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Cliff Asness’s Otis Worldwide OTIS Stock Holding History

Cliff Asness’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 		$331M Buy
4,625,150
+3,107,217
+205% +$232M 0.12% 245
2026
Q1 		$116M Sell
1,517,933
-769,852
-34% -$67.4M 0.05% 467
2025
Q4 		$200M Sell
2,287,785
-308,570
-12% -$27.6M 0.1% 261
2025
Q3 		$237M Buy
2,596,355
+1,445,904
+126% +$131M 0.15% 177
2025
Q2 		$113M Buy
1,150,451
+889,581
+341% +$85.9M 0.09% 314
2025
Q1 		$26.6M Sell
260,870
-117,672
-31% -$11.5M 0.03% 628
2024
Q4 		$35.1M Buy
378,542
+96,105
+34% +$9.64M 0.05% 485
2024
Q3 		$29.4M Buy
282,437
+56,277
+25% +$5.36M 0.04% 523
2024
Q2 		$21.7M Buy
226,160
+32,785
+17% +$3.16M 0.03% 548
2024
Q1 		$19.2M Buy
193,375
+36,464
+23% +$3.37M 0.03% 535
2023
Q4 		$14M Sell
156,911
-64,844
-29% -$5.39M 0.03% 593
2023
Q3 		$17.8M Sell
221,755
-29,890
-12% -$2.56M 0.04% 505
2023
Q2 		$22.4M Sell
251,645
-55,638
-18% -$4.69M 0.05% 446
2023
Q1 		$25.7M Buy
307,283
+19,962
+7% +$1.65M 0.06% 399
2022
Q4 		$22.5M Sell
287,321
-64,924
-18% -$4.79M 0.05% 436
2022
Q3 		$22.5M Sell
352,245
-84,188
-19% -$6.16M 0.05% 405
2022
Q2 		$30.2M Sell
436,433
-211,751
-33% -$15.6M 0.07% 360
2022
Q1 		$49.9M Sell
648,184
-135,505
-17% -$10.8M 0.09% 260
2021
Q4 		$67.8M Buy
783,689
+210,803
+37% +$17.6M 0.12% 196
2021
Q3 		$47.1M Buy
572,886
+315,593
+123% +$27.8M 0.09% 270
2021
Q2 		$21M Buy
257,293
+153,276
+147% +$11.8M 0.04% 487
2021
Q1 		$7.12M Buy
104,017
+57,026
+121% +$3.73M 0.01% 747
2020
Q4 		$3.13M Sell
46,991
-54,505
-54% -$3.54M 0.01% 952
2020
Q3 		$6.33M Buy
101,496
+59,322
+141% +$3.63M 0.01% 723
2020
Q2 		$2.4M Buy
+42,174
New +$2.19M ﹤0.01% 1078

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

Cliff Asness's OTIS Position: Q2 2026 in Review

Cliff Asness increased its Otis Worldwide (OTIS) stake by 205% in Q2 2026, buying an estimated $232M and bringing the position to 4,625,150 shares worth $331M. The position accounts for 0.12% of the portfolio, ranked #245.

Cliff Asness first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. 1,220 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Cliff Asness held 4,625,150 shares of Otis Worldwide worth $331M as of Q2 2026.
  • Cliff Asness bought 3,107,217 Otis Worldwide shares in Q2 2026, an estimated $232M.
  • Otis Worldwide made up 0.12% of Cliff Asness's portfolio in Q2 2026, its #245 holding.
  • Cliff Asness first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.