Morgan Stanley
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Morgan Stanley’s Otis Worldwide OTIS Stock Holding History

Morgan Stanley’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
Q1 		$999M Buy
12,959,312
+284,245
+2% +$24.9M 0.06% 290
2025
Q4 		$1.11B Sell
12,675,067
-403,770
-3% -$36.1M 0.07% 262
2025
Q3 		$1.2B Sell
13,078,837
-398,403
-3% -$36.2M 0.07% 241
2025
Q2 		$1.33B Buy
13,477,240
+583,875
+5% +$56.4M 0.09% 207
2025
Q1 		$1.33B Buy
12,893,365
+966,988
+8% +$94.5M 0.1% 189
2024
Q4 		$1.1B Buy
11,926,377
+138,659
+1% +$13.9M 0.08% 224
2024
Q3 		$1.23B Sell
11,787,718
-651,067
-5% -$62M 0.09% 204
2024
Q2 		$1.2B Sell
12,438,785
-534,036
-4% -$51.5M 0.09% 194
2024
Q1 		$1.29B Sell
12,972,821
-12,501,903
-49% -$1.16B 0.1% 189
2023
Q4 		$2.28B Buy
25,474,724
+12,562,070
+97% +$1.04B 0.1% 191
2023
Q3 		$1.04B Sell
12,912,654
-195,005
-1% -$16.7M 0.11% 182
2023
Q2 		$1.17B Sell
13,107,659
-194,855
-1% -$16.4M 0.12% 170
2023
Q1 		$1.12B Buy
13,302,514
+91,817
+0.7% +$7.6M 0.12% 164
2022
Q4 		$1.03B Buy
13,210,697
+681,992
+5% +$50.4M 0.12% 173
2022
Q3 		$799M Sell
12,528,705
-442,721
-3% -$32.4M 0.11% 192
2022
Q2 		$917M Buy
12,971,426
+1,449,548
+13% +$107M 0.12% 175
2022
Q1 		$887M Buy
11,521,878
+9,546,640
+483% +$763M 0.12% 181
2021
Q4 		$172M Sell
1,975,238
-739,154
-27% -$61.9M 0.02% 623
2021
Q3 		$223M Buy
2,714,392
+134,679
+5% +$11.8M 0.03% 493
2021
Q2 		$211M Buy
2,579,713
+195,439
+8% +$15M 0.03% 527
2021
Q1 		$163M Sell
2,384,274
-1,276,440
-35% -$83.4M 0.02% 556
2020
Q4 		$247M Buy
3,660,714
+1,972,801
+117% +$128M 0.04% 404
2020
Q3 		$105M Sell
1,687,913
-248,650
-13% -$15.2M 0.02% 578
2020
Q2 		$110M Buy
+1,936,563
New +$100M 0.02% 511

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Morgan Stanley's OTIS Position: Q1 2026 in Review

Morgan Stanley increased its Otis Worldwide (OTIS) stake by 2.2% in Q1 2026, buying an estimated $24.9M and bringing the position to 12,959,312 shares worth $999M. The position accounts for 0.06% of the portfolio, ranked #290.

Morgan Stanley first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.28B in Q4 2023. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Morgan Stanley held 12,959,312 shares of Otis Worldwide worth $999M as of Q1 2026.
  • Morgan Stanley bought 284,245 Otis Worldwide shares in Q1 2026, an estimated $24.9M.
  • Otis Worldwide made up 0.06% of Morgan Stanley's portfolio in Q1 2026, its #290 holding.
  • Morgan Stanley first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Morgan Stanley's Otis Worldwide position peaked at $2.28B in Q4 2023.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.