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Manning & Napier Group’s OTIS Holdings & Trades

First Buy
Q4 2023
Duration Held
9 Quarters
Largest Add
Q4 2023
+2,424 Shares
Current Position
2,370 Shares
$207,020 Value

Manning & Napier Group's OTIS Position Overview

Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 2,370 shares of Otis Worldwide Corporation (OTIS) worth $207,020, representing 0.00% of the portfolio. First purchased in 2023-Q4, this medium-term investment has been held for 9 quarters.

Based on 13F filings, Manning & Napier Group has maintained a strategic position in OTIS, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 40 shares. Largest reduction occurred in Q4 2025, reducing 54 shares.

Analysis based on 13F filings available since 2013 Q2

Manning & Napier Group's Otis Worldwide Corporation (OTIS) Holding Value Over Time

Track share changes against reported price movement

Quarterly Otis Worldwide Corporation (OTIS) Trades by Manning & Napier Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -54 Reduce 2.23% 2,370 $87.35
Q3 2025 -40 Reduce 1.62% 2,424 $91.43
Q4 2024 +40 Add 1.65% 2,464 $92.61
Q4 2023 +2,424 New Buy 2,424 $89.47

Manning & Napier Group's Otis Worldwide Corporation Investment FAQs

Manning & Napier Group first purchased Otis Worldwide Corporation (OTIS) in Q4 2023, acquiring 2,424 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group has held Otis Worldwide Corporation (OTIS) for 9 quarters since Q4 2023.

Manning & Napier Group's largest addition to Otis Worldwide Corporation (OTIS) was in Q4 2023, adding 2,424 shares worth $216,875.

According to the latest 13F filing for Q4 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 2,370 shares of Otis Worldwide Corporation (OTIS), valued at approximately $207,020.

As of the Q4 2025 filing, Otis Worldwide Corporation (OTIS) represents approximately 0.00% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.

Manning & Napier Group's peak holding in Otis Worldwide Corporation (OTIS) was 2,464 shares, as reported at the end of Q4 2024.