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OTIS

Otis Worldwide Corporation · XNYS

Season
Q2 2026 · as of Jun 30
Holders
4 of 97 filed · prev 5
Median weight
0.04%
Sector
Technology
Type
equity · US

Moves1 this quarter

Streakslongest holders · 25 quarters on record

  1. PRIMECAP Joel Fried, portfolio manager 0.1%25+ quarters
  2. Markel Tom Gayner, CEO 0.1%25+ quarters
  3. Dodge & Cox David Hoeft, CIO 0.0%25+ quarters
  4. First Eagle Kimball Brooker, portfolio manager 0.0%15 quarters

The record for OTIS begins Q2 2020: 25 quarters.

Over time25 quarters, Q2 2020 to Q2 2026

Managers holding4 Q2 2026

Largest weight0.1% Q2 2026

Holders4 of 97 filed · 1 exited

PRIMECAPJoel Fried, portfolio manager0.09%2,055,440$147Mtrimmed−2%—25+ q
MarkelTom Gayner, CEO0.07%133,620$10Madded+17%—25+ q
First EagleKimball Brooker, portfolio manager0.02%411,726$29Madded×2.1—15 q
Dodge & CoxDavid Hoeft, CIO0.00%5,210$373,036trimmed−13%—25+ q
FundsmithTerry Smith, founder———exited−1.65 pp—