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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 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 1 May 2026
Managers listing it
40
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 28 listed it in both
Shares listed
56,508,643
combined, among listed positions
Reported value
$4.4bn
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: 17 buyers (opened or added shares) and 24 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -2,175,640.

Managers listing OTIS in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

40 of 40 holders

ActionFiling
T. Rowe Price Associates Inc8,839,030$681m0.08%Added+8,247,01515 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)7,979,132$615munder 0.1%Added+5,294,45615 May 2026 (the filing on sec.gov)
MFS Investment Management7,600,270$598m0.20%Added+757,20114 May 2026 (the filing on sec.gov)
AllianceBernstein LP3,825,492$334m0.11%Trimmed-11,360,66615 May 2026 (the filing on sec.gov)
Invesco Ltd3,970,129$306munder 0.1%Added+65,53312 May 2026 (the filing on sec.gov)
Wellington Management Group LLP3,521,461$271m0.05%Trimmed-91,35015 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.3,454,928$266m0.16%Added+399,43015 May 2026 (the filing on sec.gov)
Capital Research Global Investors2,872,894$221munder 0.1%Added+28,96813 May 2026 (the filing on sec.gov)
Two Sigma Investments LP1,937,436$149m0.12%Added+1,363,29115 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC1,691,200$130m0.20%Added+394,60014 May 2026 (the filing on sec.gov)
AQR Capital Management LLC1,517,933$116m0.05%Trimmed-769,85215 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC1,381,044$106m0.13%Trimmed-771,05215 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,217,914$94m0.05%Added+493,85814 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC919,733$71m0.28%Trimmed-431,75615 May 2026 (the filing on sec.gov)
Man Group PLC875,464$67m0.12%Trimmed-395,76815 May 2026 (the filing on sec.gov)
Citadel Advisors LLC786,128$61munder 0.1%Trimmed-81,82915 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP766,679$59m0.47%Added+47,82614 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC655,158$50munder 0.1%Added+90,73027 Oct 2026 (the filing on sec.gov)
Marshall Wace LLP607,939$47munder 0.1%Trimmed-2,644,19815 May 2026 (the filing on sec.gov)
Artisan Partners LP409,323$32m0.05%Trimmed-102,55213 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP321,576$25munder 0.1%Added+253,19815 May 2026 (the filing on sec.gov)
Bridgewater Associates LP278,411$21m0.10%Added+53,21815 May 2026 (the filing on sec.gov)
First Eagle Investment Management LLC196,033$15munder 0.1%Added+33,39414 May 2026 (the filing on sec.gov)
Jane Street Group LLC175,028$13munder 0.1%Trimmed-18,18312 May 2026 (the filing on sec.gov)
Quantbot Technologies LP134,833$10m0.43%Trimmed-78,41913 May 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q4 2025 to Q1 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 (0)

No new position among listed positions.

Exited (3)

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 →