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Gates Capital Management’s Otis Worldwide OTIS Stock Holding History

Gates 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
Q2 		$62.1M Buy
867,273
+129,715
+18% +$9.69M 1.49% 31
2026
Q1 		$56.9M Sell
737,558
-20,413
-3% -$1.79M 1.55% 30
2025
Q4 		$66.2M Sell
757,971
-355,864
-32% -$31.8M 1.74% 26
2025
Q3 		$102M Buy
1,113,835
+352,087
+46% +$32M 1.82% 23
2025
Q2 		$75.4M Hold
761,748
– – 1.3% 28
2025
Q1 		$78.6M Hold
761,748
– – 1.54% 26
2024
Q4 		$70.5M Sell
761,748
-65,000
-8% -$6.52M 1.32% 29
2024
Q3 		$85.9M Sell
826,748
-27,200
-3% -$2.59M 1.5% 26
2024
Q2 		$82.2M Sell
853,948
-44,291
-5% -$4.27M 1.63% 27
2024
Q1 		$89.2M Sell
898,239
-28,800
-3% -$2.66M 1.86% 24
2023
Q4 		$82.9M Sell
927,039
-338,798
-27% -$28.2M 1.91% 25
2023
Q3 		$102M Sell
1,265,837
-471,785
-27% -$40.3M 2.55% 20
2023
Q2 		$155M Sell
1,737,622
-250,000
-13% -$21.1M 3.64% 11
2023
Q1 		$168M Hold
1,987,622
– – 4.46% 6
2022
Q4 		$156M Sell
1,987,622
-234,000
-11% -$17.3M 4.89% 5
2022
Q3 		$142M Hold
2,221,622
– – 5.2% 6
2022
Q2 		$157M Hold
2,221,622
– – 5.5% 6
2022
Q1 		$171M Sell
2,221,622
-223,888
-9% -$17.9M 5.21% 4
2021
Q4 		$213M Buy
2,445,510
+4,067
+0.2% +$340K 5.89% 4
2021
Q3 		$201M Sell
2,441,443
-376,385
-13% -$33.1M 5.53% 3
2021
Q2 		$230M Sell
2,817,828
-152,171
-5% -$11.7M 6.64% 1
2021
Q1 		$203M Buy
2,969,999
+273,909
+10% +$17.9M 7.4% 1
2020
Q4 		$182M Buy
2,696,090
+128,838
+5% +$8.36M 5.48% 2
2020
Q3 		$160M Buy
2,567,252
+176,483
+7% +$10.8M 6.98% 1
2020
Q2 		$136M Buy
+2,390,769
New +$124M 6.8% 2

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

Gates Capital Management's OTIS Position: Q2 2026 in Review

Gates Capital Management increased its Otis Worldwide (OTIS) stake by 18% in Q2 2026, buying an estimated $9.69M and bringing the position to 867,273 shares worth $62.1M. The position accounts for 1.49% of the portfolio, ranked #31.

Gates Capital Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $230M in Q2 2021. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Gates Capital Management held 867,273 shares of Otis Worldwide worth $62.1M as of Q2 2026.
  • Gates Capital Management bought 129,715 Otis Worldwide shares in Q2 2026, an estimated $9.69M.
  • Otis Worldwide made up 1.49% of Gates Capital Management's portfolio in Q2 2026, its #31 holding.
  • Gates Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Gates Capital Management's Otis Worldwide position peaked at $230M in Q2 2021.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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