Dimensional Fund Advisors
OTIS icon

Dimensional Fund Advisors’s Otis Worldwide OTIS Stock Holding History

Dimensional Fund Advisors’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 		$132M Buy
2,057,431
+94,161
+5% +$6.7M 0.02% 939
2026
Q2 		$141M Sell
1,963,270
-6,102
-0.3% -$456K 0.03% 935
2026
Q1 		$152M Buy
1,969,372
+83,896
+4% +$7.34M 0.03% 766
2025
Q4 		$165M Buy
1,885,476
+10,843
+0.6% +$970K 0.03% 702
2025
Q3 		$171M Sell
1,874,633
-60,568
-3% -$5.5M 0.04% 652
2025
Q2 		$192M Sell
1,935,201
-5,248
-0.3% -$507K 0.04% 530
2025
Q1 		$200M Sell
1,940,449
-155,220
-7% -$15.2M 0.05% 472
2024
Q4 		$194M Sell
2,095,669
-428,581
-17% -$43M 0.05% 511
2024
Q3 		$262M Buy
2,524,250
+1,159
+0% +$110K 0.06% 347
2024
Q2 		$243M Buy
2,523,091
+101,955
+4% +$9.8M 0.06% 347
2024
Q1 		$240M Sell
2,421,136
-7,863
-0.3% -$727K 0.07% 338
2023
Q4 		$217M Sell
2,428,999
-339,694
-12% -$28.2M 0.06% 354
2023
Q3 		$222M Buy
2,768,693
+20,290
+0.7% +$1.74M 0.07% 281
2023
Q2 		$245M Buy
2,748,403
+39,848
+1% +$3.36M 0.08% 251
2023
Q1 		$229M Buy
+2,708,555
New +$224M 0.08% 260
2022
Q3 		$171M Buy
2,684,673
+11,494
+0.4% +$841K 0.07% 352
2022
Q2 		$189M Buy
2,673,179
+3,870
+0.1% +$285K 0.07% 325
2022
Q1 		$205M Buy
2,669,309
+12,978
+0.5% +$1.04M 0.06% 350
2021
Q4 		$231M Sell
2,656,331
-31,496
-1% -$2.64M 0.07% 299
2021
Q3 		$221M Buy
2,687,827
+7,004
+0.3% +$616K 0.07% 294
2021
Q2 		$219M Buy
2,680,823
+4,188
+0.2% +$322K 0.07% 305
2021
Q1 		$183M Sell
2,676,635
-23,109
-0.9% -$1.51M 0.06% 380
2020
Q4 		$182M Sell
2,699,744
-1,223
-0% -$79.3K 0.07% 319
2020
Q3 		$169M Sell
2,700,967
-45,434
-2% -$2.78M 0.07% 266
2020
Q2 		$156M Buy
+2,746,401
New +$142M 0.07% 278

Other funds holding OTIS

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Lazard Frères Gestion
Lazard Frères Gestion Paris, France $5.95B AUM 23.43% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Dimensional Fund Advisors's OTIS Position: Q3 2026 in Review

Dimensional Fund Advisors increased its Otis Worldwide (OTIS) stake by 4.8% in Q3 2026, buying an estimated $6.7M and bringing the position to 2,057,431 shares worth $132M. The position accounts for 0.02% of the portfolio, ranked #939.

Dimensional Fund Advisors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $262M in Q3 2024. 522 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Dimensional Fund Advisors held 2,057,431 shares of Otis Worldwide worth $132M as of Q3 2026.
  • Dimensional Fund Advisors bought 94,161 Otis Worldwide shares in Q3 2026, an estimated $6.7M.
  • Otis Worldwide made up 0.02% of Dimensional Fund Advisors's portfolio in Q3 2026, its #939 holding.
  • Dimensional Fund Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Dimensional Fund Advisors's Otis Worldwide position peaked at $262M in Q3 2024.
  • 522 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Dimensional Fund Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.