LSERS
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Louisiana State Employees Retirement System’s Otis Worldwide OTIS Stock Holding History

Louisiana State Employees Retirement System’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 		$1.4M Sell
19,600
-200
-1% -$14.9K 0.02% 873
2026
Q1 		$1.53M Sell
19,800
-100
-0.5% -$8.75K 0.03% 726
2025
Q4 		$1.74M Sell
19,900
-700
-3% -$62.6K 0.03% 625
2025
Q3 		$1.88M Sell
20,600
-200
-1% -$18.2K 0.03% 574
2025
Q2 		$2.06M Sell
20,800
-500
-2% -$48.3K 0.04% 490
2025
Q1 		$2.2M Sell
21,300
-200
-0.9% -$19.5K 0.04% 429
2024
Q4 		$1.99M Sell
21,500
-1,100
-5% -$110K 0.04% 514
2024
Q3 		$2.35M Sell
22,600
-300
-1% -$28.6K 0.04% 413
2024
Q2 		$2.2M Sell
22,900
-700
-3% -$67.5K 0.04% 418
2024
Q1 		$2.34M Sell
23,600
-1,100
-4% -$102K 0.05% 412
2023
Q4 		$2.21M Sell
24,700
-800
-3% -$66.5K 0.05% 390
2023
Q3 		$2.05M Sell
25,500
-100
-0.4% -$8.55K 0.05% 377
2023
Q2 		$2.28M Sell
25,600
-1,400
-5% -$118K 0.05% 335
2023
Q1 		$2.28M Buy
27,000
+100
+0.4% +$8.28K 0.06% 289
2022
Q4 		$2.11M Hold
26,900
– – 0.06% 309
2022
Q3 		$1.72M Buy
26,900
+100
+0.4% +$7.32K 0.05% 365
2022
Q2 		$1.93M Hold
26,800
– – 0.05% 336
2022
Q1 		$2.02M Buy
26,800
+200
+0.8% +$16K 0.05% 377
2021
Q4 		$2.32M Hold
26,600
– – 0.05% 341
2021
Q3 		$2.19M Buy
26,600
+1,500
+6% +$132K 0.05% 320
2021
Q2 		$2.05M Sell
25,100
-200
-0.8% -$15.4K 0.05% 354
2021
Q1 		$1.73M Hold
25,300
– – 0.05% 414
2020
Q4 		$1.71M Buy
25,300
+4,600
+22% +$298K 0.05% 376
2020
Q3 		$1.29M Buy
20,700
+3,200
+18% +$196K 0.06% 357
2020
Q2 		$995K Buy
+17,500
New +$907K 0.06% 390

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Louisiana State Employees Retirement System's OTIS Position: Q2 2026 in Review

Louisiana State Employees Retirement System reduced its Otis Worldwide (OTIS) stake by 1% in Q2 2026, selling an estimated $14.9K and leaving 19,600 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #873.

Louisiana State Employees Retirement System first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.35M in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Louisiana State Employees Retirement System held 19,600 shares of Otis Worldwide worth $1.4M as of Q2 2026.
  • Louisiana State Employees Retirement System sold 200 Otis Worldwide shares in Q2 2026, an estimated $14.9K.
  • Otis Worldwide made up 0.02% of Louisiana State Employees Retirement System's portfolio in Q2 2026, its #873 holding.
  • Louisiana State Employees Retirement System first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Louisiana State Employees Retirement System's Otis Worldwide position peaked at $2.35M in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Louisiana State Employees Retirement System's 13F filing for Q2 2026, filed 20 Jul 2026.