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Otis Worldwide Corp hedge fund holdings

OTISNYSE
$64.05-0.43 (-0.67%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

OTIS · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-30.6%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025332292$2.79B$3.11B1,195Aug 14, 2025
Q3 2025336364$2.32B$2.39B1,189Nov 14, 2025
Q4 2025317318$2.08B$2.61B1,243Feb 14, 2026
Q1 2026321416$2.68B$3.07B1,178May 15, 2026
Q2 2026394386$2.64B$2.09B1,152Aug 14, 2026

Quarterly action breakdown

Q2 2026
1,152 filers
New position
99
$134M+1.87M sh
Increased
295
$2.51B+35M sh
Reduced
281
-$1.6B-22.3M sh
Out / sold
105
-$497M-6.95M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Independent Franchise Partners LLPAdded 414.04%+$297M$369M2.42%Aug 13, 2026
Massachusetts Financial Services CoReduce 46.01%-$259M$304M0.10%Aug 3, 2026
Fundsmith LLPSell 100%-$211M$00.00%Aug 14, 2026
Clean Energy Transition LLPAdded 225.41%+$114M$165M11.49%Aug 14, 2026
Pacer Advisors, Inc.Added 6770.22%+$96.5M$97.9M0.25%Aug 13, 2026
London Co of VirginiaSell 100%-$86.5M$00.00%Aug 14, 2026
Fundsmith Investment Services Ltd.Sell 100%-$74.5M$00.00%Aug 14, 2026
Fiera Capital CorpReduce 14.96%-$52.1M$296M1.08%Aug 7, 2026
Worldquant Millennium Advisors LLCAdded 116.30%+$50.5M$93.9M0.32%Aug 14, 2026
Anchor Capital Advisors LLCSell 100%-$42.8M$00.00%Aug 5, 2026
Canoe Financial LPAdded 24.25%+$42.5M$218M2.70%Jul 16, 2026
PFA Pension, ForsikringsaktieselskabReduce 99.51%-$39.7M$195K0.00%Aug 12, 2026
Pictet Asset Management Holding SAReduce 38.70%-$38.3M$60.7M0.06%Jul 30, 2026
Sarasin & Partners LLPReduce 94.53%-$37M$2.14M0.03%Jul 7, 2026
BLS Capital Fondsmaeglerselskab A/SReduce 11.45%-$36M$278M10.72%Aug 13, 2026
Rathbones Group PLCReduce 63.31%-$32.3M$18.7M0.07%Jul 23, 2026
Voloridge Investment Management, LLCReduce 44.52%-$29.3M$36.5M0.16%Aug 14, 2026
Quantinno Capital Management LPAdded 155.39%+$27.6M$45.4M0.05%Aug 13, 2026
Natixis Advisors, LLCReduce 85.54%-$21.2M$3.59M0.00%Aug 14, 2026
T. Rowe Price Investment Management, Inc.Sell 100%-$18.5M$00.00%Aug 14, 2026
Nordea Investment Management ABAdded 232.39%+$16M$22.9M0.02%Aug 5, 2026
Gotham Asset Management, LLCAdded 164.24%+$15.6M$25.1M0.06%Aug 14, 2026
Capital Fund Management S.A.Reduce 36.44%-$15.5M$27M0.12%Aug 13, 2026
First Eagle Investment Management, LLCAdded 110.03%+$15.4M$29.5M0.02%Aug 24, 2026
PineStone Asset Management Inc.Reduce 4.53%-$14.6M$307M1.90%Jul 13, 2026
Mitsubishi UFJ Trust & Banking CorpReduce 43.69%-$13.5M$17.4M0.04%Aug 6, 2026
