Robeco Institutional Asset Management
OTIS icon

Robeco Institutional Asset Management’s Otis Worldwide OTIS Stock Holding History

Robeco Institutional 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 		$15.4M Sell
215,220
-627
-0.3% -$46.8K 0.02% 393
2026
Q1 		$16.6M Buy
215,847
+82,318
+62% +$7.2M 0.02% 364
2025
Q4 		$11.7M Buy
133,529
+44,272
+50% +$3.96M 0.02% 411
2025
Q3 		$8.16M Sell
89,257
-11,434
-11% -$1.04M 0.01% 488
2025
Q2 		$9.97M Sell
100,691
-11,592
-10% -$1.12M 0.02% 461
2025
Q1 		$11.6M Sell
112,283
-2,259
-2% -$221K 0.02% 425
2024
Q4 		$10.6M Sell
114,542
-70,957
-38% -$7.12M 0.02% 442
2024
Q3 		$19.3M Sell
185,499
-23,033
-11% -$2.19M 0.04% 347
2024
Q2 		$20.1M Sell
208,532
-48,688
-19% -$4.69M 0.04% 315
2024
Q1 		$25.5M Buy
257,220
+17,439
+7% +$1.61M 0.06% 303
2023
Q4 		$21.5M Sell
239,781
-16,755
-7% -$1.39M 0.05% 314
2023
Q3 		$20.6M Buy
256,536
+37,109
+17% +$3.17M 0.06% 314
2023
Q2 		$19.5M Buy
219,427
+51,460
+31% +$4.34M 0.05% 323
2023
Q1 		$14.2M Buy
167,967
+59,448
+55% +$4.92M 0.04% 374
2022
Q4 		$8.5M Sell
108,519
-43,408
-29% -$3.2M 0.02% 472
2022
Q3 		$9.69M Buy
151,927
+4,061
+3% +$297K 0.03% 402
2022
Q2 		$10.5M Sell
147,866
-326,429
-69% -$24M 0.03% 395
2022
Q1 		$36.5M Sell
474,295
-105,718
-18% -$8.45M 0.09% 233
2021
Q4 		$50.5M Buy
580,013
+9,559
+2% +$800K 0.11% 212
2021
Q3 		$46.9M Buy
570,454
+448,840
+369% +$39.5M 0.1% 224
2021
Q2 		$9.95M Buy
121,614
+1,190
+1% +$91.6K 0.02% 479
2021
Q1 		$8.24M Sell
120,424
-6,055
-5% -$396K 0.02% 499
2020
Q4 		$8.54M Buy
126,479
+8,431
+7% +$547K 0.02% 469
2020
Q3 		$7.37M Buy
118,048
+9,830
+9% +$601K 0.02% 450
2020
Q2 		$6.15M Buy
+108,218
New +$5.61M 0.02% 499

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
CCM
Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return

Robeco Institutional Asset Management's OTIS Position: Q2 2026 in Review

Robeco Institutional Asset Management reduced its Otis Worldwide (OTIS) stake by 0.29% in Q2 2026, selling an estimated $46.8K and leaving 215,220 shares worth $15.4M. The position accounts for 0.02% of the portfolio, ranked #393.

Robeco Institutional Asset Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $50.5M in Q4 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Robeco Institutional Asset Management held 215,220 shares of Otis Worldwide worth $15.4M as of Q2 2026.
  • Robeco Institutional Asset Management sold 627 Otis Worldwide shares in Q2 2026, an estimated $46.8K.
  • Otis Worldwide made up 0.02% of Robeco Institutional Asset Management's portfolio in Q2 2026, its #393 holding.
  • Robeco Institutional Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Robeco Institutional Asset Management's Otis Worldwide position peaked at $50.5M in Q4 2021.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Robeco Institutional Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.