Davis Capital Management
OTIS icon

Davis Capital Management’s Otis Worldwide OTIS Stock Holding History

Davis Capital Management’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
Q3 		$1.48K Buy
23
+8
+53% +$569 ﹤0.01% 446
2026
Q2 		$1.07K Buy
+15
New +$1.12K ﹤0.01% 475
2026
Q1 		– Sell
-3
Closed -$262 – 630
2025
Q4 		$262 Sell
3
-1
-25% -$89 ﹤0.01% 520
2025
Q3 		$366 Buy
+4
New +$363 ﹤0.01% 445
2020
Q2 		$4K Buy
+69
New +$3.58K 0.01% 226

Other funds holding OTIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return
Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Davis Capital Management's OTIS Position: Q3 2026 in Review

Davis Capital Management increased its Otis Worldwide (OTIS) stake by 53% in Q3 2026, buying an estimated $569 and bringing the position to 23 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Davis Capital Management first reported a position in OTIS in Q2 2020 and has held it in 5 quarters since. The position peaked at $4K in Q2 2020. 737 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Davis Capital Management held 23 shares of Otis Worldwide worth $1.48K as of Q3 2026.
  • Davis Capital Management bought 8 Otis Worldwide shares in Q3 2026, an estimated $569.
  • Otis Worldwide made up ﹤0.01% of Davis Capital Management's portfolio in Q3 2026, its #446 holding.
  • Davis Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 5 quarters since.
  • Davis Capital Management's Otis Worldwide position peaked at $4K in Q2 2020.
  • 737 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.