-09-29647K2.1M31.2%459
2026-09-281.1M2.0M57.2%37
2026-09-25571K1.3M44.9%90
2026-09-24415K910K45.6%4
2026-09-23577K1.2M48.2%2,525
2026-09-22810K1.6M50.3%12
2026-09-211.1M1.7M63.2%816
2026-09-181.7M4.3M39.6%406,137
2026-09-172.3M2.9M78.6%106,325
2026-09-162.5M2.9M86.7%189
2026-09-15916K1.8M51.5%983
2026-09-141.2M1.8M68.0%621
2026-09-11909K1.4M66.0%3,861
2026-09-101.0M1.6M65.3%1,233
2026-09-09981K1.4M68.4%1,674
2026-09-08845K1.3M64.2%2,907
2026-09-04996K1.3M75.3%196
2026-09-03657K1.1M60.1%1,421
2026-09-021.1M1.6M69.9%4,426
2026-09-011.4M1.8M75.7%966
2026-08-311.4M1.7M81.2%2,391
2026-08-281.2M1.5M78.8%7,901

Fails to deliver

SEC, the last 30 settlement dates with a fail. JSON

As of 31 August 2026, the fails-to-deliver balance in OTIS is 1,888 shares, down 2,096 shares over the last settlement date. Over the last 30 readings it ranged from 1 share (4 May 2026) to 104,821 shares (7 July 2026). The latest reading sits at the bottom of that range.

SettlementShares failedPriceValue
2026-08-311,888$71.74$135K
2026-08-283,984$71.48$285K
2026-08-27156$72.36$11K
2026-08-252,613$72.19$189K
2026-08-14188$73.03$14K
2026-08-0719,300$73.83$1.4M
2026-08-043,932$72.19$284K
2026-07-316,217$71.69$446K
2026-07-273,444$71.93$248K
2026-07-20316$73.45$23K
2026-07-1711$75.00$825
2026-07-1040$72.00$3K
2026-07-07104,821$73.49$7.7M
2026-07-06258$73.14$19K
2026-07-011,445$71.60$103K
2026-06-3096$72.92$7K
2026-06-25570$72.63$41K
2026-06-1580$70.75$6K
2026-06-0359$70.33$4K
2026-05-151$73.06$73
2026-05-147,036$73.24$515K
2026-05-137,375$74.10$546K
2026-05-1226,218$74.00$1.9M
2026-05-1126,335$74.82$2.0M
2026-05-041$77.08$77
2026-05-015,696$77.88$444K
2026-04-2425$79.49$2K
2026-04-21433$80.73$35K
2026-04-153$81.90$246
2026-04-07100$78.11$8K

Insider trades

SEC Form 4, newest first, 50 of 100 shown. JSON

No open-market insider trades were reported for OTIS in the last 90 days. The most recent filings are listed below. Latest filing: Gosk Kimberly Shannon (EVP & CPO) on 2026-09-02.

