River Road Asset Management’s Otis Worldwide OTIS Stock Holding History

River Road Asset Management’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	$18.3M	Buy	+255,913	New	+$19.1M	0.2%	105

Other funds holding OTIS

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return

AAS

AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

River Road Asset Management's OTIS Position: Q2 2026 in Review

River Road Asset Management opened a new position in Otis Worldwide (OTIS) in Q2 2026: 255,913 shares worth $18.3M. The stake represents 0.2% of the portfolio and ranks #105 among its holdings.

169 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

River Road Asset Management held 255,913 shares of Otis Worldwide worth $18.3M as of Q2 2026.
Otis Worldwide was a new River Road Asset Management position in Q2 2026.
Otis Worldwide made up 0.2% of River Road Asset Management's portfolio in Q2 2026, its #105 holding.
169 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on River Road Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.