Otis Worldwide Corp. 13F holders
1,236 funds reported a position in Otis Worldwide Corp. in their 13F for the quarter ended 30 June 2026, together 357.1 million shares worth $25.60 billion. Against the quarter before, 90 opened a position, 423 added, 452 trimmed and 122 sold out; together they bought a net 3.4 million shares. The largest holders: BlackRock, Inc., Vanguard Capital Management LLC and Vanguard Portfolio Management LLC.
Funds holding1,236-13 on Q1 2026
Shares they held357.1Mworth $25.60 billion
Net bought on the quarter3.4M sharesabout $245.2 million at the funds' values
Funds buying to selling513 to 574opened or added, to cut or sold
Opened 90Added 423Held 255Trimmed 452Sold out 122
What each fund did in OTIS against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in OTIS in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 615 reported a position in Otis Worldwide Corp.: 33 opened one, 191 added, 217 trimmed and 57 sold out, a net 281,410 shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 1 reported a position in Otis Worldwide Corp. in a 13F for the quarter ended 30 September 2026, and 9 more in a 13F for an earlier quarter, the latest each has filed. The largest: Geode Capital Management, 12.9 million shares worth $838.2 million, 0.0% of its reported book. Sold out: Point72 Asset Management. In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 324,050 shares, about $21.0 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 12,913,575 | $838.2 million | 0.0% | +324,050 | added | 30 September 2026 | 13F |
| FMR LLC | 10,109,592 | $723.8 million | 0.0% | +2,130,460 | added | 30 June 2026, an earlier quarter | 13F |
| Norges Bank | 8,602,119 | $615.9 million | 0.1% | held | 30 June 2026, an earlier quarter | 13F | |
| Two Sigma Investments | 3,138,794 | $224.7 million | 0.2% | +1,201,358 | added | 30 June 2026, an earlier quarter | 13F |
| Capital Research Global Investors | 2,896,828 | $207.4 million | 0.0% | +23,934 | added | 30 June 2026, an earlier quarter | 13F |
| Citadel Advisors | 1,953,085 | $139.8 million | 0.1% | +1,166,957 | added | 30 June 2026, an earlier quarter | 13F |
| Renaissance Technologies | 1,584,200 | $113.4 million | 0.2% | -107,000 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Millennium Management | 411,556 | $29.5 million | 0.0% | +323,020 | added | 30 June 2026, an earlier quarter | 13F |
| Bridgewater Associates | 364,278 | $26.1 million | 0.1% | +85,867 | added | 30 June 2026, an earlier quarter | 13F |
| Dodge & Cox | 5,210 | $373,036 | 0.0% | -800 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Point72 Asset Management | 0 | $0 | 0.0% | -62,710 | exited | 30 June 2026, an earlier quarter | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 31,620,354 | 8.85% | $2.26 billion | 0.03% | -600,486 | 13F |
| Vanguard Capital Management LLC | 25,061,198 | 7.02% | $1.79 billion | 0.04% | -194,807 | 13F |
| Vanguard Portfolio Management LLC | 19,956,721 | 5.59% | $1.43 billion | 0.06% | +254,829 | 13F |
| State Street Corp. | 16,664,994 | 4.67% | $1.19 billion | 0.04% | +463,491 | 13F |
| Geode Capital Management, LLC | 12,589,525 | 3.53% | $906.4 million | 0.05% | +138,195 | 13F |
| Franklin Resources Inc. | 11,784,188 | 3.30% | $843.7 million | 0.18% | +263,232 | 13F |
| Morgan Stanley | 10,964,838 | 3.07% | $785.1 million | 0.04% | -1,994,474 | 13F |
| FMR LLC | 10,109,592 | 2.83% | $723.8 million | 0.03% | +2,130,460 | 13F |
| Norges Bank | 8,602,119 | 2.41% | $615.9 million | 0.06% | 13F | |
| Clearbridge Investments, LLC | 7,461,546 | 2.09% | $534.2 million | 0.44% | +4,770,365 | 13F |
| Price T Rowe Associates Inc. | 6,104,625 | 1.71% | $437.1 million | 0.04% | -2,734,405 | 13F |
| Mitsubishi UFJ Asset Management Co., Ltd. | 5,918,140 | 1.66% | $423.7 million | 0.23% | +26,119 | 13F |
| D. E. Shaw & Co., Inc. | 5,439,203 | 1.52% | $389.4 million | 0.25% | +1,984,275 | 13F |
| Independent Franchise Partners LLP | 5,152,104 | 1.44% | $368.9 million | 2.42% | +4,149,820 | 13F |
| AQR Capital Management LLC | 4,625,150 | 1.30% | $331.2 million | 0.12% | +3,107,217 | 13F |
| PineStone Asset Management Inc. | 4,290,454 | 1.20% | $307.2 million | 1.90% | -203,428 | 13F |
