New York State Teachers Retirement System (NYSTRS)
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New York State Teachers Retirement System (NYSTRS)’s Otis Worldwide OTIS Stock Holding History

New York State Teachers Retirement System (NYSTRS)’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 		$19.4M Sell
271,620
-15,740
-5% -$1.18M 0.04% 358
2026
Q1 		$22.1M Hold
287,360
– – 0.05% 320
2025
Q4 		$25.1M Sell
287,360
-213
-0.1% -$19.1K 0.05% 292
2025
Q3 		$26.3M Sell
287,573
-1,374
-0.5% -$125K 0.05% 278
2025
Q2 		$28.6M Sell
288,947
-26
-0% -$2.51K 0.06% 257
2025
Q1 		$29.8M Sell
288,973
-15,330
-5% -$1.5M 0.07% 239
2024
Q4 		$28.2M Sell
304,303
-13,384
-4% -$1.34M 0.06% 260
2024
Q3 		$33M Sell
317,687
-20,857
-6% -$1.99M 0.07% 243
2024
Q2 		$32.6M Sell
338,544
-8,482
-2% -$817K 0.07% 240
2024
Q1 		$34.4M Sell
347,026
-30,654
-8% -$2.83M 0.07% 243
2023
Q4 		$33.8M Sell
377,680
-47,271
-11% -$3.93M 0.08% 234
2023
Q3 		$34.1M Sell
424,951
-21,449
-5% -$1.83M 0.08% 219
2023
Q2 		$39.7M Sell
446,400
-5,489
-1% -$462K 0.09% 206
2023
Q1 		$38.1M Buy
451,889
+1,974
+0.4% +$163K 0.09% 214
2022
Q4 		$35.2M Sell
449,915
-8,330
-2% -$615K 0.09% 223
2022
Q3 		$29.2M Sell
458,245
-27,871
-6% -$2.04M 0.08% 247
2022
Q2 		$34.4M Sell
486,116
-345
-0.1% -$25.4K 0.08% 223
2022
Q1 		$37.4M Buy
486,461
+18,712
+4% +$1.5M 0.08% 234
2021
Q4 		$40.7M Buy
467,749
+24,776
+6% +$2.07M 0.08% 230
2021
Q3 		$36.4M Sell
442,973
-8,433
-2% -$742K 0.08% 235
2021
Q2 		$36.9M Sell
451,406
-22,528
-5% -$1.73M 0.08% 233
2021
Q1 		$32.4M Sell
473,934
-39,797
-8% -$2.6M 0.07% 264
2020
Q4 		$34.7M Sell
513,731
-2,093
-0.4% -$136K 0.08% 239
2020
Q3 		$32.2M Sell
515,824
-13,000
-2% -$795K 0.08% 223
2020
Q2 		$30.1M Buy
+528,824
New +$27.4M 0.08% 231

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CCM
Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)'s OTIS Position: Q2 2026 in Review

New York State Teachers Retirement System (NYSTRS) reduced its Otis Worldwide (OTIS) stake by 5.5% in Q2 2026, selling an estimated $1.18M and leaving 271,620 shares worth $19.4M. The position accounts for 0.04% of the portfolio, ranked #358.

New York State Teachers Retirement System (NYSTRS) first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $40.7M in Q4 2021. 326 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • New York State Teachers Retirement System (NYSTRS) held 271,620 shares of Otis Worldwide worth $19.4M as of Q2 2026.
  • New York State Teachers Retirement System (NYSTRS) sold 15,740 Otis Worldwide shares in Q2 2026, an estimated $1.18M.
  • Otis Worldwide made up 0.04% of New York State Teachers Retirement System (NYSTRS)'s portfolio in Q2 2026, its #358 holding.
  • New York State Teachers Retirement System (NYSTRS) first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • New York State Teachers Retirement System (NYSTRS)'s Otis Worldwide position peaked at $40.7M in Q4 2021.
  • 326 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on New York State Teachers Retirement System (NYSTRS)'s 13F filing for Q2 2026, filed 23 Jul 2026.