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USS Investment Management’s Otis Worldwide OTIS Stock Holding History

USS Investment Management’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 		$136M Buy
1,767,235
+65,250
+4% +$5.71M 0.53% 34
2025
Q4 		$149M Buy
1,701,985
+156,524
+10% +$14M 0.69% 32
2025
Q3 		$141M Sell
1,545,461
-284,807
-16% -$25.9M 0.64% 34
2025
Q2 		$181M Sell
1,830,268
-443,336
-19% -$42.8M 1.07% 22
2025
Q1 		$235M Sell
2,273,604
-19,458
-0.8% -$1.9M 1.71% 11
2024
Q4 		$212M Sell
2,293,062
-22,926
-1% -$2.3M 1.48% 15
2024
Q3 		$241M Buy
2,315,988
+35
+0% +$3.33K 1.75% 9
2024
Q2 		$223M Buy
2,315,953
+111,373
+5% +$10.7M 1.77% 11
2024
Q1 		$219M Buy
2,204,580
+11,320
+0.5% +$1.05M 1.79% 13
2023
Q4 		$196M Buy
2,193,260
+781,077
+55% +$64.9M 1.75% 15
2023
Q3 		$113M Buy
1,412,183
+1,305,944
+1,229% +$112M 1.23% 17
2023
Q2 		$9.46M Hold
106,239
– – 0.11% 192
2023
Q1 		$8.96M Hold
106,239
– – 0.12% 185
2022
Q4 		$8.32M Buy
106,239
+29,148
+38% +$2.15M 0.12% 193
2022
Q3 		$4.92M Sell
77,091
-26,138
-25% -$1.91M 0.07% 306
2022
Q2 		$7.3M Sell
103,229
-6,923
-6% -$510K 0.07% 283
2022
Q1 		$8.47M Buy
110,152
+19,165
+21% +$1.53M 0.07% 304
2021
Q4 		$7.92M Hold
90,987
– – 0.06% 326
2021
Q3 		$7.49M Buy
90,987
+80,352
+756% +$7.07M 0.06% 323
2021
Q2 		$869K Hold
10,635
– – 0.01% 541
2021
Q1 		$728K Hold
10,635
– – 0.01% 539
2020
Q4 		$718K Hold
10,635
– – 0.01% 530
2020
Q3 		$663K Hold
10,635
– – 0.01% 524
2020
Q2 		$604K Buy
+10,635
New +$551K 0.01% 529

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

USS Investment Management's OTIS Position: Q1 2026 in Review

USS Investment Management increased its Otis Worldwide (OTIS) stake by 3.8% in Q1 2026, buying an estimated $5.71M and bringing the position to 1,767,235 shares worth $136M. The position accounts for 0.53% of the portfolio, ranked #34.

USS Investment Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $241M in Q3 2024. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • USS Investment Management held 1,767,235 shares of Otis Worldwide worth $136M as of Q1 2026.
  • USS Investment Management bought 65,250 Otis Worldwide shares in Q1 2026, an estimated $5.71M.
  • Otis Worldwide made up 0.53% of USS Investment Management's portfolio in Q1 2026, its #34 holding.
  • USS Investment Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • USS Investment Management's Otis Worldwide position peaked at $241M in Q3 2024.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on USS Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.