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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 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 31 Jul 2026
Managers listing it
37
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 24 listed it in both
Shares listed
56,834,186
combined, among listed positions
Reported value
$4.1bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 16 buyers (opened or added shares) and 24 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +325,543.

Managers listing OTIS in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

37 of 37 holders

ActionFiling
Fidelity (FMR LLC)10,109,592$724munder 0.1%Added+2,130,46013 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc6,104,625$437munder 0.1%Trimmed-2,734,40514 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.5,439,203$389m0.19%Added+1,984,27514 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC4,625,150$331m0.12%Added+3,107,21714 Aug 2026 (the filing on sec.gov)
MFS Investment Management4,103,431$304m0.10%Trimmed-3,496,8393 Aug 2026 (the filing on sec.gov)
Invesco Ltd3,953,975$283munder 0.1%Trimmed-16,15414 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP3,335,941$239munder 0.1%Trimmed-185,52014 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP3,138,794$225m0.16%Added+1,201,35814 Aug 2026 (the filing on sec.gov)
Capital Research Global Investors2,896,828$207munder 0.1%Added+23,93412 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC1,953,085$140munder 0.1%Added+1,166,9572 Sep 2026 (the filing on sec.gov)
Renaissance Technologies LLC1,584,200$113m0.16%Trimmed-107,00013 Aug 2026 (the filing on sec.gov)
Man Group PLC1,475,345$106m0.17%Added+599,88114 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP1,305,675$101munder 0.1%Trimmed-2,519,81714 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC1,314,313$94m0.10%Trimmed-66,73114 Aug 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP1,055,862$76m0.49%Added+289,18314 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP733,014$52munder 0.1%Trimmed-484,90013 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC673,159$48munder 0.1%Added+18,00127 Oct 2026 (the filing on sec.gov)
Tudor Investment Corp540,436$39m0.05%Newnew14 Aug 2026 (the filing on sec.gov)
Voloridge Investment Management LLC510,297$37m0.16%Trimmed-409,43614 Aug 2026 (the filing on sec.gov)
Millennium Management LLC411,556$29munder 0.1%Added+323,02014 Aug 2026 (the filing on sec.gov)
Bridgewater Associates LP364,278$26m0.11%Added+85,86714 Aug 2026 (the filing on sec.gov)
Artisan Partners LP305,324$22munder 0.1%Trimmed-103,99913 Aug 2026 (the filing on sec.gov)
First Eagle Investment Management LLC205,863$15munder 0.1%Added+9,8305 Aug 2026 (the filing on sec.gov)
Markel Group Inc133,620$9.6m0.07%Added+19,00031 Jul 2026 (the filing on sec.gov)
Quantbot Technologies LP121,483$8.7m0.34%Trimmed-13,35012 Aug 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q1 2026 to Q2 2026, 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 (1)

Exited (4)

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 →