Which superinvestors hold Otis Worldwide Corp (OTIS)?

Per the latest SEC 13F filings, 3 superinvestors hold Otis Worldwide Corp (OTIS): Ray Dalio, Thomas Gayner, Dodge & Cox. Combined value held is about $36.0M, with Ray Dalio the largest holder.

← Stocks

Otis Worldwide Corp

OTIS

Held by 3 superinvestors.

Price$71.46

Holders3

Total value$36.0M

SEC 10-K · fundamentals

Business quality

as of 2025-12-31

Valuation basis: trailing twelve months to 2026-06-30 — latest 10-K plus unaudited 10-Q filings.

Revenue growth: +1.2%
Net margin: 9.6%
ROE: -25.7%
FCF margin: 10.0%

Revenue $12.76B → $14.43B · 6y

What makes a business high quality

Valuation · value band

Valuation

Years of buybacks have pushed shareholders' equity negative, so reproduction value and the moat can't be assessed from the asset side. No valuation verdict is shown here.

SEC 13F · holders

Superinvestors Holding This Security

3 holders · $36.0M combined · this quarter +0 opened / -1 exited

This quarter2 added1 trimmed1 exited

Holders 4 → 3 · last 8q

Investor	Value	Shares	Weight (prev→now)
Ray Dalio	$26.1M	364,278	0.1% → 0.1% ▲
Thomas Gayner	$9.6M	133,620	0.1% → 0.1% ▼
Dodge & Cox	$373,036	5,210	0.0% → 0.0% ▼

Ray Dalio
Value$26.1MWeight (prev→now)0.1% → 0.1% ▲
Thomas Gayner
Value$9.6MWeight (prev→now)0.1% → 0.1% ▼
Dodge & Cox
Value$373,036Weight (prev→now)0.0% → 0.0% ▼

Exited this quarter (1)

Terry Smith

SEC 13F · notes

Written summary

Otis Worldwide Corp (OTIS) is held by 3 of the superinvestors tracked on Compounder, with a combined $36.0M in reported 13F value. The largest position belongs to Ray Dalio, where it makes up 0.1% of the portfolio.

Other notable holders by value include Thomas Gayner (0.1% of its book) and Dodge & Cox (0.0% of its book).

Over the latest quarter, 0 of the tracked filers opened a new position in OTIS, 2 added to existing ones, 1 trimmed, and 1 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-06-30. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

How to read a 13F

SEC 13F · co-ownership

Also held by these investors

Investors holding Otis Worldwide Corp (OTIS) also commonly hold →

See which stocks look cheap against a conservative value band. Browse all valued stocks

Also on

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

Stay Updated

New-quarter 13F moves and valuation updates, to your inbox.