Jim Simons
OTIS icon

Jim Simons’s Otis Worldwide OTIS Stock Holding History

Jim Simons’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 		$113M Sell
1,584,200
-107,000
-6% -$7.99M 0.16% 133
2026
Q1 		$130M Buy
1,691,200
+394,600
+30% +$34.5M 0.2% 94
2025
Q4 		$113M Buy
1,296,600
+759,700
+141% +$68M 0.18% 128
2025
Q3 		$49.1M Buy
536,900
+25,700
+5% +$2.33M 0.06% 354
2025
Q2 		$50.6M Buy
+511,200
New +$49.3M 0.07% 338
2025
Q1 		– Sell
-112,400
Closed -$10.4M – 3737
2024
Q4 		$10.4M Buy
+112,400
New +$11.3M 0.02% 986
2024
Q2 		– Sell
-409,200
Closed -$40.6M – 3839
2024
Q1 		$40.6M Sell
409,200
-114,100
-22% -$10.5M 0.06% 368
2023
Q4 		$46.8M Buy
523,300
+155,600
+42% +$12.9M 0.07% 319
2023
Q3 		$29.5M Buy
367,700
+146,100
+66% +$12.5M 0.05% 421
2023
Q2 		$19.7M Sell
221,600
-391,800
-64% -$33M 0.03% 679
2023
Q1 		$51.8M Sell
613,400
-100,200
-14% -$8.29M 0.07% 338
2022
Q4 		$55.9M Sell
713,600
-733,900
-51% -$54.2M 0.08% 301
2022
Q3 		$92.4M Buy
1,447,500
+438,206
+43% +$32.1M 0.13% 170
2022
Q2 		$71.3M Buy
1,009,294
+185,600
+23% +$13.7M 0.08% 270
2022
Q1 		$63.4M Buy
823,694
+186,700
+29% +$14.9M 0.07% 282
2021
Q4 		$55.5M Sell
636,994
-1,553,806
-71% -$130M 0.07% 305
2021
Q3 		$180M Buy
2,190,800
+360,200
+20% +$31.7M 0.23% 76
2021
Q2 		$150M Sell
1,830,600
-24,100
-1% -$1.85M 0.19% 91
2021
Q1 		$127M Buy
1,854,700
+899,500
+94% +$58.8M 0.16% 124
2020
Q4 		$64.5M Sell
955,200
-445,800
-32% -$28.9M 0.07% 278
2020
Q3 		$87.4M Buy
1,401,000
+1,301,700
+1,311% +$79.6M 0.09% 250
2020
Q2 		$5.65M Buy
+99,300
New +$5.14M ﹤0.01% 1563

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 $3.38T AUM 44.17% 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

Jim Simons's OTIS Position: Q2 2026 in Review

Jim Simons reduced its Otis Worldwide (OTIS) stake by 6.3% in Q2 2026, selling an estimated $7.99M and leaving 1,584,200 shares worth $113M. The position accounts for 0.16% of the portfolio, ranked #133.

Jim Simons first reported a position in OTIS in Q2 2020 and has held it in 22 quarters since. The position peaked at $180M in Q3 2021. 1,233 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Jim Simons held 1,584,200 shares of Otis Worldwide worth $113M as of Q2 2026.
  • Jim Simons sold 107,000 Otis Worldwide shares in Q2 2026, an estimated $7.99M.
  • Otis Worldwide made up 0.16% of Jim Simons's portfolio in Q2 2026, its #133 holding.
  • Jim Simons first reported a position in Otis Worldwide in Q2 2020 and has held it in 22 quarters since.
  • Jim Simons's Otis Worldwide position peaked at $180M in Q3 2021.
  • 1,233 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.