| Massachusetts Financial Services Co. | 4,103,431 | 1.15% | $303.9 million | 0.10% | -3,496,839 | 13F |
| Fiera Capital Corp | 4,138,739 | 1.16% | $296.3 million | 1.07% | -728,157 | 13F |
| Van Eck Associates Corp. | 3,993,011 | 1.12% | $285.9 million | 0.17% | +24,914 | 13F |
| Invesco Ltd. | 3,953,975 | 1.11% | $283.1 million | 0.02% | -16,154 | 13F |
| Northern Trust Corp. | 3,900,999 | 1.09% | $279.3 million | 0.03% | -156,906 | 13F |
| BLS Capital Fondsmaeglerselskab A/S | 3,885,445 | 1.09% | $278.2 million | 10.72% | -502,600 | 13F |
| Wellington Management Group LLP | 3,335,941 | 0.93% | $238.9 million | 0.04% | -185,520 | 13F |
| Goldman Sachs Group Inc. | 3,165,336 | 0.89% | $226.6 million | 0.02% | +213,733 | 13F |
| Two Sigma Investments, LP | 3,138,794 | 0.88% | $224.7 million | 0.17% | +1,201,358 | 13F |
| Canada Pension Plan Investment Board | 3,114,562 | 0.87% | $223.0 million | 0.12% | -145,851 | 13F |
| JPMorgan Chase & Co. | 3,021,264 | 0.85% | $220.3 million | 0.01% | -734,052 | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 3,071,357 | 0.86% | $219.9 million | 0.04% | -239,012 | 13F |
| Canoe Financial LP | 3,044,476 | 0.85% | $218.0 million | 2.70% | +594,140 | 13F |
| Capital Research Global Investors | 2,896,828 | 0.81% | $207.4 million | 0.03% | +23,934 | 13F |
| Bank of New York Mellon Corp | 2,741,590 | 0.77% | $196.3 million | 0.03% | -106,892 | 13F |
| Bank of America Corp. | 2,642,922 | 0.74% | $189.2 million | 0.01% | +3,367 | 13F |
| Charles Schwab Investment Management Inc. | 2,480,957 | 0.69% | $177.6 million | 0.02% | +32,389 | 13F |
| Legal & General Group Plc | 2,479,254 | 0.69% | $177.5 million | 0.04% | -234,666 | 13F |
| Schroder Investment Management Group | 2,468,392 | 0.69% | $176.7 million | 0.12% | +24,986 | 13F |
| Clean Energy Transition LLP | 2,305,007 | 0.65% | $165.0 million | 11.49% | +1,596,659 | 13F |
| Guinness Asset Management LTD | 2,202,384 | 0.62% | $157.6 million | 2.67% | -143,708 | 13F |
| Vanguard Fiduciary Trust Co. | 2,154,445 | 0.60% | $154.3 million | 0.03% | -34,721 | 13F |
| Primecap Management Co. | 2,055,440 | 0.58% | $147.2 million | 0.09% | -37,120 | 13F |
| Dimensional Fund Advisors LP | 1,963,270 | 0.55% | $140.6 million | 0.03% | -6,102 | 13F |
| Citadel Advisors LLC | 1,953,085 | 0.55% | $139.8 million | 0.08% | +1,166,957 | 13F |
| UBS Group AG | 1,908,190 | 0.53% | $136.6 million | 0.02% | +667,368 | 13F |
| Bank of Montreal | 1,906,445 | 0.53% | $136.5 million | 0.05% | +360,130 | 13F |
| Amundi | 1,844,777 | 0.52% | $132.1 million | 0.03% | -41,646 | 13F |
| USS Investment Management Ltd | 1,759,239 | 0.49% | $126.0 million | 0.45% | -7,996 | 13F |
| Deutsche Bank AG | 1,718,901 | 0.48% | $123.1 million | 0.04% | +198,424 | 13F |
| Royal Bank of Canada | 1,692,479 | 0.47% | $121.2 million | 0.02% | +889,091 | 13F |
| Renaissance Technologies LLC | 1,584,200 | 0.44% | $113.4 million | 0.16% | -107,000 | 13F |
| Man Group plc | 1,475,345 | 0.41% | $105.6 million | 0.20% | +599,881 | 13F |
| Lazard Freres Gestion S.A.S. | 1,417,110 | 0.40% | $101.5 million | 1.76% | +76,146 | 13F |
The 50 largest of the 1,236 funds that reported a position in OTIS in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on OTIS
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Puts | 77,300 | $5.5 million | 30 June 2026 | 13F |
| Citadel Advisors | Calls | 57,400 | $4.1 million | 30 June 2026 | 13F |
| Two Sigma Investments | Puts | 4,200 | $300,720 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 30 April 2026 | 13G | Vanguard Capital Management and 1 other | 29.1 million | 7.5% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 19.7 million | 5.1% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 31 August 2026 | 1,888 | $71.74 | SEC |
| 28 August 2026 | 3,984 | $71.48 | SEC |
| 27 August 2026 | 156 | $72.36 | SEC |
| 25 August 2026 | 2,613 | $72.19 | SEC |
| 14 August 2026 | 188 | $73.03 | SEC |
| 7 August 2026 | 19,300 | $73.83 | SEC |
| 4 August 2026 | 3,932 | $72.19 | SEC |
| 31 July 2026 | 6,217 | $71.69 | SEC |
| 27 July 2026 | 3,444 | $71.93 | SEC |
| 20 July 2026 | 316 | $73.45 | SEC |
| 17 July 2026 | 11 | $75.00 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.