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Paul Tudor Jones’s Otis Worldwide OTIS Stock Holding History

Paul Tudor Jones’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 		$730K Buy
10,200
+6,300
+162% +$471K ﹤0.01% 2616
2026
Q1 		$301K Sell
3,900
-6,900
-64% -$604K ﹤0.01% 3136
2025
Q4 		$943K Sell
10,800
-12,300
-53% -$1.1M ﹤0.01% 2315
2025
Q3 		$2.11M Buy
23,100
+16,300
+240% +$1.48M ﹤0.01% 1766
2025
Q2 		$673K Buy
+6,800
New +$656K ﹤0.01% 2393
2025
Q1 		– Sell
-3,700
Closed -$343K – 3505
2024
Q4 		$343K Buy
3,700
+1,600
+76% +$160K ﹤0.01% 2502
2024
Q3 		$218K Buy
+2,100
New +$200K ﹤0.01% 2494
2023
Q2 		– Sell
-7,400
Closed -$624K – 2798
2023
Q1 		$624K Buy
7,400
+1,000
+16% +$82.7K 0.01% 1488
2022
Q4 		$500K Sell
6,400
-6,800
-52% -$502K 0.01% 1577
2022
Q3 		$843K Buy
13,200
+9,000
+214% +$658K 0.02% 1034
2022
Q2 		$297K Buy
+4,200
New +$309K 0.01% 1570
2021
Q4 		– Sell
-9,700
Closed -$798K – 2845
2021
Q3 		$798K Buy
+9,700
New +$853K 0.01% 1321

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

Paul Tudor Jones's OTIS Position: Q2 2026 in Review

Paul Tudor Jones opened a new position in Otis Worldwide (OTIS) in Q2 2026: 540,436 shares worth $38.7M. The stake represents 0.05% of the portfolio and ranks #255 among its holdings. This is a return to the name: Paul Tudor Jones previously reported a position in OTIS as recently as Q4 2025.

Paul Tudor Jones first reported a position in OTIS in Q2 2020 and has held it in 17 quarters since. 1,220 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Paul Tudor Jones held 540,436 shares of Otis Worldwide worth $38.7M as of Q2 2026.
  • Otis Worldwide was a new Paul Tudor Jones position in Q2 2026.
  • Otis Worldwide made up 0.05% of Paul Tudor Jones's portfolio in Q2 2026, its #255 holding.
  • Paul Tudor Jones first reported a position in Otis Worldwide in Q2 2020 and has held it in 17 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Tudor Investment Corp's 13F filing for Q2 2026, filed 14 Aug 2026.