First Eagle Investment Management
OTIS icon

First Eagle Investment Management’s Otis Worldwide OTIS Stock Holding History

First Eagle Investment Management’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 		$14.7M Buy
205,863
+9,830
+5% +$734K 0.02% 188
2026
Q1 		$15.1M Buy
196,033
+33,394
+21% +$2.92M 0.03% 122
2025
Q4 		$14.2M Buy
162,639
+18,940
+13% +$1.69M 0.03% 114
2025
Q3 		$13.1M Buy
143,699
+49,684
+53% +$4.51M 0.02% 124
2025
Q2 		$9.31M Buy
94,015
+17,602
+23% +$1.7M 0.02% 166
2025
Q1 		$7.89M Buy
76,413
+24,210
+46% +$2.37M 0.02% 191
2024
Q4 		$4.83M Buy
52,203
+8,474
+19% +$850K 0.01% 270
2024
Q3 		$4.55M Buy
43,729
+11,425
+35% +$1.09M 0.01% 266
2024
Q2 		$3.11M Buy
32,304
+12,256
+61% +$1.18M 0.01% 298
2024
Q1 		$1.99M Buy
20,048
+12,722
+174% +$1.18M ﹤0.01% 328
2023
Q4 		$655K Buy
7,326
+7,287
+18,685% +$606K ﹤0.01% 351
2023
Q3 		$3.13K Sell
39
-67
-63% -$5.73K ﹤0.01% 403
2023
Q2 		$9.44K Hold
106
– – ﹤0.01% 387
2023
Q1 		$8.95K Hold
106
– – ﹤0.01% 393
2022
Q4 		$8.3K Buy
+106
New +$7.83K ﹤0.01% 390
2020
Q4 		– Sell
-102,156
Closed -$6.38M – 110
2020
Q3 		$6.38M Buy
+102,156
New +$6.25M 0.02% 94

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

First Eagle Investment Management's OTIS Position: Q2 2026 in Review

First Eagle Investment Management increased its Otis Worldwide (OTIS) stake by 5% in Q2 2026, buying an estimated $734K and bringing the position to 205,863 shares worth $14.7M. The position accounts for 0.02% of the portfolio, ranked #188.

First Eagle Investment Management first reported a position in OTIS in Q3 2020 and has held it in 16 quarters since. The position peaked at $15.1M in Q1 2026. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • First Eagle Investment Management held 205,863 shares of Otis Worldwide worth $14.7M as of Q2 2026.
  • First Eagle Investment Management bought 9,830 Otis Worldwide shares in Q2 2026, an estimated $734K.
  • Otis Worldwide made up 0.02% of First Eagle Investment Management's portfolio in Q2 2026, its #188 holding.
  • First Eagle Investment Management first reported a position in Otis Worldwide in Q3 2020 and has held it in 16 quarters since.
  • First Eagle Investment Management's Otis Worldwide position peaked at $15.1M in Q1 2026.
  • 1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on First Eagle Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.