OTIS fund manager activity
Otis Worldwide Corporation · NYSE. Reported by 12 tracked fund managers in their 13F filings, Q2 2020 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Dodge & Cox Funds | Trimmed | 16,010 | $1,398,474 | 0.00% | Feb 13, 2026 |
| First Eagle Investment Management | Added | 162,639 | $14,206,507 | 0.03% | Feb 4, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 624,003 | $54,506,765 | 0.02% | Feb 9, 2026 |
| Terry Smith - Fundsmith | Trimmed | 3,112,380 | $271,866,393 | 1.59% | Feb 17, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 155,797 | $13,608,868 | 0.05% | Feb 17, 2026 |
| Thomas Gayner - Markel Group | No change | 114,620 | $10,012,059 | 0.08% | Feb 6, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Dodge & Cox Funds | Trimmed | 16,610 | $1,518,652 | 0.00% | Nov 13, 2025 |
| First Eagle Investment Management | Added | 143,699 | $13,138,380 | 0.02% | Nov 12, 2025 |
| Ken Fisher - Fisher Asset Management | Trimmed | 648,867 | $59,326,078 | 0.02% | Nov 12, 2025 |
| Terry Smith - Fundsmith | No change | 5,819,151 | $532,044,976 | 2.69% | Nov 14, 2025 |
| Jeremy Grantham - GMO | Sold out | — | — | 0.00% | Nov 13, 2025 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 89,022 | $8,139,281 | 0.04% | Nov 14, 2025 |
| Mairs & Power Funds | Sold out | — | — | 0.00% | Nov 14, 2025 |
| Thomas Gayner - Markel Group | No change | 114,620 | $10,479,708 | 0.09% | Oct 31, 2025 |
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