Mariner
OTIS icon

Mariner’s Otis Worldwide OTIS Stock Holding History

Mariner’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 		$10.7M Buy
149,626
+20,119
+16% +$1.5M 0.01% 698
2026
Q1 		$9.98M Sell
129,507
-4,712
-4% -$412K 0.01% 752
2025
Q4 		$11.7M Buy
134,219
+30,541
+29% +$2.73M 0.01% 642
2025
Q3 		$9.48M Buy
103,678
+20,527
+25% +$1.86M 0.01% 665
2025
Q2 		$8.23M Buy
83,151
+6,220
+8% +$600K 0.01% 669
2025
Q1 		$7.94M Buy
76,931
+4,592
+6% +$449K 0.01% 637
2024
Q4 		$6.7M Buy
72,339
+2,785
+4% +$279K 0.01% 688
2024
Q3 		$7.23M Buy
69,554
+1,235
+2% +$118K 0.01% 649
2024
Q2 		$6.58M Sell
68,319
-61
-0.1% -$5.88K 0.01% 636
2024
Q1 		$6.79M Buy
68,380
+2,290
+3% +$212K 0.01% 627
2023
Q4 		$5.91M Buy
66,090
+2,591
+4% +$215K 0.01% 628
2023
Q3 		$5.1M Buy
63,499
+5,861
+10% +$501K 0.01% 639
2023
Q2 		$5.13M Buy
57,638
+266
+0.5% +$22.4K 0.01% 642
2023
Q1 		$4.84M Buy
57,372
+4,426
+8% +$366K 0.01% 642
2022
Q4 		$4.15M Buy
52,946
+9,116
+21% +$673K 0.01% 669
2022
Q3 		$2.8M Buy
43,830
+2,675
+6% +$196K 0.01% 663
2022
Q2 		$2.91M Buy
41,155
+3,596
+10% +$265K 0.01% 612
2022
Q1 		$2.89M Buy
37,559
+10,406
+38% +$832K 0.01% 629
2021
Q4 		$2.36M Buy
27,153
+4,047
+18% +$339K 0.01% 617
2021
Q3 		$1.9M Buy
23,106
+6,545
+40% +$576K 0.01% 554
2021
Q2 		$1.35M Sell
16,561
-2,810
-15% -$216K 0.01% 587
2021
Q1 		$1.33M Sell
19,371
-1,108
-5% -$72.4K 0.01% 543
2020
Q4 		$1.38M Sell
20,479
-1,072
-5% -$69.5K 0.01% 502
2020
Q3 		$1.34M Sell
21,551
-4,124
-16% -$252K 0.01% 441
2020
Q2 		$1.46M Buy
+25,675
New +$1.33M 0.01% 424

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

Mariner's OTIS Position: Q2 2026 in Review

Mariner increased its Otis Worldwide (OTIS) stake by 16% in Q2 2026, buying an estimated $1.5M and bringing the position to 149,626 shares worth $10.7M. The position accounts for 0.01% of the portfolio, ranked #698.

Mariner first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $11.7M in Q4 2025. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Mariner held 149,626 shares of Otis Worldwide worth $10.7M as of Q2 2026.
  • Mariner bought 20,119 Otis Worldwide shares in Q2 2026, an estimated $1.5M.
  • Otis Worldwide made up 0.01% of Mariner's portfolio in Q2 2026, its #698 holding.
  • Mariner first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Mariner's Otis Worldwide position peaked at $11.7M in Q4 2025.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.