ALLIANCEBERNSTEIN L.P. OTIS — OTIS WORLDWIDE CORP

Ownership history in ALLIANCEBERNSTEIN L.P.  ·  24 quarters on record

AI Ownership Summary

ALLIANCEBERNSTEIN L.P. reported OTIS WORLDWIDE CORP (OTIS) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.76% in 2024 Q1. The latest visible filing shows OTIS at 0.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OTIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALLIANCEBERNSTEIN L.P.'s position in OTIS WORLDWIDE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

OTIS was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OTIS stock page ALLIANCEBERNSTEIN L.P. fund profile ALLIANCEBERNSTEIN L.P. full holdings
How ALLIANCEBERNSTEIN L.P. held OTIS — position size vs. price
% of Fund (quarterly)    OTIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10.3% -11.3% ✅ 15,186,158 -1,751,879 -10.3% 0.42% $1.33B 2026-02-14 (Est.) $89.83
2025 Q3 REDUCED 12.6% -3.4% ✅ 16,938,037 -2,440,723 -12.6% 0.49% $1.55B 2025-11-14 $88.36
2025 Q2 ADDED — — — 19,378,760 +603,860 +3.2% 0.63% $1.92B 2025-08-14 $86.32
2025 Q1 REDUCED 5.1% -3.6% ✅ 18,774,900 -1,002,677 -5.1% 0.70% $1.94B 2025-05-15 $96.08
2024 Q4 REDUCED 8.2% +11.9% ❌ 19,777,577 -1,766,664 -8.2% 0.62% $1.83B 2025-02-12 $94.60
2024 Q3 REDUCED — — — 21,544,241 -385,665 -1.8% 0.75% $2.24B 2024-11-14 $97.14
2024 Q2 ADDED — — — 21,929,906 +340,009 +1.6% 0.74% $2.11B 2024-08-14 $89.35
2024 Q1 ADDED — — — 21,589,897 +2,377,199 +12.4% 0.76% $2.14B 2024-05-14 $93.78
2023 Q4 ADDED — — — 19,212,698 +1,318,095 +7.4% 0.66% $1.72B 2024-02-14 $87.42
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding OTIS

As of 2026 Q1 — sorted by position size

BLS CAPITAL FONDSMAEGLERSELSKAB A/S 3Y 7Y 11.51% AdviceOne Advisory Services, LLC 6.54% COERENTE CAPITAL MANAGEMENT 3Y 3.27% Guinness Asset Management LTD 3Y 7Y 3.12% SCHARF INVESTMENTS, LLC 3Y 7Y 2.77% Canoe Financial LP 3Y 2.57% PineStone Asset Management Inc. 3Y 2.43% Allied Investment Advisors, LLC 3Y 7Y 1.47% Shelter Ins Retirement Plan 3Y 7Y 1.37% Steigerwald, Gordon & Koch Inc. 3Y 7Y 1.19%

FAQ About ALLIANCEBERNSTEIN L.P. and OTIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALLIANCEBERNSTEIN L.P. reported owning OTIS?

ALLIANCEBERNSTEIN L.P. reported OTIS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported OTIS position in ALLIANCEBERNSTEIN L.P.'s portfolio?

The largest reported portfolio weight for OTIS was 0.76% in 2024 Q1.

What is the latest reported OTIS position on this page?

The most recent filing on this page is 2025 Q4, when ALLIANCEBERNSTEIN L.P. reported 15,186,158 shares, equal to 0.42% of portfolio, with an estimated market value of $1.33B.

What does the chart on this OTIS ownership page compare?

The chart compares ALLIANCEBERNSTEIN L.P.'s quarterly OTIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ALLIANCEBERNSTEIN L.P. time their OTIS position?

Based on 13F filing dates vs. subsequent OTIS price moves, ALLIANCEBERNSTEIN L.P. correctly timed 13 out of 23 reported position changes (57%).

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