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TIAA-CREF Individual & Institutional Services’s Otis Worldwide OTIS Stock Holding History

TIAA-CREF Individual & Institutional Services’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 		$380K Buy
5,313
+446
+9% +$33.3K ﹤0.01% 513
2026
Q1 		$375K Buy
+4,867
New +$426K ﹤0.01% 489

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

TIAA-CREF Individual & Institutional Services's OTIS Position: Q2 2026 in Review

TIAA-CREF Individual & Institutional Services increased its Otis Worldwide (OTIS) stake by 9.2% in Q2 2026, buying an estimated $33.3K and bringing the position to 5,313 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

TIAA-CREF Individual & Institutional Services first reported a position in OTIS in Q1 2026 and has held it in 2 quarters since. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • TIAA-CREF Individual & Institutional Services held 5,313 shares of Otis Worldwide worth $380K as of Q2 2026.
  • TIAA-CREF Individual & Institutional Services bought 446 Otis Worldwide shares in Q2 2026, an estimated $33.3K.
  • Otis Worldwide made up ﹤0.01% of TIAA-CREF Individual & Institutional Services's portfolio in Q2 2026, its #513 holding.
  • TIAA-CREF Individual & Institutional Services first reported a position in Otis Worldwide in Q1 2026 and has held it in 2 quarters since.
  • 1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on TIAA-CREF Individual & Institutional Services's 13F filing for Q2 2026, filed 10 Aug 2026.