Wellington Management Group LLPReduce 5.27%-$13.3M$239M0.04%Aug 14, 2026
Erste Asset Management GmbHAdded 88.78%+$11.5M$24.5M0.19%Jul 28, 2026
Scharf Investments, LLCReduce 13.59%-$11.4M$72.2M2.38%Jul 13, 2026
Segall Bryant & Hamill, LLCAdded 124.11%+$11.3M$20.4M0.24%Aug 12, 2026
KBC Group NVReduce 34.50%-$11.2M$21.2M0.05%Aug 5, 2026
Assetmark, IncAdded 1758.95%+$11.2M$11.8M0.02%Jul 30, 2026
Regents Gate Capital LLPReduce 84.61%-$10.6M$1.93M2.57%Aug 6, 2026
Canada Pension Plan Investment BoardReduce 4.47%-$10.4M$223M0.12%Aug 14, 2026
Guinness Asset Management LTDReduce 6.13%-$10.3M$158M2.67%Jul 29, 2026
GFI Investment Counsel Ltd.Reduce 24.33%-$10.2M$31.7M4.30%Aug 14, 2026
Great Lakes Advisors, LLCAdded 22.57%+$10M$54.4M0.41%Aug 10, 2026
Summitry LLCNew Buy+$9.93M$9.93M0.33%Jul 21, 2026
Carnegie Investment CounselReduce 58.14%-$9.72M$7M0.14%Jul 30, 2026
Ensign Peak Advisors, IncAdded 104.88%+$9.67M$18.9M0.03%Aug 14, 2026
BCV Asset Management Inc.Sell 100%-$9.53M$00.00%Aug 10, 2026
Gates Capital Management, Inc.Added 17.59%+$9.29M$62.1M1.49%Aug 14, 2026
Osmosis Investment Management UK LtdReduce 66.64%-$9.2M$4.61M0.21%Aug 13, 2026
UniSuper Management Pty LtdReduce 41.84%-$8.68M$12.1M0.06%Aug 14, 2026
Sone Capital Management, LLCReduce 93.11%-$8.42M$622K0.05%Aug 14, 2026
National Pension ServiceAdded 16.64%+$7.78M$54.5M0.04%Aug 13, 2026
Veritas Asset Management LLPNew Buy+$7.56M$7.56M0.14%Aug 4, 2026
First Trust Advisors LPReduce 18.19%-$7.47M$33.6M0.02%Aug 11, 2026
Artisan Partners Limited PartnershipReduce 25.41%-$7.45M$21.9M0.03%Aug 13, 2026
Edgestream Partners, L.P.New Buy+$7.01M$7.01M0.21%Aug 11, 2026
Banco Santander, S.A.Added 1153.18%+$7M$7.61M0.05%Jul 29, 2026
Levin Capital Strategies, L.P.New Buy+$6.77M$6.77M0.45%Jul 31, 2026
Illinois Municipal Retirement FundReduce 61.19%-$6.44M$4.08M0.05%Aug 12, 2026
Holowesko Partners Ltd.Added 801.83%+$6.26M$7.04M1.78%Aug 13, 2026
Bridgewater Associates, LPAdded 30.84%+$6.15M$26.1M0.11%Aug 14, 2026
Credit Agricole S AReduce 37.67%-$5.99M$9.9M0.02%Aug 14, 2026
ING Groep NVAdded 25.05%+$5.87M$29.3M0.14%Aug 13, 2026
VANGUARD ASSET MANAGEMENT, LtdAdded 12.23%+$5.86M$53.8M0.04%Aug 13, 2026
Eliot Finkel Investment Counsel, LLCNew Buy+$5.53M$5.53M2.59%Aug 3, 2026
Lazard Freres Gestion S.A.S.Added 5.68%+$5.45M$101M1.76%Aug 6, 2026
Van Lanschot Kempen Investment Management N.V.Reduce 41.96%-$5.05M$6.99M0.05%Aug 14, 2026
Oxbow Advisors, LLCSell 100%-$4.81M$00.00%Aug 7, 2026
Nomura Asset Management International Inc.Reduce 5.77%-$4.78M$78M0.12%Aug 14, 2026
