Otis Worldwide: which funds bought and sold
Institutions that bought and sold Otis Worldwide shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 539 institutions that filed 13F reports for both quarters added to or opened positions in Otis Worldwide, and 573 cut or closed them. Together they added a net 3.7M shares, +1.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 6.0M shares (+7.0%); index fund managers were net sellers of 120K shares (−0.1%). 112 opened a new position and 123 sold out entirely.
Bought, Q2 2026 539 institutions, 112 of them new holders Sold, Q2 2026 573 institutions, 123 of them sold out
Net change, all compared +3.7M shares (+1.1%)
Net change, active managers +6.0M shares (+7.0%), 46 bought, 42 sold
Buyers versus sellers
539 bought 202 573 sold
Active managers and hedge funds 46 bought · 42 sold · +6.0M
Index fund managers 7 bought · 5 sold · −120K
Other institutions 486 bought · 526 sold · −2.2M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Clearbridge Investments, LLC Active manager | +4.8M +177.3% | 7.5M | $534M |
| Independent Franchise Partners LLP Active manager | +4.1M +414.0% | 5.2M | $369M |
| AQR Capital Management LLC Hedge fund | +3.1M +204.7% | 4.6M | $331M |
| FMR LLC Active manager | +2.1M +26.7% | 10.1M | $724M |
| D. E. Shaw & Co., Inc. Hedge fund | +2.0M +57.4% | 5.4M | $389M |
| Clean Energy Transition LLP | +1.6M +225.4% | 2.3M | $165M |
| Pacer Advisors, Inc. | +1.3M +6770.2% | 1.4M | $97.9M |
| Two Sigma Investments, LP Hedge fund | +1.2M +62.0% | 3.1M | $225M |
| Citadel Advisors LLC Hedge fund | +1.2M +148.4% | 2.0M | $140M |
| Royal Bank Of Canada | +889K +110.7% | 1.7M | $121M |
| CI Investments Inc. | +845K New position | 845K | $60.5M |
| Worldquant Millennium Advisors LLC Hedge fund | +705K +116.3% | 1.3M | $93.9M |
| UBS Group AG | +667K +53.8% | 1.9M | $137M |
| Man Group PLC Hedge fund | +600K +68.5% | 1.5M | $106M |
| Canoe Financial LP | +594K +24.2% | 3.0M | $218M |
| Tudor Investment Corp Et Al Hedge fund | +540K New position | 540K | $38.7M |
| HSBC Holdings PLC | +514K +68.0% | 1.3M | $90.9M |
| SG Americas Securities, LLC | +494K +154.4% | 814K | $58.3M |
| State Street Corp Index funds | +463K +2.9% | 16.7M | $1.2B |
| Quantinno Capital Management LP | +386K +155.4% | 634K | $45.4M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Clearbridge Investments, LLC Active manager | +4.8M +177.3% | 7.5M | $534M |
| Independent Franchise Partners LLP Active manager | +4.1M +414.0% | 5.2M | $369M |
| AQR Capital Management LLC Hedge fund | +3.1M +204.7% | 4.6M | $331M |
| FMR LLC Active manager | +2.1M +26.7% | 10.1M | $724M |
| D. E. Shaw & Co., Inc. Hedge fund | +2.0M +57.4% | 5.4M | $389M |
| Two Sigma Investments, LP Hedge fund | +1.2M +62.0% | 3.1M | $225M |
| Citadel Advisors LLC Hedge fund | +1.2M +148.4% | 2.0M | $140M |
| Worldquant Millennium Advisors LLC Hedge fund | +705K +116.3% | 1.3M | $93.9M |
| Man Group PLC Hedge fund | +600K +68.5% | 1.5M | $106M |
| Tudor Investment Corp Et Al Hedge fund | +540K New position | 540K | $38.7M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Massachusetts Financial Services Co Active manager | −3.5M −46.0% | 4.1M | $304M |
| Price T Rowe Associates Inc Active manager | −2.7M −30.9% | 6.1M | $437M |
| Fundsmith LLP Active manager | −2.7M Sold out | 0 | — |
| Alliancebernstein L.P. Active manager | −2.5M −65.9% | 1.3M | $101M |
