OTIS Stock Ownership Activity

OTIS WORLDWIDE CORP 13F holders

2 value investing gurus have made changes to the OTIS WORLDWIDE CORP (OTIS) position according to the gurus' latest SEC quarterly report(s). The number of OTIS shares has been increased by 1, decreased by 1 super investor(s).

Which gurus or hedge funds are buying OTIS now?

According to the latest SEC filing(s) OTIS WORLDWIDE CORP (OTIS) has been bought by Independent Franchise Partners - US Equity Fund (added shares +2.43%).

To see more about who is investing in OTIS WORLDWIDE CORP (OTIS), please go to the OTIS ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2026 Q1 (2 results)
Independent Franchise Partners
US Equity Fund
+2.43%
+8,433
+0.04%
1.85%
Terry Smith
Fundsmith
-12.23%
-380,745
-0.23%
1.64%
Current price: $69.92 9.29% AVG reported price*: $77.08
2025 Q4 (2 results)
Independent Franchise Partners
US Equity Fund
-8.53%
-32,358
-0.18%
1.93%
Terry Smith
Fundsmith
-46.51%
-2,706,771
-1.38%
1.59%
Current price: $69.92 19.95% AVG reported price*: $87.35
2025 Q3 (1 result)
Independent Franchise Partners
US Equity Fund
buy
+379,504
+2.12%
2.12%
Current price: $69.92 23.53% Reported price*: $91.43
2025 Q2 (1 result)
Terry Smith
Fundsmith
-0.81%
-47,586
-0.02%
2.50%
Current price: $69.92 29.39% Reported price*: $99.02
2025 Q1 (1 result)
Terry Smith
Fundsmith
-1.68%
-100,040
-0.05%
2.76%
Current price: $69.92 32.25% Reported price*: $103.20
2024 Q4 (1 result)
Terry Smith
Fundsmith
-2.84%
-174,451
-0.07%
2.36%
Current price: $69.92 24.50% Reported price*: $92.61
2024 Q3 (1 result)
Terry Smith
Fundsmith
+0.05%
+2,950
+0.00%
2.53%
Current price: $69.92 32.73% Reported price*: $103.94
2024 Q2 (2 results)
Terry Smith
Fundsmith
-2.49%
-156,825
-0.06%
2.41%
Nicolai Tangen
AKO Capital
-100.00%
-761,938
-1.04%
0.00%
Current price: $69.92 27.36% AVG reported price*: $96.26
2024 Q1 (3 results)
Terry Smith
Fundsmith
-2.28%
-147,050
-0.06%
2.45%
Nicolai Tangen
AKO Capital
-48.22%
-709,471
-1.00%
0.00%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
-100.00%
-4,077,150
-0.34%
0.00%
Current price: $69.92 29.57% AVG reported price*: $99.27
2023 Q4 (2 results)
Terry Smith
Fundsmith
-0.14%
-8,760
-0.00%
2.41%
Nicolai Tangen
AKO Capital
-33.34%
-736,011
-0.94%
1.87%
Current price: $69.92 21.85% AVG reported price*: $89.47
2023 Q3 (3 results)
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
+0.54%
+21,700
+0.00%
0.36%
Terry Smith
Fundsmith
-0.07%
-4,498
-0.00%
2.35%
Nicolai Tangen
AKO Capital
-14.60%
-377,483
-0.49%
2.89%
Current price: $69.92 12.94% AVG reported price*: $80.31
2023 Q2 (3 results)
Terry Smith
Fundsmith
+2.77%
+173,736
+0.06%
2.41%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
+0.36%
+14,500
+0.00%
0.40%
Nicolai Tangen
AKO Capital
-4.30%
-116,218
-0.16%
3.48%
Current price: $69.92 21.45% AVG reported price*: $89.01
2023 Q1 (2 results)
Terry Smith
Fundsmith
+0.02%
+998
+0.00%
2.29%
Nicolai Tangen
AKO Capital
-4.43%
-125,323
-0.16%
3.47%
Current price: $69.92 17.16% AVG reported price*: $84.40
2022 Q4 (2 results)
Terry Smith
Fundsmith
-0.08%
-5,201
-0.00%
2.25%
Nicolai Tangen
AKO Capital
-3.60%
-105,512
-0.13%
3.58%
Current price: $69.92 10.71% AVG reported price*: $78.31
2022 Q3 (3 results)
Terry Smith
Fundsmith
buy
+6,285,878
+1.90%
1.90%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
+0.17%
+7,000
+0.00%
0.33%
Nicolai Tangen
AKO Capital
-16.19%
-566,576
-0.60%
3.09%
Current price: $69.92 9.59% AVG reported price*: $63.80
2022 Q2 (2 results)
Nicolai Tangen
AKO Capital
-10.05%
-390,916
-0.39%
3.46%
Ole Andreas Halvorsen
Viking Global Investors
-100.00%
-3,538,164
-1.25%
0.00%
Current price: $69.92 1.06% AVG reported price*: $70.67
2022 Q1 (2 results)
Ole Andreas Halvorsen
Viking Global Investors
buy
+3,538,164
+1.11%
0.00%
Nicolai Tangen
AKO Capital
+4.44%
+165,193
+0.14%
3.23%
Current price: $69.92 9.14% AVG reported price*: $76.95
2021 Q4 (2 results)
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
-6.48%
-279,300
-0.03%
0.37%
Nicolai Tangen
AKO Capital
-22.34%
-1,071,186
-0.91%
3.16%
Current price: $69.92 19.70% AVG reported price*: $87.07
2021 Q3 (1 result)
Nicolai Tangen
AKO Capital
-3.33%
-165,052
-0.14%
4.09%
Current price: $69.92 15.02% Reported price*: $82.28
2021 Q2 (2 results)
Nicolai Tangen
AKO Capital
-10.36%
-573,521
-0.53%
4.57%
Ole Andreas Halvorsen
Viking Global Investors
-100.00%
-6,834,220
-1.42%
0.00%
Current price: $69.92 14.49% AVG reported price*: $81.77
2021 Q1 (2 results)
Ole Andreas Halvorsen
Viking Global Investors
+26.61%
+1,436,557
+0.29%
0.00%
Nicolai Tangen
AKO Capital
+18.80%
+875,893
+0.74%
4.68%
Current price: $69.92 2.15% AVG reported price*: $68.45
2020 Q4 (3 results)
Ole Andreas Halvorsen
Viking Global Investors
+80.06%
+2,400,001
+0.45%
1.00%
Nicolai Tangen
AKO Capital
+2.60%
+118,199
+0.10%
4.06%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
-24.66%
-1,411,600
-0.14%
0.42%
Current price: $69.92 3.51% AVG reported price*: $67.55
2020 Q3 (2 results)
Ole Andreas Halvorsen
Viking Global Investors
buy
+2,997,662
+0.68%
0.68%
Nicolai Tangen
AKO Capital
-15.19%
-813,149
-0.80%
4.45%
Current price: $69.92 12.02% AVG reported price*: $62.42
2020 Q2 (2 results)
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
buy
+5,724,850
+0.55%
0.55%
Nicolai Tangen
AKO Capital
buy
+5,353,071
+5.31%
5.31%
Current price: $69.92 22.97% AVG reported price*: $56.86
47 of 47

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.