OTIS
Otis Worldwide Corporation · Industrials · Industrial - Machinery
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.3% ·
aandelenstroom +0.2% ·
netto nieuwe posities +3.8%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 522.88K | $33.22M | n/a | −1 |
| Q2 2026 | 162 | -5 | 262.73M | $18.84B | +3 | −10 |
| Q1 2026 | 172 | +3 | 253.11M | $19.56B | +5 | −3 |
| Q4 2025 | 168 | 0 | 275.73M | $24.09B | +1 | n/a |
| Q3 2025 | 26 | +2 | 159.71M | $14.60B | +2 | −1 |
| Q2 2025 | 22 | +1 | 136.57M | $13.52B | +1 | n/a |
| Q1 2025 | 18 | 0 | 44.01M | $4.54B | +1 | −1 |
| Q4 2024 | 18 | +1 | 43.87M | $4.06B | +1 | n/a |
| Q3 2024 | 16 | -1 | 27.20M | $2.83B | +1 | −2 |
| Q2 2024 | 17 | n/a | 27.60M | $2.66B | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passief) | 48.63M | +0.1% | $4.45B | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passief) | 32.11M | -1.3% | $2.94B | 0.1% | ▼ Trim | 2 | SEC ↗ ×23 |
| 3 | State Street Global Advisors ✦ (passief) | 16.01M | -0.2% | $1.46B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 15.04M | n/a | $1.38B | 0.0% | n/c | 1 | SEC ↗ ×34 |
| 5 | Morgan Stanley ✦ | 13.08M | n/a | $1.20B | 0.1% | n/c | 1 | SEC ↗ ×15 |
| 6 | Geode Capital Management ✦ (passief) | 10.76M | +0.8% | $985.53M | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | D. E. Shaw & Co. ✦ | 3.66M | +80.9% | $334.48M | 0.3% | ▲ Add | 6 | SEC ↗ ×2 |
| 8 | Wellington Management ✦ | 3.53M | +15.3% | $322.67M | 0.1% | ▲ Add | 6 | SEC ↗ ×3 |
| 9 | Marshall Wace ✦ | 3.07M | +7.9% | $280.53M | 0.3% | ▲ Add | 5 | SEC ↗ ×3 |
| 10 | AQR Capital Management ✦ | 2.60M | +125.7% | $236.89M | 0.2% | ▲ Add | 6 | SEC ↗ ×7 |
| 11 | PRIMECAP Management ✦ | 2.37M | +2.6% | $217.11M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 2.05M | -26.0% | $187.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 13 | Goldman Sachs Group ✦ | 1.93M | n/a | $176.35M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 14 | Citadel Advisors ✦ | 1.12M | -16.1% | $102.69M | 0.1% | ▼ Trim | 6 | SEC ↗ ×2 |
| 15 | Two Sigma Investments ✦ | 830.59K | -21.1% | $75.94M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 16 | Fisher Asset Management ✦ | 648.87K | -5.5% | $59.33M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 599.96K | -55.8% | $54.85M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 18 | Arrowstreet Capital ✦ | 587.62K | -41.6% | $53.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Renaissance Technologies ✦ | 536.90K | +5.0% | $49.09M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Millennium Management ✦ | 208.15K | -80.6% | $19.03M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 21 | Markel Group ✦ | 114.62K | 0.0% | $10.48M | 0.1% | Held | 6 | SEC ↗ ×2 |
| 22 | Bridgewater Associates ✦ | 103.85K | Nieuw | $9.49M | 0.0% | New | 1 | SEC ↗ |
| 23 | Gotham Asset Management ✦ | 89.02K | -24.4% | $8.14M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 24 | Point72 Asset Management ✦ | 22.46K | Nieuw | $2.05M | 0.0% | New | 1 | SEC ↗ |
| 25 | Dodge & Cox ✦ | 16.61K | -14.0% | $1.52M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 26 | GAMCO Investors ✦ | 3.70K | 0.0% | $338,291 | 0.0% | Held | 6 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Bridgewater Associates | $9.49M | 0.0% |
| Point72 Asset Management | $2.05M | 0.0% |
Verlaten
| Norges Bank | $721.61M | was 0.1% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 1,227 houders, 340.29M aandelen, $24.83B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.