Barclays
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Barclays’s Otis Worldwide OTIS Stock Holding History

Barclays’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
2024
Q4 		– Sell
-14,300
Closed -$1.49M – 5412
2024
Q3 		$1.49M Buy
+14,300
New +$1.36M ﹤0.01% 3090
2023
Q1 		– Sell
-99,400
Closed -$7.78M – 5281
2022
Q4 		$7.78M Buy
+99,400
New +$7.34M ﹤0.01% 1338

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Barclays's OTIS Position: Q1 2026 in Review

Barclays reduced its Otis Worldwide (OTIS) stake by 26% in Q1 2026, selling an estimated $25.7M and leaving 855,533 shares worth $65.9M. The position accounts for 0.02% of the portfolio, ranked #638.

Barclays first reported a position in OTIS in Q1 2022 and has held it in 17 quarters since. The position peaked at $119M in Q1 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Barclays held 855,533 shares of Otis Worldwide worth $65.9M as of Q1 2026.
  • Barclays sold 293,300 Otis Worldwide shares in Q1 2026, an estimated $25.7M.
  • Otis Worldwide made up 0.02% of Barclays's portfolio in Q1 2026, its #638 holding.
  • Barclays first reported a position in Otis Worldwide in Q1 2022 and has held it in 17 quarters since.
  • Barclays's Otis Worldwide position peaked at $119M in Q1 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.