Which funds own OTIS
Otis Worldwide Corp in the Q2 2026 filings. At least 11 of the 91 current managers on file reported a position, worth $1.1bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 11
- at least, of 91 current
- Combined value
- $1.1bn
- as reported
- Opened
- 0
- new this quarter
- Added to
- 7
- already held
- Trimmed or sold out
- 6
- 2 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| D. E. Shaw & Co. Quantitative · $210bn book | $389m | 0.2% | 5,439,203 | +$123m+1,984,275 | Added |
| Two Sigma Investments LP Quantitative · $138bn book | $225m | 0.2% | 3,138,794 | +$75m+1,201,358 | Added |
| Renaissance Technologies LLC Quantitative · $72.6bn book | $113m | 0.2% | 1,584,200 | -$17m-107,000 | Trimmed |
| Man Group PLC Quantitative · $62.7bn book | $106m | 0.2% | 1,475,345 | +$38m+599,881 | Added |
| Squarepoint Ops LLC Multi-strategy · $90.5bn book | $94m | 0.1% | 1,314,313 | -$12m-66,731 | Trimmed |
| ExodusPoint Capital Management LP Multi-strategy · $15.5bn book | $76m | 0.5% | 1,055,862 | +$17m+289,183 | Added |
| Bridgewater Associates LP Macro · $24.4bn book | $26m | 0.1% | 364,278 | +$4.6m+85,867 | Added |
| First Eagle Investment Management LLC Activist · $60.8bn book | $15m | 0.0% | 205,863 | -$400k+9,830 | Added |
| Markel Group Inc Activist · $13.1bn book | $9.6m | 0.1% | 133,620 | +$700k+19,000 | Added |
| Quantbot Technologies LP Quantitative · $2.5bn book | $8.7m | 0.3% | 121,483 | -$1.7m-13,350 | Trimmed |
| Caxton Associates LLP Macro · $5.3bn book | $3.6m | 0.1% | 50,900 | -$400k-1,913 | Trimmed |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Marshall Wace LLP · Quantitative$47m held before
- GAMCO Investors Inc · Activist$200k held before
Ownership through time
At least 23 of the 95 managers whose filings are on file listed OTIS in Q2 2026, against 1 in Q1 2020. 3 managers fewer than in Q1 2026: 1 started a position; 1 sold out, by its own filing; 3 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q1 2020: 1
- Q2 2020: 25
- Q3 2020: 25
- Q4 2020: 27
- Q1 2021: 26
- Q2 2021: 30
- Q3 2021: 24
- Q4 2021: 27
- Q1 2022: 30
- Q2 2022: 22
- Q3 2022: 22
- Q4 2022: 28
- Q1 2023: 24
- Q2 2023: 20
- Q3 2023: 19
- Q4 2023: 17
- Q1 2024: 21
- Q2 2024: 16
- Q3 2024: 17
- Q4 2024: 16
- Q1 2025: 18
- Q2 2025: 27
- Q3 2025: 30
- Q4 2025: 29
- Q1 2026: 26
- Q2 2026: 23
- Q1 2020: $107m
- Q2 2020: $3.3bn
- Q3 2020: $3.8bn
- Q4 2020: $4.0bn
- Q1 2021: $4.5bn
- Q2 2021: $5.5bn
- Q3 2021: $5.6bn
- Q4 2021: $6.3bn
- Q1 2022: $5.1bn
- Q2 2022: $3.8bn
- Q3 2022: $3.3bn
- Q4 2022: $4.3bn
- Q1 2023: $4.6bn
- Q2 2023: $4.9bn
- Q3 2023: $4.5bn
- Q4 2023: $4.9bn
- Q1 2024: $4.8bn
- Q2 2024: $4.4bn
- Q3 2024: $4.7bn
- Q4 2024: $4.0bn
- Q1 2025: $4.3bn
- Q2 2025: $5.1bn
- Q3 2025: $4.9bn
- Q4 2025: $4.7bn
- Q1 2026: $4.0bn
- Q2 2026: $3.5bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- AQR Capital Management LLC1,517,933 to 4,625,150 shares+$222m
- Fidelity (FMR LLC)7,979,132 to 10,109,592 shares+$153m
- D. E. Shaw & Co.3,454,928 to 5,439,203 shares+$142m
- Two Sigma Investments LP1,937,436 to 3,138,794 shares+$86m
- Man Group PLC875,464 to 1,475,345 shares+$43m
Largest decreases, by shares
- MFS Investment Management7,600,270 to 4,103,431 shares-$259m
- T. Rowe Price Associates Inc8,839,030 to 6,104,625 shares-$196m
- AllianceBernstein LP3,825,492 to 1,305,675 shares-$194m
- Voloridge Investment Management LLC919,733 to 510,297 shares-$29m
- Wellington Management Group LLP3,521,461 to 3,335,941 shares-$13m
Left it
- Marshall Wace LLPwas $47m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Fidelity (FMR LLC) | Q2 2020 | $1.3bn | $724m | |
| T. Rowe Price Associates Inc | Q2 2020 | $681m | $437m | |
| D. E. Shaw & Co. | Q1 2021 | $389m | $389m | |
| AQR Capital Management LLC | Q2 2021 | $331m | $331m | |
| MFS Investment Management | Q1 2020 | $953m | $304m | |
| Wellington Management Group LLP | Q2 2021 | $409m | $239m | |
| Two Sigma Investments LP | Q4 2020 | $225m | $225m | |
| Capital Research Global Investors | Q2 2020 | $799m | $207m | |
| Renaissance Technologies LLC | Q3 2020 | $180m | $113m | |
| Man Group PLC | Q1 2021 | $111m | $106m | |
| AllianceBernstein LP | Q2 2020 | $2.2bn | $101m | |
| Squarepoint Ops LLC | Q2 2020 | $188m | $94m | |
| ExodusPoint Capital Management LP | Q3 2020 | $76m | $76m | |
| Tudor Investment Corp | Q2 2020 | $39m | $39m | |
| Voloridge Investment Management LLC | Q4 2020 | $153m | $37m | |
| Invesco Ltd | Q4 2020 | $590m | last listed Q4 2025 | |
| Viking Global Investors LP | Q3 2020 | $468m | last listed Q1 2022 | |
| Marshall Wace LLP | Q2 2020 | $284m | last listed Q1 2026 | |
| Janus Henderson Group Ltd | Q2 2020 | $229m | last listed Q4 2022 | |
| Millennium Management LLC | Q2 2023 | $209m | last listed Q4 2025 | |
| Citadel Advisors LLC | Q2 2020 | $202m | last listed Q1 2023 | |
| Arrowstreet Capital LP | Q2 2020 | $131m | last listed Q1 2026 | |
| Two Sigma Advisers LP | Q2 2020 | $118m | last listed Q3 2025 | |
| Balyasny Asset Management LLC | Q2 2020 | $107m | last listed Q3 2025 | |
| Neuberger Berman Group LLC | Q2 2020 | $94m | last listed Q1 2026 |
What OTIS is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around OTIS →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More
The holdings, every quarter, and the week between
One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.
One email a week, free, and you can leave at any point.