Jefferies Group's OTIS Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 241,500 shares of Otis Worldwide Corporation (OTIS) worth $18.61 M, representing 0.13% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in OTIS, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 237,369 shares. Largest reduction occurred in Q1 2024, reducing 76,795 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Otis Worldwide Corporation (OTIS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Otis Worldwide Corporation (OTIS) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +237,369 | Add 5746.04% | 241,500 | $77.08 |
| Q4 2025 | +4,131 | New Buy | 4,131 | $87.35 |
| Q4 2024 | -23,523 | Sold Out | 0 | $0.00 |
| Q3 2024 | -11,340 | Reduce 32.53% | 23,523 | $103.94 |
| Q2 2024 | +25,224 | Add 261.69% | 34,863 | $96.26 |
| Q1 2024 | -76,795 | Reduce 88.85% | 9,639 | $99.27 |
| Q4 2023 | -424 | Reduce 0.49% | 86,434 | $89.47 |
| Q3 2023 | +70,618 | Add 434.84% | 86,858 | $80.31 |
| Q2 2023 | -7,218 | Reduce 30.77% | 16,240 | $89.01 |
| Q1 2023 | +23,458 | New Buy | 23,458 | $84.40 |
Jefferies Group's Otis Worldwide Corporation Investment FAQs
Jefferies Group first purchased Otis Worldwide Corporation (OTIS) in Q1 2023, acquiring 23,458 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Otis Worldwide Corporation (OTIS) for 10 quarters since Q1 2023.
Jefferies Group's largest addition to Otis Worldwide Corporation (OTIS) was in Q1 2026, adding 241,500 shares worth $18.61 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 241,500 shares of Otis Worldwide Corporation (OTIS), valued at approximately $18.61 M.
As of the Q1 2026 filing, Otis Worldwide Corporation (OTIS) represents approximately 0.13% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Otis Worldwide Corporation (OTIS) was 241,500 shares, as reported at the end of Q1 2026.