Stifel Financial
OTIS icon

Stifel Financial’s Otis Worldwide OTIS Stock Holding History

Stifel Financial’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 		$18.6M Buy
259,575
+103,520
+66% +$7.73M 0.02% 715
2026
Q1 		$12M Buy
156,055
+72,874
+88% +$6.38M 0.01% 865
2025
Q4 		$7.27M Sell
83,181
-5,691
-6% -$509K 0.01% 1133
2025
Q3 		$8.13M Sell
88,872
-636
-0.7% -$57.7K 0.01% 1038
2025
Q2 		$8.86M Sell
89,508
-1,115
-1% -$108K 0.01% 948
2025
Q1 		$9.35M Sell
90,623
-4,145
-4% -$405K 0.01% 867
2024
Q4 		$8.78M Buy
94,768
+6,916
+8% +$694K 0.01% 912
2024
Q3 		$9.13M Buy
87,852
+3,120
+4% +$297K 0.01% 882
2024
Q2 		$8.16M Sell
84,732
-8,293
-9% -$799K 0.01% 894
2024
Q1 		$9.23M Sell
93,025
-1,410
-1% -$130K 0.01% 847
2023
Q4 		$8.45M Sell
94,435
-513
-0.5% -$42.7K 0.01% 841
2023
Q3 		$7.63M Buy
94,948
+983
+1% +$84.1K 0.01% 835
2023
Q2 		$8.36M Sell
93,965
-6,908
-7% -$582K 0.01% 786
2023
Q1 		$8.51M Buy
100,873
+1,401
+1% +$116K 0.01% 751
2022
Q4 		$7.79M Sell
99,472
-21,740
-18% -$1.61M 0.01% 766
2022
Q3 		$7.73M Sell
121,212
-3,171
-3% -$232K 0.01% 737
2022
Q2 		$8.79M Sell
124,383
-51
-0% -$3.76K 0.01% 707
2022
Q1 		$9.57M Sell
124,434
-22,262
-15% -$1.78M 0.01% 747
2021
Q4 		$12.8M Buy
146,696
+1,625
+1% +$136K 0.02% 645
2021
Q3 		$11.9M Sell
145,071
-2,966
-2% -$261K 0.02% 653
2021
Q2 		$12.1M Sell
148,037
-16,722
-10% -$1.29M 0.02% 638
2021
Q1 		$11.3M Sell
164,759
-26,744
-14% -$1.75M 0.02% 622
2020
Q4 		$12.9M Sell
191,503
-7,040
-4% -$457K 0.02% 518
2020
Q3 		$12.4M Sell
198,543
-41,157
-17% -$2.52M 0.03% 474
2020
Q2 		$13.6M Buy
+239,700
New +$12.4M 0.03% 416

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

Stifel Financial's OTIS Position: Q2 2026 in Review

Stifel Financial increased its Otis Worldwide (OTIS) stake by 66% in Q2 2026, buying an estimated $7.73M and bringing the position to 259,575 shares worth $18.6M. The position accounts for 0.02% of the portfolio, ranked #715.

Stifel Financial first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Stifel Financial held 259,575 shares of Otis Worldwide worth $18.6M as of Q2 2026.
  • Stifel Financial bought 103,520 Otis Worldwide shares in Q2 2026, an estimated $7.73M.
  • Otis Worldwide made up 0.02% of Stifel Financial's portfolio in Q2 2026, its #715 holding.
  • Stifel Financial first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.