Stock Ownership/OTIS

Otis Worldwide Corp (OTIS): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in OTIS · Industrials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
35
13F filers
Aggregate Value
$2.5B
Across holders
Last Price
$72.19
2026-08-24
Sector
Industrials
GICS
Quarterly fund activity20 increased14 reduced4 exited
Full exits: GAMCO INVESTORS, INC. ET AL, Point72 Asset Management, L.P., MARSHALL WACE, LLP, Fundsmith LLP
Institutional Holders of OTIS
↗
35 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
Clearbridge Investments, LLC
CIK 0001348883
Hedge Fund7.46M$534.2M21.0%0.4%Added+$148.9MQ2 2026
SHAW D E & CO INC
CIK 0001009207
Hedge Fund5.44M$389.4M15.3%0.2%Added+$296.2MQ2 2026
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund4.63M$331.2M13.0%0.1%Added+$331.1MQ2 2026
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund3.14M$224.7M8.8%0.2%Added+$224.4MQ2 2026
PRIMECAP MANAGEMENT CO/CA/
CIK 0000763212
Institutional Manager2.06M$147.2M5.8%0.1%Reduced$-2.7MQ2 2026
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund1.95M$139.8M5.5%0.0%Added+$76.8MQ2 2026
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
Hedge Fund1.58M$113.4M4.5%0.2%Reduced$-7.7MQ2 2026
Man Group plc
CIK 0001637460
Hedge Fund1.48M$105.6M4.2%0.2%Added+$74.6MQ2 2026
Squarepoint Ops LLC
CIK 0001642575
Hedge Fund1.31M$94.1M3.7%0.1%Reduced$-4.8MQ2 2026
ExodusPoint Capital Management, LP
CIK 0001736225
Hedge Fund1.06M$75.6M3.0%0.5%Added—Q2 2026
Clearbridge Investments, LLCAdded
Hedge Fund
$534.2M· 21.0% of total· 0.4% port· 7.46M sh· +$148.9M QoQ· Q2 2026
SHAW D E & CO INCAdded
Hedge Fund
$389.4M· 15.3% of total· 0.2% port· 5.44M sh· +$296.2M QoQ· Q2 2026
AQR CAPITAL MANAGEMENT LLCAdded
Hedge Fund
$331.2M· 13.0% of total· 0.1% port· 4.63M sh· +$331.1M QoQ· Q2 2026
TWO SIGMA INVESTMENTS, LPAdded
Hedge Fund
$224.7M· 8.8% of total· 0.2% port· 3.14M sh· +$224.4M QoQ· Q2 2026
PRIMECAP MANAGEMENT CO/CA/Reduced
Institutional Manager
$147.2M· 5.8% of total· 0.1% port· 2.06M sh· $-2.7M QoQ· Q2 2026
CITADEL ADVISORS LLCAdded
Hedge Fund
$139.8M· 5.5% of total· 0.0% port· 1.95M sh· +$76.8M QoQ· Q2 2026
RENAISSANCE TECHNOLOGIES LLCReduced
Hedge Fund
$113.4M· 4.5% of total· 0.2% port· 1.58M sh· $-7.7M QoQ· Q2 2026
Man Group plcAdded
Hedge Fund
$105.6M· 4.2% of total· 0.2% port· 1.48M sh· +$74.6M QoQ· Q2 2026
Squarepoint Ops LLCReduced
Hedge Fund
$94.1M· 3.7% of total· 0.1% port· 1.31M sh· $-4.8M QoQ· Q2 2026
ExodusPoint Capital Management, LPAdded
Hedge Fund
$75.6M· 3.0% of total· 0.5% port· 1.06M sh· — QoQ· Q2 2026
Qube Research & Technologies LtdReduced
Hedge Fund
$68.2M· 2.7% of total· 0.1% port· 952K sh· $-9.7M QoQ· Q2 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPReduced
Hedge Fund
$52.5M· 2.1% of total· 0.0% port· 733K sh· $-34.7M QoQ· Q2 2026
Fisher Asset Management, LLCReduced
Institutional Manager
$42.0M· 1.7% of total· 0.0% port· 587K sh· $-2.3M QoQ· Q2 2026
TUDOR INVESTMENT CORP ET ALAdded
Hedge Fund
$38.7M· 1.5% of total· 0.1% port· 540K sh· +$38.0M QoQ· Q2 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLCReduced
Hedge Fund
$36.5M· 1.4% of total· 0.2% port· 510K sh· $-29.3M QoQ· Q2 2026
MILLENNIUM MANAGEMENT LLCAdded
Hedge Fund
$29.5M· 1.2% of total· 0.0% port· 412K sh· +$23.1M QoQ· Q2 2026
Bridgewater Associates, LPAdded
Hedge Fund
$26.1M· 1.0% of total· 0.1% port· 364K sh· +$6.1M QoQ· Q2 2026
Gotham Asset Management, LLCAdded
Hedge Fund
$25.1M· 1.0% of total· 0.1% port· 351K sh· +$15.6M QoQ· Q2 2026
PineBridge Investments, L.P.Added
Hedge Fund
$14.9M· 0.6% of total· 0.1% port· 163K sh· +$3.9M QoQ· Q3 2025
First Eagle Investment Management, LLCAdded
Institutional Manager
$14.7M· 0.6% of total· 0.0% port· 206K sh· +$14.6M QoQ· Q2 2026
MARKEL CORP (MKL)Added
Hedge Fund
$9.6M· 0.4% of total· 0.1% port· 134K sh· $-2.9M QoQ· Q2 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.Added
Hedge Fund
$8.4M· 0.3% of total· 0.0% port· 117K sh· +$1.7M QoQ· Q2 2026
CAXTON ASSOCIATES LLPReduced
Hedge Fund
$3.6M· 0.1% of total· 0.1% port· 51K sh· $-137K QoQ· Q2 2026
Brevan Howard Capital Management LPReduced
Hedge Fund
$3.5M· 0.1% of total· 0.0% port· 49K sh· +$3.3M QoQ· Q2 2026
Rockefeller Capital Management L.P.Reduced
Hedge Fund
$3.1M· 0.1% of total· 0.0% port· 43K sh· $-46.8M QoQ· Q2 2026
Woodline Partners LPAdded
Hedge Fund
$1.6M· 0.1% of total· 0.0% port· 22K sh· +$496K QoQ· Q2 2026
BALYASNY ASSET MANAGEMENT LLCAdded
Hedge Fund
$1.5M· 0.1% of total· 0.0% port· 21K sh· +$1.5M QoQ· Q2 2026
CAPSTONE INVESTMENT ADVISORS, LLCAdded
Hedge Fund
$1.4M· 0.1% of total· 0.0% port· 20K sh· +$1.0M QoQ· Q2 2026
Walleye Capital LLCReduced
Hedge Fund
$1.2M· 0.0% of total· 0.0% port· 17K sh· +$689K QoQ· Q2 2026
Hudson Bay Capital Management LPUnchanged
Hedge Fund
$1.0M· 0.0% of total· 0.0% port· 14K sh· +$0 QoQ· Q2 2026
Magnetar Financial LLCAdded
Hedge Fund
$789K· 0.0% of total· 0.0% port· 11K sh· — QoQ· Q2 2026
Schonfeld Strategic Advisors LLCReduced
Hedge Fund
$491K· 0.0% of total· 0.0% port· 7K sh· $-1.1M QoQ· Q2 2026
TCW GROUP INCAdded
Hedge Fund
$462K· 0.0% of total· 0.0% port· 6K sh· +$2K QoQ· Q2 2026
DODGE & COXReduced
Institutional Manager
$373K· 0.0% of total· 0.0% port· 5K sh· $-57K QoQ· Q2 2026
Ancora Advisors, LLCReduced
Hedge Fund
$138K· 0.0% of total· 0.0% port· 2K sh· $-52K QoQ· Q2 2026
1–10 of 35
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