DateInsiderTitleTypeSharesPriceValueOwned after
2026-09-02Gosk Kimberly ShannonEVP & CPOTax withholding274$70.83$19K8K
2026-09-02Gosk Kimberly ShannonEVP & CPOOption exercise933price not stated in the filingnot stated8K
2026-08-23Mendez Echevarria Maria CristinaEVP & CFOTax withholding838$71.49$60K11K
2026-08-23Mendez Echevarria Maria CristinaEVP & CFOOption exercise2Kprice not stated in the filingnot stated11K
2026-06-02Armas Joseph JayPresident, Otis AmericasTax withholding421$70.33$30K3K
2026-06-02Armas Joseph JayPresident, Otis AmericasOption exercise2Kprice not stated in the filingnot stated3K
2026-05-07Lefebure Thibault Pierre MariePresident, Otis EMEASell2K$76.89$125K4K
2026-03-01Loh SallyPresident, Otis Greater ChinaOption exercise1Kprice not stated in the filingnot stated46K
2026-03-01Loh SallyPresident, Otis Greater ChinaTax withholding264$92.56$24K46K
2026-02-12de Montlivault StephanePresident, Otis Asia PacificSell48K$92.25$4.4M29K
2026-02-10LaFreniere Nora E.EVP, General CounselDisposition3K$90.38$300K41K
2026-02-10LaFreniere Nora E.EVP, General CounselOption exercise5K$58.66$300K45K
2026-02-10LaFreniere Nora E.EVP, General CounselSell2K$90.38$162K40K
2026-02-10LaFreniere Nora E.EVP, General CounselSell26K$90.38$2.3M14K
2026-02-10Ryan Michael PatrickSVP, CAO & ControllerSell1K$90.06$106K4K
2026-02-07Armas Joseph JayPresident, Otis AmericasOption exercise232price not stated in the filingnot stated2K
2026-02-07Armas Joseph JayPresident, Otis AmericasTax withholding58$89.85$5K2K
2026-02-07Gosk Kimberly ShannonEVP & CPOOption exercise322price not stated in the filingnot stated8K
2026-02-07Gosk Kimberly ShannonEVP & CPOTax withholding96$89.85$9K7K
2026-02-07Green NeilEVP & Chief Digital OfficerOption exercise608price not stated in the filingnot stated8K
2026-02-07Green NeilEVP & Chief Digital OfficerTax withholding184$89.85$17K7K
2026-02-07LaFreniere Nora E.EVP, General CounselTax withholding751$89.85$67K40K
2026-02-07LaFreniere Nora E.EVP, General CounselOption exercise2Kprice not stated in the filingnot stated40K
2026-02-07Lefebure Thibault Pierre MariePresident, Otis EMEAOption exercise254price not stated in the filingnot stated6K
2026-02-07Lefebure Thibault Pierre MariePresident, Otis EMEATax withholding105$89.85$9K6K
2026-02-07Loh SallyPresident, Otis Greater ChinaOption exercise330price not stated in the filingnot stated45K
2026-02-07Marks Judith FranChair, CEO and PresidentOption exercise12Kprice not stated in the filingnot stated249K
2026-02-07Marks Judith FranChair, CEO and PresidentTax withholding5K$89.85$478K244K
2026-02-07Mendez Echevarria Maria CristinaEVP & CFOTax withholding133$89.85$12K9K
2026-02-07Mendez Echevarria Maria CristinaEVP & CFOOption exercise340price not stated in the filingnot stated9K
2026-02-07de Montlivault StephanePresident, Otis Asia PacificOption exercise2Kprice not stated in the filingnot stated77K
2026-02-07Ryan Michael PatrickSVP, CAO & ControllerOption exercise344price not stated in the filingnot stated5K
2026-02-07Ryan Michael PatrickSVP, CAO & ControllerTax withholding100$89.85$9K5K
2026-02-07Zheng PeimingEVP, Chief Product, DeliveryOption exercise1Kprice not stated in the filingnot stated23K
2026-02-07Zheng PeimingEVP, Chief Product, DeliveryTax withholding650$89.85$58K22K
2026-02-06Armas Joseph JayPresident, Otis AmericasTax withholding70$89.85$6K2K
2026-02-06Armas Joseph JayPresident, Otis AmericasOption exercise283price not stated in the filingnot stated2K
2026-02-06Gosk Kimberly ShannonEVP & CPOOption exercise297price not stated in the filingnot stated7K
2026-02-06Gosk Kimberly ShannonEVP & CPOTax withholding88$89.85$8K7K
2026-02-06Green NeilEVP & Chief Digital OfficerOption exercise685price not stated in the filingnot stated7K
2026-02-06Green NeilEVP & Chief Digital OfficerTax withholding207$89.85$19K7K
2026-02-06LaFreniere Nora E.EVP, General CounselOption exercise2Kprice not stated in the filingnot stated39K
2026-02-06LaFreniere Nora E.EVP, General CounselTax withholding616$89.85$55K39K
2026-02-06Lefebure Thibault Pierre MariePresident, Otis EMEAOption exercise224price not stated in the filingnot stated6K
2026-02-06Lefebure Thibault Pierre MariePresident, Otis EMEATax withholding92$89.85$8K5K
2026-02-06Loh SallyPresident, Otis Greater ChinaOption exercise2Kprice not stated in the filingnot stated44K
2026-02-06Marks Judith FranChair, CEO and PresidentOption exercise12Kprice not stated in the filingnot stated243K
2026-02-06Marks Judith FranChair, CEO and PresidentTax withholding5K$89.85$477K238K
2026-02-06Mendez Echevarria Maria CristinaEVP & CFOTax withholding119$89.85$11K9K
2026-02-06Mendez Echevarria Maria CristinaEVP & CFOOption exercise302price not stated in the filingnot stated9K

Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are rarer.

Planned sales (Form 144)

Newest first. JSON

7 Form 144 notices on file for OTIS worth $17.1M at the prices reported; 0 in the last 90 days worth $0. Latest: Thibault Lefebure filed on 2026-05-07 to sell 1,628 shares ($125K) from 2026-05-07.

FiledSellerSharesMarket valueOf outstandingSale fromBroker
2026-05-07Thibault LefebureOfficer2K$125K0.000%2026-05-07UBS Financial Services Inc
2026-02-12Stephane de MontlivaultOfficer48K$4.4M0.012%2026-02-12UBS Financial Services Inc
2026-02-10Michael RyanOfficer1K$106K0.000%2026-02-10UBS Financial Services Inc
2026-02-10NORA LAFRENIEREOfficer27K$2.5M0.007%2026-02-10UBS Financial Services Inc
2026-02-04Marks Judith FranOfficer, Director103K$9.2M0.026%2026-02-04UBS Financial Services Inc.
2026-02-02O'Neil GreenOfficer6K$519K0.001%2026-02-02UBS Financial Services Inc
2025-11-05Michael RyanOfficer3K$278K0.001%2025-11-05UBS Financial Services Inc

Large holders (13D and 13G)

One row per reporting person with its latest filing, newest first. JSON

2 holders report 5% or more of OTIS in their latest filing, all on Schedule 13G (passive). The largest reported stake is Vanguard Capital Management at 7.5% of the class (29,111,846 shares), filed 2026-04-30 for an event on 2026-03-31.

FiledFormHolderSharesOf classEvent
2026-04-3013GVanguard Capital Managementinvestment adviser29.1M7.5%2026-03-31
2026-04-2913GVanguard Portfolio Managementinvestment adviser19.7M5.1%2026-03-31
2026-03-2713G/Ano. 2The Vanguard Groupinvestment adviser00.0%2026-03-13

13F holders

Tracked managers holding OTIS at their latest 13F. JSON

8 of the 30 tracked managers held OTIS at their latest 13F, $1.30B in total at quarter-end prices. D. E. Shaw & Co. is the largest at $389.4M (0.2% of its portfolio) as of 2026-06-30. Over the prior quarter 6 added shares and 2 cut.

FundQuarterSharesValueOf portfolioChange in shares
D. E. Shaw & Co.2026-06-305.4M$389.4M0.19%+2.0M
AQR Capital Management2026-06-304.6M$331.2M0.12%+3.1M
Two Sigma Investments2026-06-303.1M$224.7M0.16%+1.2M
Citadel Advisors2026-06-302.0M$139.8M0.02%+1.2M
Renaissance Technologies2026-06-301.6M$113.4M0.16%-107K
Fisher Asset Management2026-06-30587K$42.0M0.01%-32K
Millennium Management2026-06-30412K$29.5M0.01%+323K
Bridgewater Associates2026-06-30364K$26.1M0.11%+86K

Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.

