Vanguard Group
OTIS icon

Vanguard Group’s Otis Worldwide OTIS Stock Holding History

Vanguard 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
2025
Q4 		$4.25B Buy
48,636,836
+10,038
+0% +$898K 0.06% 286
2025
Q3 		$4.45B Buy
48,626,798
+39,645
+0.1% +$3.6M 0.07% 280
2025
Q2 		$4.81B Buy
48,587,153
+1,991,860
+4% +$192M 0.08% 255
2025
Q1 		$4.81B Buy
46,595,293
+1,591,450
+4% +$155M 0.09% 229
2024
Q4 		$4.17B Buy
45,003,843
+149,123
+0.3% +$15M 0.07% 262
2024
Q3 		$4.66B Sell
44,854,720
-231,890
-0.5% -$22.1M 0.08% 233
2024
Q2 		$4.34B Sell
45,086,610
-150,838
-0.3% -$14.5M 0.08% 222
2024
Q1 		$4.49B Sell
45,237,448
-535,910
-1% -$49.5M 0.09% 220
2023
Q4 		$4.1B Buy
45,773,358
+5,913,933
+15% +$492M 0.09% 222
2023
Q3 		$3.2B Sell
39,859,425
-322,619
-0.8% -$27.6M 0.08% 250
2023
Q2 		$3.58B Sell
40,182,044
-234,082
-0.6% -$19.7M 0.08% 232
2023
Q1 		$3.41B Buy
40,416,126
+702,817
+2% +$58.2M 0.09% 245
2022
Q4 		$3.11B Buy
39,713,309
+18,687
+0% +$1.38M 0.08% 254
2022
Q3 		$2.53B Buy
39,694,622
+123,746
+0.3% +$9.05M 0.07% 277
2022
Q2 		$2.8B Buy
39,570,876
+443,690
+1% +$32.7M 0.08% 263
2022
Q1 		$3.01B Buy
39,127,186
+829,784
+2% +$66.3M 0.07% 286
2021
Q4 		$3.33B Sell
38,297,402
-143,270
-0.4% -$12M 0.08% 268
2021
Q3 		$3.16B Buy
38,440,672
+758,994
+2% +$66.7M 0.08% 258
2021
Q2 		$3.08B Sell
37,681,678
-142,418
-0.4% -$11M 0.08% 273
2021
Q1 		$2.59B Buy
37,824,096
+367,811
+1% +$24M 0.07% 303
2020
Q4 		$2.53B Sell
37,456,285
-539,077
-1% -$35M 0.07% 283
2020
Q3 		$2.37B Sell
37,995,362
-1,030,628
-3% -$63M 0.08% 249
2020
Q2 		$2.22B Buy
+39,025,990
New +$2.02B 0.08% 248

Other funds holding OTIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group's OTIS Position: Q4 2025 in Review

Vanguard Group increased its Otis Worldwide (OTIS) stake by 0.02% in Q4 2025, buying an estimated $898K and bringing the position to 48,636,836 shares worth $4.25B. The position accounts for 0.06% of the portfolio, ranked #286.

Vanguard Group first reported a position in OTIS in Q2 2020 and has held it in 23 quarters since. The position peaked at $4.81B in Q2 2025. 1,307 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

  • Vanguard Group held 48,636,836 shares of Otis Worldwide worth $4.25B as of Q4 2025.
  • Vanguard Group bought 10,038 Otis Worldwide shares in Q4 2025, an estimated $898K.
  • Otis Worldwide made up 0.06% of Vanguard Group's portfolio in Q4 2025, its #286 holding.
  • Vanguard Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 23 quarters since.
  • Vanguard Group's Otis Worldwide position peaked at $4.81B in Q2 2025.
  • 1,307 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.