OTIS OTIS WORLDWIDE CORP

Ownership history in Sarasin & Partners LLP  ·  23 quarters on record

AI Ownership Summary

Sarasin & Partners LLP reported OTIS WORLDWIDE CORP (OTIS) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.14% in 2024 Q4. The latest visible filing shows OTIS at 2.30% 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 Sarasin & Partners LLP'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 2.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.14% in 2024 Q4

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 Sarasin & Partners LLP held OTIS — position size vs. price
% of Fund (quarterly)    OTIS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 2,534,579 -1,076,225 -29.8% 2.30% $221.4M 2026-02-14 (Est.) $89.83
2025 Q3 ADDED 3,610,804 +29,408 +0.8% 3.23% $329.6M 2025-10-10 $88.64
2025 Q2 REDUCED 3,581,396 -242,396 -6.3% 3.53% $354.6M 2025-07-09 $97.95
2025 Q1 REDUCED 3,823,792 -229,523 -5.7% 3.83% $397.4M 2025-04-09 $92.57
2024 Q4 ADDED 4,053,315 +229,523 +6.0% 4.14% $375.4M 2025-01-16 $91.14
2024 Q3 REDUCED 3,823,792 -311,479 -7.5% 3.75% $397.4M 2024-10-09 $100.23
2024 Q2 ADDED 4,135,271 +883,659 +27.2% 3.53% $398.1M 2024-07-19 $94.80
2024 Q1 ADDED 3,251,612 +328,539 +11.2% 3.18% $322.8M 2024-04-12 $92.90
2023 Q4 REDUCED 2,923,073 -23,715 -0.8% 2.88% $261.5M 2024-01-10 $83.74
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sarasin & Partners 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 Sarasin & Partners LLP reported owning OTIS?

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

What was the largest reported OTIS position in Sarasin & Partners LLP's portfolio?

The largest reported portfolio weight for OTIS was 4.14% in 2024 Q4.

What is the latest reported OTIS position on this page?

The most recent filing on this page is 2025 Q4, when Sarasin & Partners LLP reported 2,534,579 shares, equal to 2.30% of portfolio, with an estimated market value of $221.4M.

What does the chart on this OTIS ownership page compare?

The chart compares Sarasin & Partners 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.

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