Otis Worldwide Corp. 13F holders
Of the 44 funds followed here, 10 reported a position in Otis Worldwide Corp. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 12.6 million shares worth $906.4 million, 0.0% of its reported book. Sold out: Point72 Asset Management.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 12,589,525 | $906.4 million | 0.0% | +138,195 | added | 30 June 2026 | 13F |
| FMR LLC | 10,109,592 | $723.8 million | 0.0% | +2,130,460 | added | 30 June 2026 | 13F |
| Norges Bank | 8,602,119 | $615.9 million | 0.1% | held | 30 June 2026 | 13F | |
| Two Sigma Investments | 3,142,994 | $225.0 million | 0.2% | +1,194,658 | added | 30 June 2026 | 13F |
| Capital Research Global Investors | 2,896,828 | $207.4 million | 0.0% | +23,934 | added | 30 June 2026 | 13F |
| Citadel Advisors | 2,087,785 | $149.5 million | 0.0% | +1,209,857 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 1,584,200 | $113.4 million | 0.2% | -107,000 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 411,556 | $29.5 million | 0.0% | +323,020 | added | 30 June 2026 | 13F |
| Bridgewater Associates | 364,278 | $26.1 million | 0.1% | +85,867 | added | 30 June 2026 | 13F |
| Dodge & Cox | 5,210 | $373,036 | 0.0% | -800 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 0 | $0 | 0.0% | -62,710 | exited | 30 June 2026 | 13F |
Value is what the fund reported. 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.
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. 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.
Fails 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. Largest in the window: 19,300 on 7 August 2026. A fail is an operational fact about settlement, not a position.
Source
Each fund's 13F-HR on EDGAR, linked per row; positions matched to OTIS by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.
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