OTIS

OTIS

OTIS

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q2	Aug 2, 2024	Bilbel Capital	-	-	DIS, OTIS	Asia, Concentration, healthcare, small caps, value	UV-C disinfection is superior to chemical disinfection in hospitals due to better kill rates, lower regrowth, faster speed, and decreasing costs as autonomous robots become more efficient. Healthcare-associated infections affect over 4 million patients annually in Europe alone, highlighting the urgent need for better disinfection procedures. UV-C validation through dosimeters will become essential for healthcare facility safety and branding.	0882.HK 1126.HK INTL.L	View
2024 Q1	Jun 7, 2024	Quercus Fund	0.0%	35.3%	ACWI, BAK, LYB, OTIS, SPY	China, Cyclical, Patience, Services, undervalued, value	Otis China's elevator maintenance portfolio has grown from 210k to 400k units, representing over 50% of Otis' global portfolio growth. With decades-long modernization needs for elevators installed 15+ years ago, the portfolio is expected to continue growing at double-digit rates as China transitions to a more mature, service-focused market.	002110.SZ 1826.HK	View
2025 Q1	May 24, 2025	Quercus Fund	-	6.5%	ACWI, FPP.L, OTIS, SPY, UMG.AS	Asia, Banking, dividends, emerging markets, Petrochemicals, Resilience, value	Portfolio has always been curated with resilience in mind, aiming to withstand most macro developments. Manager believes they continue to be in the resiliency spectrum despite potential impacts from paradigm shifts like tariff changes.	HSBK.L	View
2026 Q1	Apr 8, 2026	ClearBridge Investments Dividend Strategy	-	-	ADP, APO, AVGO, BX, ENB, EQT, HON, LHX, MSFT, NOC, ORCL, OTIS, RTX, TSM, WMB, XOM	AI, defense, dividends, energy, Geopolitical, inflation, semiconductors, software			View
2024 Q4	Feb 11, 2025	Artemis Global Select Fund	2.7%	10.1%	6861.T, AENA.MC, AMZN, AVGO, AXP, DG.PA, DGE.L, EL, ELV, FI, GOOGL, NVO, OTIS, TSLA, TSM, UBER, VMC, WFC	financials, global, industrials, infrastructure, payments, tariffs, technology	American Express was purchased based on its strong brand positioning and network effects with high-income customers. The company benefits from reward benefits funded by partners and membership fees creating customer stickiness. Card network revenues, membership and spend per card continue growing while higher rewards appear to increase usage.	OTIS WFC VMC AXP	View
2024 Q3	Sep 30, 2024	BlackRock Global Dividend Fund	7.2%	14.8%	AAPL, ACN, ALLE, AMAT, AZN, LVMUY, MDLZ, MSFT, NVDA, NVO, OTIS, PM, SHEL, TSM, TXN	dividends, global, healthcare, industrials, Quality, technology	The fund focuses on carefully selected quality companies with strong dividend growth potential. The portfolio managers aim to provide dividend growth and consistent returns with lower volatility over the long-term through global dividend-paying companies.		View
2024 Q3	Sep 30, 2024	Fundsmith Equity Fund	-2.0%	7.1%	ADP, AMS.PA, COLOB.CO, IDXX, MAR, MC.PA, META, MSFT, NVO, OR.PA, OTIS, PM, SYK, V	consumer, global, healthcare, large cap, Quality, technology	The fund focuses on high quality businesses that can sustain high returns on operating capital employed with advantages that are difficult to replicate. These businesses do not require significant leverage to generate returns and have a high degree of certainty of growth from reinvestment of cash flows at high rates of return. The fund seeks businesses that are resilient to change, particularly technological innovation.		View
2025 Q1	Apr 14, 2025	Fundsmith Equity Fund	-5.7%	-5.7%	ADP, BF-B, IDXX, MAR, MC.PA, META, MSFT, NVO, OR.PA, OTIS, PM, SYK, UL, V, WAT	equities, global, growth, healthcare, long-term, Quality, technology	The fund maintains stringent investment criteria focusing on high quality businesses that can sustain high returns on operating capital employed. These businesses have advantages that are difficult to replicate and do not require significant leverage to generate returns.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Artemis Global Select Fund	Otis Worldwide	Industrials	Industrial Machinery	Bull	NYSE	China exposure, Elevators, Escalators, industrial services, Installed base, Maintenance Contracts, recurring revenue, Service Business	View Pitch
Aug 8, 2025	Seeking Alpha	Lighting Rock Research	Otis Worldwide Corporation	Industrials	Specialty Industrial Machinery	Bear	NYSE	—	View Pitch

BSD Shareholders of OTIS

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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