Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s Otis Worldwide OTIS Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
2025
Q3 		– Sell
-8,100
Closed -$802K – 643
2025
Q2 		$802K Sell
8,100
-5,452,736
-100% -$526M ﹤0.01% 496
2025
Q1 		$564M Buy
5,460,836
+301,731
+6% +$29.5M 1.78% 20
2024
Q4 		$478M Buy
5,159,105
+60,564
+1% +$6.07M 1.55% 24
2024
Q3 		$530M Buy
5,098,541
+257,273
+5% +$24.5M 1.66% 22
2024
Q2 		$466M Buy
4,841,268
+204,190
+4% +$19.7M 1.57% 22
2024
Q1 		$460M Buy
4,637,078
+752,034
+19% +$69.5M 1.67% 24
2023
Q4 		$348M Buy
3,885,044
+436,772
+13% +$36.3M 1.53% 22
2023
Q3 		$277M Buy
3,448,272
+59,211
+2% +$5.06M 1.31% 23
2023
Q2 		$302M Buy
3,389,061
+17,255
+0.5% +$1.45M 1.4% 22
2023
Q1 		$285M Buy
3,371,806
+69,225
+2% +$5.73M 1.45% 17
2022
Q4 		$259M Buy
3,302,581
+427,177
+15% +$31.5M 1.38% 20
2022
Q3 		$183M Buy
2,875,404
+249,636
+10% +$18.3M 1.06% 26
2022
Q2 		$186M Sell
2,625,768
-63,524
-2% -$4.68M 1.01% 26
2022
Q1 		$207M Buy
2,689,292
+344,652
+15% +$27.5M 1% 25
2021
Q4 		$204M Buy
2,344,640
+30,591
+1% +$2.56M 0.98% 25
2021
Q3 		$190M Sell
2,314,049
-106,886
-4% -$9.4M 0.94% 27
2021
Q2 		$198M Buy
2,420,935
+453,124
+23% +$34.9M 0.99% 26
2021
Q1 		$135M Sell
1,967,811
-50,487
-3% -$3.3M 0.74% 35
2020
Q4 		$136M Sell
2,018,298
-10,241
-0.5% -$664K 0.84% 34
2020
Q3 		$127M Buy
2,028,539
+398,686
+24% +$24.4M 0.9% 31
2020
Q2 		$92.7M Buy
+1,629,853
New +$84.4M 0.69% 38

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s OTIS Position: Q3 2025 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 8,100 shares — an estimated $802K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in OTIS in Q2 2020 and held it in 21 quarters. The position peaked at $564M in Q1 2025. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 8,100 Otis Worldwide shares in Q3 2025, an estimated $802K.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Otis Worldwide in Q2 2020 and held it in 21 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Otis Worldwide position peaked at $564M in Q1 2025.
  • 1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q3 2025, filed 13 Nov 2025.