State Board of Administration of Florida Retirement System
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State Board of Administration of Florida Retirement System’s Otis Worldwide OTIS Stock Holding History

State Board of Administration of Florida Retirement System’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 		$26.6M Hold
344,873
– – 0.05% 297
2025
Q4 		$30.1M Sell
344,873
-34,094
-9% -$3.05M 0.05% 282
2025
Q3 		$34.6M Sell
378,967
-27,347
-7% -$2.48M 0.06% 264
2025
Q2 		$40.2M Sell
406,314
-15,285
-4% -$1.48M 0.07% 242
2025
Q1 		$43.5M Sell
421,599
-10,270
-2% -$1M 0.09% 213
2024
Q4 		$40M Sell
431,869
-27,450
-6% -$2.75M 0.08% 228
2024
Q3 		$47.7M Sell
459,319
-13,541
-3% -$1.29M 0.09% 203
2024
Q2 		$45.5M Sell
472,860
-4,618
-1% -$445K 0.09% 195
2024
Q1 		$40.3M Buy
477,478
+4,558
+1% +$421K 0.09% 223
2023
Q4 		$42.3M Sell
472,920
-6,061
-1% -$504K 0.09% 218
2023
Q3 		$38.5M Sell
478,981
-1,980
-0.4% -$169K 0.09% 218
2023
Q2 		$42.8M Buy
480,961
+3,483
+0.7% +$293K 0.09% 207
2023
Q1 		$40.3M Hold
477,478
– – 0.09% 224
2022
Q4 		$37.4M Sell
477,478
-14,580
-3% -$1.08M 0.09% 233
2022
Q3 		$31.4M Sell
492,058
-754
-0.2% -$55.2K 0.08% 259
2022
Q2 		$34.8M Sell
492,812
-20,200
-4% -$1.49M 0.08% 235
2022
Q1 		$39.5M Sell
513,012
-3,506
-0.7% -$280K 0.08% 257
2021
Q4 		$45M Sell
516,518
-6,199
-1% -$519K 0.08% 246
2021
Q3 		$43M Sell
522,717
-11,041
-2% -$971K 0.08% 242
2021
Q2 		$43.6M Buy
533,758
+13,525
+3% +$1.04M 0.08% 248
2021
Q1 		$35.6M Sell
520,233
-19,290
-4% -$1.26M 0.07% 284
2020
Q4 		$36.4M Sell
539,523
-3,030
-0.6% -$197K 0.07% 266
2020
Q3 		$33.9M Buy
542,553
+326
+0.1% +$19.9K 0.08% 244
2020
Q2 		$30.8M Buy
+542,227
New +$28.1M 0.08% 252

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 $315B AUM 27.84% 1-Year Est. Return

State Board of Administration of Florida Retirement System's OTIS Position: Q1 2026 in Review

State Board of Administration of Florida Retirement System held its Otis Worldwide (OTIS) position steady in Q1 2026 at 344,873 shares worth $26.6M. The position accounts for 0.05% of the portfolio, ranked #297.

State Board of Administration of Florida Retirement System first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $47.7M in Q3 2024. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • State Board of Administration of Florida Retirement System held 344,873 shares of Otis Worldwide worth $26.6M as of Q1 2026.
  • State Board of Administration of Florida Retirement System left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up 0.05% of State Board of Administration of Florida Retirement System's portfolio in Q1 2026, its #297 holding.
  • State Board of Administration of Florida Retirement System first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • State Board of Administration of Florida Retirement System's Otis Worldwide position peaked at $47.7M in Q3 2024.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on State Board of Administration of Florida Retirement System's 13F filing for Q1 2026, filed 8 May 2026.