Otis Worldwide (OTIS)Lazard Freres Gestion S.A.S. added to its stake +76K shares

1.42M

Shares reported · +76K vs prior quarter

1.8%

Disclosed portfolio weight

$101M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 6, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 27, 2026CongressDisclosed purchase of OTIS — reported range $1,001 - $15,000
2. Jul 9, 2026Federal contract · $66K obligatedDepartment of Veterans Affairs awarded Otis Worldwide: $66K obligated to date
3. Jul 22, 2026Company filing · Form 8-K · ResultsReported its results

What came next

1. Aug 10, 2026CongressDisclosed sale of OTIS — reported range $1,001 - $15,000
2. Aug 21, 2026Federal contract · $187K obligatedDepartment of Veterans Affairs awarded Otis Worldwide: $187K obligated to date
3. Aug 27, 2026CongressDisclosed purchase of OTIS — reported range $1,001 - $15,000
4. Sep 2, 2026Federal contract · $108K obligatedDepartment of Agriculture awarded Otis Worldwide: $108K obligated to date
5. Sep 13, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On September 15, 2026, Otis Worldwide Corporation (the “Company”) announced that the Board of Directors of the Company (the “Board”) and Judith F. Marks, the Company’s Chair, Chief Executive Officer and President, have agreed that Ms. Marks will retire from the Company effective on the earlier of (i) the date her successor commences service as the Company’s Chief Executive Officer and President, which is currently…”

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Otis Worldwide

For Otis Worldwide, OQRO holds 3 Congress trade reports, 16 fund holdings reports (13F) and 2 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its OTIS page.

How this filing works

• SEC Form 13F

Other disclosures at Otis Worldwide

• Senate eFD periodic transaction reportSep 11, 2026
• USAspending.gov award recordSep 2, 2026
• House Clerk periodic transaction reportSep 1, 2026
• USAspending.gov award recordAug 21, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026

Everything OQRO holds on this company is on its OTIS page.