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OTIS icon

IFM Investors’s Otis Worldwide OTIS Stock Holding History

IFM Investors’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 		$6.43M Buy
89,794
+9,218
+11% +$689K 0.04% 353
2026
Q1 		$6.21M Buy
80,576
+2,070
+3% +$181K 0.05% 323
2025
Q4 		$6.86M Buy
78,506
+529
+0.7% +$47.3K 0.06% 291
2025
Q3 		$7.05M Buy
77,977
+1,796
+2% +$163K 0.06% 275
2025
Q2 		$7.54M Buy
76,181
+893
+1% +$86.2K 0.07% 253
2025
Q1 		$7.77M Hold
75,288
– – 0.08% 234
2024
Q4 		$6.97M Sell
75,288
-7,873
-9% -$790K 0.07% 264
2024
Q3 		$8.64M Sell
83,161
-1,044
-1% -$99.5K 0.08% 238
2024
Q2 		$8.11M Buy
84,205
+505
+0.6% +$48.7K 0.08% 230
2024
Q1 		$8.31M Buy
83,700
+818
+1% +$75.6K 0.09% 226
2023
Q4 		$7.42M Hold
82,882
– – 0.09% 226
2023
Q3 		$6.66M Buy
82,882
+2,816
+4% +$241K 0.09% 239
2023
Q2 		$7.13M Buy
80,066
+5,721
+8% +$482K 0.09% 222
2023
Q1 		$6.27M Buy
74,345
+198
+0.3% +$16.4K 0.1% 233
2022
Q4 		$5.81M Buy
74,147
+2,000
+3% +$148K 0.1% 234
2022
Q3 		$4.6M Sell
72,147
-584
-0.8% -$42.7K 0.08% 260
2022
Q2 		$5.14M Buy
72,731
+11,532
+19% +$849K 0.09% 233
2022
Q1 		$4.71M Buy
61,199
+8,666
+16% +$693K 0.07% 275
2021
Q4 		$4.57M Sell
52,533
-441
-0.8% -$36.9K 0.08% 238
2021
Q3 		$4.36M Sell
52,974
-164
-0.3% -$14.4K 0.09% 220
2021
Q2 		$4.34M Buy
53,138
+7,915
+18% +$609K 0.09% 230
2021
Q1 		$3.1M Buy
45,223
+5,565
+14% +$364K 0.08% 252
2020
Q4 		$2.68M Buy
39,658
+5,131
+15% +$333K 0.09% 243
2020
Q3 		$2.15M Buy
34,527
+4,102
+13% +$251K 0.09% 213
2020
Q2 		$1.73M Buy
+30,425
New +$1.58M 0.09% 230

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

IFM Investors's OTIS Position: Q2 2026 in Review

IFM Investors increased its Otis Worldwide (OTIS) stake by 11% in Q2 2026, buying an estimated $689K and bringing the position to 89,794 shares worth $6.43M. The position accounts for 0.04% of the portfolio, ranked #353.

IFM Investors first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.64M in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • IFM Investors held 89,794 shares of Otis Worldwide worth $6.43M as of Q2 2026.
  • IFM Investors bought 9,218 Otis Worldwide shares in Q2 2026, an estimated $689K.
  • Otis Worldwide made up 0.04% of IFM Investors's portfolio in Q2 2026, its #353 holding.
  • IFM Investors first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • IFM Investors's Otis Worldwide position peaked at $8.64M in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.