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
Q4 2023Dodge & Cox Stock FundSell-78,1005,026,497$449,720,687
Q4 2023Sequoia Financial AdvisorsBuy18,58926,105$2,335,635
Q4 2023Fundsmith Investment ServicesBuy9,8611,693,969$151,559,406
Q4 2023FundsmithSell-8,7606,442,153$576,379,429
Q4 2023First Eagle U.S. ValueBuy7,2877,326$655,497
Q3 2023AKO CapitalSell-377,4832,207,420$177,278
Q3 2023Renaissance Technologies LLCBuy146,100367,700$29,530
Q3 2023Dodge & Cox Stock FundSell-68,4255,104,597$409,950,185
Q3 2023FundsmithSell-4,4986,450,913$518,072,823
Q3 2023Fundsmith Investment ServicesBuy7591,684,108$135,250,713
Q3 2023Sequoia Financial AdvisorsBuy1187,516$603,645
Q3 2023First Eagle U.S. ValueSell-6739$3,132
Q2 2023Parnassus Endeavor FundSell-767,4042,316,927$206,229,672
Q2 2023Renaissance Technologies LLCSell-391,800221,600$19,725
Q2 2023FundsmithBuy173,7366,455,411$574,596,133
Q2 2023AKO CapitalSell-116,2182,584,903$230,082
Q2 2023Fundsmith Investment ServicesBuy55,2161,683,349$149,834,894
Q2 2023Dodge & Cox Stock FundSell-36,6505,173,022$460,450,688
Q2 2023Sequoia Financial AdvisorsBuy3,3577,398$658,517
Q2 2023Mairs & Power Growth FundSell-2002,276$202,587
Q1 2023Parnassus Endeavor FundSell-235,1513,084,331$260,317,536
Q1 2023AKO CapitalSell-125,3232,701,121$227,975
Q1 2023Renaissance Technologies LLCSell-100,200613,400$51,771
Q1 2023Dodge & Cox Stock FundSell-13,5505,209,672$439,696,317
Q1 2023FundsmithBuy9986,281,675$530,173,370
Q1 2023Fundsmith Investment ServicesBuy7651,628,133$137,414,425
Q1 2023Sequoia Financial AdvisorsBuy4674,041$341,064
Q1 2023Mairs & Power Growth FundSell-1002,476$208,974
Q4 2022Renaissance Technologies LLCSell-733,900713,600$55,882
Q4 2022AKO CapitalSell-105,5122,826,444$221,339

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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