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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 Sep 2024
the date the book describes
Filed
14 Nov 2024
latest of these filings; the earliest 1 Nov 2024
Managers listing it
17
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 14 listed it in both
Shares listed
45,275,921
combined, among listed positions
Reported value
$4.7bn
combined, at the quarter end

Among the 94 comparable managers: 7 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 Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

17 of 17 holders

ActionFiling
AllianceBernstein LP21,544,241$2.2bn0.75%Trimmed-385,66514 Nov 2024 (the filing on sec.gov)
MFS Investment Management8,043,689$836m0.25%Trimmed-204,22912 Nov 2024 (the filing on sec.gov)
Invesco Ltd3,745,789$389m0.08%Added+193,33912 Nov 2024 (the filing on sec.gov)
Wellington Management Group LLP3,680,452$383m0.07%Added+391,20614 Nov 2024 (the filing on sec.gov)
Capital Research Global Investors2,780,568$289m0.06%Added+2,25313 Nov 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc1,883,459$196munder 0.1%Trimmed-72,08914 Nov 2024 (the filing on sec.gov)
Voloridge Investment Management LLC1,468,196$153m0.56%Trimmed-15,77514 Nov 2024 (the filing on sec.gov)
Neuberger Berman Group LLC686,557$71m0.06%Trimmed-105,74814 Nov 2024 (the filing on sec.gov)
Artisan Partners LP544,375$57m0.08%Trimmed-6,46912 Nov 2024 (the filing on sec.gov)
Squarepoint Ops LLC372,964$39m0.06%Trimmed-81,73714 Nov 2024 (the filing on sec.gov)
Man Group PLC255,569$27m0.07%Trimmed-175,01214 Nov 2024 (the filing on sec.gov)
Markel Group Inc114,620$12m0.11%Held01 Nov 2024 (the filing on sec.gov)
Holocene Advisors LP50,693$5.3munder 0.1%Newnew14 Nov 2024 (the filing on sec.gov)
First Eagle Investment Management LLC43,729$4.5munder 0.1%Added+11,42512 Nov 2024 (the filing on sec.gov)
Winton Group Ltd34,461$3.6m0.25%Newnew12 Nov 2024 (the filing on sec.gov)
Dodge & Cox21,810$2.3munder 0.1%Held013 Nov 2024 (the filing on sec.gov)
Caxton Associates LLP4,749$494kunder 0.1%Newnew14 Nov 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2024 to Q3 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 (3)

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 →