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Otis Worldwide shareholder proposals 2026
What shareholders asked Otis Worldwide to do, and how the funds holding Americans’ retirement savings voted on it: the funds in the 401(k) plans we index and the most widely held funds beyond them, with the filing behind every vote.
27 May 2026 · put on the ballot by shareholder · Social
Should Otis Worldwide disclose the politics its money pays for?
Shareholders asked the company to publish its political spending — direct contributions and money routed through trade associations and other third parties — and whether that spending matches the values the company states publicly.
“Shareholder proposal regarding reporting on political contributions and expenditures”
3 of 10 funds we track voted for it.
| Fund | Vote | Shares voted |
|---|---|---|
| Vanguard Morningstar Mid-Cap Index Fund | AGAINST | 8,328,076 |
| Putnam Large Cap Value Fund | AGAINST | 6,443,437 |
| Vanguard Morningstar Mid-Cap Value Index Fund | AGAINST | 2,526,239 |
| State Street Industrial Select Sector SPDR ETF | AGAINST | 2,175,016 |
| Invesco S&P 500 Equal Weight ETF | AGAINST | 2,046,219 |
| Fidelity Mid Cap Index Fund | AGAINST | 1,438,866 |
| MFS Mid Cap Value Fund | FOR | 1,163,866 |
| ClearBridge Dividend Strategy Fund | FOR | 1,116,300 |
| Fidelity Mid Cap Value Index Fund | AGAINST | 68,737 |
| Calvert US Mid-Cap Core Responsible Index Fund | FOR | 17,343 |
The same proposal was put to Palantir Technologies, Merck, O'Reilly Automotive, Pilgrim's Pride, Huntington Ingalls Industries, Tyler Technologies.
27 May 2026 · put on the ballot by shareholder · Social
Should Otis Worldwide disclose the politics its money pays for?
Shareholders asked the company to publish its political spending — direct contributions and money routed through trade associations and other third parties — and whether that spending matches the values the company states publicly.
“Shareholder proposal regarding reporting on political contributions and expenditures”
0 of 2 funds we track voted for it.
| Fund | Vote | Shares voted |
|---|---|---|
| iShares Russell Mid-Cap Index Fund | AGAINST | 67,744 |
| WOA All Asset I | AGAINST | 67,744 |
The same proposal was put to Palantir Technologies, Merck, O'Reilly Automotive, Pilgrim's Pride, Huntington Ingalls Industries, Tyler Technologies.
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