D.E. Shaw & Co
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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
2025
Q1 		– Sell
-39,900
Closed -$3.7M – 4606
2024
Q4 		$3.7M Hold
39,900
– – ﹤0.01% 2231
2024
Q3 		$4.15M Buy
+39,900
New +$3.8M ﹤0.01% 2097
2022
Q1 		– Sell
-27,200
Closed -$2.37M – 5831
2021
Q4 		$2.37M Hold
27,200
– – ﹤0.01% 3202
2021
Q3 		$2.24M Buy
+27,200
New +$2.39M ﹤0.01% 2941

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.