Geode Capital Management
OTIS icon

Geode Capital Management’s Otis Worldwide OTIS Stock Holding History

Geode Capital 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
Q1 		$964M Buy
12,451,330
+1,663,105
+15% +$146M 0.06% 279
2025
Q4 		$945M Buy
10,788,225
+29,636
+0.3% +$2.65M 0.06% 275
2025
Q3 		$986M Buy
10,758,589
+85,462
+0.8% +$7.76M 0.06% 268
2025
Q2 		$1.06B Buy
10,673,127
+129,458
+1% +$12.5M 0.07% 233
2025
Q1 		$1.09B Sell
10,543,669
-583,066
-5% -$57M 0.09% 210
2024
Q4 		$1.03B Buy
11,126,735
+95,035
+0.9% +$9.53M 0.08% 212
2024
Q3 		$1.15B Buy
11,031,700
+152,072
+1% +$14.5M 0.09% 190
2024
Q2 		$1.05B Buy
10,879,628
+154,110
+1% +$14.9M 0.09% 188
2024
Q1 		$1.06B Buy
10,725,518
+257,392
+2% +$23.8M 0.1% 188
2023
Q4 		$936M Buy
10,468,126
+102,194
+1% +$8.5M 0.1% 186
2023
Q3 		$832M Buy
10,365,932
+231,874
+2% +$19.8M 0.1% 188
2023
Q2 		$901M Buy
10,134,058
+285,489
+3% +$24.1M 0.11% 171
2023
Q1 		$831M Buy
9,848,569
+22,138
+0.2% +$1.83M 0.11% 180
2022
Q4 		$769M Buy
9,826,431
+100,079
+1% +$7.39M 0.11% 186
2022
Q3 		$621M Buy
9,726,352
+146,700
+2% +$10.7M 0.09% 210
2022
Q2 		$676M Buy
9,579,652
+331,942
+4% +$24.4M 0.1% 197
2022
Q1 		$710M Buy
9,247,710
+474,184
+5% +$37.9M 0.09% 215
2021
Q4 		$763M Buy
8,773,526
+202,089
+2% +$16.9M 0.09% 199
2021
Q3 		$704M Buy
8,571,437
+520,103
+6% +$45.7M 0.09% 195
2021
Q2 		$657M Buy
8,051,334
+495,981
+7% +$38.2M 0.09% 207
2021
Q1 		$516M Buy
7,555,353
+131,032
+2% +$8.57M 0.08% 247
2020
Q4 		$500M Buy
7,424,321
+742,424
+11% +$48.2M 0.08% 225
2020
Q3 		$416M Buy
6,681,897
+31,539
+0.5% +$1.93M 0.08% 235
2020
Q2 		$377M Buy
+6,650,358
New +$345M 0.08% 234

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

Geode Capital Management's OTIS Position: Q1 2026 in Review

Geode Capital Management increased its Otis Worldwide (OTIS) stake by 15% in Q1 2026, buying an estimated $146M and bringing the position to 12,451,330 shares worth $964M. The position accounts for 0.06% of the portfolio, ranked #279.

Geode Capital Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.15B in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Geode Capital Management held 12,451,330 shares of Otis Worldwide worth $964M as of Q1 2026.
  • Geode Capital Management bought 1,663,105 Otis Worldwide shares in Q1 2026, an estimated $146M.
  • Otis Worldwide made up 0.06% of Geode Capital Management's portfolio in Q1 2026, its #279 holding.
  • Geode Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Geode Capital Management's Otis Worldwide position peaked at $1.15B in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.