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Dmitry Balyasny’s Otis Worldwide OTIS Stock Holding History

Dmitry Balyasny’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 		$1.52M Buy
21,268
+15,069
+243% +$1.13M ﹤0.01% 1970
2026
Q1 		$478K Sell
6,199
-123,152
-95% -$10.8M ﹤0.01% 2391
2025
Q4 		$11.3M Sell
129,351
-517,341
-80% -$46.3M 0.01% 971
2025
Q3 		$59.1M Buy
+646,692
New +$58.7M 0.07% 304
2024
Q1 		– Sell
-4,514
Closed -$404K – 2974
2023
Q4 		$404K Sell
4,514
-1,680
-27% -$140K ﹤0.01% 2035
2023
Q3 		$497K Sell
6,194
-788,788
-99% -$67.5M ﹤0.01% 1762
2023
Q2 		$70.8M Sell
794,982
-471,458
-37% -$39.7M 0.16% 166
2023
Q1 		$107M Buy
1,266,440
+336,375
+36% +$27.8M 0.27% 77
2022
Q4 		$72.8M Sell
930,065
-117,148
-11% -$8.65M 0.2% 121
2022
Q3 		$66.8M Buy
+1,047,213
New +$76.6M 0.21% 101
2022
Q2 		– Sell
-198,816
Closed -$15.3M – 3060
2022
Q1 		$15.3M Buy
+198,816
New +$15.9M 0.05% 532
2021
Q1 		– Sell
-117,803
Closed -$7.96M – 2002
2020
Q4 		$7.96M Sell
117,803
-838,997
-88% -$54.4M 0.04% 497
2020
Q3 		$59.7M Buy
956,800
+62,746
+7% +$3.84M 0.44% 35
2020
Q2 		$50.8M Buy
+894,054
New +$46.3M 0.44% 40

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

Dmitry Balyasny's OTIS Position: Q2 2026 in Review

Dmitry Balyasny increased its Otis Worldwide (OTIS) stake by 243% in Q2 2026, buying an estimated $1.13M and bringing the position to 21,268 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1970.

Dmitry Balyasny first reported a position in OTIS in Q2 2020 and has held it in 14 quarters since. The position peaked at $107M in Q1 2023. 1,220 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Dmitry Balyasny held 21,268 shares of Otis Worldwide worth $1.52M as of Q2 2026.
  • Dmitry Balyasny bought 15,069 Otis Worldwide shares in Q2 2026, an estimated $1.13M.
  • Otis Worldwide made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1970 holding.
  • Dmitry Balyasny first reported a position in Otis Worldwide in Q2 2020 and has held it in 14 quarters since.
  • Dmitry Balyasny's Otis Worldwide position peaked at $107M in Q1 2023.
  • 1,220 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.