Follow-The-Filings

Security

Otis Worldwide Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

20 owners max 1.6% (Terry Smith - Fundsmith LLP)

owners 20
rank #232
master % 0.03%
max % 1.6%
tracked value $6B
qoq A 5 R 11

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Terry Smith - Fundsmith LLP 2026 Q1 1.6% Reduce +0.05 pp 2,731,635 $211M hist
Renaissance Technologies LLC 2026 Q1 0.2% Add +0.03 pp 1,691,200 $130M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.2% Add +0.01 pp 3,454,928 $266M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.1% Add +0.02 pp 278,411 $21M hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.08 pp 8,816,541 $770M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.07 pp 574,145 $50M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add 0.00 pp 48,636,836 $4.2B hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Reduce -0.05 pp 1,517,933 $116M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Reduce -0.21 pp 607,939 $47M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 347,028 $27M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.02 pp 132,922 $10M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 619,482 $48M hist
First Eagle Investment Management, LLC 2026 Q1 0.0% 196,033 $15M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 786,128 $61M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce -0.01 pp 62,710 $5M hist
Kentucky Trust Co. 2026 Q2 stale 0.0% 100 $7M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.08 pp 88,536 $7M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.01 pp 6,199 $478 hist
Dodge & Cox 2026 Q1 0.0% Reduce 0.00 pp 6,010 $463 hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 2,663 $205 hist

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
10-Q 10-Q
8-K 2.02,9.01
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
8-K 5.07
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 Period May 27, 2026
4 Period May 27, 2026
4 Period May 27, 2026
4 Period May 27, 2026
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
8-K 8.01,9.01
DEFA14A DEFA14A
424B2 424B2
424B2 424B2
10-Q 10-Q
8-K 2.02,9.01
DEFA14A DEFA14A
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $14.21B $14.26B $14.43B
Gross profit
Gross margin
Net income $1.41B $1.64B $1.38B
Net margin * 9.9% 11.5% 9.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $6.4B $7.67B $6.5B
Total non-current assets * $3.72B $3.65B $4.15B
Total assets $10.12B $11.32B $10.65B
Total current liabilities $6.48B $7.75B $7.66B
Total non-current liabilities * $8.36B $8.3B $8.27B
Total equity -$4.92B -$4.85B -$5.39B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.63B $1.56B $1.6B
Cash from investing -$183M -$164M -$406M
Cash from financing -$1.35B -$309M -$2.42B
Net change in cash $85M $1.04B -$1.22B

ownership over time

filing count by report period · click a bar for that quarter’s holders