Terry Smith's OTIS Position Overview
Terry Smith (via Fundsmith Llp) currently holds 3.11 M shares of Otis Worldwide Corporation (OTIS) worth $271.87 M, representing 1.59% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Terry Smith has maintained a strategic position in OTIS, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 173,736 shares. Largest reduction occurred in Q4 2025, reducing 2.71 M shares.
Analysis based on 13F filings available since 2013 Q2
Terry Smith's Otis Worldwide Corporation (OTIS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Otis Worldwide Corporation (OTIS) Trades by Terry Smith
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -2.71 M | Reduce 46.51% | 3.11 M | $87.35 |
| Q2 2025 | -47,586 | Reduce 0.81% | 5.82 M | $99.02 |
| Q1 2025 | -100,040 | Reduce 1.68% | 5.87 M | $103.20 |
| Q4 2024 | -174,451 | Reduce 2.84% | 5.97 M | $92.61 |
| Q3 2024 | +2,950 | Add 0.05% | 6.14 M | $103.94 |
| Q2 2024 | -156,825 | Reduce 2.49% | 6.14 M | $96.26 |
| Q1 2024 | -147,050 | Reduce 2.28% | 6.3 M | $99.27 |
| Q4 2023 | -8,760 | Reduce 0.14% | 6.44 M | $89.47 |
| Q3 2023 | -4,498 | Reduce 0.07% | 6.45 M | $80.31 |
| Q2 2023 | +173,736 | Add 2.77% | 6.46 M | $89.01 |
| Q1 2023 | +998 | Add 0.02% | 6.28 M | $84.40 |
| Q4 2022 | -5,201 | Reduce 0.08% | 6.28 M | $78.31 |
| Q3 2022 | +6.29 M | New Buy | 6.29 M | $63.80 |
Terry Smith's Otis Worldwide Corporation Investment FAQs
Terry Smith first purchased Otis Worldwide Corporation (OTIS) in Q3 2022, acquiring 6,285,878 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Terry Smith has held Otis Worldwide Corporation (OTIS) for 14 quarters since Q3 2022.
Terry Smith's largest addition to Otis Worldwide Corporation (OTIS) was in Q3 2022, adding 6,285,878 shares worth $401.04 M.
According to the latest 13F filing for Q4 2025, Terry Smith's firm, Fundsmith Llp, owns 3,112,380 shares of Otis Worldwide Corporation (OTIS), valued at approximately $271.87 M.
As of the Q4 2025 filing, Otis Worldwide Corporation (OTIS) represents approximately 1.59% of Terry Smith's publicly disclosed stock portfolio, making it one of their key holdings.
Terry Smith's peak holding in Otis Worldwide Corporation (OTIS) was 6,455,411 shares, as reported at the end of Q2 2023.