Citadel Advisors
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Citadel Advisors’s Otis Worldwide OTIS Stock Holding History

Citadel Advisors’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
Q2 		$140M Buy
1,953,085
+1,166,957
+148% +$87.2M 0.02% 746
2026
Q1 		$60.6M Sell
786,128
-81,829
-9% -$7.16M 0.01% 1183
2025
Q4 		$75.8M Sell
867,957
-255,152
-23% -$22.8M 0.01% 1060
2025
Q3 		$103M Sell
1,123,109
-214,715
-16% -$19.5M 0.02% 827
2025
Q2 		$132M Buy
1,337,824
+298,178
+29% +$28.8M 0.02% 585
2025
Q1 		$107M Buy
1,039,646
+684,428
+193% +$66.9M 0.02% 652
2024
Q4 		$32.9M Buy
355,218
+248,051
+231% +$24.9M 0.01% 1651
2024
Q3 		$11.1M Buy
107,167
+3,763
+4% +$359K ﹤0.01% 2741
2024
Q2 		$9.95M Buy
103,404
+97,420
+1,628% +$9.39M ﹤0.01% 2777
2024
Q1 		$594K Sell
5,984
-164,287
-96% -$15.2M ﹤0.01% 7997
2023
Q4 		$15.2M Buy
170,271
+98,853
+138% +$8.22M ﹤0.01% 2318
2023
Q3 		$5.74M Buy
71,418
+4,472
+7% +$382K ﹤0.01% 3442
2023
Q2 		$5.96M Sell
66,946
-2,331,060
-97% -$196M ﹤0.01% 3377
2023
Q1 		$202M Buy
2,398,006
+292,586
+14% +$24.2M 0.04% 322
2022
Q4 		$165M Buy
2,105,420
+1,650,949
+363% +$122M 0.04% 406
2022
Q3 		$29M Buy
454,471
+450,358
+10,950% +$32.9M 0.01% 1508
2022
Q2 		$291K Sell
4,113
-466,263
-99% -$34.3M ﹤0.01% 9875
2022
Q1 		$36.2M Buy
470,376
+400,711
+575% +$32M 0.01% 1378
2021
Q4 		$6.07M Sell
69,665
-360,322
-84% -$30.2M ﹤0.01% 3958
2021
Q3 		$35.4M Buy
+429,987
New +$37.8M 0.01% 1419
2021
Q2 		– Sell
-1,095,049
Closed -$84.3M – 14210
2021
Q1 		$75M Buy
1,095,049
+1,054,048
+2,571% +$68.9M 0.02% 748
2020
Q4 		$2.77M Sell
41,001
-18,226
-31% -$1.18M ﹤0.01% 4710
2020
Q3 		$3.7M Sell
59,227
-1,435,568
-96% -$87.8M ﹤0.01% 3618
2020
Q2 		$85M Buy
+1,494,795
New +$77.4M 0.03% 483

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Citadel Advisors's OTIS Position: Q2 2026 in Review

Citadel Advisors increased its Otis Worldwide (OTIS) stake by 148% in Q2 2026, buying an estimated $87.2M and bringing the position to 1,953,085 shares worth $140M. The position accounts for 0.02% of the portfolio, ranked #746.

Citadel Advisors first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $202M in Q1 2023. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Citadel Advisors held 1,953,085 shares of Otis Worldwide worth $140M as of Q2 2026.
  • Citadel Advisors bought 1,166,957 Otis Worldwide shares in Q2 2026, an estimated $87.2M.
  • Otis Worldwide made up 0.02% of Citadel Advisors's portfolio in Q2 2026, its #746 holding.
  • Citadel Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Citadel Advisors's Otis Worldwide position peaked at $202M in Q1 2023.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.