OTIS in the 13F filings
Otis Worldwide Corp · CUSIP 68902V107
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 14 Nov 2024
- latest of these filings; the earliest 2 Feb 2024
- Managers listing it
- 17
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 16 listed it in both
- Shares listed
- 54,966,775
- combined, among listed positions
- Reported value
- $4.9bn
- combined, at the quarter end
Among the 93 comparable managers: 6 buyers (opened or added shares) and 11 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing OTIS in Q4 2023
17 of 17 holders
Largest increases and reductions, by shares
Increases
- AllianceBernstein LPexisting position · 19,212,698 shares now+1,318,095
- Squarepoint Ops LLCexisting position · 925,793 shares now+487,711
- Voloridge Investment Management LLCexisting position · 798,901 shares now+333,661
- Renaissance Technologies LLCexisting position · 523,300 shares now+155,600
- First Eagle Investment Management LLCexisting position · 7,326 shares now+7,287
Reductions
- Invesco Ltdexisting position · 3,686,093 shares now-797,439
- Capital Research Global Investorsexisting position · 8,811,307 shares now-589,688
- T. Rowe Price Associates Incexisting position · 2,651,156 shares now-581,555
- Arrowstreet Capital LPexisting position · 1,012,719 shares now-391,723
- Wellington Management Group LLPexisting position · 3,028,486 shares now-348,775
New positions and exits
New (0)
No new position among listed positions.
Exited (1)
- Two Sigma Advisers LPwas $26m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q1 2020 | 1 | $107m | n.a. | n.a. |
| Q2 2020 | 25 | $3.3bn | n.a. | n.a. |
| Q3 2020 | 25 | $3.8bn | n.a. | n.a. |
| Q4 2020 | 27 | $4.0bn | n.a. | n.a. |
| Q1 2021 | 26 | $4.5bn | n.a. | n.a. |
| Q2 2021 | 30 | $5.5bn | n.a. | n.a. |
| Q3 2021 | 24 | $5.6bn | n.a. | n.a. |
| Q4 2021 | 27 | $6.3bn | n.a. | n.a. |
| Q1 2022 | 30 | $5.1bn | n.a. | n.a. |
| Q2 2022 | 22 | $3.8bn | n.a. | n.a. |
| Q3 2022 | 22 | $3.3bn | n.a. | n.a. |
| Q4 2022 | 28 | $4.3bn | n.a. | n.a. |
| Q1 2023 | 24 | $4.6bn | n.a. | n.a. |
| Q2 2023 | 20 | $4.9bn | n.a. | n.a. |
| Q3 2023 | 19 | $4.5bn | n.a. | n.a. |
| Q4 2023 | 17 | $4.9bn | 6 | 11 |
| Q1 2024 | 21 | $4.8bn | 10 | 10 |
| Q2 2024 | 16 | $4.4bn | 5 | 12 |
| Q3 2024 | 17 | $4.7bn | 7 | 9 |
| Q4 2024 | 16 | $4.0bn | 9 | 5 |
| Q1 2025 | 18 | $4.3bn | 9 | 8 |
| Q2 2025 | 27 | $5.1bn | 18 | 9 |
| Q3 2025 | 30 | $4.9bn | 21 | 8 |
| Q4 2025 | 29 | $4.7bn | 23 | 19 |
| Q1 2026 | 26 | $4.0bn | 17 | 24 |
| Q2 2026 | 23 | $3.5bn | 16 | 24 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
OTIS and GE →OTIS and LRCX →OTIS and GEV →Choose a stock to compare with OTIS →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own OTIS, latest filings →Back to the 13F Explorer →