First Eagle Investment's OTIS Position Overview
First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 205,863 shares of Otis Worldwide Corporation (OTIS) worth $14.74 M, representing 0.02% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 219 quarters.
Based on 13F filings since 2013, First Eagle Investment has maintained a long-term strategic position in OTIS, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 49,684 shares. Largest reduction occurred in Q3 2020, reducing 103,707 shares.
Analysis based on 13F filings available since 2013 Q2
First Eagle Investment's Otis Worldwide Corporation (OTIS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Otis Worldwide Corporation (OTIS) Trades by First Eagle Investment
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +9,830 | Add 5.01% | 205,863 | $71.60 |
| Q1 2026 | +33,394 | Add 20.53% | 196,033 | $77.08 |
| Q4 2025 | +18,940 | Add 13.18% | 162,639 | $87.35 |
| Q3 2025 | +49,684 | Add 52.85% | 143,699 | $91.43 |
| Q2 2025 | +17,602 | Add 23.04% | 94,015 | $99.02 |
| Q1 2025 | +24,210 | Add 46.38% | 76,413 | $103.20 |
| Q4 2024 | +8,474 | Add 19.38% | 52,203 | $92.61 |
| Q3 2024 | +11,425 | Add 35.37% | 43,729 | $103.94 |
| Q2 2024 | +12,256 | Add 61.13% | 32,304 | $96.26 |
| Q1 2024 | +12,722 | Add 173.66% | 20,048 | $99.27 |
| Q4 2023 | +7,287 | Add 18684.62% | 7,326 | $89.48 |
| Q3 2023 | -67 | Reduce 63.21% | 39 | $80.31 |
| Q4 2022 | +106 | New Buy | 106 | $78.31 |
| Q4 2020 | -102,156 | Sold Out | 0 | $0.00 |
| Q3 2020 | +102,156 | New Buy | 102,156 | $62.42 |
| Q1 1970 | +205,863 | Add 0.00% | 205,863 | $71.60 |
First Eagle Investment's Otis Worldwide Corporation Investment FAQs
First Eagle Investment first purchased Otis Worldwide Corporation (OTIS) in Q1 1970, acquiring 205,863 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Eagle Investment has held Otis Worldwide Corporation (OTIS) for 219 quarters since Q1 1970.
First Eagle Investment's largest addition to Otis Worldwide Corporation (OTIS) was in Q1 1970, adding 205,863 shares worth $14.74 M.
According to the latest 13F filing for Q2 2026, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 205,863 shares of Otis Worldwide Corporation (OTIS), valued at approximately $14.74 M.
As of the Q2 2026 filing, Otis Worldwide Corporation (OTIS) represents approximately 0.02% of First Eagle Investment's publicly disclosed stock portfolio, making it one of their key holdings.
First Eagle Investment's peak holding in Otis Worldwide Corporation (OTIS) was 205,863 shares, as reported at the end of Q1 1970.