D.E. Shaw & Co
OTIS icon

D.E. Shaw & Co’s Otis Worldwide OTIS Stock Holding History

D.E. Shaw & Co’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 		$266M Buy
3,454,928
+399,430
+13% +$34.9M 0.16% 124
2025
Q4 		$267M Sell
3,055,498
-602,800
-16% -$53.9M 0.15% 137
2025
Q3 		$334M Buy
3,658,298
+1,636,418
+81% +$149M 0.19% 111
2025
Q2 		$200M Buy
2,021,880
+1,941,378
+2,412% +$187M 0.14% 153
2025
Q1 		$8.31M Buy
80,502
+68,477
+569% +$6.69M 0.01% 1535
2024
Q4 		$1.11M Sell
12,025
-10,641
-47% -$1.07M ﹤0.01% 3144
2024
Q3 		$2.36M Sell
22,666
-5,511
-20% -$525K ﹤0.01% 2594
2024
Q2 		$2.71M Sell
28,177
-470,099
-94% -$45.3M ﹤0.01% 2361
2024
Q1 		$49.5M Buy
498,276
+436,714
+709% +$40.4M 0.04% 485
2023
Q4 		$5.51M Sell
61,562
-242,599
-80% -$20.2M ﹤0.01% 1830
2023
Q3 		$24.4M Buy
304,161
+272,964
+875% +$23.3M 0.03% 740
2023
Q2 		$2.78M Buy
31,197
+2,703
+9% +$228K ﹤0.01% 2359
2023
Q1 		$2.4M Buy
28,494
+9,639
+51% +$798K ﹤0.01% 2550
2022
Q4 		$1.48M Sell
18,855
-25,624
-58% -$1.89M ﹤0.01% 3171
2022
Q3 		$2.84M Sell
44,479
-150,109
-77% -$11M ﹤0.01% 2690
2022
Q2 		$13.8M Sell
194,588
-886,116
-82% -$65.3M 0.02% 1146
2022
Q1 		$83.2M Buy
1,080,704
+366,978
+51% +$29.3M 0.08% 298
2021
Q4 		$62.1M Sell
713,726
-698,049
-49% -$58.4M 0.05% 454
2021
Q3 		$116M Sell
1,411,775
-305,669
-18% -$26.9M 0.1% 207
2021
Q2 		$140M Buy
1,717,444
+700,966
+69% +$53.9M 0.12% 170
2021
Q1 		$69.6M Buy
1,016,478
+444,673
+78% +$29.1M 0.07% 351
2020
Q4 		$38.6M Buy
571,805
+118,181
+26% +$7.67M 0.03% 617
2020
Q3 		$28.3M Buy
453,624
+346,521
+324% +$21.2M 0.03% 660
2020
Q2 		$6.09M Buy
+107,103
New +$5.55M 0.01% 1519

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

D.E. Shaw & Co's OTIS Position: Q1 2026 in Review

D.E. Shaw & Co increased its Otis Worldwide (OTIS) stake by 13% in Q1 2026, buying an estimated $34.9M and bringing the position to 3,454,928 shares worth $266M. The position accounts for 0.16% of the portfolio, ranked #124.

D.E. Shaw & Co first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $334M in Q3 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • D.E. Shaw & Co held 3,454,928 shares of Otis Worldwide worth $266M as of Q1 2026.
  • D.E. Shaw & Co bought 399,430 Otis Worldwide shares in Q1 2026, an estimated $34.9M.
  • Otis Worldwide made up 0.16% of D.E. Shaw & Co's portfolio in Q1 2026, its #124 holding.
  • D.E. Shaw & Co first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • D.E. Shaw & Co's Otis Worldwide position peaked at $334M in Q3 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.