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 Form 13F filings. 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 2024Renaissance Technologies LLCSell-296,800112,400$10,409,364
Q4 2024FundsmithSell-174,4515,966,777$552,583,218
Q4 2024Parnassus Endeavor FundSell-51,656771,116$71,413,053
Q4 2024Fundsmith Investment ServicesSell-14,6921,766,746$163,618,347
Q4 2024First Eagle U.S. ValueBuy8,47452,203$4,834,551
Q4 2024Sequoia Financial AdvisorsSell-2,2099,217$853,605
Q4 2024Mairs & Power Growth FundBuy4352,363$218,837
Q3 2024Parnassus Endeavor FundSell-29,095822,772$85,518,922
Q3 2024First Eagle U.S. ValueBuy11,42543,729$4,545,192
Q3 2024Fundsmith Investment ServicesBuy5,6111,781,438$185,162,666
Q3 2024FundsmithBuy2,9506,141,228$638,319,238
Q3 2024Sequoia Financial AdvisorsBuy1,98111,426$1,187,609
Q3 2024Mairs & Power Growth FundSell-3481,928$200,396
Q2 2024FundsmithSell-156,8256,138,278$590,870,640
Q2 2024Fundsmith Investment ServicesBuy74,9851,775,827$170,941,107
Q2 2024Parnassus Endeavor FundSell-72,798851,867$82,000,717
Q2 2024First Eagle U.S. ValueBuy12,25632,304$3,109,550
Q2 2024Sequoia Financial AdvisorsBuy1,3919,445$909,138
Q2 2024Dodge & Cox Stock FundSell-45021,810$2,099,431
Q1 2024Dodge & Cox Stock FundSell-5,004,23722,260$2,209,750
Q1 2024Parnassus Endeavor FundSell-727,067924,665$91,791,495
Q1 2024AKO CapitalSell-709,471761,938$75,638
Q1 2024FundsmithSell-147,0506,295,103$624,914,875
Q1 2024Renaissance Technologies LLCSell-114,100409,200$40,621
Q1 2024Sequoia Financial AdvisorsSell-18,0518,054$799,562
Q1 2024First Eagle U.S. ValueBuy12,72220,048$1,990,189
Q1 2024Fundsmith Investment ServicesBuy6,8731,700,842$168,842,585
Q4 2023AKO CapitalSell-736,0111,471,409$131,647
Q4 2023Parnassus Endeavor FundSell-665,1951,651,732$147,780,462
Q4 2023Renaissance Technologies LLCBuy155,600523,300$46,820

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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