Franklin Resources
OTIS icon

Franklin Resources’s Otis Worldwide OTIS Stock Holding History

Franklin Resources’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 		$888M Buy
11,520,956
+3,678,803
+47% +$322M 0.22% 101
2025
Q4 		$685M Buy
7,842,153
+422,519
+6% +$37.8M 0.17% 127
2025
Q3 		$678M Buy
7,419,634
+322,255
+5% +$29.3M 0.17% 132
2025
Q2 		$703M Sell
7,097,379
-698,420
-9% -$67.4M 0.19% 122
2025
Q1 		$805M Buy
7,795,799
+10,683
+0.1% +$1.04M 0.23% 100
2024
Q4 		$721M Buy
7,785,116
+435,372
+6% +$43.7M 0.2% 117
2024
Q3 		$775M Buy
7,349,744
+2,706,871
+58% +$258M 0.22% 115
2024
Q2 		$447M Buy
4,642,873
+1,981,374
+74% +$191M 0.14% 167
2024
Q1 		$264M Buy
2,661,499
+2,496,860
+1,517% +$231M 0.08% 241
2023
Q4 		$14.7M Sell
164,639
-17,220
-9% -$1.43M 0.01% 838
2023
Q3 		$14.6M Buy
181,859
+935
+0.5% +$80K 0.01% 825
2023
Q2 		$16.1M Buy
180,924
+29,776
+20% +$2.51M 0.01% 821
2023
Q1 		$12.8M Buy
151,148
+4,896
+3% +$405K 0.01% 876
2022
Q4 		$11.5M Buy
146,252
+7,448
+5% +$550K 0.01% 909
2022
Q3 		$8.86M Sell
138,804
-3,433
-2% -$251K ﹤0.01% 957
2022
Q2 		$10.1M Sell
142,237
-603,922
-81% -$44.5M 0.01% 952
2022
Q1 		$57.4M Sell
746,159
-14,489
-2% -$1.16M 0.02% 563
2021
Q4 		$66.2M Sell
760,648
-22,395
-3% -$1.87M 0.02% 564
2021
Q3 		$64.4M Buy
783,043
+119,501
+18% +$10.5M 0.02% 576
2021
Q2 		$54.3M Sell
663,542
-39,731
-6% -$3.06M 0.02% 618
2021
Q1 		$48.1M Sell
703,273
-61,406
-8% -$4.01M 0.02% 634
2020
Q4 		$51.7M Buy
764,679
+22,873
+3% +$1.48M 0.02% 579
2020
Q3 		$46.3M Sell
741,806
-1,870,947
-72% -$114M 0.02% 571
2020
Q2 		$153M Buy
+2,612,753
New +$135M 0.08% 273

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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Franklin Resources's OTIS Position: Q1 2026 in Review

Franklin Resources increased its Otis Worldwide (OTIS) stake by 47% in Q1 2026, buying an estimated $322M and bringing the position to 11,520,956 shares worth $888M. The position accounts for 0.22% of the portfolio, ranked #101.

Franklin Resources first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Franklin Resources held 11,520,956 shares of Otis Worldwide worth $888M as of Q1 2026.
  • Franklin Resources bought 3,678,803 Otis Worldwide shares in Q1 2026, an estimated $322M.
  • Otis Worldwide made up 0.22% of Franklin Resources's portfolio in Q1 2026, its #101 holding.
  • Franklin Resources first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.