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
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 		$87.5M 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jim Simons's OTIS Position: Q1 2026 in Review

Jim Simons increased its Otis Worldwide (OTIS) stake by 30% in Q1 2026, buying an estimated $34.5M and bringing the position to 1,691,200 shares worth $130M. The position accounts for 0.2% of the portfolio, ranked #94.

Jim Simons first reported a position in OTIS in Q2 2020 and has held it in 21 quarters since. The position peaked at $180M in Q3 2021. 1,239 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Jim Simons held 1,691,200 shares of Otis Worldwide worth $130M as of Q1 2026.
  • Jim Simons bought 394,600 Otis Worldwide shares in Q1 2026, an estimated $34.5M.
  • Otis Worldwide made up 0.2% of Jim Simons's portfolio in Q1 2026, its #94 holding.
  • Jim Simons first reported a position in Otis Worldwide in Q2 2020 and has held it in 21 quarters since.
  • Jim Simons's Otis Worldwide position peaked at $180M in Q3 2021.
  • 1,239 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.