Fundsmith LLP OTIS OTIS WORLDWIDE ORD

Ownership history in Fundsmith LLP  ·  14 quarters on record

AI Ownership Summary

Fundsmith LLP reported OTIS WORLDWIDE ORD (OTIS) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.76% in 2025 Q1. The latest visible filing shows OTIS at 1.59% 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 Fundsmith LLP's position in OTIS WORLDWIDE ORD, 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 1.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.76% in 2025 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.

How Fundsmith LLP 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 46.5% -11.3% 3,112,380 -2,706,771 -46.5% 1.59% $271.9M 2026-02-14 (Est.) $89.83
2025 Q3 UNCHANGED 5,819,151 0% 2.69% $532.0M 2025-11-14 $88.36
2025 Q2 REDUCED 5,819,151 -47,586 -0.8% 2.50% $576.2M 2025-08-14 $86.32
2025 Q1 REDUCED 5,866,737 -100,040 -1.7% 2.76% $605.4M 2025-05-15 $96.08
2024 Q4 REDUCED 5,966,777 -174,451 -2.8% 2.36% $552.6M 2025-02-14 $94.98
2024 Q3 ADDED 6,141,228 +2,950 +0.0% 2.53% $638.3M 2024-11-14 $97.14
2024 Q2 REDUCED 6,138,278 -156,825 -2.5% 2.41% $590.9M 2024-08-14 $89.35
2024 Q1 REDUCED 6,295,103 -147,050 -2.3% 2.45% $624.9M 2024-05-15 $93.98
2023 Q4 REDUCED 6,442,153 -8,760 -0.1% 2.41% $576.4M 2024-02-14 $87.42
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Fundsmith LLP and OTIS

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

How long has Fundsmith LLP reported owning OTIS?

Fundsmith LLP reported OTIS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported OTIS position in Fundsmith LLP's portfolio?

The largest reported portfolio weight for OTIS was 2.76% in 2025 Q1.

What is the latest reported OTIS position on this page?

The most recent filing on this page is 2025 Q4, when Fundsmith LLP reported 3,112,380 shares, equal to 1.59% of portfolio, with an estimated market value of $271.9M.

What does the chart on this OTIS ownership page compare?

The chart compares Fundsmith LLP'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 Fundsmith LLP time their OTIS position?

Based on 13F filing dates vs. subsequent OTIS price moves, Fundsmith LLP correctly timed 4 out of 12 reported position changes (33%). The annualised alpha on OTIS relative to SPY over the holding period was -11.2%.

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