SEI Investments
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SEI Investments’s Otis Worldwide OTIS Stock Holding History

SEI Investments’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 		$40.9M Buy
530,407
+9,058
+2% +$793K 0.04% 495
2025
Q4 		$45.5M Buy
521,349
+112,316
+27% +$10M 0.05% 420
2025
Q3 		$37.4M Sell
409,033
-23,750
-5% -$2.16M 0.04% 468
2025
Q2 		$42.9M Buy
432,783
+227,483
+111% +$22M 0.05% 398
2025
Q1 		$21.2M Buy
205,300
+28,194
+16% +$2.75M 0.03% 655
2024
Q4 		$16.4M Sell
177,106
-3,902
-2% -$391K 0.02% 772
2024
Q3 		$18.8M Buy
181,008
+18,235
+11% +$1.74M 0.02% 696
2024
Q2 		$15.7M Sell
162,773
-3,634
-2% -$350K 0.02% 719
2024
Q1 		$16.5M Sell
166,407
-36,430
-18% -$3.37M 0.02% 687
2023
Q4 		$18.1M Sell
202,837
-36,916
-15% -$3.07M 0.03% 609
2023
Q3 		$19.3M Sell
239,753
-5,248
-2% -$449K 0.03% 554
2023
Q2 		$21.8M Sell
245,001
-3,232
-1% -$272K 0.04% 528
2023
Q1 		$21M Buy
248,233
+51,748
+26% +$4.28M 0.04% 516
2022
Q4 		$15.4M Sell
196,485
-82,070
-29% -$6.06M 0.03% 552
2022
Q3 		$17.8M Buy
278,555
+8,792
+3% +$643K 0.04% 501
2022
Q2 		$19M Buy
269,763
+37,469
+16% +$2.76M 0.04% 473
2022
Q1 		$17.9M Sell
232,294
-10,386
-4% -$830K 0.04% 517
2021
Q4 		$21.2M Buy
242,680
+82,007
+51% +$6.86M 0.04% 473
2021
Q3 		$13.2M Sell
160,673
-10,014
-6% -$881K 0.03% 621
2021
Q2 		$13.9M Buy
170,687
+45,997
+37% +$3.54M 0.03% 570
2021
Q1 		$8.49M Sell
124,690
-68,307
-35% -$4.47M 0.02% 745
2020
Q4 		$13.1M Sell
192,997
-17,814
-8% -$1.16M 0.03% 524
2020
Q3 		$13.2M Buy
210,811
+37,948
+22% +$2.32M 0.04% 434
2020
Q2 		$9.77M Buy
+172,863
New +$8.96M 0.03% 551

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

SEI Investments's OTIS Position: Q1 2026 in Review

SEI Investments increased its Otis Worldwide (OTIS) stake by 1.7% in Q1 2026, buying an estimated $793K and bringing the position to 530,407 shares worth $40.9M. The position accounts for 0.04% of the portfolio, ranked #495.

SEI Investments first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $45.5M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • SEI Investments held 530,407 shares of Otis Worldwide worth $40.9M as of Q1 2026.
  • SEI Investments bought 9,058 Otis Worldwide shares in Q1 2026, an estimated $793K.
  • Otis Worldwide made up 0.04% of SEI Investments's portfolio in Q1 2026, its #495 holding.
  • SEI Investments first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • SEI Investments's Otis Worldwide position peaked at $45.5M in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.