OTIS fund manager activity
Otis Worldwide Corporation · NYSE. Reported by 12 tracked fund managers in their 13F filings, Q2 2020 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Dodge & Cox Funds | Trimmed | 5,210 | $373,036 | 0.00% | Aug 13, 2026 |
| First Eagle Investment Management | Added | 205,863 | $14,739,775 | 0.02% | Aug 24, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 587,018 | $42,030,571 | 0.01% | Aug 4, 2026 |
| Terry Smith - Fundsmith | Sold out | — | — | 0.00% | Aug 14, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 351,227 | $25,147,853 | 0.06% | Aug 14, 2026 |
| Thomas Gayner - Markel Group | Added | 133,620 | $9,567,192 | 0.07% | Jul 31, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Dodge & Cox Funds | Trimmed | 6,010 | $463,251 | 0.00% | May 14, 2026 |
| First Eagle Investment Management | Added | 196,033 | $15,110,249 | 0.03% | May 14, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 619,482 | $47,749,732 | 0.02% | May 5, 2026 |
| Terry Smith - Fundsmith | Trimmed | 2,731,635 | $210,554,426 | 1.64% | May 15, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 132,922 | $10,245,628 | 0.03% | May 15, 2026 |
| Thomas Gayner - Markel Group | No change | 114,620 | $8,834,910 | 0.07% | May 1, 2026 |
Older quarters