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First Eagle Investment’s OTIS Holdings & Trades

First Buy
Q3 2020
Duration Held
15 Quarters
Largest Add
Q3 2020
+102,156 Shares
Current Position
162,639 Shares
$14.21 M Value

First Eagle Investment's OTIS Position Overview

First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 162,639 shares of Otis Worldwide Corporation (OTIS) worth $14.21 M, representing 0.03% of the portfolio. First purchased in 2020-Q3, this medium-term investment has been held for 15 quarters.

Based on 13F filings, First Eagle Investment has maintained a strategic position in OTIS, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 49,684 shares. Largest reduction occurred in Q4 2020, reducing 102,156 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
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

First Eagle Investment's Otis Worldwide Corporation Investment FAQs

First Eagle Investment first purchased Otis Worldwide Corporation (OTIS) in Q3 2020, acquiring 102,156 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 15 quarters since Q3 2020.

First Eagle Investment's largest addition to Otis Worldwide Corporation (OTIS) was in Q3 2020, adding 102,156 shares worth $6.38 M.

According to the latest 13F filing for Q4 2025, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 162,639 shares of Otis Worldwide Corporation (OTIS), valued at approximately $14.21 M.

As of the Q4 2025 filing, Otis Worldwide Corporation (OTIS) represents approximately 0.03% 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 162,639 shares, as reported at the end of Q4 2025.