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CIBC World Markets’s Otis Worldwide OTIS Stock Holding History

CIBC World Markets’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 		$5.16M Buy
+59,050
New +$5.28M 0.02% 388
2025
Q2 		$4.92M Buy
49,703
+1,740
+4% +$168K 0.03% 371
2025
Q1 		$4.95M Sell
47,963
-15,123
-24% -$1.48M 0.04% 303
2024
Q4 		$5.84M Buy
63,086
+8,507
+16% +$853K 0.03% 330
2024
Q3 		$5.67M Buy
54,579
+2,392
+5% +$228K 0.04% 300
2024
Q2 		$5.02M Buy
52,187
+11,352
+28% +$1.09M 0.03% 311
2024
Q1 		$4.05M Sell
40,835
-11,917
-23% -$1.1M 0.03% 372
2023
Q4 		$4.72M Buy
52,752
+30,026
+132% +$2.5M 0.03% 358
2023
Q3 		$1.83M Sell
22,726
-25,720
-53% -$2.2M 0.02% 386
2023
Q2 		$4.31M Buy
48,446
+27,467
+131% +$2.31M 0.04% 325
2023
Q1 		$1.77M Sell
20,979
-170,997
-89% -$14.1M 0.03% 388
2022
Q4 		$15M Buy
191,976
+24,150
+14% +$1.78M 0.1% 143
2022
Q3 		$10.7M Sell
167,826
-23,139
-12% -$1.69M 0.15% 77
2022
Q2 		$13.5M Buy
190,965
+3,683
+2% +$271K 0.13% 106
2022
Q1 		$14.4M Sell
187,282
-80,209
-30% -$6.41M 0.11% 132
2021
Q4 		$23.3M Buy
267,491
+243,432
+1,012% +$20.4M 0.12% 109
2021
Q3 		$1.98M Sell
24,059
-3,949
-14% -$347K 0.01% 425
2021
Q2 		$2.29M Sell
28,008
-310,856
-92% -$23.9M 0.02% 406
2021
Q1 		$23.2M Buy
338,864
+263,833
+352% +$17.2M 0.14% 115
2020
Q4 		$5.07M Sell
75,031
-86,662
-54% -$5.62M 0.03% 362
2020
Q3 		$10.1M Buy
161,693
+5,771
+4% +$353K 0.1% 202
2020
Q2 		$8.87M Buy
+155,922
New +$8.08M 0.1% 181

Other funds holding OTIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

CIBC World Markets's OTIS Position: Q4 2025 in Review

CIBC World Markets opened a new position in Otis Worldwide (OTIS) in Q4 2025: 59,050 shares worth $5.16M. The stake represents 0.02% of the portfolio and ranks #388 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in OTIS as recently as Q2 2025.

CIBC World Markets first reported a position in OTIS in Q2 2020 and has held it in 22 quarters since. The position peaked at $23.3M in Q4 2021. 1,307 funds tracked by Wall St. Rank hold OTIS as of Q4 2025.

  • CIBC World Markets held 59,050 shares of Otis Worldwide worth $5.16M as of Q4 2025.
  • Otis Worldwide was a new CIBC World Markets position in Q4 2025.
  • Otis Worldwide made up 0.02% of CIBC World Markets's portfolio in Q4 2025, its #388 holding.
  • CIBC World Markets first reported a position in Otis Worldwide in Q2 2020 and has held it in 22 quarters since.
  • CIBC World Markets's Otis Worldwide position peaked at $23.3M in Q4 2021.
  • 1,307 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.