OTIS WORLDWIDE CORP (OTIS) Institutional Ownership Changes & 13F Activity

OTIS WORLDWIDE CORP (OTIS) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Fundsmith, Fundsmith Investment Services, First Eagle U.S. Value, and Dodge & Cox Stock Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCBuy394,6001,691,200$130,357,696
Q1 2026FundsmithSell-380,7452,731,635$210,554,426
Q1 2026Fundsmith Investment ServicesSell-284,726966,787$74,519,942
Q1 2026First Eagle U.S. ValueBuy33,394196,033$15,110,249
Q1 2026Dodge & Cox Stock FundSell-10,0006,010$463,251
Q1 2026Sequoia Financial AdvisorsBuy4089,221$710,818
Q4 2025FundsmithSell-2,706,7713,112,380$271,866,393
Q4 2025Renaissance Technologies LLCBuy759,7001,296,600$113,258,010
Q4 2025Fundsmith Investment ServicesSell-392,5901,251,513$109,319,661
Q4 2025First Eagle U.S. ValueBuy18,940162,639$14,206,507
Q4 2025Sequoia Financial AdvisorsBuy1,9858,813$769,774
Q4 2025Dodge & Cox Stock FundSell-60016,010$1,398,474
Q3 2025First Eagle U.S. ValueBuy49,684143,699$13,138,380
Q3 2025Fundsmith Investment ServicesSell-49,2551,644,103$150,320,337
Q3 2025Renaissance Technologies LLCBuy25,700536,900$49,088,767
Q3 2025Dodge & Cox Stock FundSell-2,71016,610$1,518,652
Q3 2025Sequoia Financial AdvisorsSell-7866,828$624,341
Q2 2025Renaissance Technologies LLCBuy398,800511,200$50,619,024
Q2 2025FundsmithSell-47,5865,819,151$576,212,332
Q2 2025Fundsmith Investment ServicesSell-31,9681,693,358$167,676,309
Q2 2025First Eagle U.S. ValueBuy17,60294,015$9,309,349
Q2 2025Dodge & Cox Stock FundSell-2,39019,320$1,913,066
Q2 2025Sequoia Financial AdvisorsSell-2,3227,614$753,955
Q2 2025Mairs & Power Growth FundSell-762,128$210,715
Q1 2025FundsmithSell-100,0405,866,737$605,447,258
Q1 2025Fundsmith Investment ServicesSell-41,4201,725,326$178,053,643
Q1 2025First Eagle U.S. ValueBuy24,21076,413$7,885,829
Q1 2025Sequoia Financial AdvisorsBuy7199,936$1,025,384
Q1 2025Mairs & Power Growth FundSell-1592,204$227,453
Q1 2025Dodge & Cox Stock FundSell-10021,710$2,240,472

Frequently asked questions about OTIS activity

  • Which institutional owners are buying OTIS?

    Institutional owners buying OTIS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in OTIS activity?

    "Buy" means an investor increased their reported position in OTIS compared to the prior reporting period. This reflects growing exposure to OTIS WORLDWIDE CORP (OTIS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in OTIS increasing?

    Institutional interest in OTIS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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