Arrowstreet Capital
OTIS icon

Arrowstreet Capital’s Otis Worldwide OTIS Stock Holding History

Arrowstreet Capital’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$93.9M Buy
1,217,914
+493,858
+68% +$43.2M 0.05% 319
2025
Q4 		$63.2M Buy
724,056
+136,431
+23% +$12.2M 0.04% 409
2025
Q3 		$53.7M Sell
587,625
-418,355
-42% -$38M 0.03% 439
2025
Q2 		$99.6M Buy
1,005,980
+525,975
+110% +$50.8M 0.07% 262
2025
Q1 		$49.5M Buy
+480,005
New +$46.9M 0.04% 369
2024
Q3 		– Sell
-341,793
Closed -$32.9M – 1835
2024
Q2 		$32.9M Sell
341,793
-749,207
-69% -$72.2M 0.03% 376
2024
Q1 		$108M Buy
1,091,000
+78,281
+8% +$7.24M 0.1% 184
2023
Q4 		$90.6M Sell
1,012,719
-391,723
-28% -$32.6M 0.1% 182
2023
Q3 		$113M Sell
1,404,442
-6,117
-0.4% -$523K 0.14% 148
2023
Q2 		$126M Buy
1,410,559
+555,950
+65% +$46.8M 0.15% 138
2023
Q1 		$72.1M Buy
854,609
+831,299
+3,566% +$68.8M 0.09% 203
2022
Q4 		$1.82M Buy
+23,310
New +$1.72M ﹤0.01% 889
2022
Q2 		– Sell
-230,884
Closed -$17.8M – 1374
2022
Q1 		$17.8M Sell
230,884
-1,275,248
-85% -$102M 0.02% 423
2021
Q4 		$131M Sell
1,506,132
-33,200
-2% -$2.78M 0.16% 146
2021
Q3 		$127M Buy
1,539,332
+619,205
+67% +$54.4M 0.16% 149
2021
Q2 		$75.2M Sell
920,127
-707,212
-43% -$54.4M 0.09% 240
2021
Q1 		$111M Buy
1,627,339
+180,972
+13% +$11.8M 0.15% 134
2020
Q4 		$97.7M Sell
1,446,367
-167,390
-10% -$10.9M 0.14% 128
2020
Q3 		$101M Buy
1,613,757
+1,092,621
+210% +$66.8M 0.16% 119
2020
Q2 		$29.6M Buy
+521,136
New +$27M 0.05% 344

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Arrowstreet Capital's OTIS Position: Q1 2026 in Review

Arrowstreet Capital increased its Otis Worldwide (OTIS) stake by 68% in Q1 2026, buying an estimated $43.2M and bringing the position to 1,217,914 shares worth $93.9M. The position accounts for 0.05% of the portfolio, ranked #319.

Arrowstreet Capital first reported a position in OTIS in Q2 2020 and has held it in 20 quarters since. The position peaked at $131M in Q4 2021. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Arrowstreet Capital held 1,217,914 shares of Otis Worldwide worth $93.9M as of Q1 2026.
  • Arrowstreet Capital bought 493,858 Otis Worldwide shares in Q1 2026, an estimated $43.2M.
  • Otis Worldwide made up 0.05% of Arrowstreet Capital's portfolio in Q1 2026, its #319 holding.
  • Arrowstreet Capital first reported a position in Otis Worldwide in Q2 2020 and has held it in 20 quarters since.
  • Arrowstreet Capital's Otis Worldwide position peaked at $131M in Q4 2021.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Arrowstreet Capital's 13F filing for Q1 2026, filed 14 May 2026.