Ray Dalio's OTIS Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 225,193 shares of Otis Worldwide Corporation (OTIS) worth $19.67 M, representing 0.07% of the portfolio. First purchased in 2020-Q3, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in OTIS, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 121,344 shares. Largest reduction occurred in Q3 2021, reducing 43,774 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Otis Worldwide Corporation (OTIS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Otis Worldwide Corporation (OTIS) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +121,344 | Add 116.85% | 225,193 | $87.35 |
| Q3 2025 | +103,849 | New Buy | 103,849 | $91.43 |
| Q3 2024 | -3,992 | Sold Out | 0 | $0.00 |
| Q2 2024 | +3,992 | New Buy | 3,992 | $96.26 |
| Q3 2021 | -43,774 | Sold Out | 0 | $0.00 |
| Q2 2021 | +43,774 | New Buy | 43,774 | $81.76 |
| Q1 2021 | -37,501 | Sold Out | 0 | $0.00 |
| Q4 2020 | +11,221 | Add 42.70% | 37,501 | $67.54 |
| Q3 2020 | +26,280 | New Buy | 26,280 | $62.40 |
Ray Dalio's Otis Worldwide Corporation Investment FAQs
Ray Dalio first purchased Otis Worldwide Corporation (OTIS) in Q3 2020, acquiring 26,280 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Otis Worldwide Corporation (OTIS) for 9 quarters since Q3 2020.
Ray Dalio's largest addition to Otis Worldwide Corporation (OTIS) was in Q4 2025, adding 225,193 shares worth $19.67 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 225,193 shares of Otis Worldwide Corporation (OTIS), valued at approximately $19.67 M.
As of the Q4 2025 filing, Otis Worldwide Corporation (OTIS) represents approximately 0.07% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Otis Worldwide Corporation (OTIS) was 225,193 shares, as reported at the end of Q4 2025.