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
Q2 		$1.17M Buy
16,384
+279
+2% +$20.8K ﹤0.01% 967
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 $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

Bessemer Group's OTIS Position: Q2 2026 in Review

Bessemer Group increased its Otis Worldwide (OTIS) stake by 1.7% in Q2 2026, buying an estimated $20.8K and bringing the position to 16,384 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Bessemer Group first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.61M in Q2 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Bessemer Group held 16,384 shares of Otis Worldwide worth $1.17M as of Q2 2026.
  • Bessemer Group bought 279 Otis Worldwide shares in Q2 2026, an estimated $20.8K.
  • Otis Worldwide made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #967 holding.
  • Bessemer Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Bessemer Group's Otis Worldwide position peaked at $1.61M in Q2 2025.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.