Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Otis Worldwide OTIS Stock Holding History

Sumitomo Mitsui Trust 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
Q3 		$51.1M Sell
794,421
-31,645
-4% -$2.25M 0.03% 434
2026
Q2 		$59.1M Sell
826,066
-6,066
-0.7% -$453K 0.03% 416
2026
Q1 		$64.1M Sell
832,132
-50,735
-6% -$4.44M 0.04% 373
2025
Q4 		$77.1M Sell
882,867
-30,883
-3% -$2.76M 0.05% 350
2025
Q3 		$83.5M Sell
913,750
-22,843
-2% -$2.07M 0.05% 338
2025
Q2 		$92.7M Buy
936,593
+10,053
+1% +$970K 0.06% 312
2025
Q1 		$95.6M Sell
926,540
-12,303
-1% -$1.2M 0.07% 284
2024
Q4 		$86.9M Buy
938,843
+9,972
+1% +$1M 0.06% 313
2024
Q3 		$96.5M Sell
928,871
-2,582
-0.3% -$246K 0.07% 291
2024
Q2 		$89.7M Sell
931,453
-77,725
-8% -$7.49M 0.07% 282
2024
Q1 		$100M Buy
1,009,178
+9,145
+0.9% +$845K 0.07% 298
2023
Q4 		$89.5M Sell
1,000,033
-19,003
-2% -$1.58M 0.07% 320
2023
Q3 		$81.8M Sell
1,019,036
-26,645
-3% -$2.28M 0.07% 319
2023
Q2 		$93.1M Sell
1,045,681
-210,188
-17% -$17.7M 0.07% 300
2023
Q1 		$106M Buy
1,255,869
+42,970
+4% +$3.56M 0.08% 277
2022
Q4 		$95M Sell
1,212,899
-80,071
-6% -$5.91M 0.08% 306
2022
Q3 		$82.5M Sell
1,292,970
-7,474
-0.6% -$547K 0.07% 335
2022
Q2 		$91.9M Sell
1,300,444
-259,807
-17% -$19.1M 0.07% 318
2022
Q1 		$120M Sell
1,560,251
-156,148
-9% -$12.5M 0.08% 282
2021
Q4 		$149M Sell
1,716,399
-207,528
-11% -$17.4M 0.09% 237
2021
Q3 		$158M Buy
1,923,927
+76,701
+4% +$6.74M 0.1% 224
2021
Q2 		$151M Buy
1,847,226
+63,155
+4% +$4.86M 0.09% 244
2021
Q1 		$122M Buy
1,784,071
+139,048
+8% +$9.09M 0.08% 301
2020
Q4 		$111M Sell
1,645,023
-924,486
-36% -$60M 0.07% 310
2020
Q3 		$160M Buy
2,569,509
+196,883
+8% +$12M 0.11% 198
2020
Q2 		$135M Buy
+2,372,626
New +$123M 0.1% 227

Other funds holding OTIS

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Coerente Capital Management
Coerente Capital Management Toronto, Ontario, Canada $572M AUM 10.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group's OTIS Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group reduced its Otis Worldwide (OTIS) stake by 3.8% in Q3 2026, selling an estimated $2.25M and leaving 794,421 shares worth $51.1M. The position accounts for 0.03% of the portfolio, ranked #434.

Sumitomo Mitsui Trust Group first reported a position in OTIS in Q2 2020 and has held it in 26 quarters since. The position peaked at $160M in Q3 2020. 422 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Sumitomo Mitsui Trust Group held 794,421 shares of Otis Worldwide worth $51.1M as of Q3 2026.
  • Sumitomo Mitsui Trust Group sold 31,645 Otis Worldwide shares in Q3 2026, an estimated $2.25M.
  • Otis Worldwide made up 0.03% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #434 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 26 quarters since.
  • Sumitomo Mitsui Trust Group's Otis Worldwide position peaked at $160M in Q3 2020.
  • 422 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.