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
Q2 		$844M Buy
11,784,188
+263,232
+2% +$19.7M 0.18% 117
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 $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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources's OTIS Position: Q2 2026 in Review

Franklin Resources increased its Otis Worldwide (OTIS) stake by 2.3% in Q2 2026, buying an estimated $19.7M and bringing the position to 11,784,188 shares worth $844M. The position accounts for 0.18% of the portfolio, ranked #117.

Franklin Resources first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $888M in Q1 2026. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Franklin Resources held 11,784,188 shares of Otis Worldwide worth $844M as of Q2 2026.
  • Franklin Resources bought 263,232 Otis Worldwide shares in Q2 2026, an estimated $19.7M.
  • Otis Worldwide made up 0.18% of Franklin Resources's portfolio in Q2 2026, its #117 holding.
  • Franklin Resources first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Franklin Resources's Otis Worldwide position peaked at $888M in Q1 2026.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.