Canada Pension Plan Investment Board
OTIS icon

Canada Pension Plan Investment Board’s Otis Worldwide OTIS Stock Holding History

Canada Pension Plan Investment Board’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 		$251M Buy
3,260,413
+2,661,453
+444% +$233M 0.16% 139
2025
Q4 		$52.3M Sell
598,960
-152,073
-20% -$13.6M 0.04% 338
2025
Q3 		$68.7M Buy
751,033
+195,638
+35% +$17.8M 0.05% 292
2025
Q2 		$55M Buy
555,395
+84,614
+18% +$8.17M 0.05% 302
2025
Q1 		$48.6M Buy
470,781
+163,231
+53% +$15.9M 0.05% 298
2024
Q4 		$28.5M Buy
307,550
+20,942
+7% +$2.1M 0.03% 394
2024
Q3 		$29.8M Buy
286,608
+12,636
+5% +$1.2M 0.03% 371
2024
Q2 		$26.4M Buy
273,972
+20,593
+8% +$1.98M 0.03% 384
2024
Q1 		$25.2M Buy
253,379
+99,799
+65% +$9.22M 0.03% 409
2023
Q4 		$13.7M Sell
153,580
-73,100
-32% -$6.08M 0.02% 458
2023
Q3 		$18.2M Buy
226,680
+57,000
+34% +$4.87M 0.03% 400
2023
Q2 		$15.1M Sell
169,680
-6,400
-4% -$539K 0.02% 418
2023
Q1 		$14.9M Buy
176,080
+51,217
+41% +$4.24M 0.02% 397
2022
Q4 		$9.78M Sell
124,863
-79,250
-39% -$5.85M 0.02% 415
2022
Q3 		$13M Sell
204,113
-44,540
-18% -$3.26M 0.02% 400
2022
Q2 		$17.6M Sell
248,653
-5,260
-2% -$387K 0.03% 357
2022
Q1 		$19.5M Sell
253,913
-128,028
-34% -$10.2M 0.03% 395
2021
Q4 		$33.3M Sell
381,941
-81,829
-18% -$6.85M 0.04% 369
2021
Q3 		$38.2M Buy
463,770
+226,529
+95% +$19.9M 0.04% 351
2021
Q2 		$19.4M Buy
237,241
+40,566
+21% +$3.12M 0.02% 437
2021
Q1 		$13.5M Buy
196,675
+78,596
+67% +$5.14M 0.02% 468
2020
Q4 		$7.98M Buy
118,079
+1,019
+0.9% +$66.1K 0.01% 527
2020
Q3 		$7.31M Sell
117,060
-3,200
-3% -$196K 0.01% 447
2020
Q2 		$6.84M Buy
+120,260
New +$6.23M 0.01% 464

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

Canada Pension Plan Investment Board's OTIS Position: Q1 2026 in Review

Canada Pension Plan Investment Board increased its Otis Worldwide (OTIS) stake by 444% in Q1 2026, buying an estimated $233M and bringing the position to 3,260,413 shares worth $251M. The position accounts for 0.16% of the portfolio, ranked #139.

Canada Pension Plan Investment Board first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Canada Pension Plan Investment Board held 3,260,413 shares of Otis Worldwide worth $251M as of Q1 2026.
  • Canada Pension Plan Investment Board bought 2,661,453 Otis Worldwide shares in Q1 2026, an estimated $233M.
  • Otis Worldwide made up 0.16% of Canada Pension Plan Investment Board's portfolio in Q1 2026, its #139 holding.
  • Canada Pension Plan Investment Board first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Canada Pension Plan Investment Board's 13F filing for Q1 2026, filed 15 May 2026.