OTIS in the 13F filings
Otis Worldwide Corp · CUSIP 68902V107
- Quarter end
- 30 Jun 2024
- the date the book describes
- Filed
- 14 Nov 2024
- latest of these filings; the earliest 2 Aug 2024
- Managers listing it
- 16
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q1 2024 and Q2 2024; 16 listed it in both
- Shares listed
- 46,043,411
- combined, among listed positions
- Reported value
- $4.4bn
- combined, at the quarter end
Among the 94 comparable managers: 5 buyers (opened or added shares) and 12 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 2024
16 of 16 holders
Largest increases and reductions, by shares
Increases
- MFS Investment Managementexisting position · 8,247,918 shares now+907,972
- AllianceBernstein LPexisting position · 21,929,906 shares now+340,009
- Wellington Management Group LLPexisting position · 3,289,246 shares now+303,423
- Voloridge Investment Management LLCexisting position · 1,483,971 shares now+159,440
- First Eagle Investment Management LLCexisting position · 32,304 shares now+12,256
Reductions
- Arrowstreet Capital LPexisting position · 341,793 shares now-749,207
- Capital Research Global Investorsexisting position · 2,778,315 shares now-743,266
- Squarepoint Ops LLCexisting position · 454,701 shares now-413,240
- Man Group PLCexisting position · 430,581 shares now-343,161
- T. Rowe Price Associates Incexisting position · 1,955,548 shares now-309,701
New positions and exits
New (0)
No new position among listed positions.
Exited (2)
- Renaissance Technologies LLCwas $41m
- Caxton Associates LLPwas $1.7m
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 →