Schroder Investment Management Group
OTIS icon

Schroder Investment Management Group’s Otis Worldwide OTIS Stock Holding History

Schroder Investment Management Group’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 		$177M Buy
2,468,392
+24,986
+1% +$1.87M 0.13% 147
2026
Q1 		$187M Buy
2,443,406
+165,117
+7% +$14.4M 0.15% 136
2025
Q4 		$201M Sell
2,278,289
-79,913
-3% -$7.15M 0.15% 123
2025
Q3 		$216M Sell
2,358,202
-34,830
-1% -$3.16M 0.17% 113
2025
Q2 		$237M Buy
2,393,032
+100,193
+4% +$9.67M 0.2% 102
2025
Q1 		$234M Sell
2,292,839
-110,040
-5% -$10.8M 0.24% 96
2024
Q4 		$222M Buy
2,402,879
+155,670
+7% +$15.6M 0.21% 93
2024
Q3 		$235M Sell
2,247,209
-411,757
-15% -$39.2M 0.24% 92
2024
Q2 		$256M Buy
2,658,966
+348,864
+15% +$33.6M 0.28% 71
2024
Q1 		$229M Buy
2,310,102
+919,714
+66% +$85M 0.27% 79
2023
Q4 		$124M Sell
1,390,388
-523,686
-27% -$43.5M 0.16% 117
2023
Q3 		$154M Sell
1,914,074
-7,969
-0.4% -$682K 0.23% 87
2023
Q2 		$171M Sell
1,922,043
-277,208
-13% -$23.4M 0.25% 80
2023
Q1 		$186M Buy
2,199,251
+834,260
+61% +$69M 0.28% 78
2022
Q4 		$107M Sell
1,364,991
-367,329
-21% -$27.1M 0.17% 131
2022
Q3 		$111M Buy
1,732,320
+31,638
+2% +$2.31M 0.18% 122
2022
Q2 		$119M Sell
1,700,682
-236,945
-12% -$17.5M 0.18% 123
2022
Q1 		$151M Sell
1,937,627
-455,651
-19% -$36.4M 0.2% 110
2021
Q4 		$208M Buy
2,393,278
+263,610
+12% +$22.1M 0.27% 78
2021
Q3 		$175M Buy
2,129,668
+347,047
+19% +$30.5M 0.27% 80
2021
Q2 		$146M Buy
1,782,621
+1,024,302
+135% +$78.8M 0.18% 107
2021
Q1 		$51.9M Sell
758,319
-1,025,371
-57% -$67M 0.07% 299
2020
Q4 		$120M Sell
1,783,690
-729,976
-29% -$47.4M 0.17% 110
2020
Q3 		$159M Buy
2,513,666
+310,481
+14% +$19M 0.25% 84
2020
Q2 		$125M Buy
+2,203,185
New +$114M 0.23% 95

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

Schroder Investment Management Group's OTIS Position: Q2 2026 in Review

Schroder Investment Management Group increased its Otis Worldwide (OTIS) stake by 1% in Q2 2026, buying an estimated $1.87M and bringing the position to 2,468,392 shares worth $177M. The position accounts for 0.13% of the portfolio, ranked #147.

Schroder Investment Management Group first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $256M in Q2 2024. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Schroder Investment Management Group held 2,468,392 shares of Otis Worldwide worth $177M as of Q2 2026.
  • Schroder Investment Management Group bought 24,986 Otis Worldwide shares in Q2 2026, an estimated $1.87M.
  • Otis Worldwide made up 0.13% of Schroder Investment Management Group's portfolio in Q2 2026, its #147 holding.
  • Schroder Investment Management Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Schroder Investment Management Group's Otis Worldwide position peaked at $256M in Q2 2024.
  • 1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.