Lazard Asset Management
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Lazard Asset Management’s Otis Worldwide OTIS Stock Holding History

Lazard Asset Management’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
2025
Q3 		– Sell
-1,886
Closed -$186K – 2183
2025
Q2 		$186K Sell
1,886
-9,113
-83% -$880K ﹤0.01% 1715
2025
Q1 		$1.14M Sell
10,999
-1,435
-12% -$140K ﹤0.01% 1177
2024
Q4 		$1.15M Sell
12,434
-2,904
-19% -$291K ﹤0.01% 1094
2024
Q3 		$1.59M Sell
15,338
-12,268
-44% -$1.17M ﹤0.01% 929
2024
Q2 		$2.66M Sell
27,606
-1,750,037
-98% -$169M ﹤0.01% 812
2024
Q1 		$176M Sell
1,777,643
-165,113
-8% -$15.3M 0.21% 100
2023
Q4 		$174M Sell
1,942,756
-479,347
-20% -$39.9M 0.22% 102
2023
Q3 		$195M Sell
2,422,103
-518,927
-18% -$44.4M 0.26% 83
2023
Q2 		$262M Sell
2,941,030
-284,806
-9% -$24M 0.32% 73
2023
Q1 		$272M Sell
3,225,836
-198,156
-6% -$16.4M 0.36% 73
2022
Q4 		$268M Sell
3,423,992
-361,701
-10% -$26.7M 0.37% 70
2022
Q3 		$242M Sell
3,785,693
-197,440
-5% -$14.4M 0.35% 66
2022
Q2 		$281M Buy
3,983,133
+86,572
+2% +$6.38M 0.38% 62
2022
Q1 		$300M Buy
3,896,561
+984,793
+34% +$78.7M 0.35% 65
2021
Q4 		$254M Buy
2,911,768
+2,791,340
+2,318% +$234M 0.27% 80
2021
Q3 		$9.91M Buy
120,428
+22,798
+23% +$2M 0.01% 624
2021
Q2 		$7.98M Buy
97,630
+1,795
+2% +$138K 0.01% 641
2021
Q1 		$6.56M Sell
95,835
-24,176
-20% -$1.58M 0.01% 632
2020
Q4 		$8.11M Buy
120,011
+28,557
+31% +$1.85M 0.01% 588
2020
Q3 		$5.71M Buy
91,454
+68,289
+295% +$4.18M 0.01% 584
2020
Q2 		$1.32M Buy
+23,165
New +$1.2M ﹤0.01% 727

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Lazard Asset Management's OTIS Position: Q3 2025 in Review

Lazard Asset Management sold out of Otis Worldwide (OTIS) in Q3 2025, closing a stake of 1,886 shares — an estimated $186K sold.

Lazard Asset Management first reported a position in OTIS in Q2 2020 and held it in 21 quarters. The position peaked at $300M in Q1 2022. 1,252 funds tracked by Wall St. Rank hold OTIS as of Q3 2025.

  • Lazard Asset Management reported no remaining Otis Worldwide position as of Q3 2025 after selling out during the quarter.
  • Lazard Asset Management sold 1,886 Otis Worldwide shares in Q3 2025, an estimated $186K.
  • Lazard Asset Management first reported a position in Otis Worldwide in Q2 2020 and held it in 21 quarters.
  • Lazard Asset Management's Otis Worldwide position peaked at $300M in Q1 2022.
  • 1,252 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2025.

Based on Lazard Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.