M&T Bank’s Otis Worldwide OTIS Stock Holding History

M&T Bank’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
2023 Q2	–	Sell	-10	Closed	-$1.15K	–	1715
2023 Q1	$1.15K	Buy	+10	New	+$827	﹤0.01%	1666

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

M&T Bank's OTIS Position: Q2 2026 in Review

M&T Bank reduced its Otis Worldwide (OTIS) stake by 5% in Q2 2026, selling an estimated $552K and leaving 139,927 shares worth $10M. The position accounts for 0.03% of the portfolio, ranked #297.

M&T Bank first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $19.1M in Q3 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

M&T Bank held 139,927 shares of Otis Worldwide worth $10M as of Q2 2026.
M&T Bank sold 7,385 Otis Worldwide shares in Q2 2026, an estimated $552K.
Otis Worldwide made up 0.03% of M&T Bank's portfolio in Q2 2026, its #297 holding.
M&T Bank first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
M&T Bank's Otis Worldwide position peaked at $19.1M in Q3 2024.
1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on M&T Bank's 13F filing for Q2 2026, filed 4 Aug 2026.