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ExodusPoint Capital Management’s Otis Worldwide OTIS Stock Holding History

ExodusPoint 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
Q1 		$59.1M Buy
766,679
+47,826
+7% +$4.18M 0.47% 19
2025
Q4 		$62.8M Buy
718,853
+208,755
+41% +$18.7M 0.49% 23
2025
Q3 		$46.6M Buy
510,098
+103,964
+26% +$9.44M 0.48% 20
2025
Q2 		$40.2M Buy
+406,134
New +$39.2M 0.35% 41
2025
Q1 		– Sell
-259,750
Closed -$24.1M – 1858
2024
Q4 		$24.1M Buy
+259,750
New +$26M 0.17% 104
2023
Q4 		– Sell
-106,785
Closed -$8.58M – 1904
2023
Q3 		$8.58M Buy
106,785
+60,814
+132% +$5.2M 0.08% 255
2023
Q2 		$4.09M Sell
45,971
-218,619
-83% -$18.4M 0.03% 526
2023
Q1 		$22.3M Buy
264,590
+57,268
+28% +$4.74M 0.18% 91
2022
Q4 		$16.2M Buy
207,322
+17,250
+9% +$1.27M 0.24% 98
2022
Q3 		$12.1M Sell
190,072
-107,928
-36% -$7.9M 0.16% 162
2022
Q2 		$21.1M Buy
298,000
+248,209
+499% +$18.3M 0.26% 69
2022
Q1 		$3.83M Buy
+49,791
New +$3.98M 0.05% 484
2021
Q4 		– Sell
-97,105
Closed -$7.99M – 2485
2021
Q3 		$7.99M Buy
97,105
+82,682
+573% +$7.27M 0.11% 251
2021
Q2 		$1.18M Sell
14,423
-14,046
-49% -$1.08M 0.01% 916
2021
Q1 		$1.95M Sell
28,469
-10,572
-27% -$691K 0.03% 578
2020
Q4 		$2.64M Sell
39,041
-268
-0.7% -$17.4K 0.03% 437
2020
Q3 		$2.45M Buy
39,309
+32,421
+471% +$1.98M 0.05% 346
2020
Q2 		$392K Buy
+6,888
New +$357K 0.01% 1189

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ExodusPoint Capital Management's OTIS Position: Q1 2026 in Review

ExodusPoint Capital Management increased its Otis Worldwide (OTIS) stake by 6.7% in Q1 2026, buying an estimated $4.18M and bringing the position to 766,679 shares worth $59.1M. The position accounts for 0.47% of the portfolio, ranked #19.

ExodusPoint Capital Management first reported a position in OTIS in Q2 2020 and has held it in 18 quarters since. The position peaked at $62.8M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • ExodusPoint Capital Management held 766,679 shares of Otis Worldwide worth $59.1M as of Q1 2026.
  • ExodusPoint Capital Management bought 47,826 Otis Worldwide shares in Q1 2026, an estimated $4.18M.
  • Otis Worldwide made up 0.47% of ExodusPoint Capital Management's portfolio in Q1 2026, its #19 holding.
  • ExodusPoint Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 18 quarters since.
  • ExodusPoint Capital Management's Otis Worldwide position peaked at $62.8M in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on ExodusPoint Capital Management's 13F filing for Q1 2026, filed 14 May 2026.