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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
31 Mar 2024
the date the book describes
Filed
14 Nov 2024
latest of these filings; the earliest 3 May 2024
Managers listing it
21
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 17 listed it in both
Shares listed
48,134,362
combined, among listed positions
Reported value
$4.8bn
combined, at the quarter end

Among the 93 comparable managers: 10 buyers (opened or added shares) and 10 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 Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

21 of 21 holders

ActionFiling
AllianceBernstein LP21,589,897$2.1bn0.76%Added+2,377,19914 May 2024 (the filing on sec.gov)
MFS Investment Management7,339,946$729m0.22%Trimmed-146,38514 May 2024 (the filing on sec.gov)
Invesco Ltd3,637,798$361m0.08%Trimmed-48,29514 May 2024 (the filing on sec.gov)
Capital Research Global Investors3,521,581$350m0.08%Trimmed-5,289,72614 May 2024 (the filing on sec.gov)
Wellington Management Group LLP2,985,823$296m0.05%Trimmed-42,66315 May 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc2,265,249$225munder 0.1%Trimmed-385,90715 May 2024 (the filing on sec.gov)
Voloridge Investment Management LLC1,324,531$131m0.48%Added+525,63015 May 2024 (the filing on sec.gov)
Arrowstreet Capital LP1,091,000$108m0.10%Added+78,28115 May 2024 (the filing on sec.gov)
Squarepoint Ops LLC867,941$86m0.15%Trimmed-57,85215 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC802,290$80m0.07%Trimmed-32,15714 Nov 2024 (the filing on sec.gov)
Man Group PLC773,742$77m0.19%Added+543,72415 May 2024 (the filing on sec.gov)
Artisan Partners LP554,710$55m0.08%Trimmed-17,68213 May 2024 (the filing on sec.gov)
D. E. Shaw & Co.498,276$49munder 0.1%Addedn.a.15 May 2024 (the filing on sec.gov)
Renaissance Technologies LLC409,200$41m0.06%Trimmed-114,10013 May 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC203,186$20m0.13%Addedn.a.15 May 2024 (the filing on sec.gov)
Markel Group Inc114,620$11m0.11%Held03 May 2024 (the filing on sec.gov)
Holocene Advisors LP85,494$8.5munder 0.1%Added+40,80315 May 2024 (the filing on sec.gov)
Dodge & Cox22,260$2.2munder 0.1%Trimmed-5,004,23714 May 2024 (the filing on sec.gov)
First Eagle Investment Management LLC20,048$2.0munder 0.1%Added+12,7229 May 2024 (the filing on sec.gov)
Caxton Associates LLP16,728$1.7m0.09%Newnew15 May 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP10,042$997kunder 0.1%Newnew15 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, 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 (2)

Exited (0)

No exit shown by a manager’s own filing.

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 →