Otis Worldwide Corporation
DE ˙ XTRA ˙ US68902V1070
59,36 € ↓ -0,92 (-1,53%)
2026-06-04
AKTIENPREIS
SecurityDE:4PG / Otis Worldwide Corporation
InstitutionAviva Plc
Latest Disclosed Ownership327,520 shares
Latest Disclosed Value $ 25,245,242
Aviva Plc reports 3.06% increase in ownership of 4PG / Otis Worldwide Corporation

On May 14, 2026 - Aviva Plc filed a 13F-HR form disclosing ownership of 327,520 shares of Otis Worldwide Corporation (DE:4PG) valued at $21,550,816 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 317,808 shares of Otis Worldwide Corporation. This represents a change in shares of 3.06% during the quarter. The current value of the position is $19,441,587 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 327,520 9,712 3.06 25,245 -9.06 0.0424
2026-02-12 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 317,808 1,254 0.40 27,761 -4.08 0.0468
2025-11-13 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 316,554 -824,269 -72.25 28,943 -74.38 0.0526
2025-08-07 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 1,140,823 37,829 3.43 112,964 -0.76 0.2333
2025-05-15 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 1,102,994 1,660 0.15 113,829 11.60 0.2746
2025-02-13 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 1,101,334 -79,024 -6.69 101,995 -16.87 0.2649
2024-11-14 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 1,180,358 74,316 6.72 122,686 15.23 0.3179
2024-08-02 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 1,106,042 115,464 11.66 106,468 8.27 0.2951
2024-05-14 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 990,578 7,496 0.76 98,335 11.80 0.3238
2024-02-09 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 983,082 175,217 21.69 87,956 35.57 0.3153
2023-11-13 2023-09-30 13F OTIS WORLDWIDE COM 68902V107 807,865 -54,341 -6.30 64,880 -15.46 0.2729
2023-08-10 2023-06-30 13F OTIS WORLDWIDE COM 68902V107 862,206 210,083 32.22 76,745 39.44 0.3125
2023-05-12 2023-03-31 13F OTIS WORLDWIDE COM 68902V107 652,123 -152,385 -18.94 55,039 -12.64 0.2492
2023-02-14 2022-12-31 13F/A-2 OTIS WORLDWIDE COM 68902V107 804,508 120,700 17.65 63,001 44.41 0.3098
2023-02-10 2022-12-31 13F/A-1 OTIS WORLDWIDE COM 68902V107 804,508 120,700 1,581 0.0075
2023-02-09 2022-12-31 13F OTIS WORLDWIDE COM 68902V107 804,508 120,700 63 0.3027
2022-11-14 2022-09-30 13F OTIS WORLDWIDE COM 68902V107 683,808 283,405 70.78 43,627 54.18 0.2515
2022-08-04 2022-06-30 13F OTIS WORLDWIDE COM 68902V107 400,403 232,563 138.56 28,296 119.09 0.1506
2022-05-13 2022-03-31 13F OTIS WORLDWIDE COM 68902V107 167,840 -901,851 -84.31 12,915 -86.13 0.0646
2022-02-10 2021-12-31 13F OTIS WORLDWIDE COM 68902V107 1,069,691 -45,386 -4.07 93,138 1.51 0.3905
2021-11-12 2021-09-30 13F OTIS WORLDWIDE COM 68902V107 1,115,077 -25,293 -2.22 91,749 -1.61 0.4092
2021-08-10 2021-06-30 13F OTIS WORLDWIDE COM 68902V107 1,140,370 92,605 8.84 93,248 30.02 0.4090
2021-05-13 2021-03-31 13F OTIS WORLDWIDE COM 68902V107 1,047,765 -186,260 -15.09 71,719 -13.96 0.3503
2021-02-10 2020-12-31 13F OTIS WORLDWIDE COM 68902V107 1,234,025 6,569 0.54 83,358 8.80 0.4336
2020-11-12 2020-09-30 13F OTIS WORLDWIDE COM 68902V107 1,227,456 -99,736 -7.51 76,617 1.53 0.4519
2020-08-13 2020-06-30 13F/A-1 OTIS WORLDWIDE COM 68902V107 1,327,192 1,327,192 75,464 0.4704
2020-08-13 2020-06-30 13F OTIS WORLDWIDE COM 68902V107 1,327,192 75,464 0.4706
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.