Data from public SEC 13F & STOCK Act filings, delayed up to ~45 days, partial holdings only — for research, not investment advice.
OTIS
OTIS WORLDWIDE CORPData as of 2026 Q1 (03-31) · 13F snapshot
Summary
OTIS WORLDWIDE CORP (OTIS) is held by 10 tracked hedge-fund managers, a combined reported value of ~$696.96M; the largest are Andreas Halvorsen, Renaissance Technologies, Terry Smith. This quarter: 2 added, 5 trimmed. 20 members of Congress have disclosed STOCK Act trades. Data as of 2026 Q1, from public SEC 13F filings, delayed up to ~45 days.
Attention · HighThis quarter · Cooling
Gurus holding10
Congress trades20
Price$70.75vs quarter-end-8.21%
Sectors1
This quarter's moves
Top holderAndreas HalvorsenNew0
Added2
Trimmed / sold5
Andreas HalvorsenNew large stake
Value $272.26M1.1% of portfolio3,538,1642022 Q1
Terry SmithTrim
Value $74.52M1.7% of portfolio966,7872026 Q1
Zhang LeiHold
Value $50.25M0.5% of portfolio614,5562021 Q2
Value $49.19M— of portfolio601,5132021 Q2
Value $6.53M— of portfolio65,8002024 Q1
Value $3.90M— of portfolio50,6002026 Q1
Value $3.18M— of portfolio41,2002026 Q1
Value $2.05M— of portfolio22,1002024 Q4
Value $546.4K— of portfolio5,9002024 Q4
Value $227.7K— of portfolio2,3002025 Q2
| Investor | Value | % of portfolio | Action |
|---|---|---|---|
| Andreas Halvorsen | $272.26M | 1.1% | New large stake |
| Terry Smith | $74.52M | 1.7% | Trim |
| Zhang Lei | $50.25M | 0.5% | Hold |
| George Soros | $49.19M | — | — |
| Steven CohenPUT | $6.53M | — | — |
| Ken GriffinPUT | $3.90M | — | — |
| Ken GriffinCALL | $3.18M | — | — |
| Izzy EnglanderPUT | $2.05M | — | — |
| Steven CohenCALL | $546.4K | — | — |
| Izzy EnglanderCALL | $227.7K | — | — |