OTIS
Otis Worldwide Corporation · Industrials · Industrial - Machinery
Momentum inputs (comparable managers):
holder breadth +5.9% ·
share flow +1.4% ·
net new positions +5.6%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 164 | -5 | 265.09M | $19.01B | +3 | −8 |
| Q1 2026 | 172 | +3 | 253.11M | $19.56B | +5 | −3 |
| Q4 2025 | 168 | 0 | 275.73M | $24.09B | +1 | — |
| Q3 2025 | 26 | +2 | 159.71M | $14.60B | +2 | −1 |
| Q2 2025 | 22 | +1 | 136.57M | $13.52B | +1 | — |
| Q1 2025 | 18 | 0 | 44.01M | $4.54B | +1 | −1 |
| Q4 2024 | 18 | +1 | 43.87M | $4.06B | +1 | — |
| Q3 2024 | 16 | -1 | 27.20M | $2.83B | +1 | −2 |
| Q2 2024 | 17 | — | 27.60M | $2.66B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 16.06M | — | $1.49B | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 11.13M | +0.9% | $1.03B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 11.13M | +0.9% | $1.03B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Norges Bank ✦ (passive) | 7.02M | -0.5% | $649.88M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wellington Management ✦ | 3.76M | +2.1% | $348.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 3.76M | +2.1% | $348.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Wellington Management ✦ | 3.76M | +2.1% | $348.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | PRIMECAP Management ✦ | 1.81M | -0.2% | $167.62M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 1.71M | -9.0% | $158.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 1.71M | -9.0% | $158.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Fisher Asset Management ✦ | 886.84K | -3.9% | $82.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 378.54K | +34.0% | $35.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 378.54K | +34.0% | $35.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 378.54K | +34.0% | $35.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 355.22K | +231.5% | $32.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 355.22K | +231.5% | $32.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Millennium Management ✦ | 265.31K | +5806.3% | $24.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 192.78K | -0.9% | $17.85M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 19 | Markel Group ✦ | 114.62K | 0.0% | $10.61M | 0.1% | Held | 3 | SEC ↗ |
| 20 | Markel Group ✦ | 114.62K | 0.0% | $10.61M | 0.1% | Held | 3 | SEC ↗ |
| 21 | Renaissance Technologies ✦ | 112.40K | New | $10.41M | 0.0% | New | 1 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 28.70K | -4.8% | $2.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Dodge & Cox ✦ | 21.81K | 0.0% | $2.02M | 0.0% | Held | 3 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 12.03K | -47.0% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Marshall Wace ✦ | 4.36K | -87.5% | $403,964 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Marshall Wace ✦ | 4.36K | -87.5% | $403,964 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | GAMCO Investors ✦ | 3.72K | 0.0% | $344,509 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $10.41M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,227 holders, 340.29M shares, $24.83B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.