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
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 $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

Federated Hermes's OTIS Position: Q1 2026 in Review

Federated Hermes increased its Otis Worldwide (OTIS) stake by 54% in Q1 2026, buying an estimated $3.26M and bringing the position to 106,290 shares worth $8.19M. The position accounts for 0.01% of the portfolio, ranked #692.

Federated Hermes first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $82.2M in Q2 2021. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Federated Hermes held 106,290 shares of Otis Worldwide worth $8.19M as of Q1 2026.
  • Federated Hermes bought 37,206 Otis Worldwide shares in Q1 2026, an estimated $3.26M.
  • Otis Worldwide made up 0.01% of Federated Hermes's portfolio in Q1 2026, its #692 holding.
  • Federated Hermes first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Federated Hermes's Otis Worldwide position peaked at $82.2M in Q2 2021.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Federated Hermes's 13F filing for Q1 2026, filed 11 May 2026.