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 quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q3 2021 | Renaissance Technologies LLC | Buy | 360,200 | 2,190,800 | $180,259 |
| Q3 2021 | AKO Capital | Sell | -165,052 | 4,795,441 | $394,569 |
| Q3 2021 | Mairs & Power Growth Fund | Sell | -250 | 2,784 | $229 |
| Q3 2021 | Fundsmith Investment Services | Buy | 160 | 87,737 | $7,219 |
| Q2 2021 | AKO Capital | Sell | -573,521 | 4,960,493 | $405,620 |
| Q2 2021 | Dodge & Cox Stock Fund | Sell | -216,531 | 6,240,505 | $510,286 |
| Q2 2021 | Fundsmith Investment Services | Buy | 87,577 | 87,577 | $7,161 |
| Q2 2021 | Renaissance Technologies LLC | Sell | -24,100 | 1,830,600 | $149,688 |
| Q2 2021 | Sequoia Financial Advisors | Buy | 397 | 10,381 | $849 |
| Q2 2021 | Mairs & Power Growth Fund | Sell | -326 | 3,034 | $248 |
| Q1 2021 | Viking Global Investors | Buy | 1,436,557 | 6,834,220 | $467,802 |
| Q1 2021 | Renaissance Technologies LLC | Buy | 899,500 | 1,854,700 | $126,954 |
| Q1 2021 | AKO Capital | Buy | 875,893 | 5,534,014 | $378,803 |
| Q1 2021 | Dodge & Cox Stock Fund | Sell | -221,217 | 6,457,036 | $441,984 |
| Q1 2021 | Mairs & Power Growth Fund | Sell | -923 | 3,360 | $230 |
| Q1 2021 | Sequoia Financial Advisors | Buy | 9 | 9,984 | $683 |
| Q4 2020 | Viking Global Investors | Buy | 2,400,001 | 5,397,663 | $364,612 |
| Q4 2020 | Dodge & Cox Stock Fund | Sell | -2,139,931 | 6,678,253 | $451,116 |
| Q4 2020 | Renaissance Technologies LLC | Sell | -445,800 | 955,200 | $64,524 |
| Q4 2020 | AKO Capital | Buy | 118,199 | 4,658,121 | $314,656 |
| Q4 2020 | Sequoia Financial Advisors | Buy | 395 | 9,975 | $674 |
| Q4 2020 | Mairs & Power Growth Fund | Sell | -149 | 4,283 | $289 |
| Q3 2020 | Viking Global Investors | Buy | 2,997,662 | 2,997,662 | $187,114 |
| Q3 2020 | Renaissance Technologies LLC | Buy | 1,301,700 | 1,401,000 | $87,450 |
| Q3 2020 | AKO Capital | Sell | -813,149 | 4,539,922 | $283,382 |
| Q3 2020 | Dodge & Cox Stock Fund | Sell | -709,674 | 8,818,184 | $550,431 |
| Q3 2020 | First Eagle U.S. Value | Buy | 102,156 | 102,156 | $6,377 |
| Q3 2020 | Sequoia Financial Advisors | Buy | 9,580 | 9,580 | $598 |
| Q3 2020 | Mairs & Power Growth Fund | Sell | -369 | 4,432 | $277 |
| Q2 2020 | Dodge & Cox Stock Fund | Buy | 9,527,858 | 9,527,858 | $541,754 |
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.
Related OTIS insights
- OTIS Overview
- OTIS Institutions
- OTIS Institutional Ownership
- OTIS Top Shareholders
- OTIS Institutional Buying
- OTIS Institutional Selling
- OTIS Ownership Changes
- OTIS Insiders
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- Industrials Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
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