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CIBC Bancorp USA’s Otis Worldwide OTIS Stock Holding History

CIBC Bancorp USA’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 		$221M Buy
+2,864,227
New +$251M 0.3% 86
2025
Q3 		$5.38M Buy
+58,875
New +$5.34M 0.03% 390

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

CIBC Bancorp USA's OTIS Position: Q1 2026 in Review

CIBC Bancorp USA opened a new position in Otis Worldwide (OTIS) in Q1 2026: 2,864,227 shares worth $221M. The stake represents 0.3% of the portfolio and ranks #86 among its holdings. This is a return to the name: CIBC Bancorp USA previously reported a position in OTIS as recently as Q3 2025.

CIBC Bancorp USA first reported a position in OTIS in Q3 2025 and has held it in 2 quarters since. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • CIBC Bancorp USA held 2,864,227 shares of Otis Worldwide worth $221M as of Q1 2026.
  • Otis Worldwide was a new CIBC Bancorp USA position in Q1 2026.
  • Otis Worldwide made up 0.3% of CIBC Bancorp USA's portfolio in Q1 2026, its #86 holding.
  • CIBC Bancorp USA first reported a position in Otis Worldwide in Q3 2025 and has held it in 2 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on CIBC Bancorp USA's 13F filing for Q1 2026, filed 12 May 2026.