ClearBridge Investments
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ClearBridge Investments’s Otis Worldwide OTIS Stock Holding History

ClearBridge Investments’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 		$534M Buy
7,461,546
+4,770,365
+177% +$356M 0.44% 56
2026
Q1 		$207M Buy
2,691,181
+1,575,930
+141% +$138M 0.18% 128
2025
Q4 		$97.4M Sell
1,115,251
-35,208
-3% -$3.15M 0.08% 241
2025
Q3 		$105M Sell
1,150,459
-138,405
-11% -$12.6M 0.08% 232
2025
Q2 		$128M Sell
1,288,864
-33,049
-3% -$3.19M 0.1% 191
2025
Q1 		$136M Buy
1,321,913
+23,399
+2% +$2.29M 0.12% 178
2024
Q4 		$120M Sell
1,298,514
-28,405
-2% -$2.85M 0.1% 203
2024
Q3 		$138M Sell
1,326,919
-8,243
-0.6% -$785K 0.11% 181
2024
Q2 		$129M Buy
1,335,162
+13,092
+1% +$1.26M 0.1% 190
2024
Q1 		$131M Sell
1,322,070
-37,613
-3% -$3.48M 0.1% 214
2023
Q4 		$122M Sell
1,359,683
-29,100
-2% -$2.42M 0.1% 204
2023
Q3 		$112M Sell
1,388,783
-74,984
-5% -$6.41M 0.11% 198
2023
Q2 		$130M Sell
1,463,767
-39,931
-3% -$3.36M 0.12% 178
2023
Q1 		$127M Sell
1,503,698
-10,936
-0.7% -$905K 0.12% 172
2022
Q4 		$119M Sell
1,514,634
-1,154,065
-43% -$85.2M 0.12% 177
2022
Q3 		$170M Buy
2,668,699
+117,492
+5% +$8.6M 0.17% 135
2022
Q2 		$180M Buy
2,551,207
+31,938
+1% +$2.35M 0.17% 130
2022
Q1 		$194M Sell
2,519,269
-503,882
-17% -$40.3M 0.15% 148
2021
Q4 		$263M Sell
3,023,151
-436,305
-13% -$36.5M 0.18% 125
2021
Q3 		$285M Buy
3,459,456
+22,515
+0.7% +$1.98M 0.2% 110
2021
Q2 		$281M Sell
3,436,941
-43,241
-1% -$3.33M 0.2% 115
2021
Q1 		$238M Sell
3,480,182
-75,505
-2% -$4.94M 0.18% 124
2020
Q4 		$240M Sell
3,555,687
-44,988
-1% -$2.92M 0.19% 120
2020
Q3 		$225M Sell
3,600,675
-132,217
-4% -$8.09M 0.19% 113
2020
Q2 		$212M Buy
+3,732,892
New +$193M 0.19% 110

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

ClearBridge Investments's OTIS Position: Q2 2026 in Review

ClearBridge Investments increased its Otis Worldwide (OTIS) stake by 177% in Q2 2026, buying an estimated $356M and bringing the position to 7,461,546 shares worth $534M. The position accounts for 0.44% of the portfolio, ranked #56.

ClearBridge Investments first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. 1,014 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • ClearBridge Investments held 7,461,546 shares of Otis Worldwide worth $534M as of Q2 2026.
  • ClearBridge Investments bought 4,770,365 Otis Worldwide shares in Q2 2026, an estimated $356M.
  • Otis Worldwide made up 0.44% of ClearBridge Investments's portfolio in Q2 2026, its #56 holding.
  • ClearBridge Investments first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • 1,014 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.