Northern Trust
OTIS icon

Northern Trust’s Otis Worldwide OTIS Stock Holding History

Northern Trust’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 		$279M Sell
3,900,999
-156,906
-4% -$11.7M 0.03% 405
2026
Q1 		$313M Sell
4,057,905
-37,624
-0.9% -$3.29M 0.04% 364
2025
Q4 		$358M Sell
4,095,529
-195,122
-5% -$17.5M 0.05% 340
2025
Q3 		$392M Sell
4,290,651
-102,261
-2% -$9.28M 0.05% 322
2025
Q2 		$435M Sell
4,392,912
-191,935
-4% -$18.5M 0.06% 279
2025
Q1 		$473M Buy
4,584,847
+7,221
+0.2% +$705K 0.07% 257
2024
Q4 		$424M Buy
4,577,626
+501,016
+12% +$50.2M 0.06% 277
2024
Q3 		$424M Sell
4,076,610
-215,201
-5% -$20.5M 0.07% 254
2024
Q2 		$413M Sell
4,291,811
-95,670
-2% -$9.22M 0.07% 250
2024
Q1 		$436M Sell
4,387,481
-217,583
-5% -$20.1M 0.08% 241
2023
Q4 		$412M Sell
4,605,064
-56,785
-1% -$4.72M 0.07% 245
2023
Q3 		$374M Buy
4,661,849
+135,048
+3% +$11.5M 0.07% 261
2023
Q2 		$403M Sell
4,526,801
-84,836
-2% -$7.15M 0.08% 247
2023
Q1 		$389M Sell
4,611,637
-10,303
-0.2% -$853K 0.08% 254
2022
Q4 		$362M Sell
4,621,940
-40,725
-0.9% -$3.01M 0.08% 264
2022
Q3 		$297M Sell
4,662,665
-76,861
-2% -$5.62M 0.07% 283
2022
Q2 		$335M Sell
4,739,526
-2,526
-0.1% -$186K 0.07% 261
2022
Q1 		$365M Sell
4,742,052
-53,154
-1% -$4.25M 0.06% 288
2021
Q4 		$418M Sell
4,795,206
-19,423
-0.4% -$1.63M 0.07% 275
2021
Q3 		$396M Buy
4,814,629
+256,041
+6% +$22.5M 0.07% 265
2021
Q2 		$373M Sell
4,558,588
-26,535
-0.6% -$2.04M 0.07% 275
2021
Q1 		$314M Sell
4,585,123
-155,016
-3% -$10.1M 0.06% 304
2020
Q4 		$320M Sell
4,740,139
-162,972
-3% -$10.6M 0.06% 283
2020
Q3 		$306M Sell
4,903,111
-112,007
-2% -$6.85M 0.07% 265
2020
Q2 		$285M Buy
+5,015,118
New +$260M 0.07% 263

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

Northern Trust's OTIS Position: Q2 2026 in Review

Northern Trust reduced its Otis Worldwide (OTIS) stake by 3.9% in Q2 2026, selling an estimated $11.7M and leaving 3,900,999 shares worth $279M. The position accounts for 0.03% of the portfolio, ranked #405.

Northern Trust first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $473M in Q1 2025. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Northern Trust held 3,900,999 shares of Otis Worldwide worth $279M as of Q2 2026.
  • Northern Trust sold 156,906 Otis Worldwide shares in Q2 2026, an estimated $11.7M.
  • Otis Worldwide made up 0.03% of Northern Trust's portfolio in Q2 2026, its #405 holding.
  • Northern Trust first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Northern Trust's Otis Worldwide position peaked at $473M in Q1 2025.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Northern Trust's 13F filing for Q2 2026, filed 13 Aug 2026.