JY
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Jeff Yass’s Otis Worldwide OTIS Stock Holding History

Jeff Yass’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 		$3.56M Sell
49,700
-39,300
-44% -$2.94M ﹤0.01% 5278
2026
Q1 		$6.86M Buy
89,000
+9,700
+12% +$849K ﹤0.01% 3704
2025
Q4 		$6.93M Sell
79,300
-211,400
-73% -$18.9M ﹤0.01% 3551
2025
Q3 		$26.6M Buy
290,700
+17,900
+7% +$1.62M ﹤0.01% 1902
2025
Q2 		$27M Sell
272,800
-87,800
-24% -$8.48M ﹤0.01% 1696
2025
Q1 		$37.2M Sell
360,600
-317,100
-47% -$31M 0.01% 1217
2024
Q4 		$62.8M Buy
677,700
+326,600
+93% +$32.8M 0.01% 959
2024
Q3 		$36.5M Sell
351,100
-64,400
-15% -$6.14M 0.01% 1317
2024
Q2 		$40M Sell
415,500
-32,700
-7% -$3.15M 0.01% 1135
2024
Q1 		$44.5M Buy
448,200
+263,900
+143% +$24.4M 0.01% 1115
2023
Q4 		$16.5M Sell
184,300
-94,300
-34% -$7.84M ﹤0.01% 2009
2023
Q3 		$22.4M Buy
278,600
+123,500
+80% +$10.6M ﹤0.01% 1628
2023
Q2 		$13.8M Sell
155,100
-182,100
-54% -$15.3M ﹤0.01% 2111
2023
Q1 		$28.5M Buy
337,200
+178,400
+112% +$14.8M 0.01% 1351
2022
Q4 		$12.4M Sell
158,800
-55,800
-26% -$4.12M ﹤0.01% 2002
2022
Q3 		$13.7M Buy
214,600
+76,900
+56% +$5.63M ﹤0.01% 1799
2022
Q2 		$9.73M Buy
137,700
+32,900
+31% +$2.42M ﹤0.01% 2231
2022
Q1 		$8.06M Sell
104,800
-321,400
-75% -$25.7M ﹤0.01% 2850
2021
Q4 		$37.1M Buy
426,200
+2,900
+0.7% +$243K 0.01% 1315
2021
Q3 		$34.8M Buy
423,300
+332,100
+364% +$29.2M ﹤0.01% 1445
2021
Q2 		$7.46M Hold
91,200
– – ﹤0.01% 3340
2021
Q1 		$6.24M Sell
91,200
-58,300
-39% -$3.81M ﹤0.01% 3498
2020
Q4 		$10.1M Buy
149,500
+23,100
+18% +$1.5M ﹤0.01% 2484
2020
Q3 		$7.89M Sell
126,400
-36,900
-23% -$2.26M ﹤0.01% 2486
2020
Q2 		$9.29M Buy
+163,300
New +$8.46M ﹤0.01% 2220

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

Jeff Yass's OTIS Position: Q2 2026 in Review

Jeff Yass reduced its Otis Worldwide (OTIS) stake by 68% in Q2 2026, selling an estimated $16.3M and leaving 103,467 shares worth $7.41M. The position accounts for ﹤0.01% of the portfolio, ranked #3887.

Jeff Yass first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $24.8M in Q1 2026. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Jeff Yass held 103,467 shares of Otis Worldwide worth $7.41M as of Q2 2026.
  • Jeff Yass sold 218,109 Otis Worldwide shares in Q2 2026, an estimated $16.3M.
  • Otis Worldwide made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #3887 holding.
  • Jeff Yass first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Jeff Yass's Otis Worldwide position peaked at $24.8M in Q1 2026.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.