Lazard Frères Gestion
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Lazard Frères Gestion’s Otis Worldwide OTIS Stock Holding History

Lazard Frères Gestion’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
Q3 		$96.6M Buy
1,502,308
+85,198
+6% +$6.06M 1.62% 19
2026
Q2 		$101M Buy
1,417,110
+76,146
+6% +$5.69M 1.76% 17
2026
Q1 		$103M Buy
1,340,964
+31,804
+2% +$2.78M 2.04% 17
2025
Q4 		$114M Buy
1,309,160
+235,316
+22% +$21.1M 2.06% 16
2025
Q3 		$98.2M Buy
1,073,844
+160,091
+18% +$14.5M 1.87% 17
2025
Q2 		$90.5M Buy
913,753
+133,473
+17% +$12.9M 1.89% 16
2025
Q1 		$80.5M Sell
780,280
-324,489
-29% -$31.7M 1.96% 16
2024
Q4 		$102M Buy
1,104,769
+84,671
+8% +$8.49M 2.05% 15
2024
Q3 		$106M Sell
1,020,098
-18,721
-2% -$1.78M 2.25% 15
2024
Q2 		$97.9M Buy
1,038,819
+3,371
+0.3% +$325K 2.26% 15
2024
Q1 		$100M Sell
1,035,448
-18,591
-2% -$1.72M 2.49% 13
2023
Q4 		$91.7M Buy
1,054,039
+2,250
+0.2% +$187K 2.64% 13
2023
Q3 		$83.1M Sell
1,051,789
-56,098
-5% -$4.8M 2.64% 13
2023
Q2 		$96.1M Sell
1,107,887
-12,755
-1% -$1.07M 2.95% 11
2023
Q1 		$82.3M Sell
1,120,642
-60,652
-5% -$5.02M 3.03% 11
2022
Q4 		$90.8M Sell
1,181,294
-50,380
-4% -$3.72M 3.29% 12
2022
Q3 		$79.1M Sell
1,231,674
-14,583
-1% -$1.07M 2.99% 12
2022
Q2 		$86.9M Sell
1,246,257
-85,039
-6% -$6.26M 3.12% 11
2022
Q1 		$100M Buy
+1,331,296
New +$106M 3.01% 11
2021
Q4 		– Sell
-1,329,531
Closed -$110M – 71
2021
Q3 		$110M Buy
1,329,531
+43,699
+3% +$3.84M 3.08% 11
2021
Q2 		$88.7M Sell
1,285,832
-21,841
-2% -$1.68M 2.86% 13
2021
Q1 		$76.3M Buy
1,307,673
+149,814
+13% +$9.8M 2.66% 14
2020
Q4 		$78.3M Buy
+1,157,859
New +$75.1M 2.5% 16

Other funds holding OTIS

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Lazard Frères Gestion's OTIS Position: Q3 2026 in Review

Lazard Frères Gestion increased its Otis Worldwide (OTIS) stake by 6% in Q3 2026, buying an estimated $6.06M and bringing the position to 1,502,308 shares worth $96.6M. The position accounts for 1.62% of the portfolio, ranked #19.

Lazard Frères Gestion first reported a position in OTIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $114M in Q4 2025. 478 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Lazard Frères Gestion held 1,502,308 shares of Otis Worldwide worth $96.6M as of Q3 2026.
  • Lazard Frères Gestion bought 85,198 Otis Worldwide shares in Q3 2026, an estimated $6.06M.
  • Otis Worldwide made up 1.62% of Lazard Frères Gestion's portfolio in Q3 2026, its #19 holding.
  • Lazard Frères Gestion first reported a position in Otis Worldwide in Q4 2020 and has held it in 23 quarters since.
  • Lazard Frères Gestion's Otis Worldwide position peaked at $114M in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Lazard Frères Gestion's 13F filing for Q3 2026, filed 3 Nov 2026.