HSBC Holdings
OTIS icon

HSBC Holdings’s Otis Worldwide OTIS Stock Holding History

HSBC Holdings’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 		$90.9M Buy
1,269,413
+513,778
+68% +$38.4M 0.04% 410
2026
Q1 		$58.2M Sell
755,635
-114,410
-13% -$10M 0.03% 471
2025
Q4 		$76M Buy
870,045
+164,978
+23% +$14.8M 0.04% 397
2025
Q3 		$64.5M Buy
705,067
+14,166
+2% +$1.29M 0.04% 426
2025
Q2 		$68.4M Sell
690,901
-55,338
-7% -$5.34M 0.04% 393
2025
Q1 		$76.8M Sell
746,239
-31,935
-4% -$3.12M 0.05% 358
2024
Q4 		$72M Buy
778,174
+27,742
+4% +$2.78M 0.04% 394
2024
Q3 		$77.9M Buy
750,432
+112,293
+18% +$10.7M 0.05% 377
2024
Q2 		$61.4M Sell
638,139
-163,508
-20% -$15.8M 0.04% 406
2024
Q1 		$79.6M Buy
801,647
+99,130
+14% +$9.16M 0.05% 333
2023
Q4 		$62.9M Buy
702,517
+143,812
+26% +$12M 0.05% 347
2023
Q3 		$44.8M Buy
558,705
+124,571
+29% +$10.7M 0.05% 392
2023
Q2 		$38.7M Sell
434,134
-194,544
-31% -$16.4M 0.04% 445
2023
Q1 		$52.9M Buy
628,678
+117,871
+23% +$9.75M 0.06% 319
2022
Q4 		$39.9M Buy
510,807
+17,738
+4% +$1.31M 0.05% 417
2022
Q3 		$31.7M Buy
493,069
+96,364
+24% +$7.05M 0.05% 380
2022
Q2 		$27.9M Buy
396,705
+9,126
+2% +$672K 0.04% 466
2022
Q1 		$30M Sell
387,579
-70,740
-15% -$5.65M 0.04% 474
2021
Q4 		$39.8M Sell
458,319
-21,052
-4% -$1.76M 0.04% 457
2021
Q3 		$39.7M Sell
479,371
-35,140
-7% -$3.09M 0.04% 395
2021
Q2 		$42.1M Sell
514,511
-1,485,272
-74% -$114M 0.04% 382
2021
Q1 		$137M Buy
1,999,783
+597,127
+43% +$39M 0.16% 126
2020
Q4 		$94.2M Sell
1,402,656
-227,951
-14% -$14.8M 0.13% 152
2020
Q3 		$103M Buy
1,630,607
+930,641
+133% +$56.9M 0.16% 109
2020
Q2 		$39.8M Buy
+699,966
New +$36.3M 0.08% 242

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

HSBC Holdings's OTIS Position: Q2 2026 in Review

HSBC Holdings increased its Otis Worldwide (OTIS) stake by 68% in Q2 2026, buying an estimated $38.4M and bringing the position to 1,269,413 shares worth $90.9M. The position accounts for 0.04% of the portfolio, ranked #410.

HSBC Holdings first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $137M in Q1 2021. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • HSBC Holdings held 1,269,413 shares of Otis Worldwide worth $90.9M as of Q2 2026.
  • HSBC Holdings bought 513,778 Otis Worldwide shares in Q2 2026, an estimated $38.4M.
  • Otis Worldwide made up 0.04% of HSBC Holdings's portfolio in Q2 2026, its #410 holding.
  • HSBC Holdings first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • HSBC Holdings's Otis Worldwide position peaked at $137M in Q1 2021.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.