Ohio Public Employees Retirement System (OPERS)
OTIS icon

Ohio Public Employees Retirement System (OPERS)’s Otis Worldwide OTIS Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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 		$7.84M Sell
109,524
-4,055
-4% -$303K 0.02% 540
2026
Q1 		$8.75M Sell
113,579
-3,872
-3% -$339K 0.03% 481
2025
Q4 		$10.3M Sell
117,451
-6,007
-5% -$537K 0.03% 443
2025
Q3 		$11.3M Sell
123,458
-2,007
-2% -$182K 0.04% 412
2025
Q2 		$12.4M Sell
125,465
-1,996
-2% -$193K 0.04% 376
2025
Q1 		$13.2M Sell
127,461
-14,586
-10% -$1.42M 0.05% 348
2024
Q4 		$13.2M Sell
142,047
-8,972
-6% -$900K 0.05% 350
2024
Q3 		$15.7M Sell
151,019
-6,884
-4% -$656K 0.07% 281
2024
Q2 		$15.2M Sell
157,903
-5,264
-3% -$507K 0.06% 273
2024
Q1 		$16.2M Sell
163,167
-16,332
-9% -$1.51M 0.06% 277
2023
Q4 		$16.1M Buy
179,499
+3,188
+2% +$265K 0.06% 278
2023
Q3 		$14.2M Sell
176,311
-19,512
-10% -$1.67M 0.06% 278
2023
Q2 		$17.4M Sell
195,823
-18,759
-9% -$1.58M 0.07% 266
2023
Q1 		$18.1M Sell
214,582
-3,092
-1% -$256K 0.08% 253
2022
Q4 		$17M Buy
217,674
+278
+0.1% +$20.5K 0.07% 260
2022
Q3 		$13.9M Buy
217,396
+521
+0.2% +$38.1K 0.06% 289
2022
Q2 		$15.3M Sell
216,875
-109,356
-34% -$8.05M 0.07% 276
2022
Q1 		$25.1M Buy
326,231
+89,540
+38% +$7.16M 0.09% 219
2021
Q4 		$20.6M Sell
236,691
-11,915
-5% -$997K 0.07% 262
2021
Q3 		$20.5M Sell
248,606
-2,896
-1% -$255K 0.07% 254
2021
Q2 		$20.6M Buy
251,502
+30,834
+14% +$2.37M 0.07% 246
2021
Q1 		$15.1M Buy
220,668
+14,378
+7% +$940K 0.06% 289
2020
Q4 		$13.9M Buy
206,290
+44,825
+28% +$2.91M 0.06% 275
2020
Q3 		$10.1M Buy
161,465
+5,004
+3% +$306K 0.06% 282
2020
Q2 		$8.9M Buy
+156,461
New +$8.11M 0.05% 328

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

Ohio Public Employees Retirement System (OPERS)'s OTIS Position: Q2 2026 in Review

Ohio Public Employees Retirement System (OPERS) reduced its Otis Worldwide (OTIS) stake by 3.6% in Q2 2026, selling an estimated $303K and leaving 109,524 shares worth $7.84M. The position accounts for 0.02% of the portfolio, ranked #540.

Ohio Public Employees Retirement System (OPERS) first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $25.1M in Q1 2022. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Ohio Public Employees Retirement System (OPERS) held 109,524 shares of Otis Worldwide worth $7.84M as of Q2 2026.
  • Ohio Public Employees Retirement System (OPERS) sold 4,055 Otis Worldwide shares in Q2 2026, an estimated $303K.
  • Otis Worldwide made up 0.02% of Ohio Public Employees Retirement System (OPERS)'s portfolio in Q2 2026, its #540 holding.
  • Ohio Public Employees Retirement System (OPERS) first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Ohio Public Employees Retirement System (OPERS)'s Otis Worldwide position peaked at $25.1M in Q1 2022.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q2 2026, filed 17 Aug 2026.