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OTIS in the 13F filings

Otis Worldwide Corp · CUSIP 68902V107

Sector · IndustrialsTheme · Industrials and automation· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 1 Aug 2025
Managers listing it
27
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 16 listed it in both
Shares listed
51,151,079
combined, among listed positions
Reported value
$5.1bn
combined, at the quarter end

Among the 95 comparable managers: 18 buyers (opened or added shares) and 9 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 Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

27 of 27 holders

ActionFiling
AllianceBernstein LP19,378,760$1.9bn0.63%Added+603,86014 Aug 2025 (the filing on sec.gov)
MFS Investment Management6,910,275$684m0.22%Trimmed-258,0588 Aug 2025 (the filing on sec.gov)
Invesco Ltd4,529,221$448m0.08%Added+290,62113 Aug 2025 (the filing on sec.gov)
Wellington Management Group LLP3,061,001$303m0.06%Trimmed-673,34214 Aug 2025 (the filing on sec.gov)
Marshall Wace LLP2,844,524$282m0.32%Addedn.a.13 Aug 2025 (the filing on sec.gov)
Capital Research Global Investors2,810,148$278m0.06%Added+16,91713 Aug 2025 (the filing on sec.gov)
D. E. Shaw & Co.2,021,880$200m0.14%Addedn.a.14 Aug 2025 (the filing on sec.gov)
AQR Capital Management LLC1,150,451$113m0.09%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Millennium Management LLC1,074,802$106m0.05%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Two Sigma Investments LP1,053,095$104m0.18%Added+842,57014 Aug 2025 (the filing on sec.gov)
Arrowstreet Capital LP1,005,980$100m0.07%Added+525,97513 Aug 2025 (the filing on sec.gov)
Voloridge Investment Management LLC779,305$77m0.28%Trimmed-84,59814 Aug 2025 (the filing on sec.gov)
Squarepoint Ops LLC677,565$67m0.07%Added+114,59027 Aug 2025 (the filing on sec.gov)
Neuberger Berman Group LLC609,036$60munder 0.1%Trimmed-59727 Oct 2026 (the filing on sec.gov)
Two Sigma Advisers LP565,800$56m0.11%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Artisan Partners LP542,581$54m0.08%Trimmed-6,73812 Aug 2025 (the filing on sec.gov)
Renaissance Technologies LLC511,200$51m0.07%Newnew13 Aug 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP406,134$40m0.35%Newnew13 Aug 2025 (the filing on sec.gov)
Tudor Investment Corp385,608$38m0.08%Newnew14 Aug 2025 (the filing on sec.gov)
Man Group PLC379,625$38m0.07%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Markel Group Inc114,620$11m0.10%Held01 Aug 2025 (the filing on sec.gov)
Quantbot Technologies LP97,047$9.6m0.25%Newnew13 Aug 2025 (the filing on sec.gov)
First Eagle Investment Management LLC94,015$9.3munder 0.1%Added+17,6026 Aug 2025 (the filing on sec.gov)
Holocene Advisors LP64,988$6.4munder 0.1%Trimmed-187,64914 Aug 2025 (the filing on sec.gov)
Freestone Grove Partners LP59,324$5.9munder 0.1%Newnew14 Aug 2025 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (5)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
17 in Q3 2024 to 23 in Q2 2026

Tracked managers listing it, at least.

01020302020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
OTIS by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20201$107mn.a.n.a.
Q2 202025$3.3bnn.a.n.a.
Q3 202025$3.8bnn.a.n.a.
Q4 202027$4.0bnn.a.n.a.
Q1 202126$4.5bnn.a.n.a.
Q2 202130$5.5bnn.a.n.a.
Q3 202124$5.6bnn.a.n.a.
Q4 202127$6.3bnn.a.n.a.
Q1 202230$5.1bnn.a.n.a.
Q2 202222$3.8bnn.a.n.a.
Q3 202222$3.3bnn.a.n.a.
Q4 202228$4.3bnn.a.n.a.
Q1 202324$4.6bnn.a.n.a.
Q2 202320$4.9bnn.a.n.a.
Q3 202319$4.5bnn.a.n.a.
Q4 202317$4.9bn611
Q1 202421$4.8bn1010
Q2 202416$4.4bn512
Q3 202417$4.7bn79
Q4 202416$4.0bn95
Q1 202518$4.3bn98
Q2 202527$5.1bn189
Q3 202530$4.9bn218
Q4 202529$4.7bn2319
Q1 202626$4.0bn1724
Q2 202623$3.5bn1624

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 →