4 hedge funds and family offices disclose a OTIS position in their latest SEC 13F filing — combined $302.9M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Terry Smith | Fundsmith LLP | 3,112,380 | $271.9M | 1.59% | 2025-12-31 |
| 2 | Ray Dalio | Bridgewater Associates LP | 278,411 | $21.5M | 0.10% | 2026-03-31 |
| 3 | Tom Gayner | Markel Group Inc. | 133,620 | $9.6M | 0.07% | 2026-06-30 |
| 4 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 123 | $11K | 0.00% | 2025-12-31 |
As of the latest 13F window, 4 tracked superinvestors hold OTIS. The largest disclosed position is Terry Smith at $271.9M (1.6% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying OTIS, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
4 hedge funds and family offices disclose a OTIS position in their latest SEC 13F filing — combined $302.9M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Terry Smith | Fundsmith LLP | 3,112,380 | $271.9M | 1.59% | 2025-12-31 |
| 2 | Ray Dalio | Bridgewater Associates LP | 278,411 | $21.5M | 0.10% | 2026-03-31 |
| 3 | Tom Gayner | Markel Group Inc. | 133,620 | $9.6M | 0.07% | 2026-06-30 |
| 4 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 123 | $11K | 0.00% | 2025-12-31 |
As of the latest 13F window, 4 tracked superinvestors hold OTIS. The largest disclosed position is Terry Smith at $271.9M (1.6% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying OTIS, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