BTC Capital Management, Inc.Reduce 89.59%-$4.37M$509K0.03%Jul 16, 2026
Rock Point Advisors, LLCNew Buy+$4.3M$4.3M1.05%Aug 6, 2026
APG Asset Management N.V.Added 28.86%+$4.22M$18.8M0.05%Aug 12, 2026
Bell Asset Management LtdNew Buy+$4.11M$4.11M1.10%Aug 14, 2026
Fayez Sarofim & CoReduce 31.93%-$4M$8.52M0.02%Aug 17, 2026
FIFTHDELTA LtdAdded 5.82%+$3.87M$70.3M8.24%Aug 13, 2026
CANADA LIFE ASSURANCE CoReduce 13.06%-$3.82M$25.4M0.04%Aug 13, 2026
Regency Capital Management Inc.\DENew Buy+$3.63M$3.63M1.44%Aug 13, 2026
Thrivent Financial for LutheransReduce 57.49%-$3.54M$2.62M0.00%Aug 14, 2026
Foyston, Gordon & Payne IncAdded 35.69%+$3.46M$13.1M2.81%Aug 12, 2026
Jefferies Financial Group Inc.Reduce 19.99%-$3.46M$13.8M0.09%Aug 17, 2026
Banco Bilbao Vizcaya Argentaria, S.A.Added 146.20%+$3.34M$5.63M0.04%Aug 12, 2026
Spirepoint Private Client, LLCReduce 89.65%-$3.34M$386K0.03%Aug 5, 2026
CenterBook Partners LPNew Buy+$3.3M$3.3M0.16%Aug 11, 2026
Tredje AP-fondenAdded 42.10%+$3.28M$11.1M0.05%Aug 10, 2026
Machina Capital S.A.S.Reduce 46.91%-$3.27M$3.69M0.59%Aug 10, 2026
Pinebridge Investments LLCReduce 17.42%-$3.26M$15.4M0.13%Aug 14, 2026
Mizuho Markets Americas LLCNew Buy+$3.23M$3.23M0.05%Jul 24, 2026
iA Global Asset Management Inc.New Buy+$3.19M$3.19M0.04%Jul 29, 2026
AIA Group LtdSell 100%-$3.18M$00.00%Aug 13, 2026
Prudential PLCReduce 82.43%-$3.02M$645K0.00%Aug 14, 2026
Pictet North America Advisors SAReduce 46.40%-$2.91M$3.36M0.30%Jul 24, 2026
Agf Management LtdReduce 90.06%-$2.82M$311K0.00%Aug 10, 2026
Mn Services Vermogensbeheer B.V.Reduce 25.73%-$2.81M$8.1M0.06%Jul 31, 2026
Stance Capital LLCReduce 99.35%-$2.7M$17.6K0.01%Aug 14, 2026
Primecap Management CoReduce 1.77%-$2.66M$147M0.09%Aug 14, 2026
BLI - Banque de Luxembourg InvestmentsReduce 30.81%-$2.55M$5.73M0.20%Aug 10, 2026
OssiamReduce 86.96%-$2.55M$382K0.01%Aug 13, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Reduce 4.07%-$2.52M$59.5M0.06%Aug 13, 2026
Oppenheimer & Co IncAdded 415.77%+$2.47M$3.06M0.03%Aug 3, 2026
SummitTX Capital, L.P.Sell 100%-$2.44M$00.00%Aug 14, 2026
MML Investors Services, LLCAdded 93.56%+$2.39M$4.95M0.01%Aug 7, 2026
Vident Advisory, LLCReduce 71.13%-$2.39M$970K0.01%Aug 12, 2026
Davidson Investment AdvisorsReduce 11.18%-$2.37M$18.8M0.77%Jul 21, 2026
Fisher Asset Management, LLCReduce 5.24%-$2.32M$42M0.01%Aug 4, 2026
Korea Investment CORPAdded 8.68%+$2.3M$28.9M0.05%Aug 12, 2026
Third View Private Wealth, LLCAdded 128.19%+$2.23M$3.98M0.49%Jul 27, 2026

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