JG
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Joel Greenblatt’s Otis Worldwide OTIS Stock Holding History

Joel Greenblatt’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 		$25.1M Buy
351,227
+218,305
+164% +$16.3M 0.06% 479
2026
Q1 		$10.2M Sell
132,922
-22,875
-15% -$2M 0.03% 688
2025
Q4 		$13.6M Buy
155,797
+66,775
+75% +$5.97M 0.05% 539
2025
Q3 		$8.14M Sell
89,022
-28,665
-24% -$2.6M 0.04% 641
2025
Q2 		$11.7M Sell
117,687
-19,759
-14% -$1.91M 0.07% 421
2025
Q1 		$14.2M Sell
137,446
-55,333
-29% -$5.41M 0.12% 224
2024
Q4 		$17.9M Sell
192,779
-1,722
-0.9% -$173K 0.17% 111
2024
Q3 		$20.2M Buy
194,501
+46,264
+31% +$4.41M 0.21% 61
2024
Q2 		$14.3M Buy
148,237
+38,434
+35% +$3.7M 0.18% 75
2024
Q1 		$10.9M Buy
109,803
+24,132
+28% +$2.23M 0.16% 120
2023
Q4 		$7.66M Sell
85,671
-43,789
-34% -$3.64M 0.14% 159
2023
Q3 		$10.4M Buy
129,460
+41,542
+47% +$3.55M 0.21% 62
2023
Q2 		$7.83M Buy
87,918
+49,029
+126% +$4.13M 0.17% 110
2023
Q1 		$3.28M Buy
38,889
+9,968
+34% +$825K 0.08% 331
2022
Q4 		$2.26M Sell
28,921
-29,499
-50% -$2.18M 0.06% 381
2022
Q3 		$3.73M Sell
58,420
-38,666
-40% -$2.83M 0.11% 217
2022
Q2 		$6.86M Sell
97,086
-3,958
-4% -$292K 0.22% 99
2022
Q1 		$7.78M Buy
101,044
+36,989
+58% +$2.96M 0.24% 90
2021
Q4 		$5.58M Buy
64,055
+52,378
+449% +$4.38M 0.18% 136
2021
Q3 		$961K Buy
+11,677
New +$1.03M 0.04% 492
2021
Q2 		– Sell
-4,590
Closed -$314K – 1084
2021
Q1 		$314K Sell
4,590
-29,185
-86% -$1.91M 0.01% 825
2020
Q4 		$2.28M Sell
33,775
-552
-2% -$35.8K 0.08% 320
2020
Q3 		$2.14M Sell
34,327
-37,630
-52% -$2.3M 0.07% 345
2020
Q2 		$4.09M Buy
+71,957
New +$3.73M 0.12% 221

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

Joel Greenblatt's OTIS Position: Q2 2026 in Review

Joel Greenblatt increased its Otis Worldwide (OTIS) stake by 164% in Q2 2026, buying an estimated $16.3M and bringing the position to 351,227 shares worth $25.1M. The position accounts for 0.06% of the portfolio, ranked #479.

Joel Greenblatt first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. 1,220 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Joel Greenblatt held 351,227 shares of Otis Worldwide worth $25.1M as of Q2 2026.
  • Joel Greenblatt bought 218,305 Otis Worldwide shares in Q2 2026, an estimated $16.3M.
  • Otis Worldwide made up 0.06% of Joel Greenblatt's portfolio in Q2 2026, its #479 holding.
  • Joel Greenblatt first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.