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David Shaw’s Otis Worldwide OTIS Stock Holding History

David Shaw’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 		$389M Buy
5,439,203
+1,984,275
+57% +$148M 0.19% 89
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 $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

David Shaw's OTIS Position: Q2 2026 in Review

David Shaw increased its Otis Worldwide (OTIS) stake by 57% in Q2 2026, buying an estimated $148M and bringing the position to 5,439,203 shares worth $389M. The position accounts for 0.19% of the portfolio, ranked #89.

David Shaw 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.

  • David Shaw held 5,439,203 shares of Otis Worldwide worth $389M as of Q2 2026.
  • David Shaw bought 1,984,275 Otis Worldwide shares in Q2 2026, an estimated $148M.
  • Otis Worldwide made up 0.19% of David Shaw's portfolio in Q2 2026, its #89 holding.
  • David Shaw 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 D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.