Dimensional Fund Advisors
OTIS icon

Dimensional Fund Advisors’s Otis Worldwide OTIS Stock Holding History

Dimensional Fund Advisors’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 		$141M Sell
1,963,270
-6,102
-0.3% -$456K 0.03% 935
2026
Q1 		$152M Buy
1,969,372
+83,896
+4% +$7.34M 0.03% 766
2025
Q4 		$165M Buy
1,885,476
+10,843
+0.6% +$970K 0.03% 702
2025
Q3 		$171M Sell
1,874,633
-60,568
-3% -$5.5M 0.04% 652
2025
Q2 		$192M Sell
1,935,201
-5,248
-0.3% -$507K 0.04% 530
2025
Q1 		$200M Sell
1,940,449
-155,220
-7% -$15.2M 0.05% 472
2024
Q4 		$194M Sell
2,095,669
-428,581
-17% -$43M 0.05% 511
2024
Q3 		$262M Buy
2,524,250
+1,159
+0% +$110K 0.06% 347
2024
Q2 		$243M Buy
2,523,091
+101,955
+4% +$9.83M 0.06% 347
2024
Q1 		$240M Sell
2,421,136
-7,863
-0.3% -$727K 0.07% 338
2023
Q4 		$217M Sell
2,428,999
-339,694
-12% -$28.2M 0.06% 354
2023
Q3 		$222M Buy
2,768,693
+20,290
+0.7% +$1.74M 0.07% 281
2023
Q2 		$245M Buy
2,748,403
+39,848
+1% +$3.36M 0.08% 251
2023
Q1 		$229M Buy
+2,708,555
New +$224M 0.08% 260
2022
Q3 		$171M Buy
2,684,673
+11,494
+0.4% +$841K 0.07% 352
2022
Q2 		$189M Buy
2,673,179
+3,870
+0.1% +$285K 0.07% 325
2022
Q1 		$205M Buy
2,669,309
+12,978
+0.5% +$1.04M 0.06% 350
2021
Q4 		$231M Sell
2,656,331
-31,496
-1% -$2.64M 0.07% 299
2021
Q3 		$221M Buy
2,687,827
+7,004
+0.3% +$616K 0.07% 294
2021
Q2 		$219M Buy
2,680,823
+4,188
+0.2% +$322K 0.07% 305
2021
Q1 		$183M Sell
2,676,635
-23,109
-0.9% -$1.51M 0.06% 380
2020
Q4 		$182M Sell
2,699,744
-1,223
-0% -$79.3K 0.07% 319
2020
Q3 		$169M Sell
2,700,967
-45,434
-2% -$2.78M 0.07% 266
2020
Q2 		$156M Buy
+2,746,401
New +$142M 0.07% 278

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

Dimensional Fund Advisors's OTIS Position: Q2 2026 in Review

Dimensional Fund Advisors reduced its Otis Worldwide (OTIS) stake by 0.31% in Q2 2026, selling an estimated $456K and leaving 1,963,270 shares worth $141M. The position accounts for 0.03% of the portfolio, ranked #935.

Dimensional Fund Advisors first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $262M in Q3 2024. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Dimensional Fund Advisors held 1,963,270 shares of Otis Worldwide worth $141M as of Q2 2026.
  • Dimensional Fund Advisors sold 6,102 Otis Worldwide shares in Q2 2026, an estimated $456K.
  • Otis Worldwide made up 0.03% of Dimensional Fund Advisors's portfolio in Q2 2026, its #935 holding.
  • Dimensional Fund Advisors first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Dimensional Fund Advisors's Otis Worldwide position peaked at $262M in Q3 2024.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.