# OTIS WORLDWIDE CORP (OTIS) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 68902V107
Page URL: https://superinvestorclub.com/stock/OTIS
Last updated: 2026-07-08T12:26:27.303Z

## Summary

As of the most recent 13F filing period, OTIS WORLDWIDE CORP (OTIS) is held by 4 tracked superinvestors with an aggregate position value of $241.3M representing 027316352784111146206010 shares.

## Top institutional holders (4)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Terry Smith](https://superinvestorclub.com/manager/23) | Fundsmith | 2731635 | $210.6M | 1.64% | 2026-03-31 |
| 2 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 278411 | $21.5M | 0.10% | 2026-03-31 |
| 3 | [Tom Gayner](https://superinvestorclub.com/manager/22) | Markel Group | 114620 | $8.8M | 0.07% | 2026-03-31 |
| 4 | [Dodge & Cox](https://superinvestorclub.com/manager/16) | Dodge & Cox | 6010 | $463,251 | 0.00% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2023-12-31: 1 holders, $449.7M aggregate, 05026497 shares
- 2024-03-31: 4 holders, $714.1M aggregate, 0629510376193811462022260 shares
- 2024-06-30: 4 holders, $604.4M aggregate, 06138278114620218103992 shares
- 2024-09-30: 3 holders, $650.4M aggregate, 061412281146201928 shares
- 2024-12-31: 5 holders, $565.7M aggregate, 059667771146202181028672363 shares
- 2025-03-31: 5 holders, $620.0M aggregate, 058667371146202171027482204 shares
- 2025-06-30: 4 holders, $589.7M aggregate, 05819151114620193202511 shares
- 2025-09-30: 4 holders, $553.5M aggregate, 0581915111462010384916610 shares
- 2025-12-31: 4 holders, $302.9M aggregate, 0311238022519311462016010 shares
- 2026-03-31: 4 holders, $241.3M aggregate, 027316352784111146206010 shares

## Recent congressional trades (15)

- 2025-10-31: Lisa McClain (Republican-MI) sale $1,001 - $15,000
- 2025-10-30: Lisa McClain (Republican-MI) sale $1,001 - $15,000
- 2025-10-30: Lisa McClain (Republican-MI) purchase $1,001 - $15,000
- 2025-10-07: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2025-08-04: Lisa McClain (Republican-MI) purchase $1,001 - $15,000
- 2025-07-25: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2025-07-11: Ritchie Torres (Democrat-NY) sale $1,001 - $15,000
- 2025-05-19: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2025-04-23: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2025-03-06: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2025-02-25: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2025-01-22: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2025-01-17: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2024-11-12: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2024-10-29: Tommy Tuberville (Republican-AL) sale $1,001 - $15,000

## Recent insider transactions (0)


## Citation

When citing, use: "OTIS WORLDWIDE CORP (OTIS) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/OTIS), aggregating SEC 13F, Form 4, and congressional disclosures."