First Manhattan
OTIS icon

First Manhattan’s Otis Worldwide OTIS Stock Holding History

First Manhattan’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 		$2.02M Sell
28,187
-4,062
-13% -$303K 0.01% 343
2026
Q1 		$2.49M Sell
32,249
-4,462
-12% -$390K 0.01% 323
2025
Q4 		$3.21M Sell
36,711
-2,630
-7% -$235K 0.01% 283
2025
Q3 		$3.6M Sell
39,341
-555
-1% -$50.4K 0.01% 268
2025
Q2 		$3.95M Sell
39,896
-653
-2% -$63K 0.01% 254
2025
Q1 		$4.18M Sell
40,549
-1,237
-3% -$121K 0.01% 229
2024
Q4 		$3.87M Sell
41,786
-3,720
-8% -$373K 0.01% 236
2024
Q3 		$4.73M Sell
45,506
-1,371
-3% -$131K 0.01% 219
2024
Q2 		$4.51M Sell
46,877
-3,522
-7% -$339K 0.01% 218
2024
Q1 		$5M Sell
50,399
-7,052
-12% -$652K 0.02% 209
2023
Q4 		$5.14M Sell
57,451
-10,941
-16% -$910K 0.02% 214
2023
Q3 		$5.49M Sell
68,392
-16,968
-20% -$1.45M 0.02% 201
2023
Q2 		$7.6M Sell
85,360
-4,361
-5% -$367K 0.03% 169
2023
Q1 		$7.57M Sell
89,721
-2,187
-2% -$181K 0.03% 174
2022
Q4 		$7.2M Sell
91,908
-3,290
-3% -$243K 0.03% 186
2022
Q3 		$6.07M Sell
95,198
-3,525
-4% -$258K 0.03% 196
2022
Q2 		$6.98M Sell
98,723
-9,289
-9% -$684K 0.03% 189
2022
Q1 		$8.31M Buy
108,012
+6,919
+7% +$553K 0.03% 191
2021
Q4 		$8.8M Sell
101,093
-3,022
-3% -$253K 0.03% 181
2021
Q3 		$8.57M Sell
104,115
-4,769
-4% -$419K 0.03% 170
2021
Q2 		$8.9M Sell
108,884
-2,076
-2% -$160K 0.03% 172
2021
Q1 		$7.59M Sell
110,960
-4,059
-4% -$265K 0.03% 187
2020
Q4 		$7.77M Buy
115,019
+10,192
+10% +$661K 0.04% 180
2020
Q3 		$6.54M Sell
104,827
-28,653
-21% -$1.75M 0.03% 190
2020
Q2 		$7.59M Buy
+133,480
New +$6.92M 0.04% 170

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 Manhattan's OTIS Position: Q2 2026 in Review

First Manhattan reduced its Otis Worldwide (OTIS) stake by 13% in Q2 2026, selling an estimated $303K and leaving 28,187 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #343.

First Manhattan first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.9M in Q2 2021. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • First Manhattan held 28,187 shares of Otis Worldwide worth $2.02M as of Q2 2026.
  • First Manhattan sold 4,062 Otis Worldwide shares in Q2 2026, an estimated $303K.
  • Otis Worldwide made up 0.01% of First Manhattan's portfolio in Q2 2026, its #343 holding.
  • First Manhattan first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • First Manhattan's Otis Worldwide position peaked at $8.9M in Q2 2021.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.