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
Q1 		$3.18M Buy
41,200
+23,900
+138% +$2.09M ﹤0.01% 5150
2025
Q4 		$1.51M Sell
17,300
-73,900
-81% -$6.61M ﹤0.01% 6496
2025
Q3 		$8.34M Buy
91,200
+28,700
+46% +$2.61M ﹤0.01% 3532
2025
Q2 		$6.19M Buy
62,500
+6,000
+11% +$579K ﹤0.01% 3758
2025
Q1 		$5.83M Sell
56,500
-51,600
-48% -$5.04M ﹤0.01% 3641
2024
Q4 		$10M Buy
108,100
+15,700
+17% +$1.57M ﹤0.01% 2986
2024
Q3 		$9.6M Sell
92,400
-1,900
-2% -$181K ﹤0.01% 2956
2024
Q2 		$9.08M Sell
94,300
-27,300
-22% -$2.63M ﹤0.01% 2892
2024
Q1 		$12.1M Sell
121,600
-35,500
-23% -$3.28M ﹤0.01% 2683
2023
Q4 		$14.1M Sell
157,100
-70,200
-31% -$5.84M ﹤0.01% 2407
2023
Q3 		$18.3M Buy
227,300
+23,300
+11% +$1.99M ﹤0.01% 1959
2023
Q2 		$18.2M Buy
204,000
+90,700
+80% +$7.64M ﹤0.01% 1986
2023
Q1 		$9.56M Buy
113,300
+9,700
+9% +$803K ﹤0.01% 2872
2022
Q4 		$8.11M Buy
103,600
+52,000
+101% +$3.84M ﹤0.01% 3120
2022
Q3 		$3.29M Sell
51,600
-38,500
-43% -$2.82M ﹤0.01% 4621
2022
Q2 		$6.37M Buy
90,100
+45,000
+100% +$3.31M ﹤0.01% 3368
2022
Q1 		$3.47M Sell
45,100
-75,200
-63% -$6.01M ﹤0.01% 4887
2021
Q4 		$10.5M Buy
120,300
+35,500
+42% +$2.97M ﹤0.01% 3002
2021
Q3 		$6.98M Buy
84,800
+20,850
+33% +$1.83M ﹤0.01% 3684
2021
Q2 		$5.23M Sell
63,950
-2,500
-4% -$192K ﹤0.01% 4333
2021
Q1 		$4.55M Sell
66,450
-33,868
-34% -$2.21M ﹤0.01% 4455
2020
Q4 		$6.78M Buy
100,318
+19,418
+24% +$1.26M ﹤0.01% 3175
2020
Q3 		$5.05M Sell
80,900
-5,600
-6% -$343K ﹤0.01% 3147
2020
Q2 		$4.92M Buy
+86,500
New +$4.48M ﹤0.01% 3105

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

Citadel Advisors's OTIS Position: Q1 2026 in Review

Citadel Advisors reduced its Otis Worldwide (OTIS) stake by 9.4% in Q1 2026, selling an estimated $7.16M and leaving 786,128 shares worth $60.6M. The position accounts for 0.01% of the portfolio, ranked #1183.

Citadel Advisors first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $202M in Q1 2023. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Citadel Advisors held 786,128 shares of Otis Worldwide worth $60.6M as of Q1 2026.
  • Citadel Advisors sold 81,829 Otis Worldwide shares in Q1 2026, an estimated $7.16M.
  • Otis Worldwide made up 0.01% of Citadel Advisors's portfolio in Q1 2026, its #1183 holding.
  • Citadel Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
  • Citadel Advisors's Otis Worldwide position peaked at $202M in Q1 2023.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.