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Jefferies Financial Group’s Otis Worldwide OTIS Stock Holding History

Jefferies Financial Group’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
2024
Q3 		– Sell
-90,300
Closed -$8.69M – 1679
2024
Q2 		$8.69M Buy
+90,300
New +$8.7M 0.09% 177
2024
Q1 		– Sell
-54,200
Closed -$4.85M – 1912
2023
Q4 		$4.85M Buy
+54,200
New +$4.51M 0.03% 415

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

Jefferies Financial Group's OTIS Position: Q1 2026 in Review

Jefferies Financial Group increased its Otis Worldwide (OTIS) stake by 5,746% in Q1 2026, buying an estimated $20.8M and bringing the position to 241,500 shares worth $18.6M. The position accounts for 0.13% of the portfolio, ranked #131.

Jefferies Financial Group first reported a position in OTIS in Q1 2023 and has held it in 9 quarters since. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Jefferies Financial Group held 241,500 shares of Otis Worldwide worth $18.6M as of Q1 2026.
  • Jefferies Financial Group bought 237,369 Otis Worldwide shares in Q1 2026, an estimated $20.8M.
  • Otis Worldwide made up 0.13% of Jefferies Financial Group's portfolio in Q1 2026, its #131 holding.
  • Jefferies Financial Group first reported a position in Otis Worldwide in Q1 2023 and has held it in 9 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.