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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 $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 $3.38T AUM 44.17% 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

Jefferies Financial Group's OTIS Position: Q2 2026 in Review

Jefferies Financial Group reduced its Otis Worldwide (OTIS) stake by 20% in Q2 2026, selling an estimated $3.61M and leaving 193,236 shares worth $13.8M. The position accounts for 0.09% of the portfolio, ranked #195.

Jefferies Financial Group first reported a position in OTIS in Q1 2023 and has held it in 10 quarters since. The position peaked at $18.6M in Q1 2026. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Jefferies Financial Group held 193,236 shares of Otis Worldwide worth $13.8M as of Q2 2026.
  • Jefferies Financial Group sold 48,264 Otis Worldwide shares in Q2 2026, an estimated $3.61M.
  • Otis Worldwide made up 0.09% of Jefferies Financial Group's portfolio in Q2 2026, its #195 holding.
  • Jefferies Financial Group first reported a position in Otis Worldwide in Q1 2023 and has held it in 10 quarters since.
  • Jefferies Financial Group's Otis Worldwide position peaked at $18.6M in Q1 2026.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.