Capital Research Global Investors
OTIS icon

Capital Research Global Investors’s Otis Worldwide OTIS Stock Holding History

Capital Research Global Investors’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 		$221M Buy
2,872,894
+28,968
+1% +$2.53M 0.03% 224
2025
Q4 		$248M Buy
2,843,926
+18,189
+0.6% +$1.63M 0.05% 202
2025
Q3 		$258M Buy
2,825,737
+15,589
+0.6% +$1.42M 0.05% 198
2025
Q2 		$278M Buy
2,810,148
+16,917
+0.6% +$1.63M 0.06% 190
2025
Q1 		$288M Buy
2,793,231
+8,860
+0.3% +$866K 0.06% 177
2024
Q4 		$258M Buy
2,784,371
+3,803
+0.1% +$381K 0.05% 196
2024
Q3 		$289M Buy
2,780,568
+2,253
+0.1% +$215K 0.06% 178
2024
Q2 		$267M Sell
2,778,315
-743,266
-21% -$71.6M 0.06% 191
2024
Q1 		$350M Sell
3,521,581
-5,289,726
-60% -$489M 0.08% 175
2023
Q4 		$788M Sell
8,811,307
-589,688
-6% -$49M 0.19% 115
2023
Q3 		$755M Buy
9,400,995
+419,050
+5% +$35.8M 0.21% 108
2023
Q2 		$799M Buy
8,981,945
+502,437
+6% +$42.3M 0.21% 105
2023
Q1 		$716M Buy
8,479,508
+975,594
+13% +$80.7M 0.2% 106
2022
Q4 		$588M Buy
7,503,914
+1,351,035
+22% +$99.7M 0.18% 121
2022
Q3 		$393M Sell
6,152,879
-233,637
-4% -$17.1M 0.13% 150
2022
Q2 		$451M Sell
6,386,516
-758,933
-11% -$55.9M 0.14% 134
2022
Q1 		$550M Sell
7,145,449
-215,598
-3% -$17.2M 0.14% 140
2021
Q4 		$641M Buy
7,361,047
+2,611
+0% +$219K 0.14% 141
2021
Q3 		$605M Buy
7,358,436
+853
+0% +$75K 0.14% 145
2021
Q2 		$602M Sell
7,357,583
-795,551
-10% -$61.2M 0.14% 147
2021
Q1 		$558M Sell
8,153,134
-763,189
-9% -$49.9M 0.14% 147
2020
Q4 		$602M Buy
8,916,323
+1,297,862
+17% +$84.2M 0.16% 138
2020
Q3 		$476M Sell
7,618,461
-82,041
-1% -$5.02M 0.14% 142
2020
Q2 		$438M Buy
+7,700,502
New +$399M 0.14% 143

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

Capital Research Global Investors's OTIS Position: Q1 2026 in Review

Capital Research Global Investors increased its Otis Worldwide (OTIS) stake by 1% in Q1 2026, buying an estimated $2.53M and bringing the position to 2,872,894 shares worth $221M. The position accounts for 0.03% of the portfolio, ranked #224.

Capital Research Global Investors first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $799M in Q2 2023. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Capital Research Global Investors held 2,872,894 shares of Otis Worldwide worth $221M as of Q1 2026.
  • Capital Research Global Investors bought 28,968 Otis Worldwide shares in Q1 2026, an estimated $2.53M.
  • Otis Worldwide made up 0.03% of Capital Research Global Investors's portfolio in Q1 2026, its #224 holding.
  • Capital Research Global Investors first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Capital Research Global Investors's Otis Worldwide position peaked at $799M in Q2 2023.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Capital Research Global Investors's 13F filing for Q1 2026, filed 13 May 2026.