OTIS fund manager activity
Otis Worldwide Corporation · NYSE. Reported by 12 tracked fund managers in their 13F filings, Q2 2020 to Q2 2026.
Q2 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Dodge & Cox Funds | Trimmed | 19,320 | $1,913,066 | 0.00% | Aug 13, 2025 |
| First Eagle Investment Management | Added | 94,015 | $9,309,349 | 0.02% | Aug 6, 2025 |
| Ken Fisher - Fisher Asset Management | Trimmed | 686,698 | $67,996,915 | 0.03% | Aug 13, 2025 |
| Terry Smith - Fundsmith | Trimmed | 5,819,151 | $576,212,332 | 2.50% | Aug 14, 2025 |
| Jeremy Grantham - GMO | Trimmed | 8,100 | $802,062 | 0.00% | Aug 13, 2025 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 117,687 | $11,653,367 | 0.07% | Aug 14, 2025 |
| Mairs & Power Funds | Trimmed | 2,128 | $210,715 | 0.00% | Aug 14, 2025 |
| Thomas Gayner - Markel Group | No change | 114,620 | $11,349,672 | 0.10% | Aug 1, 2025 |
Q1 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Dodge & Cox Funds | Trimmed | 21,710 | $2,240,472 | 0.00% | May 14, 2025 |
| First Eagle Investment Management | Added | 76,413 | $7,885,829 | 0.02% | May 12, 2025 |
| Ken Fisher - Fisher Asset Management | Trimmed | 718,106 | $74,108,675 | 0.03% | May 14, 2025 |
| Terry Smith - Fundsmith | Trimmed | 5,866,737 | $605,447,258 | 2.76% | May 15, 2025 |
| Jeremy Grantham - GMO | Added | 5,460,836 | $563,558,298 | 1.78% | May 14, 2025 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 137,446 | $14,184,427 | 0.12% | May 15, 2025 |
| Mairs & Power Funds | Trimmed | 2,204 | $227,453 | 0.00% | May 15, 2025 |
| Thomas Gayner - Markel Group | No change | 114,620 | $11,828,784 | 0.11% | May 2, 2025 |
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