| Morgan Stanley | −2.0M −15.4% | 11.0M | $785M |
| CIBC Bancorp Usa Inc. | −1.7M −58.2% | 1.2M | $85.8M |
| Jacobs Levy Equity Management, Inc Active manager | −1.3M Sold out | 0 | — |
| London Co Of Virginia Active manager | −1.1M Sold out | 0 | — |
| Fundsmith Investment Services Ltd. | −967K Sold out | 0 | — |
| Jpmorgan Chase & Co | −734K −19.5% | 3.0M | $220M |
| Fiera Capital Corp | −728K −15.0% | 4.1M | $296M |
| Marshall Wace, LLP Hedge fund | −608K Sold out | 0 | — |
| Blackrock, Inc. Index funds | −600K −1.9% | 31.6M | $2.3B |
| Anchor Capital Advisors LLC | −555K Sold out | 0 | — |
| Pfa Pension, Forsikringsaktieselskab | −555K −99.5% | 2,719 | $194,680 |
| Pictet Asset Management Holding SA | −536K −38.7% | 848K | $60.7M |
| Sarasin & Partners LLP | −516K −94.5% | 30K | $2.1M |
| Bls Capital Fondsmaeglerselskab A/S | −503K −11.5% | 3.9M | $278M |
| Arrowstreet Capital, Limited Partnership Hedge fund | −485K −39.8% | 733K | $52.5M |
| Rathbones Group PLC | −451K −63.3% | 261K | $18.7M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Massachusetts Financial Services Co Active manager | −3.5M −46.0% | 4.1M | $304M |
| Price T Rowe Associates Inc Active manager | −2.7M −30.9% | 6.1M | $437M |
| Fundsmith LLP Active manager | −2.7M Sold out | 0 | — |
| Alliancebernstein L.P. Active manager | −2.5M −65.9% | 1.3M | $101M |
| Jacobs Levy Equity Management, Inc Active manager | −1.3M Sold out | 0 | — |
| London Co Of Virginia Active manager | −1.1M Sold out | 0 | — |
| Marshall Wace, LLP Hedge fund | −608K Sold out | 0 | — |
| Arrowstreet Capital, Limited Partnership Hedge fund | −485K −39.8% | 733K | $52.5M |
| Voloridge Investment Management, LLC Hedge fund | −409K −44.5% | 510K | $36.5M |
| T. Rowe Price Investment Management, Inc. Active manager | −240K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| CI Investments Inc. | 845K | $60.5M |
| Tudor Investment Corp Et AlHedge fund | 540K | $38.7M |
| River Road Asset Management, LLCActive manager | 256K | $18.3M |
| Summitry LLC | 139K | $9.9M |
| Veritas Asset Management LLPActive manager | 106K | $7.6M |
| Edgestream Partners, L.P.Hedge fund | 98K | $7M |
| Levin Capital Strategies, L.P.Active manager | 95K | $6.8M |
| Eliot Finkel Investment Counsel, LLC | 77K | $5.5M |
| Alberta Investment Management Corp | 64K | $4.6M |
| Rock Point Advisors, LLC | 60K | $4.3M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Fundsmith LLPActive manager | 2.7M | $211M |
| Jacobs Levy Equity Management, IncActive manager | 1.3M | $103M |
| London Co Of VirginiaActive manager | 1.1M | $86.5M |
| Fundsmith Investment Services Ltd. | 967K | $74.5M |
| Marshall Wace, LLPHedge fund | 608K | $46.9M |
| Anchor Capital Advisors LLC | 555K | $42.8M |
| T. Rowe Price Investment Management, Inc.Active manager | 240K | $18.5M |
| Bcv Asset Management Inc. | 124K | $9.5M |
| Twinbeech Capital LP | 77K | $6M |
| Sciencast Management LP | 76K | $5.9M |
Who holds the shares
- Institutions reporting
- 1,213
- Ten largest holders
- 43.4% of 13F-reported shares
- Index fund managers
- 32.3% of 13F-reported shares
- Active managers and hedge funds
- 25.8% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 46 | 42 | 9 | 11 | +6.0M | +7.0% |
| Index fund managers | 7 | 5 | 0 | 0 | −120K | −0.1% |
| Other institutions | 486 | 526 | 103 | 112 | −2.2M | −1.5% |