Mackenzie Financial
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Mackenzie Financial’s Otis Worldwide OTIS Stock Holding History

Mackenzie Financial’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 		$3.6M Buy
55,959
+11,689
+26% +$832K ﹤0.01% 905
2026
Q2 		$3.17M Sell
44,270
-10,015
-18% -$748K ﹤0.01% 942
2026
Q1 		$4.18M Buy
54,285
+3,208
+6% +$281K 0.01% 718
2025
Q4 		$4.49M Sell
51,077
-126,796
-71% -$11.3M 0.01% 664
2025
Q3 		$16.3M Buy
177,873
+378
+0.2% +$34.3K 0.02% 412
2025
Q2 		$17.6M Sell
177,495
-2,590
-1% -$250K 0.02% 391
2025
Q1 		$18.6M Buy
180,085
+3,634
+2% +$355K 0.03% 357
2024
Q4 		$16.3M Buy
176,451
+301
+0.2% +$30.2K 0.02% 385
2024
Q3 		$18.3M Buy
176,150
+122,651
+229% +$11.7M 0.03% 358
2024
Q2 		$5.15M Buy
53,499
+19,760
+59% +$1.9M 0.01% 542
2024
Q1 		$3.35M Buy
33,739
+1,500
+5% +$139K ﹤0.01% 629
2023
Q4 		$2.88M Sell
32,239
-2,965
-8% -$247K ﹤0.01% 663
2023
Q3 		$2.8M Buy
35,204
+1,000
+3% +$85.5K ﹤0.01% 647
2023
Q2 		$3.03M Sell
34,204
-3,105
-8% -$262K ﹤0.01% 655
2023
Q1 		$3.15M Sell
37,309
-1,010
-3% -$83.6K ﹤0.01% 643
2022
Q4 		$3M Buy
38,319
+6,110
+19% +$451K 0.01% 597
2022
Q3 		$2.06M Buy
32,209
+804
+3% +$58.8K ﹤0.01% 688
2022
Q2 		$2.22M Buy
31,405
+3,426
+12% +$252K ﹤0.01% 703
2022
Q1 		$2.15M Sell
27,979
-501
-2% -$40K ﹤0.01% 740
2021
Q4 		$2.48M Sell
28,480
-937
-3% -$78.4K ﹤0.01% 727
2021
Q3 		$2.42M Buy
29,417
+7,693
+35% +$676K ﹤0.01% 722
2021
Q2 		$1.78M Buy
21,724
+5,196
+31% +$400K ﹤0.01% 741
2021
Q1 		$1.13M Buy
16,528
+6,555
+66% +$428K ﹤0.01% 795
2020
Q4 		$674K Sell
9,973
-384,416
-97% -$24.9M ﹤0.01% 776
2020
Q3 		$24.6M Sell
394,389
-9,828
-2% -$601K 0.06% 217
2020
Q2 		$23M Buy
+404,217
New +$20.9M 0.06% 217

Other funds holding OTIS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return

Mackenzie Financial's OTIS Position: Q3 2026 in Review

Mackenzie Financial increased its Otis Worldwide (OTIS) stake by 26% in Q3 2026, buying an estimated $832K and bringing the position to 55,959 shares worth $3.6M. The position accounts for ﹤0.01% of the portfolio, ranked #905.

Mackenzie Financial first reported a position in OTIS in Q2 2020 and has held it in 26 quarters since. The position peaked at $24.6M in Q3 2020. 768 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Mackenzie Financial held 55,959 shares of Otis Worldwide worth $3.6M as of Q3 2026.
  • Mackenzie Financial bought 11,689 Otis Worldwide shares in Q3 2026, an estimated $832K.
  • Otis Worldwide made up ﹤0.01% of Mackenzie Financial's portfolio in Q3 2026, its #905 holding.
  • Mackenzie Financial first reported a position in Otis Worldwide in Q2 2020 and has held it in 26 quarters since.
  • Mackenzie Financial's Otis Worldwide position peaked at $24.6M in Q3 2020.
  • 768 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.