M&T Bank
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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
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

M&T Bank's OTIS Position: Q1 2026 in Review

M&T Bank reduced its Otis Worldwide (OTIS) stake by 0.96% in Q1 2026, selling an estimated $125K and leaving 146,635 shares worth $11.3M. The position accounts for 0.04% of the portfolio, ranked #267.

M&T Bank first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $19.1M in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • M&T Bank held 146,635 shares of Otis Worldwide worth $11.3M as of Q1 2026.
  • M&T Bank sold 1,428 Otis Worldwide shares in Q1 2026, an estimated $125K.
  • Otis Worldwide made up 0.04% of M&T Bank's portfolio in Q1 2026, its #267 holding.
  • M&T Bank first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • M&T Bank's Otis Worldwide position peaked at $19.1M in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on M&T Bank's 13F filing for Q1 2026, filed 12 May 2026.