Federated Hermes
OTIS icon

Federated Hermes’s Otis Worldwide OTIS Stock Holding History

Federated Hermes’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 		$7.63M Buy
106,593
+303
+0.3% +$22.6K 0.01% 763
2026
Q1 		$8.19M Buy
106,290
+37,206
+54% +$3.26M 0.01% 692
2025
Q4 		$6.03M Buy
69,084
+791
+1% +$70.8K 0.01% 748
2025
Q3 		$6.24M Sell
68,293
-504
-0.7% -$45.8K 0.01% 698
2025
Q2 		$6.81M Sell
68,797
-53,626
-44% -$5.18M 0.01% 653
2025
Q1 		$12.6M Sell
122,423
-180,616
-60% -$17.6M 0.03% 504
2024
Q4 		$28.1M Sell
303,039
-23,369
-7% -$2.34M 0.06% 340
2024
Q3 		$33.9M Sell
326,408
-146,616
-31% -$14M 0.07% 312
2024
Q2 		$45.5M Buy
473,024
+116,646
+33% +$11.2M 0.11% 236
2024
Q1 		$35.4M Buy
356,378
+240,602
+208% +$22.2M 0.08% 287
2023
Q4 		$10.4M Buy
115,776
+7,557
+7% +$628K 0.03% 551
2023
Q3 		$8.69M Buy
108,219
+103,473
+2,180% +$8.85M 0.02% 570
2023
Q2 		$422K Sell
4,746
-2,456
-34% -$207K ﹤0.01% 1422
2023
Q1 		$608K Buy
7,202
+2,060
+40% +$170K ﹤0.01% 1346
2022
Q4 		$403K Sell
5,142
-3,267
-39% -$241K ﹤0.01% 1418
2022
Q3 		$537K Sell
8,409
-1,775
-17% -$130K ﹤0.01% 1318
2022
Q2 		$719K Sell
10,184
-580,276
-98% -$42.7M ﹤0.01% 1262
2022
Q1 		$45.4M Sell
590,460
-207,595
-26% -$16.6M 0.1% 248
2021
Q4 		$69.5M Sell
798,055
-173,264
-18% -$14.5M 0.13% 207
2021
Q3 		$79.9M Sell
971,319
-34,332
-3% -$3.02M 0.15% 188
2021
Q2 		$82.2M Sell
1,005,651
-131,966
-12% -$10.2M 0.15% 183
2021
Q1 		$77.9M Buy
1,137,617
+65,641
+6% +$4.29M 0.15% 182
2020
Q4 		$72.4M Buy
1,071,976
+187,001
+21% +$12.1M 0.15% 175
2020
Q3 		$55.2M Buy
884,975
+780,906
+750% +$47.8M 0.13% 189
2020
Q2 		$5.92M Buy
+104,069
New +$5.39M 0.01% 672

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

Federated Hermes's OTIS Position: Q2 2026 in Review

Federated Hermes increased its Otis Worldwide (OTIS) stake by 0.29% in Q2 2026, buying an estimated $22.6K and bringing the position to 106,593 shares worth $7.63M. The position accounts for 0.01% of the portfolio, ranked #763.

Federated Hermes first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $82.2M in Q2 2021. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Federated Hermes held 106,593 shares of Otis Worldwide worth $7.63M as of Q2 2026.
  • Federated Hermes bought 303 Otis Worldwide shares in Q2 2026, an estimated $22.6K.
  • Otis Worldwide made up 0.01% of Federated Hermes's portfolio in Q2 2026, its #763 holding.
  • Federated Hermes first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Federated Hermes's Otis Worldwide position peaked at $82.2M in Q2 2021.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Federated Hermes's 13F filing for Q2 2026, filed 12 Aug 2026.