BBHC
OTIS icon

Brown Brothers Harriman & Co’s Otis Worldwide OTIS Stock Holding History

Brown Brothers Harriman & Co’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 		$48M Sell
670,926
-107,209
-14% -$8.01M 0.21% 88
2026
Q1 		$60M Sell
778,135
-437,804
-36% -$38.3M 0.32% 68
2025
Q4 		$106M Sell
1,215,939
-486,646
-29% -$43.5M 0.58% 41
2025
Q3 		$156M Buy
1,702,585
+221,201
+15% +$20.1M 0.95% 32
2025
Q2 		$147M Buy
1,481,384
+393,110
+36% +$37.9M 0.94% 31
2025
Q1 		$112M Buy
1,088,274
+52,916
+5% +$5.17M 0.78% 33
2024
Q4 		$95.9M Buy
1,035,358
+16,822
+2% +$1.69M 0.67% 32
2024
Q3 		$106M Buy
1,018,536
+203,357
+25% +$19.4M 0.72% 29
2024
Q2 		$78.5M Buy
815,179
+786,897
+2,782% +$75.8M 0.59% 33
2024
Q1 		$2.81M Buy
28,282
+626
+2% +$57.9K 0.02% 174
2023
Q4 		$2.47M Sell
27,656
-140
-0.5% -$11.6K 0.02% 182
2023
Q3 		$2.23M Sell
27,796
-226
-0.8% -$19.3K 0.02% 182
2023
Q2 		$2.49M Sell
28,022
-2,123
-7% -$179K 0.02% 173
2023
Q1 		$2.54M Buy
30,145
+703
+2% +$58.2K 0.02% 159
2022
Q4 		$2.31M Sell
29,442
-483
-2% -$35.7K 0.02% 151
2022
Q3 		$1.91M Sell
29,925
-1,368
-4% -$100K 0.02% 159
2022
Q2 		$2.21M Hold
31,293
– – 0.02% 152
2022
Q1 		$2.41M Sell
31,293
-1,867
-6% -$149K 0.02% 158
2021
Q4 		$2.89M Sell
33,160
-475
-1% -$39.8K 0.02% 157
2021
Q3 		$2.77M Buy
33,635
+824
+3% +$72.5K 0.02% 150
2021
Q2 		$2.68M Sell
32,811
-1,726
-5% -$133K 0.02% 154
2021
Q1 		$2.36M Sell
34,537
-1,740
-5% -$114K 0.02% 159
2020
Q4 		$2.45M Sell
36,277
-8,324
-19% -$540K 0.02% 154
2020
Q3 		$2.78M Sell
44,601
-3,757
-8% -$230K 0.02% 137
2020
Q2 		$2.75M Buy
+48,358
New +$2.51M 0.02% 129

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

Brown Brothers Harriman & Co's OTIS Position: Q2 2026 in Review

Brown Brothers Harriman & Co reduced its Otis Worldwide (OTIS) stake by 14% in Q2 2026, selling an estimated $8.01M and leaving 670,926 shares worth $48M. The position accounts for 0.21% of the portfolio, ranked #88.

Brown Brothers Harriman & Co first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $156M in Q3 2025. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Brown Brothers Harriman & Co held 670,926 shares of Otis Worldwide worth $48M as of Q2 2026.
  • Brown Brothers Harriman & Co sold 107,209 Otis Worldwide shares in Q2 2026, an estimated $8.01M.
  • Otis Worldwide made up 0.21% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #88 holding.
  • Brown Brothers Harriman & Co first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Brown Brothers Harriman & Co's Otis Worldwide position peaked at $156M in Q3 2025.
  • 1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.