MML Investors Services
OTIS icon

MML Investors Services’s Otis Worldwide OTIS Stock Holding History

MML Investors Services’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 		$4.95M Buy
69,198
+33,448
+94% +$2.5M 0.01% 1003
2026
Q1 		$2.76M Sell
35,750
-17,123
-32% -$1.5M 0.01% 1139
2025
Q4 		$4.62M Buy
52,873
+914
+2% +$81.8K 0.01% 907
2025
Q3 		$4.75M Sell
51,959
-9,187
-15% -$834K 0.01% 846
2025
Q2 		$6.05M Sell
61,146
-6,282
-9% -$606K 0.02% 715
2025
Q1 		$6.96M Sell
67,428
-4,840
-7% -$473K 0.02% 603
2024
Q4 		$6.69M Buy
72,268
+3,060
+4% +$307K 0.02% 591
2024
Q3 		$7.19M Buy
69,208
+1,038
+2% +$98.9K 0.03% 553
2024
Q2 		$6.56M Sell
68,170
-13,300
-16% -$1.28M 0.03% 545
2024
Q1 		$8.09M Buy
81,470
+9,208
+13% +$851K 0.03% 475
2023
Q4 		$6.46M Buy
72,262
+7,144
+11% +$594K 0.03% 503
2023
Q3 		$5.23M Buy
65,118
+5,838
+10% +$499K 0.03% 522
2023
Q2 		$5.28M Buy
59,280
+14,548
+33% +$1.23M 0.03% 514
2023
Q1 		$3.77M Buy
44,732
+1,484
+3% +$123K 0.03% 557
2022
Q4 		$3.39M Buy
43,248
+2,272
+6% +$168K 0.02% 626
2022
Q3 		$2.61M Buy
40,976
+3,374
+9% +$247K 0.02% 646
2022
Q2 		$2.66M Buy
37,602
+1,762
+5% +$130K 0.02% 644
2022
Q1 		$2.76M Buy
35,840
+367
+1% +$29.3K 0.02% 668
2021
Q4 		$3.09M Buy
35,473
+1,863
+6% +$156K 0.02% 589
2021
Q3 		$2.77M Buy
33,610
+1,010
+3% +$88.8K 0.02% 611
2021
Q2 		$2.67M Buy
32,600
+382
+1% +$29.4K 0.02% 600
2021
Q1 		$2.21M Sell
32,218
-2,944
-8% -$192K 0.02% 622
2020
Q4 		$2.38M Buy
35,162
+4,483
+15% +$291K 0.03% 527
2020
Q3 		$1.92M Sell
30,679
-1,635
-5% -$100K 0.02% 538
2020
Q2 		$1.84M Buy
+32,314
New +$1.67M 0.02% 530

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

MML Investors Services's OTIS Position: Q2 2026 in Review

MML Investors Services increased its Otis Worldwide (OTIS) stake by 94% in Q2 2026, buying an estimated $2.5M and bringing the position to 69,198 shares worth $4.95M. The position accounts for 0.01% of the portfolio, ranked #1003.

MML Investors Services first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.09M in Q1 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • MML Investors Services held 69,198 shares of Otis Worldwide worth $4.95M as of Q2 2026.
  • MML Investors Services bought 33,448 Otis Worldwide shares in Q2 2026, an estimated $2.5M.
  • Otis Worldwide made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1003 holding.
  • MML Investors Services first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • MML Investors Services's Otis Worldwide position peaked at $8.09M in Q1 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.