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 		$3.9M Sell
50,600
-30,200
-37% -$2.64M ﹤0.01% 4760
2025
Q4 		$7.06M Sell
80,800
-11,300
-12% -$1.01M ﹤0.01% 3748
2025
Q3 		$8.42M Buy
92,100
+46,200
+101% +$4.19M ﹤0.01% 3516
2025
Q2 		$4.55M Buy
45,900
+13,900
+43% +$1.34M ﹤0.01% 4280
2025
Q1 		$3.3M Sell
32,000
-83,800
-72% -$8.19M ﹤0.01% 4590
2024
Q4 		$10.7M Buy
115,800
+3,800
+3% +$381K ﹤0.01% 2901
2024
Q3 		$11.6M Buy
112,000
+45,000
+67% +$4.29M ﹤0.01% 2685
2024
Q2 		$6.45M Buy
67,000
+13,500
+25% +$1.3M ﹤0.01% 3370
2024
Q1 		$5.31M Sell
53,500
-22,000
-29% -$2.03M ﹤0.01% 3872
2023
Q4 		$6.75M Sell
75,500
-41,900
-36% -$3.48M ﹤0.01% 3377
2023
Q3 		$9.43M Sell
117,400
-148,200
-56% -$12.7M ﹤0.01% 2759
2023
Q2 		$23.6M Buy
265,600
+224,800
+551% +$18.9M ﹤0.01% 1719
2023
Q1 		$3.44M Sell
40,800
-8,200
-17% -$679K ﹤0.01% 4415
2022
Q4 		$3.84M Buy
49,000
+2,100
+4% +$155K ﹤0.01% 4315
2022
Q3 		$2.99M Sell
46,900
-58,100
-55% -$4.25M ﹤0.01% 4818
2022
Q2 		$7.42M Buy
105,000
+86,500
+468% +$6.37M ﹤0.01% 3102
2022
Q1 		$1.42M Sell
18,500
-73,850
-80% -$5.9M ﹤0.01% 6860
2021
Q4 		$8.04M Buy
92,350
+37,350
+68% +$3.13M ﹤0.01% 3437
2021
Q3 		$4.53M Buy
55,000
+24,050
+78% +$2.11M ﹤0.01% 4498
2021
Q2 		$2.53M Sell
30,950
-1,500
-5% -$115K ﹤0.01% 6009
2021
Q1 		$2.22M Sell
32,450
-14,076
-30% -$920K ﹤0.01% 6136
2020
Q4 		$3.14M Buy
46,526
+22,226
+91% +$1.44M ﹤0.01% 4519
2020
Q3 		$1.52M Buy
24,300
+7,600
+46% +$465K ﹤0.01% 5245
2020
Q2 		$950K Buy
+16,700
New +$865K ﹤0.01% 5929

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.