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OMERS Administration Corp’s Otis Worldwide OTIS Stock Holding History

OMERS Administration Corp’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 		$3.02M Buy
42,219
+4,018
+11% +$300K 0.02% 466
2026
Q1 		$2.94M Buy
38,201
+23,557
+161% +$2.06M 0.02% 420
2025
Q4 		$1.28M Hold
14,644
– – 0.01% 486
2025
Q3 		$1.34M Hold
14,644
– – 0.01% 501
2025
Q2 		$1.45M Hold
14,644
– – 0.01% 453
2025
Q1 		$1.51M Sell
14,644
-2,436
-14% -$238K 0.01% 479
2024
Q4 		$1.58M Sell
17,080
-1,946,740
-99% -$195M 0.01% 393
2024
Q3 		$204M Hold
1,963,820
– – 1.88% 14
2024
Q2 		$189M Sell
1,963,820
-360,196
-15% -$34.7M 1.82% 13
2024
Q1 		$231M Hold
2,324,016
– – 2.64% 10
2023
Q4 		$208M Hold
2,324,016
– – 2.62% 9
2023
Q3 		$187M Buy
2,324,016
+146,968
+7% +$12.6M 2.81% 10
2023
Q2 		$194M Hold
2,177,048
– – 3.01% 9
2023
Q1 		$184M Hold
2,177,048
– – 2.83% 10
2022
Q4 		$170M Hold
2,177,048
– – 2.73% 8
2022
Q3 		$139M Hold
2,177,048
– – 2.32% 14
2022
Q2 		$154M Buy
2,177,048
+247,400
+13% +$18.2M 2.22% 14
2022
Q1 		$148M Buy
1,929,648
+415,500
+27% +$33.2M 1.91% 21
2021
Q4 		$132M Hold
1,514,148
– – 1.71% 22
2021
Q3 		$125M Sell
1,514,148
-78,554
-5% -$6.91M 1.81% 19
2021
Q2 		$130M Buy
1,592,702
+236,783
+17% +$18.2M 1.87% 19
2021
Q1 		$92.8M Buy
1,355,919
+297,037
+28% +$19.4M 1.47% 24
2020
Q4 		$71.5M Buy
1,058,882
+528,882
+100% +$34.3M 1.29% 24
2020
Q3 		$33.1M Buy
530,000
+14,354
+3% +$878K 0.7% 40
2020
Q2 		$29.3M Buy
+515,646
New +$26.7M 0.97% 40

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

OMERS Administration Corp's OTIS Position: Q2 2026 in Review

OMERS Administration Corp increased its Otis Worldwide (OTIS) stake by 11% in Q2 2026, buying an estimated $300K and bringing the position to 42,219 shares worth $3.02M. The position accounts for 0.02% of the portfolio, ranked #466.

OMERS Administration Corp first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $231M in Q1 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • OMERS Administration Corp held 42,219 shares of Otis Worldwide worth $3.02M as of Q2 2026.
  • OMERS Administration Corp bought 4,018 Otis Worldwide shares in Q2 2026, an estimated $300K.
  • Otis Worldwide made up 0.02% of OMERS Administration Corp's portfolio in Q2 2026, its #466 holding.
  • OMERS Administration Corp first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • OMERS Administration Corp's Otis Worldwide position peaked at $231M in Q1 2024.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on OMERS Administration Corp's 13F filing for Q2 2026, filed 13 Aug 2026.