Joel Greenblatt's OTIS Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 351,227 shares of Otis Worldwide Corporation (OTIS) worth $25.15 M, representing 0.06% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in OTIS, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 218,305 shares. Largest reduction occurred in Q1 2025, reducing 55,333 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Otis Worldwide Corporation (OTIS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Otis Worldwide Corporation (OTIS) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +218,305 | Add 164.24% | 351,227 | $71.60 |
| Q1 2026 | -22,875 | Reduce 14.68% | 132,922 | $77.08 |
| Q4 2025 | +66,775 | Add 75.01% | 155,797 | $87.35 |
| Q3 2025 | -28,665 | Reduce 24.36% | 89,022 | $91.43 |
| Q2 2025 | -19,759 | Reduce 14.38% | 117,687 | $99.02 |
| Q1 2025 | -55,333 | Reduce 28.70% | 137,446 | $103.20 |
| Q4 2024 | -1,722 | Reduce 0.89% | 192,779 | $92.61 |
| Q3 2024 | +46,264 | Add 31.21% | 194,501 | $103.94 |
| Q2 2024 | +38,434 | Add 35.00% | 148,237 | $96.26 |
| Q1 2024 | +24,132 | Add 28.17% | 109,803 | $99.27 |
| Q4 2023 | -43,789 | Reduce 33.82% | 85,671 | $89.47 |
| Q3 2023 | +41,542 | Add 47.25% | 129,460 | $80.31 |
| Q2 2023 | +49,029 | Add 126.07% | 87,918 | $89.01 |
| Q1 2023 | +9,968 | Add 34.47% | 38,889 | $84.40 |
| Q4 2022 | -29,499 | Reduce 50.49% | 28,921 | $78.31 |
| Q3 2022 | -38,666 | Reduce 39.83% | 58,420 | $63.80 |
| Q2 2022 | -3,958 | Reduce 3.92% | 97,086 | $70.67 |
| Q1 2022 | +36,989 | Add 57.75% | 101,044 | $76.95 |
| Q4 2021 | +52,378 | Add 448.56% | 64,055 | $87.07 |
| Q3 2021 | +11,677 | New Buy | 11,677 | $82.30 |
| Q2 2021 | -4,590 | Sold Out | 0 | $0.00 |
| Q1 2021 | -29,185 | Reduce 86.41% | 4,590 | $68.41 |
| Q4 2020 | -552 | Reduce 1.61% | 33,775 | $67.56 |
| Q3 2020 | -37,630 | Reduce 52.30% | 34,327 | $62.43 |
| Q2 2020 | +71,957 | New Buy | 71,957 | $56.85 |
Joel Greenblatt's Otis Worldwide Corporation Investment FAQs
Joel Greenblatt first purchased Otis Worldwide Corporation (OTIS) in Q2 2020, acquiring 71,957 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Otis Worldwide Corporation (OTIS) for 25 quarters since Q2 2020.
Joel Greenblatt's largest addition to Otis Worldwide Corporation (OTIS) was in Q2 2026, adding 351,227 shares worth $25.15 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 351,227 shares of Otis Worldwide Corporation (OTIS), valued at approximately $25.15 M.
As of the Q2 2026 filing, Otis Worldwide Corporation (OTIS) represents approximately 0.06% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Otis Worldwide Corporation (OTIS) was 351,227 shares, as reported at the end of Q2 2026.