Bank of New York Mellon
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Bank of New York Mellon’s Otis Worldwide OTIS Stock Holding History

Bank of New York Mellon’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$196M Sell
2,741,590
-106,892
-4% -$7.98M 0.03% 419
2026
Q1 		$220M Buy
2,848,482
+110,984
+4% +$9.71M 0.04% 360
2025
Q4 		$239M Sell
2,737,498
-262,954
-9% -$23.5M 0.04% 328
2025
Q3 		$274M Buy
3,000,452
+202,967
+7% +$18.4M 0.05% 301
2025
Q2 		$277M Sell
2,797,485
-155,532
-5% -$15M 0.05% 298
2025
Q1 		$305M Sell
2,953,017
-273,604
-8% -$26.7M 0.06% 275
2024
Q4 		$299M Sell
3,226,621
-57,332
-2% -$5.75M 0.06% 290
2024
Q3 		$341M Buy
3,283,953
+130,745
+4% +$12.5M 0.06% 264
2024
Q2 		$304M Sell
3,153,208
-420,503
-12% -$40.5M 0.06% 275
2024
Q1 		$355M Sell
3,573,711
-139,212
-4% -$12.9M 0.07% 255
2023
Q4 		$332M Sell
3,712,923
-58,485
-2% -$4.86M 0.07% 264
2023
Q3 		$303M Sell
3,771,408
-344,021
-8% -$29.4M 0.07% 268
2023
Q2 		$366M Buy
4,115,429
+107,072
+3% +$9.02M 0.08% 228
2023
Q1 		$338M Sell
4,008,357
-93,543
-2% -$7.74M 0.07% 251
2022
Q4 		$321M Sell
4,101,900
-8,544
-0.2% -$631K 0.07% 246
2022
Q3 		$262M Sell
4,110,444
-68,517
-2% -$5.01M 0.06% 281
2022
Q2 		$295M Buy
4,178,961
+166,707
+4% +$12.3M 0.07% 258
2022
Q1 		$309M Sell
4,012,254
-3,039,619
-43% -$243M 0.06% 289
2021
Q4 		$614M Sell
7,051,873
-30,296
-0.4% -$2.54M 0.11% 159
2021
Q3 		$583M Buy
7,082,169
+38,736
+0.5% +$3.41M 0.11% 158
2021
Q2 		$576M Sell
7,043,433
-494,217
-7% -$38M 0.11% 161
2021
Q1 		$516M Sell
7,537,650
-1,541,903
-17% -$101M 0.11% 168
2020
Q4 		$613M Buy
9,079,553
+42,415
+0.5% +$2.75M 0.13% 141
2020
Q3 		$564M Buy
9,037,138
+3,133,755
+53% +$192M 0.14% 134
2020
Q2 		$336M Buy
+5,903,383
New +$306M 0.09% 196

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LFG
Lazard Frères Gestion Paris, France $5.77B AUM 23.8% 1-Year Est. Return

Bank of New York Mellon's OTIS Position: Q2 2026 in Review

Bank of New York Mellon reduced its Otis Worldwide (OTIS) stake by 3.8% in Q2 2026, selling an estimated $7.98M and leaving 2,741,590 shares worth $196M. The position accounts for 0.03% of the portfolio, ranked #419.

Bank of New York Mellon first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $614M in Q4 2021. 754 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Bank of New York Mellon held 2,741,590 shares of Otis Worldwide worth $196M as of Q2 2026.
  • Bank of New York Mellon sold 106,892 Otis Worldwide shares in Q2 2026, an estimated $7.98M.
  • Otis Worldwide made up 0.03% of Bank of New York Mellon's portfolio in Q2 2026, its #419 holding.
  • Bank of New York Mellon first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Bank of New York Mellon's Otis Worldwide position peaked at $614M in Q4 2021.
  • 754 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.