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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Barclays's OTIS Position: Q2 2026 in Review

Barclays reduced its Otis Worldwide (OTIS) stake by 33% in Q2 2026, selling an estimated $20.9M and leaving 575,468 shares worth $41.2M. The position accounts for 0.01% of the portfolio, ranked #812.

Barclays first reported a position in OTIS in Q1 2022 and has held it in 18 quarters since. The position peaked at $119M in Q1 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Barclays held 575,468 shares of Otis Worldwide worth $41.2M as of Q2 2026.
  • Barclays sold 280,065 Otis Worldwide shares in Q2 2026, an estimated $20.9M.
  • Otis Worldwide made up 0.01% of Barclays's portfolio in Q2 2026, its #812 holding.
  • Barclays first reported a position in Otis Worldwide in Q1 2022 and has held it in 18 quarters since.
  • Barclays's Otis Worldwide position peaked at $119M in Q1 2024.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Barclays's 13F filing for Q2 2026, filed 14 Aug 2026.