Neuberger Berman Group
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Neuberger Berman Group’s Otis Worldwide OTIS Stock Holding History

Neuberger Berman Group’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 		$48.3M Buy
673,159
+18,001
+3% +$1.34M 0.03% 510
2026
Q1 		$50.5M Buy
655,158
+90,730
+16% +$7.94M 0.04% 470
2025
Q4 		$49.3M Sell
564,428
-25,847
-4% -$2.31M 0.04% 473
2025
Q3 		$54M Sell
590,275
-18,761
-3% -$1.7M 0.04% 456
2025
Q2 		$60.2M Sell
609,036
-597
-0.1% -$57.6K 0.05% 424
2025
Q1 		$62.8M Sell
609,633
-6,378
-1% -$623K 0.05% 391
2024
Q4 		$57M Sell
616,011
-70,546
-10% -$7.07M 0.05% 409
2024
Q3 		$71.4M Sell
686,557
-105,748
-13% -$10.1M 0.06% 367
2024
Q2 		$76.3M Sell
792,305
-9,985
-1% -$962K 0.06% 330
2024
Q1 		$79.7M Sell
802,290
-866,604
-52% -$80.1M 0.07% 328
2023
Q4 		$149M Buy
1,668,894
+761,429
+84% +$63.3M 0.07% 339
2023
Q3 		$72.9M Sell
907,465
-76,634
-8% -$6.55M 0.07% 323
2023
Q2 		$87.6M Sell
984,099
-9,791
-1% -$825K 0.08% 302
2023
Q1 		$83.8M Buy
993,890
+6,564
+0.7% +$543K 0.08% 305
2022
Q4 		$77.4M Buy
987,326
+11,734
+1% +$866K 0.08% 314
2022
Q3 		$62.3M Sell
975,592
-55,580
-5% -$4.07M 0.07% 362
2022
Q2 		$72.8M Sell
1,031,172
-15,624
-1% -$1.15M 0.07% 334
2022
Q1 		$80.6M Sell
1,046,796
-32,839
-3% -$2.62M 0.07% 358
2021
Q4 		$93.6M Buy
1,079,635
+275,066
+34% +$23M 0.07% 345
2021
Q3 		$66M Sell
804,569
-7,212
-0.9% -$634K 0.06% 403
2021
Q2 		$66.2M Buy
811,781
+2,513
+0.3% +$193K 0.06% 405
2021
Q1 		$55.4M Sell
809,268
-21,298
-3% -$1.39M 0.05% 410
2020
Q4 		$56M Sell
830,566
-21,623
-3% -$1.4M 0.06% 377
2020
Q3 		$53.2M Buy
852,189
+48,266
+6% +$2.95M 0.06% 359
2020
Q2 		$45.7M Buy
+803,923
New +$41.7M 0.06% 378

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

Neuberger Berman Group's OTIS Position: Q2 2026 in Review

Neuberger Berman Group increased its Otis Worldwide (OTIS) stake by 2.7% in Q2 2026, buying an estimated $1.34M and bringing the position to 673,159 shares worth $48.3M. The position accounts for 0.03% of the portfolio, ranked #510.

Neuberger Berman Group first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $149M in Q4 2023. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Neuberger Berman Group held 673,159 shares of Otis Worldwide worth $48.3M as of Q2 2026.
  • Neuberger Berman Group bought 18,001 Otis Worldwide shares in Q2 2026, an estimated $1.34M.
  • Otis Worldwide made up 0.03% of Neuberger Berman Group's portfolio in Q2 2026, its #510 holding.
  • Neuberger Berman Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Neuberger Berman Group's Otis Worldwide position peaked at $149M in Q4 2023.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.