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 2022First Eagle U.S. ValueSell-102,050106$8,301
Q4 2022Dodge & Cox Stock FundSell-33,4005,223,222$409,030,515
Q4 2022Fundsmith Investment ServicesBuy14,6811,627,368$127,439,188
Q4 2022FundsmithSell-5,2016,280,677$491,839,816
Q4 2022Sequoia Financial AdvisorsBuy4243,574$279,869
Q4 2022Mairs & Power Growth FundSell-4082,576$201,727
Q3 2022FundsmithBuy6,285,8786,285,878$401,039
Q3 2022Fundsmith Investment ServicesBuy1,524,7791,612,687$102,889
Q3 2022AKO CapitalSell-566,5762,931,956$187,059
Q3 2022Parnassus Endeavor FundBuy458,4783,319,482$211,783
Q3 2022Renaissance Technologies LLCBuy438,2061,447,500$92,351
Q3 2022Dodge & Cox Stock FundSell-88,9005,256,622$335,372
Q3 2022Sequoia Financial AdvisorsSell-2883,150$201
Q2 2022Parnassus Endeavor FundBuy2,861,0042,861,004$202,187
Q2 2022AKO CapitalSell-390,9163,498,532$247,241
Q2 2022Renaissance Technologies LLCBuy185,6001,009,294$71,327
Q2 2022Dodge & Cox Stock FundSell-1005,345,522$377,768
Q2 2022Sequoia Financial AdvisorsSell-983,438$243
Q1 2022Viking Global InvestorsSell-3,296,0563,538,164$272,262
Q1 2022Renaissance Technologies LLCBuy186,700823,694$63,383
Q1 2022AKO CapitalBuy165,1933,889,448$299,293
Q1 2022Dodge & Cox Stock FundSell-24,2755,345,622$411,346
Q1 2022Sequoia Financial AdvisorsBuy7153,536$272
Q1 2022Mairs & Power Growth FundBuy2002,984$230
Q4 2021Renaissance Technologies LLCSell-1,553,806636,994$55,463
Q4 2021AKO CapitalSell-1,071,1863,724,255$324,271
Q4 2021Dodge & Cox Stock FundSell-356,1515,369,897$467,557
Q4 2021Sequoia Financial AdvisorsSell-7,5602,821$246
Q4 2021Fundsmith Investment ServicesBuy17187,908$7,654
Q3 2021Dodge & Cox Stock FundSell-514,4575,726,048$471,139

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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