MetLife Investment Management
OTIS icon

MetLife Investment Management’s Otis Worldwide OTIS Stock Holding History

MetLife Investment Management’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 		$6.29M Sell
87,790
-3,060
-3% -$229K 0.03% 547
2026
Q1 		$7M Sell
90,850
-2,579
-3% -$226K 0.04% 478
2025
Q4 		$8.16M Sell
93,429
-3,992
-4% -$357K 0.04% 425
2025
Q3 		$8.91M Sell
97,421
-3,149
-3% -$286K 0.04% 395
2025
Q2 		$9.96M Sell
100,570
-2,463
-2% -$238K 0.06% 315
2025
Q1 		$10.6M Sell
103,033
-2,687
-3% -$263K 0.06% 312
2024
Q4 		$9.79M Buy
105,720
+1,509
+1% +$151K 0.05% 266
2024
Q3 		$10.8M Sell
104,211
-3,625
-3% -$345K 0.06% 239
2024
Q2 		$10.4M Buy
107,836
+11,741
+12% +$1.13M 0.06% 234
2024
Q1 		$9.54M Sell
96,095
-4,337
-4% -$401K 0.06% 241
2023
Q4 		$8.99M Sell
100,432
-2,455
-2% -$204K 0.06% 243
2023
Q3 		$8.26M Sell
102,887
-3,027
-3% -$259K 0.06% 249
2023
Q2 		$9.43M Sell
105,914
-3,218
-3% -$271K 0.07% 234
2023
Q1 		$9.21M Sell
109,132
-1,690
-2% -$140K 0.07% 233
2022
Q4 		$8.68M Sell
110,822
-2,918
-3% -$215K 0.07% 238
2022
Q3 		$7.26M Sell
113,740
-2,274
-2% -$166K 0.06% 272
2022
Q2 		$8.2M Buy
116,014
+377
+0.3% +$27.8K 0.06% 242
2022
Q1 		$8.9M Buy
115,637
+21,789
+23% +$1.74M 0.06% 277
2021
Q4 		$8.17M Sell
93,848
-2,543
-3% -$213K 0.07% 240
2021
Q3 		$7.93M Buy
96,391
+2,867
+3% +$252K 0.07% 228
2021
Q2 		$7.65M Sell
93,524
-3,618
-4% -$278K 0.07% 244
2021
Q1 		$6.65M Sell
97,142
-1,749
-2% -$114K 0.06% 282
2020
Q4 		$6.68M Sell
98,891
-4,324
-4% -$281K 0.06% 273
2020
Q3 		$6.44M Sell
103,215
-3,254
-3% -$199K 0.07% 249
2020
Q2 		$6.05M Buy
+106,469
New +$5.52M 0.07% 253

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 $3.38T AUM 44.17% 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

MetLife Investment Management's OTIS Position: Q2 2026 in Review

MetLife Investment Management reduced its Otis Worldwide (OTIS) stake by 3.4% in Q2 2026, selling an estimated $229K and leaving 87,790 shares worth $6.29M. The position accounts for 0.03% of the portfolio, ranked #547.

MetLife Investment Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $10.8M in Q3 2024. 1,233 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • MetLife Investment Management held 87,790 shares of Otis Worldwide worth $6.29M as of Q2 2026.
  • MetLife Investment Management sold 3,060 Otis Worldwide shares in Q2 2026, an estimated $229K.
  • Otis Worldwide made up 0.03% of MetLife Investment Management's portfolio in Q2 2026, its #547 holding.
  • MetLife Investment Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • MetLife Investment Management's Otis Worldwide position peaked at $10.8M in Q3 2024.
  • 1,233 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on MetLife Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.