Bessemer Group
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Bessemer Group’s Otis Worldwide OTIS Stock Holding History

Bessemer Group’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
Q1 		$1.24M Buy
16,105
+70
+0.4% +$6.12K ﹤0.01% 908
2025
Q4 		$1.4M Buy
16,035
+497
+3% +$44.5K ﹤0.01% 885
2025
Q3 		$1.42M Sell
15,538
-744
-5% -$67.5K ﹤0.01% 569
2025
Q2 		$1.61M Buy
16,282
+1,817
+13% +$175K ﹤0.01% 513
2025
Q1 		$1.49M Buy
14,465
+273
+2% +$26.7K ﹤0.01% 557
2024
Q4 		$1.31M Sell
14,192
-677
-5% -$67.9K ﹤0.01% 719
2024
Q3 		$1.55M Sell
14,869
-157
-1% -$15K ﹤0.01% 700
2024
Q2 		$1.45M Buy
15,026
+1,085
+8% +$105K ﹤0.01% 587
2024
Q1 		$1.39M Sell
13,941
-392
-3% -$36.2K ﹤0.01% 619
2023
Q4 		$1.28M Sell
14,333
-416
-3% -$34.6K ﹤0.01% 594
2023
Q3 		$1.19M Buy
14,749
+2,459
+20% +$210K ﹤0.01% 582
2023
Q2 		$1.09M Buy
12,290
+1,267
+11% +$107K ﹤0.01% 616
2023
Q1 		$930K Buy
11,023
+312
+3% +$25.8K ﹤0.01% 599
2022
Q4 		$838K Sell
10,711
-1,899
-15% -$140K ﹤0.01% 616
2022
Q3 		$805K Buy
12,610
+4,112
+48% +$301K ﹤0.01% 627
2022
Q2 		$601K Buy
8,498
+169
+2% +$12.4K ﹤0.01% 666
2022
Q1 		$641K Buy
8,329
+272
+3% +$21.7K ﹤0.01% 569
2021
Q4 		$704K Buy
8,057
+280
+4% +$23.4K ﹤0.01% 544
2021
Q3 		$639K Buy
7,777
+1,071
+16% +$94.2K ﹤0.01% 510
2021
Q2 		$548K Sell
6,706
-21
-0.3% -$1.62K ﹤0.01% 551
2021
Q1 		$461K Sell
6,727
-653
-9% -$42.7K ﹤0.01% 559
2020
Q4 		$498K Buy
7,380
+2,532
+52% +$164K ﹤0.01% 531
2020
Q3 		$302K Sell
4,848
-618
-11% -$37.8K ﹤0.01% 632
2020
Q2 		$310K Buy
+5,466
New +$283K ﹤0.01% 1068

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

Bessemer Group's OTIS Position: Q1 2026 in Review

Bessemer Group increased its Otis Worldwide (OTIS) stake by 0.44% in Q1 2026, buying an estimated $6.12K and bringing the position to 16,105 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Bessemer Group first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.61M in Q2 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Bessemer Group held 16,105 shares of Otis Worldwide worth $1.24M as of Q1 2026.
  • Bessemer Group bought 70 Otis Worldwide shares in Q1 2026, an estimated $6.12K.
  • Otis Worldwide made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #908 holding.
  • Bessemer Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Bessemer Group's Otis Worldwide position peaked at $1.61M in Q2 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.