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 		$7.85M Sell
109,700
-263,800
-71% -$19.7M ﹤0.01% 3780
2026
Q1 		$28.8M Buy
373,500
+309,500
+484% +$27.1M ﹤0.01% 1781
2025
Q4 		$5.59M Sell
64,000
-160,600
-72% -$14.4M ﹤0.01% 3836
2025
Q3 		$20.5M Buy
224,600
+25,800
+13% +$2.34M ﹤0.01% 2175
2025
Q2 		$19.7M Buy
198,800
+97,400
+96% +$9.4M ﹤0.01% 2025
2025
Q1 		$10.5M Buy
101,400
+30,500
+43% +$2.98M ﹤0.01% 2477
2024
Q4 		$6.57M Sell
70,900
-257,700
-78% -$25.8M ﹤0.01% 3194
2024
Q3 		$34.2M Buy
328,600
+253,300
+336% +$24.1M 0.01% 1367
2024
Q2 		$7.25M Buy
75,300
+11,900
+19% +$1.15M ﹤0.01% 2886
2024
Q1 		$6.29M Sell
63,400
-19,100
-23% -$1.77M ﹤0.01% 3265
2023
Q4 		$7.38M Buy
82,500
+18,600
+29% +$1.55M ﹤0.01% 3073
2023
Q3 		$5.13M Sell
63,900
-165,500
-72% -$14.2M ﹤0.01% 3471
2023
Q2 		$20.4M Buy
229,400
+155,100
+209% +$13.1M ﹤0.01% 1695
2023
Q1 		$6.27M Buy
74,300
+4,700
+7% +$389K ﹤0.01% 3118
2022
Q4 		$5.45M Buy
69,600
+13,600
+24% +$1M ﹤0.01% 3108
2022
Q3 		$3.57M Sell
56,000
-78,400
-58% -$5.74M ﹤0.01% 3739
2022
Q2 		$9.5M Buy
134,400
+89,800
+201% +$6.61M ﹤0.01% 2262
2022
Q1 		$3.43M Buy
44,600
+37,000
+487% +$2.96M ﹤0.01% 4368
2021
Q4 		$662K Sell
7,600
-160,100
-95% -$13.4M ﹤0.01% 8411
2021
Q3 		$13.8M Buy
167,700
+99,600
+146% +$8.76M ﹤0.01% 2434
2021
Q2 		$5.57M Buy
68,100
+23,500
+53% +$1.81M ﹤0.01% 3847
2021
Q1 		$3.05M Buy
44,600
+28,900
+184% +$1.89M ﹤0.01% 4911
2020
Q4 		$1.06M Sell
15,700
-30,600
-66% -$1.99M ﹤0.01% 6587
2020
Q3 		$2.89M Sell
46,300
-52,000
-53% -$3.18M ﹤0.01% 3927
2020
Q2 		$5.59M Buy
+98,300
New +$5.09M ﹤0.01% 2852

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.