OTIS WORLDWIDE CORP (OTIS): Institutional Ownership
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
30
13F filers
Aggregate Value
$965.4M
Across holders
Last Price
$73.19
2026-06-26
Sector
Industrials
GICS
Holder activity5 new8 added16 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Fundsmith LLP CIK 0001569205 | Institutional Manager | 2.73M | $210.6M | 21.8% | 1.6% | Reduced | $-29.3M | Q1 2026 |
| PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 | Institutional Manager | 2.09M | $161.3M | 16.7% | 0.1% | Reduced | $-8K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 1.94M | $149.3M | 15.5% | 0.1% | Added | +$105.1M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 1.69M | $130.4M | 13.5% | 0.2% | Added | +$30.4M | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 1.09M | $83.8M | 8.7% | 0.1% | Reduced | $-31.0M | Q1 2026 |
| ExodusPoint Capital Management, LP CIK 0001736225 | Hedge Fund | 767K | $59.1M | 6.1% | 0.5% | Added | +$3.7M | Q1 2026 |
| Man Group plc CIK 0001637460 | Hedge Fund | 659K | $50.8M | 5.3% | 0.1% | Added | +$37.0M | Q1 2026 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 619K | $47.7M | 4.9% | 0.0% | Reduced | $-348K | Q1 2026 |
| Bridgewater Associates, LP CIK 0001350694 | Hedge Fund | 278K | $21.5M | 2.2% | 0.1% | Added | +$4.1M | Q1 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 133K | $10.2M | 1.1% | 0.0% | Reduced | $-1.8M | Q1 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 | Hedge Fund | 94K | $7.2M | 0.7% | 0.0% | New | — | Q1 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 90K | $7.0M | 0.7% | 0.0% | Reduced | $-121.1M | Q1 2026 |
| Brevan Howard Capital Management LP CIK 0001512857 | Hedge Fund | 53K | $4.1M | 0.4% | 0.0% | Reduced | $-939K | Q1 2026 |
| CAXTON ASSOCIATES LLP CIK 0002051323 | Hedge Fund | 53K | $4.1M | 0.4% | 0.1% | Added | +$598K | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 51K | $3.9M | 0.4% | 0.0% | Reduced | $-2.3M | Q1 2026 |
| Holocene Advisors, LP CIK 0001700574 | Hedge Fund | 30K | $2.7M | 0.3% | 0.0% | New | — | Q4 2025 |
| Verition Fund Management LLC CIK 0001454027 | Hedge Fund | 30K | $2.6M | 0.3% | 0.0% | New | — | Q4 2025 |
| MARKEL CORP (MKL) CIK 0001096343 | Hedge Fund | 27K | $2.1M | 0.2% | 0.0% | Reduced | $-4.6M | Q1 2026 |
| Schonfeld Strategic Advisors LLC CIK 0001665241 | Hedge Fund | 22K | $1.7M | 0.2% | 0.0% | Reduced | $-6.3M | Q1 2026 |
| Walleye Capital LLC CIK 0001758720 | Hedge Fund | 19K | $1.5M | 0.2% | 0.0% | Added | +$901K | Q1 2026 |
Reduced
Institutional Manager
$210.6M· 21.8% of total· 1.6% port· 2.73M sh· $-29.3M QoQ· Q1 2026
Reduced
Institutional Manager
$161.3M· 16.7% of total· 0.1% port· 2.09M sh· $-8K QoQ· Q1 2026
Added
Hedge Fund
$149.3M· 15.5% of total· 0.1% port· 1.94M sh· +$105.1M QoQ· Q1 2026
Added
Hedge Fund
$130.4M· 13.5% of total· 0.2% port· 1.69M sh· +$30.4M QoQ· Q1 2026
Reduced
Hedge Fund
$83.8M· 8.7% of total· 0.1% port· 1.09M sh· $-31.0M QoQ· Q1 2026
Added
Hedge Fund
$59.1M· 6.1% of total· 0.5% port· 767K sh· +$3.7M QoQ· Q1 2026
Added
Hedge Fund
$50.8M· 5.3% of total· 0.1% port· 659K sh· +$37.0M QoQ· Q1 2026
Reduced
Institutional Manager
$47.7M· 4.9% of total· 0.0% port· 619K sh· $-348K QoQ· Q1 2026
Added
Hedge Fund
$21.5M· 2.2% of total· 0.1% port· 278K sh· +$4.1M QoQ· Q1 2026
Reduced
Hedge Fund
$10.2M· 1.1% of total· 0.0% port· 133K sh· $-1.8M QoQ· Q1 2026
New
Hedge Fund
$7.2M· 0.7% of total· 0.0% port· 94K sh· — QoQ· Q1 2026
Reduced
Hedge Fund
$7.0M· 0.7% of total· 0.0% port· 90K sh· $-121.1M QoQ· Q1 2026
Reduced
Hedge Fund
$4.1M· 0.4% of total· 0.0% port· 53K sh· $-939K QoQ· Q1 2026
Added
Hedge Fund
$4.1M· 0.4% of total· 0.1% port· 53K sh· +$598K QoQ· Q1 2026
Reduced
Hedge Fund
$3.9M· 0.4% of total· 0.0% port· 51K sh· $-2.3M QoQ· Q1 2026
New
Hedge Fund
$2.7M· 0.3% of total· 0.0% port· 30K sh· — QoQ· Q4 2025
New
Hedge Fund
$2.6M· 0.3% of total· 0.0% port· 30K sh· — QoQ· Q4 2025
Reduced
Hedge Fund
$2.1M· 0.2% of total· 0.0% port· 27K sh· $-4.6M QoQ· Q1 2026
Reduced
Hedge Fund
$1.7M· 0.2% of total· 0.0% port· 22K sh· $-6.3M QoQ· Q1 2026
Added
Hedge Fund
$1.5M· 0.2% of total· 0.0% port· 19K sh· +$901K QoQ· Q1 2026
Unchanged
Hedge Fund
$1.1M· 0.1% of total· 0.0% port· 14K sh· +$0 QoQ· Q1 2026
New
Institutional Manager
$802K· 0.1% of total· 0.0% port· 8K sh· — QoQ· Q2 2025
Reduced
Institutional Manager
$463K· 0.0% of total· 0.0% port· 6K sh· $-771K QoQ· Q1 2026
Reduced
Hedge Fund
$447K· 0.0% of total· 0.0% port· 6K sh· $-9.5M QoQ· Q1 2026
Reduced
Hedge Fund
$301K· 0.0% of total· 0.0% port· 4K sh· $-532K QoQ· Q1 2026
Reduced
Institutional Manager
$224K· 0.0% of total· 0.0% port· 3K sh· $-62K QoQ· Q1 2026
New
Hedge Fund
$213K· 0.0% of total· 0.0% port· 2K sh· — QoQ· Q1 2025
Reduced
Hedge Fund
$205K· 0.0% of total· 0.0% port· 3K sh· $-28K QoQ· Q1 2026
Added
Hedge Fund
$95K· 0.0% of total· 0.0% port· 1K sh· +$6K QoQ· Q1 2026
Reduced
Institutional Manager
$50K· 0.0% of total· 0.0% port· 654 sh· $-1K QoQ· Q1 2026
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