Legal & General Group
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Legal & General Group’s Otis Worldwide OTIS Stock Holding History

Legal & General 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
2026
Q2 		$178M Sell
2,479,254
-234,666
-9% -$17.5M 0.04% 395
2026
Q1 		$209M Sell
2,713,920
-18,294
-0.7% -$1.6M 0.05% 335
2025
Q4 		$239M Sell
2,732,214
-171,005
-6% -$15.3M 0.05% 327
2025
Q3 		$265M Buy
2,903,219
+97,884
+3% +$8.89M 0.06% 304
2025
Q2 		$278M Buy
2,805,335
+58,165
+2% +$5.62M 0.07% 283
2025
Q1 		$284M Sell
2,747,170
-119,625
-4% -$11.7M 0.08% 268
2024
Q4 		$265M Sell
2,866,795
-112,237
-4% -$11.3M 0.07% 272
2024
Q3 		$310M Sell
2,979,032
-7,786
-0.3% -$742K 0.08% 253
2024
Q2 		$288M Sell
2,986,818
-80,485
-3% -$7.76M 0.08% 251
2024
Q1 		$304M Buy
3,067,303
+43,080
+1% +$3.98M 0.09% 242
2023
Q4 		$271M Sell
3,024,223
-2,271
-0.1% -$189K 0.08% 257
2023
Q3 		$243M Sell
3,026,494
-93,445
-3% -$7.99M 0.08% 259
2023
Q2 		$278M Buy
3,119,939
+129,742
+4% +$10.9M 0.09% 238
2023
Q1 		$252M Buy
2,990,197
+78,477
+3% +$6.49M 0.09% 245
2022
Q4 		$228M Sell
2,911,720
-163,426
-5% -$12.1M 0.09% 271
2022
Q3 		$196M Sell
3,075,146
-149,058
-5% -$10.9M 0.08% 299
2022
Q2 		$228M Buy
3,224,204
+55,947
+2% +$4.12M 0.08% 280
2022
Q1 		$244M Buy
3,168,257
+227,335
+8% +$18.2M 0.07% 298
2021
Q4 		$256M Sell
2,940,922
-143,306
-5% -$12M 0.08% 283
2021
Q3 		$254M Buy
3,084,228
+49,355
+2% +$4.34M 0.08% 274
2021
Q2 		$248M Buy
3,034,873
+510,219
+20% +$39.3M 0.08% 284
2021
Q1 		$173M Sell
2,524,654
-19,787
-0.8% -$1.29M 0.06% 342
2020
Q4 		$172M Buy
2,544,441
+44,385
+2% +$2.88M 0.07% 330
2020
Q3 		$156M Buy
2,500,056
+58,141
+2% +$3.56M 0.07% 312
2020
Q2 		$139M Buy
+2,441,915
New +$127M 0.07% 317

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

Legal & General Group's OTIS Position: Q2 2026 in Review

Legal & General Group reduced its Otis Worldwide (OTIS) stake by 8.6% in Q2 2026, selling an estimated $17.5M and leaving 2,479,254 shares worth $178M. The position accounts for 0.04% of the portfolio, ranked #395.

Legal & General Group first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $310M in Q3 2024. 1,228 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Legal & General Group held 2,479,254 shares of Otis Worldwide worth $178M as of Q2 2026.
  • Legal & General Group sold 234,666 Otis Worldwide shares in Q2 2026, an estimated $17.5M.
  • Otis Worldwide made up 0.04% of Legal & General Group's portfolio in Q2 2026, its #395 holding.
  • Legal & General Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Legal & General Group's Otis Worldwide position peaked at $310M in Q3 2024.
  • 1,228 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.