Invesco
OTIS icon

Invesco’s Otis Worldwide OTIS Stock Holding History

Invesco’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 		$283M Sell
3,953,975
-16,154
-0.4% -$1.21M 0.02% 606
2026
Q1 		$306M Buy
3,970,129
+65,533
+2% +$5.73M 0.03% 539
2025
Q4 		$341M Sell
3,904,596
-106,349
-3% -$9.51M 0.03% 453
2025
Q3 		$367M Sell
4,010,945
-518,276
-11% -$47M 0.06% 404
2025
Q2 		$448M Buy
4,529,221
+290,621
+7% +$28.1M 0.08% 323
2025
Q1 		$437M Buy
4,238,600
+190,397
+5% +$18.6M 0.08% 310
2024
Q4 		$375M Buy
4,048,203
+302,414
+8% +$30.3M 0.07% 368
2024
Q3 		$389M Buy
3,745,789
+193,339
+5% +$18.4M 0.08% 335
2024
Q2 		$342M Sell
3,552,450
-85,348
-2% -$8.23M 0.07% 352
2024
Q1 		$361M Sell
3,637,798
-48,295
-1% -$4.46M 0.08% 342
2023
Q4 		$330M Sell
3,686,093
-797,439
-18% -$66.3M 0.08% 347
2023
Q3 		$360M Sell
4,483,532
-2,144,017
-32% -$183M 0.1% 268
2023
Q2 		$590M Buy
6,627,549
+131,864
+2% +$11.1M 0.15% 140
2023
Q1 		$548M Sell
6,495,685
-192,279
-3% -$15.9M 0.15% 147
2022
Q4 		$524M Buy
6,687,964
+1,543,386
+30% +$114M 0.15% 149
2022
Q3 		$328M Sell
5,144,578
-585,637
-10% -$42.8M 0.11% 242
2022
Q2 		$405M Sell
5,730,215
-24,996
-0.4% -$1.84M 0.12% 200
2022
Q1 		$443M Sell
5,755,211
-431,526
-7% -$34.5M 0.11% 219
2021
Q4 		$539M Sell
6,186,737
-5,156
-0.1% -$432K 0.13% 176
2021
Q3 		$509M Buy
6,191,893
+49,325
+0.8% +$4.34M 0.13% 182
2021
Q2 		$502M Buy
6,142,568
+1,093,261
+22% +$84.1M 0.12% 192
2021
Q1 		$346M Buy
5,049,307
+1,916,805
+61% +$125M 0.09% 267
2020
Q4 		$212M Buy
3,132,502
+1,946,016
+164% +$126M 0.06% 407
2020
Q3 		$74.1M Sell
1,186,486
-76,874
-6% -$4.7M 0.03% 759
2020
Q2 		$71.8M Buy
+1,263,360
New +$65.5M 0.03% 744

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

Invesco's OTIS Position: Q2 2026 in Review

Invesco reduced its Otis Worldwide (OTIS) stake by 0.41% in Q2 2026, selling an estimated $1.21M and leaving 3,953,975 shares worth $283M. The position accounts for 0.02% of the portfolio, ranked #606.

Invesco first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $590M in Q2 2023. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Invesco held 3,953,975 shares of Otis Worldwide worth $283M as of Q2 2026.
  • Invesco sold 16,154 Otis Worldwide shares in Q2 2026, an estimated $1.21M.
  • Otis Worldwide made up 0.02% of Invesco's portfolio in Q2 2026, its #606 holding.
  • Invesco first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Invesco's Otis Worldwide position peaked at $590M in Q2 2023.
  • 1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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