CIBC Asset Management
OTIS icon

CIBC Asset Management’s Otis Worldwide OTIS Stock Holding History

CIBC Asset 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
Q3 		$11.7M Buy
181,586
+2,154
+1% +$153K 0.02% 371
2026
Q2 		$12.8M Sell
179,432
-27,689
-13% -$2.07M 0.03% 354
2026
Q1 		$16M Buy
207,121
+7,228
+4% +$632K 0.04% 296
2025
Q4 		$17.5M Buy
199,893
+37,656
+23% +$3.37M 0.04% 278
2025
Q3 		$14.8M Sell
162,237
-17,088
-10% -$1.55M 0.04% 251
2025
Q2 		$17.8M Buy
179,325
+11,170
+7% +$1.08M 0.05% 220
2025
Q1 		$17.4M Buy
168,155
+22,017
+15% +$2.15M 0.06% 214
2024
Q4 		$13.5M Sell
146,138
-739
-0.5% -$74.1K 0.04% 236
2024
Q3 		$15.3M Buy
146,877
+3,791
+3% +$361K 0.05% 214
2024
Q2 		$13.8M Sell
143,086
-4,119
-3% -$397K 0.05% 210
2024
Q1 		$14.6M Buy
147,205
+2,669
+2% +$247K 0.05% 217
2023
Q4 		$12.9M Buy
144,536
+32,886
+29% +$2.73M 0.05% 220
2023
Q3 		$8.97M Sell
111,650
-1,310
-1% -$112K 0.04% 254
2023
Q2 		$10.1M Sell
112,960
-906
-0.8% -$76.3K 0.04% 240
2023
Q1 		$9.6M Buy
113,866
+132
+0.1% +$10.9K 0.04% 251
2022
Q4 		$8.91M Buy
113,734
+3,328
+3% +$246K 0.04% 248
2022
Q3 		$7.04M Buy
110,406
+3,255
+3% +$238K 0.03% 274
2022
Q2 		$7.57M Sell
107,151
-3,323
-3% -$245K 0.03% 255
2022
Q1 		$8.5M Buy
110,474
+8,603
+8% +$688K 0.03% 264
2021
Q4 		$8.87M Buy
101,871
+5,848
+6% +$490K 0.03% 276
2021
Q3 		$7.9M Buy
96,023
+4,626
+5% +$407K 0.03% 273
2021
Q2 		$7.47M Buy
91,397
+6,255
+7% +$481K 0.03% 286
2021
Q1 		$5.83M Buy
85,142
+17,752
+26% +$1.16M 0.02% 305
2020
Q4 		$4.55M Buy
67,390
+2,514
+4% +$163K 0.02% 325
2020
Q3 		$4.05M Buy
64,876
+13,517
+26% +$827K 0.02% 310
2020
Q2 		$2.92M Buy
+51,359
New +$2.66M 0.02% 340

Other funds holding OTIS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

CIBC Asset Management's OTIS Position: Q3 2026 in Review

CIBC Asset Management increased its Otis Worldwide (OTIS) stake by 1.2% in Q3 2026, buying an estimated $153K and bringing the position to 181,586 shares worth $11.7M. The position accounts for 0.02% of the portfolio, ranked #371.

CIBC Asset Management first reported a position in OTIS in Q2 2020 and has held it in 26 quarters since. The position peaked at $17.8M in Q2 2025. 1,015 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • CIBC Asset Management held 181,586 shares of Otis Worldwide worth $11.7M as of Q3 2026.
  • CIBC Asset Management bought 2,154 Otis Worldwide shares in Q3 2026, an estimated $153K.
  • Otis Worldwide made up 0.02% of CIBC Asset Management's portfolio in Q3 2026, its #371 holding.
  • CIBC Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 26 quarters since.
  • CIBC Asset Management's Otis Worldwide position peaked at $17.8M in Q2 2025.
  • 1,015 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on CIBC Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.