InvestorLens

OTIS — OTIS WORLDWIDE CORP

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying OTIS?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 1 buying vs 0 selling last quarter
63
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
1 congressional purchase, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 1 tracked investors who changed their OTIS position last quarter, 1 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 1 congressional purchase, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Ray Dalio)
  • +4 tracked investors reported holding OTIS at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About OTIS WORLDWIDE CORP (OTIS)

OTIS WORLDWIDE CORP (OTIS) appears in the most recent 13F filings of 4 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $209M. Across recent filings, tracked investors recorded 3 new positions, 3 increased, 0 reduced, and 2 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in OTIS

75
/100
Institutional Accumulation
Added / Increased6
Reduced0
Exited2
BearishBullish
Crowded Trade Score™

How many top investors track OTIS

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

OTIS Ownership Composition

How OTIS WORLDWIDE CORP is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
73% of tracked value
Institutions
4
tracked investors
Total Reported
$244.9M
combined 13F value
Types2
  • Multi-Strategy / Quant73.1%
  • Macro26.9%
Multi-Strategy / Quant(2)
73.1%
Macro(2)
26.9%

Tracked investors currently reporting OTIS

1 tracked investor has since exited this position — listed separately below.

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    411.6K
    Value
    $29.5M
    % Portfolio
    0.01%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    2.1M
    Value
    $149.5M
    % Portfolio
    0.02%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    557.2K
    Value
    $39.9M
    % Portfolio
    0.06%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    364.3K
    Value
    $26.1M
    % Portfolio
    0.11%

Previously held OTIS

These investors reported OTIS in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Steve CohenPoint72 Asset Management62.7K$4.8MMar 31, 2026

Recent activity

Frequently asked questions

How many institutional investors hold OTIS?
4 tracked institutional investors disclosed a position in OTIS (OTIS WORLDWIDE CORP) in their most recent 13F filing.
Who is the largest institutional holder of OTIS?
Izzy Englander, Millennium Management, holds the largest disclosed position in OTIS, valued at $209M.
Did institutional ownership of OTIS increase or decrease?
Across recent 13F filings, tracked investors recorded 3 new positions, 3 increased, 0 reduced, and 2 fully exited OTIS.
Where does this OTIS ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.