OTIS in the 13F filings
Otis Worldwide Corp · CUSIP 68902V107
- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 14 Feb 2025
- latest of these filings; the earliest 7 Feb 2025
- Managers listing it
- 16
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 13 listed it in both
- Shares listed
- 43,015,324
- combined, among listed positions
- Reported value
- $4.0bn
- combined, at the quarter end
Among the 94 comparable managers: 9 buyers (opened or added shares) and 5 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 2024
16 of 16 holders
Largest increases and reductions, by shares
Increases
- Invesco Ltdexisting position · 4,048,203 shares now+302,414
- ExodusPoint Capital Management LPnew position · 259,750 shares now+259,750
- Wellington Management Group LLPexisting position · 3,759,138 shares now+78,686
- Caxton Associates LLPexisting position · 29,056 shares now+24,307
- Quantbot Technologies LPnew position · 19,239 shares now+19,239
Reductions
- AllianceBernstein LPexisting position · 19,777,577 shares now-1,766,664
- MFS Investment Managementexisting position · 7,605,562 shares now-438,127
- Voloridge Investment Management LLCexisting position · 1,290,620 shares now-177,576
- T. Rowe Price Associates Incexisting position · 1,713,967 shares now-169,492
- Neuberger Berman Group LLCexisting position · 616,011 shares now-70,546
New positions and exits
New (2)
Exited (0)
No exit shown by a manager’s own filing.
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 →