Swiss National Bank
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Swiss National Bank’s Otis Worldwide OTIS Stock Holding History

Swiss National Bank’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 		$88.2M Buy
1,143,643
+68,000
+6% +$5.95M 0.05% 300
2025
Q4 		$94M Sell
1,075,643
-62,100
-5% -$5.56M 0.06% 276
2025
Q3 		$104M Sell
1,137,743
-59,900
-5% -$5.44M 0.06% 263
2025
Q2 		$119M Buy
1,197,643
+71,100
+6% +$6.86M 0.07% 243
2025
Q1 		$116M Sell
1,126,543
-5,000
-0.4% -$488K 0.08% 220
2024
Q4 		$105M Sell
1,131,543
-68,500
-6% -$6.87M 0.07% 245
2024
Q3 		$125M Sell
1,200,043
-400
-0% -$38.1K 0.08% 214
2024
Q2 		$116M Sell
1,200,443
-25,200
-2% -$2.43M 0.08% 215
2024
Q1 		$122M Sell
1,225,643
-62,300
-5% -$5.76M 0.09% 225
2023
Q4 		$115M Sell
1,287,943
-41,500
-3% -$3.45M 0.08% 227
2023
Q3 		$107M Sell
1,329,443
-163,000
-11% -$13.9M 0.08% 230
2023
Q2 		$133M Sell
1,492,443
-160,800
-10% -$13.5M 0.09% 213
2023
Q1 		$140M Sell
1,653,243
-55,100
-3% -$4.56M 0.1% 214
2022
Q4 		$134M Sell
1,708,343
-123,714
-7% -$9.13M 0.1% 215
2022
Q3 		$117M Sell
1,832,057
-11,400
-0.6% -$834K 0.08% 241
2022
Q2 		$130M Buy
1,843,457
+95,700
+5% +$7.05M 0.09% 216
2022
Q1 		$134M Buy
1,747,757
+206,700
+13% +$16.5M 0.08% 249
2021
Q4 		$134M Sell
1,541,057
-71,000
-4% -$5.94M 0.08% 233
2021
Q3 		$133M Sell
1,612,057
-68,500
-4% -$6.02M 0.08% 226
2021
Q2 		$137M Buy
1,680,557
+99,003
+6% +$7.62M 0.08% 228
2021
Q1 		$108M Buy
1,581,554
+27,900
+2% +$1.82M 0.07% 279
2020
Q4 		$105M Sell
1,553,654
-47,700
-3% -$3.09M 0.07% 273
2020
Q3 		$100M Sell
1,601,354
-19,700
-1% -$1.2M 0.08% 245
2020
Q2 		$92.2M Buy
+1,621,054
New +$84M 0.08% 253

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

Swiss National Bank's OTIS Position: Q1 2026 in Review

Swiss National Bank increased its Otis Worldwide (OTIS) stake by 6.3% in Q1 2026, buying an estimated $5.95M and bringing the position to 1,143,643 shares worth $88.2M. The position accounts for 0.05% of the portfolio, ranked #300.

Swiss National Bank first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $140M in Q1 2023. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Swiss National Bank held 1,143,643 shares of Otis Worldwide worth $88.2M as of Q1 2026.
  • Swiss National Bank bought 68,000 Otis Worldwide shares in Q1 2026, an estimated $5.95M.
  • Otis Worldwide made up 0.05% of Swiss National Bank's portfolio in Q1 2026, its #300 holding.
  • Swiss National Bank first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Swiss National Bank's Otis Worldwide position peaked at $140M in Q1 2023.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Swiss National Bank's 13F filing for Q1 2026, filed 7 May 2026.