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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
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 $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.