State Street
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State Street’s Otis Worldwide OTIS Stock Holding History

State Street’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 		$1.19B Buy
16,664,994
+463,491
+3% +$34.6M 0.04% 371
2026
Q1 		$1.25B Buy
16,201,503
+73,306
+0.5% +$6.41M 0.04% 345
2025
Q4 		$1.41B Buy
16,128,197
+121,207
+0.8% +$10.8M 0.05% 310
2025
Q3 		$1.46B Sell
16,006,990
-32,593
-0.2% -$2.96M 0.05% 305
2025
Q2 		$1.59B Buy
16,039,583
+26,136
+0.2% +$2.52M 0.06% 275
2025
Q1 		$1.65B Sell
16,013,447
-49,248
-0.3% -$4.81M 0.07% 255
2024
Q4 		$1.49B Sell
16,062,695
-12,946
-0.1% -$1.3M 0.06% 282
2024
Q3 		$1.67B Buy
16,075,641
+8,272
+0.1% +$788K 0.07% 265
2024
Q2 		$1.55B Buy
16,067,369
+332,837
+2% +$32.1M 0.07% 259
2024
Q1 		$1.56B Buy
15,734,532
+90,097
+0.6% +$8.33M 0.07% 256
2023
Q4 		$1.4B Sell
15,644,435
-24,398
-0.2% -$2.03M 0.07% 272
2023
Q3 		$1.26B Sell
15,668,833
-374,432
-2% -$32M 0.07% 265
2023
Q2 		$1.43B Buy
16,043,265
+236,353
+1% +$19.9M 0.08% 258
2023
Q1 		$1.33B Sell
15,806,912
-143,366
-0.9% -$11.9M 0.08% 259
2022
Q4 		$1.25B Sell
15,950,278
-6,004
-0% -$443K 0.07% 264
2022
Q3 		$1.02B Sell
15,956,282
-193,760
-1% -$14.2M 0.06% 300
2022
Q2 		$1.14B Sell
16,150,042
-405,939
-2% -$29.9M 0.07% 274
2022
Q1 		$1.27B Sell
16,555,981
-423,617
-2% -$33.9M 0.06% 296
2021
Q4 		$1.48B Buy
16,979,598
+292,558
+2% +$24.5M 0.07% 272
2021
Q3 		$1.37B Buy
16,687,040
+632,956
+4% +$55.7M 0.07% 266
2021
Q2 		$1.31B Sell
16,054,084
-10,517,432
-40% -$809M 0.07% 279
2021
Q1 		$1.82B Sell
26,571,516
-7,026,472
-21% -$459M 0.1% 187
2020
Q4 		$2.27B Sell
33,597,988
-1,391,332
-4% -$90.3M 0.14% 140
2020
Q3 		$2.18B Buy
34,989,320
+27,154
+0.1% +$1.66M 0.15% 134
2020
Q2 		$1.99B Buy
+34,962,166
New +$1.81B 0.14% 138

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street's OTIS Position: Q2 2026 in Review

State Street increased its Otis Worldwide (OTIS) stake by 2.9% in Q2 2026, buying an estimated $34.6M and bringing the position to 16,664,994 shares worth $1.19B. The position accounts for 0.04% of the portfolio, ranked #371.

State Street first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.27B in Q4 2020. 1,226 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • State Street held 16,664,994 shares of Otis Worldwide worth $1.19B as of Q2 2026.
  • State Street bought 463,491 Otis Worldwide shares in Q2 2026, an estimated $34.6M.
  • Otis Worldwide made up 0.04% of State Street's portfolio in Q2 2026, its #371 holding.
  • State Street first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • State Street's Otis Worldwide position peaked at $2.27B in Q4 2020.
  • 1,226 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.