Rockefeller Capital Management
OTIS icon

Rockefeller Capital Management’s Otis Worldwide OTIS Stock Holding History

Rockefeller Capital 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
Q1 		$12.7M Buy
164,291
+12,174
+8% +$1.07M 0.02% 592
2025
Q4 		$13.3M Sell
152,117
-9,229
-6% -$826K 0.02% 560
2025
Q3 		$14.8M Buy
161,346
+29,779
+23% +$2.7M 0.03% 510
2025
Q2 		$13M Buy
131,567
+92,770
+239% +$8.96M 0.03% 529
2025
Q1 		$4M Sell
38,797
-382
-1% -$37.3K 0.01% 811
2024
Q4 		$3.63M Sell
39,179
-2,011
-5% -$202K 0.01% 818
2024
Q3 		$4.28M Sell
41,190
-5,122
-11% -$488K 0.01% 759
2024
Q2 		$4.46M Sell
46,312
-759
-2% -$73.1K 0.01% 721
2024
Q1 		$4.67M Buy
47,071
+16,133
+52% +$1.49M 0.01% 714
2023
Q4 		$2.77M Buy
30,938
+91
+0.3% +$7.57K 0.01% 813
2023
Q3 		$2.48M Buy
30,847
+11,209
+57% +$959K 0.01% 770
2023
Q2 		$1.51M Sell
19,638
-10,722
-35% -$903K 0.01% 943
2023
Q1 		$2.56M Sell
30,360
-2,332
-7% -$193K 0.01% 737
2022
Q4 		$2.56M Sell
32,692
-779
-2% -$57.5K 0.01% 672
2022
Q3 		$2.13M Sell
33,471
-42,734
-56% -$3.13M 0.01% 744
2022
Q2 		$5.38M Buy
76,205
+4,532
+6% +$334K 0.03% 501
2022
Q1 		$5.51M Sell
71,673
-16,085
-18% -$1.29M 0.03% 525
2021
Q4 		$7.64M Sell
87,758
-21,537
-20% -$1.8M 0.04% 412
2021
Q3 		$8.99M Buy
109,295
+5,202
+5% +$457K 0.05% 335
2021
Q2 		$8.51M Buy
104,093
+80,559
+342% +$6.2M 0.05% 330
2021
Q1 		$1.61M Buy
23,534
+621
+3% +$40.6K 0.01% 646
2020
Q4 		$1.55M Sell
22,913
-283
-1% -$18.4K 0.01% 583
2020
Q3 		$1.45M Sell
23,196
-7,032
-23% -$430K 0.01% 504
2020
Q2 		$1.72M Buy
+30,228
New +$1.57M 0.02% 429

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Rockefeller Capital Management's OTIS Position: Q1 2026 in Review

Rockefeller Capital Management increased its Otis Worldwide (OTIS) stake by 8% in Q1 2026, buying an estimated $1.07M and bringing the position to 164,291 shares worth $12.7M. The position accounts for 0.02% of the portfolio, ranked #592.

Rockefeller Capital Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $14.8M in Q3 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Rockefeller Capital Management held 164,291 shares of Otis Worldwide worth $12.7M as of Q1 2026.
  • Rockefeller Capital Management bought 12,174 Otis Worldwide shares in Q1 2026, an estimated $1.07M.
  • Otis Worldwide made up 0.02% of Rockefeller Capital Management's portfolio in Q1 2026, its #592 holding.
  • Rockefeller Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Rockefeller Capital Management's Otis Worldwide position peaked at $14.8M in Q3 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.