Financials

SEC XBRL, as filed. JSON

In Q2 FY 2026 (quarter ended 2026-06-30) Otis Worldwide reported revenue of $3.86B, up 7.3% from the same quarter a year earlier, and net income of $428.0M (1.12 diluted EPS). In FY 2025 it generated $1.60B of operating cash flow and spent $809.0M on buybacks and $647.0M on dividends. As of 2026-06-30, cash was $813.0M against $8.23B of debt.

Cash
$813.0M
Debt
$8.23B
Equity
-$5.75B
Total assets
$11.16B
Shares outstanding
380,669,339

Quarterly, last 8 quarters

QuarterPeriod endRevenueNet incomeMarginDiluted EPS
Q2 FY 20262026-06-30$3.86B$428.0M11.1%1.12
Q1 FY 20262026-03-31$3.57B$340.0M9.5%0.87
Q4 FY 2025derived2025-12-31$3.80B$374.0M9.9%n/a
Q3 FY 20252025-09-30$3.69B$374.0M10.1%0.95
Q2 FY 20252025-06-30$3.60B$393.0M10.9%0.99
Q1 FY 20252025-03-31$3.35B$243.0M7.3%0.61
Q4 FY 2024derived2024-12-31$3.67B$337.0M9.2%n/a
Q3 FY 20242024-09-30$3.55B$540.0M15.2%1.34

Fiscal years, with buybacks and dividends

Fiscal yearEndsRevenueNet incomeOperating cash flowCapexBuybacksDividends
FY 20252025-12-31$14.43B$1.38B$1.60B$152.0M$809.0M$647.0M
FY 20242024-12-31$14.26B$1.65B$1.56B$126.0M$1.01B$606.0M
FY 20232023-12-31$14.21B$1.41B$1.63B$138.0M$800.0M$539.0M
FY 20222022-12-31$13.69B$1.25B$1.56B$115.0M$850.0M$465.0M
FY 20212021-12-31$14.30B$1.25B$1.75B$156.0M$725.0M$393.0M

Quarters are the three-month figures the company reports; a fourth quarter marked derived is the fiscal year less the three reported quarters, since companies report it only inside the 10-K. Fiscal years are the annual figures. Buybacks are the cash the company paid to repurchase its common stock in the year, not the amount authorized. Balance sheet lines are as of 2026-06-30; shares outstanding as of 2026-07-15 from the cover page.

What this page is

Otis Worldwide in the regulatory record

Regulators publish company data in separate files that never sit next to each other: FINRA's twice-monthly short interest, its daily short sale volume, the SEC's fails-to-deliver counts, and each insider's Form 4. A company page puts those series for one ticker on one URL, with planned sales, large holders, 13F holders and financials beside them, so the short position, the daily flow, the settlement fails and what insiders are doing can be read together.

Each section has its own history table, a one-line summary of the latest figures and its own JSON and CSV links, and says when its source last updated.

This page follows Otis Worldwide (OTIS), SEC CIK 1781335, listed on NYSE, classified by the SEC as electronic & other electrical equipment (no computer equip). The cross-market tables live on the short interest and insider transactions hubs.

