Mitsubishi UFJ Asset Management
OTIS icon

Mitsubishi UFJ Asset Management’s Otis Worldwide OTIS Stock Holding History

Mitsubishi UFJ Asset 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 		$424M Buy
5,918,140
+26,119
+0.4% +$1.95M 0.23% 83
2026
Q1 		$454M Buy
5,892,021
+1,206,711
+26% +$106M 0.3% 68
2025
Q4 		$414M Sell
4,685,310
-92,842
-2% -$8.31M 0.28% 70
2025
Q3 		$437M Buy
4,778,152
+145,817
+3% +$13.2M 0.31% 59
2025
Q2 		$459M Buy
4,632,335
+494,259
+12% +$47.7M 0.37% 53
2025
Q1 		$427M Buy
4,138,076
+571,489
+16% +$55.8M 0.39% 49
2024
Q4 		$331M Buy
3,566,587
+115,508
+3% +$11.6M 0.32% 61
2024
Q3 		$359M Buy
3,451,079
+102,290
+3% +$9.75M 0.38% 53
2024
Q2 		$322M Buy
3,348,789
+157,671
+5% +$15.2M 0.39% 52
2024
Q1 		$317M Buy
3,191,118
+126,684
+4% +$11.7M 0.44% 44
2023
Q4 		$269M Sell
3,064,434
-245,421
-7% -$20.4M 0.47% 43
2023
Q3 		$266M Buy
3,309,855
+120,853
+4% +$10.3M 0.54% 38
2023
Q2 		$284M Buy
3,189,002
+96,354
+3% +$8.12M 0.59% 37
2023
Q1 		$261M Buy
3,092,648
+124,121
+4% +$10.3M 0.62% 36
2022
Q4 		$235M Buy
2,968,527
+182,051
+7% +$13.4M 0.64% 34
2022
Q3 		$178M Buy
2,786,476
+2,543,929
+1,049% +$186M 0.57% 37
2022
Q2 		$17.1M Buy
242,547
+24,481
+11% +$1.8M 0.08% 266
2022
Q1 		$16.8M Buy
218,066
+22,781
+12% +$1.82M 0.07% 290
2021
Q4 		$16.7M Buy
195,285
+24,761
+15% +$2.07M 0.07% 295
2021
Q3 		$14M Buy
170,524
+19,313
+13% +$1.7M 0.07% 301
2021
Q2 		$12.4M Buy
151,211
+16,314
+12% +$1.26M 0.07% 320
2021
Q1 		$9.23M Sell
134,897
-100,404
-43% -$6.56M 0.06% 356
2020
Q4 		$15.9M Buy
235,301
+8,879
+4% +$576K 0.12% 172
2020
Q3 		$14.1M Buy
226,422
+38,419
+20% +$2.35M 0.13% 160
2020
Q2 		$10.7M Buy
+188,003
New +$9.74M 0.12% 168

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

Mitsubishi UFJ Asset Management's OTIS Position: Q2 2026 in Review

Mitsubishi UFJ Asset Management increased its Otis Worldwide (OTIS) stake by 0.44% in Q2 2026, buying an estimated $1.95M and bringing the position to 5,918,140 shares worth $424M. The position accounts for 0.23% of the portfolio, ranked #83.

Mitsubishi UFJ Asset Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $459M in Q2 2025. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Mitsubishi UFJ Asset Management held 5,918,140 shares of Otis Worldwide worth $424M as of Q2 2026.
  • Mitsubishi UFJ Asset Management bought 26,119 Otis Worldwide shares in Q2 2026, an estimated $1.95M.
  • Otis Worldwide made up 0.23% of Mitsubishi UFJ Asset Management's portfolio in Q2 2026, its #83 holding.
  • Mitsubishi UFJ Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Mitsubishi UFJ Asset Management's Otis Worldwide position peaked at $459M in Q2 2025.
  • 1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.