Macquarie Group
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Macquarie Group’s Otis Worldwide OTIS Stock Holding History

Macquarie 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 		$3.43M Buy
47,856
+3,112
+7% +$232K 0.01% 469
2026
Q1 		$3.45M Sell
44,744
-10,886
-20% -$952K 0.02% 427
2025
Q4 		$4.86M Sell
55,630
-1,210,193
-96% -$108M 0.02% 407
2025
Q3 		$116M Buy
1,265,823
+118,858
+10% +$10.8M 0.14% 184
2025
Q2 		$114M Buy
1,146,965
+88,692
+8% +$8.56M 0.14% 196
2025
Q1 		$109M Buy
1,058,273
+153,868
+17% +$15M 0.14% 210
2024
Q4 		$82.3M Buy
904,405
+51,057
+6% +$5.12M 0.1% 281
2024
Q3 		$88.7M Buy
853,348
+115,747
+16% +$11M 0.1% 286
2024
Q2 		$71M Sell
737,601
-11,938
-2% -$1.15M 0.08% 320
2024
Q1 		$74.4M Sell
749,539
-178,458
-19% -$16.5M 0.08% 310
2023
Q4 		$83M Sell
927,997
-45,264
-5% -$3.76M 0.1% 289
2023
Q3 		$78.1M Buy
973,261
+90,463
+10% +$7.74M 0.1% 275
2023
Q2 		$78.5M Buy
882,798
+139,970
+19% +$11.8M 0.09% 294
2023
Q1 		$62.7M Buy
742,828
+29,865
+4% +$2.47M 0.07% 341
2022
Q4 		$55.9M Sell
712,963
-32,871
-4% -$2.43M 0.07% 406
2022
Q3 		$47.5M Sell
745,834
-11,540
-2% -$844K 0.06% 436
2022
Q2 		$53.6M Buy
757,374
+689,914
+1,023% +$50.8M 0.06% 426
2022
Q1 		$5.19M Buy
67,460
+206
+0.3% +$16.5K ﹤0.01% 1105
2021
Q4 		$5.86M Sell
67,254
-2,185
-3% -$183K ﹤0.01% 1082
2021
Q3 		$5.72M Sell
69,439
-1,526
-2% -$134K ﹤0.01% 1078
2021
Q2 		$5.8M Buy
70,965
+23,531
+50% +$1.81M ﹤0.01% 1091
2021
Q1 		$3.25M Sell
47,434
-9,825
-17% -$642K ﹤0.01% 1026
2020
Q4 		$3.87M Buy
57,259
+7,389
+15% +$479K 0.01% 928
2020
Q3 		$3.12M Sell
49,870
-1,756
-3% -$107K 0.01% 925
2020
Q2 		$2.94M Buy
+51,626
New +$2.67M 0.01% 912

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

Macquarie Group's OTIS Position: Q2 2026 in Review

Macquarie Group increased its Otis Worldwide (OTIS) stake by 7% in Q2 2026, buying an estimated $232K and bringing the position to 47,856 shares worth $3.43M. The position accounts for 0.01% of the portfolio, ranked #469.

Macquarie Group first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $116M in Q3 2025. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Macquarie Group held 47,856 shares of Otis Worldwide worth $3.43M as of Q2 2026.
  • Macquarie Group bought 3,112 Otis Worldwide shares in Q2 2026, an estimated $232K.
  • Otis Worldwide made up 0.01% of Macquarie Group's portfolio in Q2 2026, its #469 holding.
  • Macquarie Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Macquarie Group's Otis Worldwide position peaked at $116M in Q3 2025.
  • 1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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