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
2021 Q1	–	Sell	-12,500	Closed	-$844K	–	4369
2020 Q4	$844K	Hold	12,500	–	–	﹤0.01%	3132
2020 Q3	$780K	Hold	12,500	–	–	﹤0.01%	3003
2020 Q2	$711K	Buy	+12,500	New	+$648K	﹤0.01%	3144

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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.