OTIS WORLDWIDE CORP (OTIS) Top Institutional Shareholders
OTIS WORLDWIDE CORP (OTIS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $431.72M in OTIS holdings during the latest filing period.
Fundsmith is currently the largest disclosed institutional shareholder of OTIS tracked by InsiderSet, reporting ownership valued at approximately $210.55M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $198.40M, representing an estimated loss of -5.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed OTIS value among the investors covered in this analysis. Major shareholders include Fundsmith, Renaissance Technologies LLC, Fundsmith Investment Services, and several other long-term asset managers with concentrated positions in OTIS WORLDWIDE CORP (OTIS).
This page ranks the largest institutional OTIS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fundsmith | Terry Smith | 1.64% | 2,731,635 | $210,554,426 | $198,398,650 | -$12,155,776 | -5.77% |
| Renaissance Technologies LLC | Jim Simons | 0.20% | 1,691,200 | $130,357,696 | $122,831,856 | -$7,525,840 | -5.77% |
| Fundsmith Investment Services | Terry Smith | 1.69% | 966,787 | $74,519,942 | $70,217,740 | -$4,302,202 | -5.77% |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.02% | 196,033 | $15,110,249 | $14,237,877 | -$872,372 | -5.77% |
| Sequoia Financial Advisors | 0.00% | 9,221 | $710,818 | $669,721 | -$41,097 | -5.78% | |
| Dodge & Cox Stock Fund | V. D. Dodge, E. M. Cox | 0.00% | 6,010 | $463,251 | $436,506 | -$26,745 | -5.77% |
Frequently asked questions about OTIS
Who owns the most OTIS stock?
The largest holders of OTIS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for OTIS WORLDWIDE CORP (OTIS).
Is OTIS widely held by superinvestors?
Many widely followed stocks like OTIS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OTIS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.