CIBC Private Wealth Group, LLC

SEC CIK: 0001298088
Latest filing: Feb 12, 2026

SEC filings (opens in a new tab)

OTIS holding history

Otis Worldwide Corp in every 13F filed by CIBC Private Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OTIS overview All 13F holders of OTIS Full Q4 2025 holdings

Shares (Q4 2025): 2,850,031
Value: $249.0M
% of portfolio: 0.4%
Quarters held: 20; Since Q1 2021

Holdings of OTIS by CIBC Private Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	2,850,031	$249.0M	0.4%	−40,451−1.4%	Reduced	Holders
Q3 2025	2,890,482	$264.3M	0.5%	+1,013,876+54.0%	Added	Holders
Q2 2025	1,876,606	$185.8M	0.3%	−11,114−0.6%	Reduced	Holders
Q1 2025	1,887,720	$171.6M	0.4%	−1,178,558−38.4%	Reduced	Holders
Q4 2024	3,066,278	$281.5M	0.5%	−82,600−2.6%	Reduced	Holders
Q3 2024	3,148,878	$327.3M	0.6%	−9,971−0.3%	Reduced	Holders
Q2 2024	3,158,849	$307.7M	0.6%	−43,928−1.4%	Reduced	Holders
Q1 2024	3,202,777	$315.7M	0.6%	−85,162−2.6%	Reduced	Holders
Q4 2023	3,287,939	$294.2M	0.6%	−92,037−2.7%	Reduced	Holders
Q3 2023	3,379,976	$271.4M	0.6%	−75,410−2.2%	Reduced	Holders
Q2 2023	3,455,386	$307.6M	0.7%	−49,795−1.4%	Reduced	Holders
Q1 2023	3,505,181	$123.6M	0.4%	−30,182−0.9%	Reduced	Holders
Q4 2022	3,535,363	$261.3M	0.9%	+146,726+4.3%	Added	Holders
Q3 2022	3,388,637	$216.2M	0.6%	+62,802+1.9%	Added	Holders
Q2 2022	3,325,835	$235.0M	0.6%	+36,334+1.1%	Added	Holders
Q1 2022	3,289,501	$253.1M	0.6%	+5,034+0.2%	Added	Holders
Q4 2021	3,284,467	$286.0M	0.6%	+11,831+0.4%	Added	Holders
Q3 2021	3,272,636	$269.3M	0.6%	+26,488+0.8%	Added	Holders
Q2 2021	3,246,148	$265.4M	0.6%	+16,515+0.5%	Added	Holders
Q1 2021	3,229,633	$221.1M	0.6%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.