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Jeremy Grantham's Q2 2025 13F Filing: Notable Reduction in Otis Worldwide Corp Shares and Significant Increases in Broadcom and Constellation Brands
ByAinvest
Thursday, Aug 14, 2025 11:42 am ET1min read
Jeremy Grantham's GMO reduced its position in Otis Worldwide Corp by 99.85% in Q2 2025, selling 5,452,736 shares. The firm also exited 97 holdings, including Saia Inc and Discover Financial Services. New additions to the portfolio include Tradeweb Markets Inc, Masimo Corp, and Booz Allen Hamilton Holding Corp. Key position increases include Broadcom Inc and Constellation Brands Inc.
Jeremy Grantham's GMO has significantly reduced its position in Otis Worldwide Corp (NYSE:OTIS) by 99.85% in the second quarter of 2025, selling 5,452,736 shares. This substantial reduction follows a broader portfolio adjustment, as GMO exited 97 holdings, including Saia Inc and Discover Financial Services. The firm also made strategic new additions to its portfolio, including Tradeweb Markets Inc, Masimo Corp, and Booz Allen Hamilton Holding Corp. Key position increases were observed in Broadcom Inc and Constellation Brands Inc.This move by GMO comes amid ongoing changes in the investment landscape, as the firm seeks to realign its portfolio with its investment thesis. The reduction in Otis Worldwide Corp's stake could be attributed to various factors, including market conditions, company performance, or strategic rebalancing.
GMO's decision to reduce its stake in Otis Worldwide Corp follows a quarter where the company reported earnings and saw shifts in institutional ownership. Swiss National Bank, for instance, reduced its stake in Otis Worldwide by 0.4% [1], while other institutional investors like Cerity Partners LLC and Bank of Nova Scotia increased their holdings [1]. Analysts have also provided mixed signals, with a consensus rating of "Hold" and a target price of $102.50 [1].
This latest move by GMO is part of a broader trend in the investment community, where firms are constantly adjusting their portfolios to reflect changes in market conditions and strategic objectives. As investors and financial professionals, it is essential to stay informed about such developments and their potential implications for the broader market.
References:
[1] https://www.marketbeat.com/instant-alerts/filing-otis-worldwide-corporation-nyseotis-shares-sold-by-swiss-national-bank-2025-08-10/
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