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
2023
Q4 		– Sell
-637
Closed -$51.2K – 2864
2023
Q3 		$51.2K Buy
+637
New +$54.5K ﹤0.01% 2625

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
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

HSBC Holdings's OTIS Position: Q1 2026 in Review

HSBC Holdings reduced its Otis Worldwide (OTIS) stake by 13% in Q1 2026, selling an estimated $10M and leaving 755,635 shares worth $58.2M. The position accounts for 0.03% of the portfolio, ranked #471.

HSBC Holdings first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $137M in Q1 2021. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • HSBC Holdings held 755,635 shares of Otis Worldwide worth $58.2M as of Q1 2026.
  • HSBC Holdings sold 114,410 Otis Worldwide shares in Q1 2026, an estimated $10M.
  • Otis Worldwide made up 0.03% of HSBC Holdings's portfolio in Q1 2026, its #471 holding.
  • HSBC Holdings first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • HSBC Holdings's Otis Worldwide position peaked at $137M in Q1 2021.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.