Source and updates

Short interest
FINRA consolidated short interestSource: FINRA.Twice a month, about eight business days after settlement. Latest 2026-09-30.JSON and CSV
Daily short volume
FINRA Reg SHO daily filesSource: FINRA.Every trading day, the morning after FINRA posts it. Latest 2026-10-09.JSON and CSV
Fails to deliver
SEC fails-to-deliver dataSource: SEC.Twice a month, a few weeks after the half month ends. Latest 2026-08-31.JSON and CSV
Planned sales
SEC EDGAR Form 144Source: SEC.New notices appear shortly after the SEC posts them; a notice is filed on or before the sale. Latest 2026-05-07.JSON and CSV
Large holders
SEC EDGAR Schedule 13D and 13GSource: SEC.New filings appear shortly after the SEC posts them. A 13D is due within five business days of crossing 5%; a 13G follows the passive schedule. Latest 2026-04-30.JSON and CSV
13F holders
SEC EDGAR Form 13F-HRSource: SEC.Quarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
Financials
SEC EDGAR 10-K and 10-Q filingsSource: SEC.Weekly; values are as filed in the 10-Q and 10-K. Latest 2026-06-30.JSON and CSV
Earnings dates
SEC EDGAR 8-K filings (Item 2.02)Source: SEC.Twice a day. Reported dates come from the company's 8-K filings; the next date is marked as an estimate until the 8-K arrives. Latest 2026-07-22.JSON and CSV
Insider trades
SEC EDGAR Form 4Source: SEC.New filings appear shortly after the SEC posts them; they're due two business days after the trade. Latest 2026-09-02.JSON and CSV
Company record
EDGAR filing index for CIK 1781335Ticker, name and exchange from the SEC's company list, refreshed weekly.
Rate limits
10 requests a minute without a key, 30 with a free key from a free account.

How to read it

  • Read the position against the flow: rising short interest with a high daily short share is new shorting; rising short interest with a normal short share is old shorts holding on.
  • Insider buys next to a large short position are rare and stand out; insider sells next to one are common and mean little.
  • Fails to deliver matter relative to the float, not in absolute shares; a million failed shares in a mega cap is noise.

Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.

Other companies the SEC classifies as electronic & other electrical equipment (no computer equip)

Datasets

Frequently Asked Questions

How much of OTIS is sold short?
17,143,910 shares were held short at the 2026-09-30 settlement, 3.1 days of average volume. FINRA publishes the next count about eight business days after the 15th and the last business day of the month.
What is OTIS's daily short volume?
On 2026-10-09, 412,707 of the 1,568,876 OTIS shares reported to FINRA were sold short, 26.3% of the day's reported volume. Short volume is a flow for one day, not a position.
Does OTIS have fails to deliver?
The SEC's latest file shows 1,888 OTIS shares failed to deliver at settlement 2026-08-31. Fails are reported per settlement date and published twice a month with a lag.
Are OTIS insiders buying or selling?
No open-market insider trades were reported for OTIS in the last 90 days. The most recent filings are listed below. Latest filing: Gosk Kimberly Shannon (EVP & CPO) on 2026-09-02.
Have OTIS insiders filed to sell?
7 Form 144 notices on file for OTIS worth $17.1M at the prices reported; 0 in the last 90 days worth $0. Latest: Thibault Lefebure filed on 2026-05-07 to sell 1,628 shares ($125K) from 2026-05-07.
Who owns 5% or more of OTIS?
2 holders report 5% or more of OTIS in their latest filing, all on Schedule 13G (passive). The largest reported stake is Vanguard Capital Management at 7.5% of the class (29,111,846 shares), filed 2026-04-30 for an event on 2026-03-31.
What did OTIS report last quarter?
In Q2 FY 2026 (quarter ended 2026-06-30) Otis Worldwide reported revenue of $3.86B, up 7.3% from the same quarter a year earlier, and net income of $428.0M (1.12 diluted EPS). In FY 2025 it generated $1.60B of operating cash flow and spent $809.0M on buybacks and $647.0M on dividends. As of 2026-06-30, cash was $813.0M against $8.23B of debt.
Which tracked 13F managers own OTIS?
8 of the 30 tracked 13F managers held OTIS shares at their latest filing, $1.30B in all. The largest: D. E. Shaw & Co. (5.4M shares, $389.4M), Cliff Asness's AQR Capital Management (4.6M shares, $331.2M), Two Sigma Investments (3.1M shares, $224.7M), Ken Griffin's Citadel Advisors (2.0M shares, $139.8M), Renaissance Technologies (1.6M shares, $113.4M), Ken Fisher's Fisher Asset Management (587K shares, $42.0M). The table above lists all 8.

Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.