Otis Worldwide Corporation
DE ˙ XTRA ˙ US68902V1070
59,36 € ↓ -0,92 (-1,53%)
2026-06-04
AKTIENPREIS
SecurityDE:4PG / Otis Worldwide Corporation
InstitutionCrossmark Global Holdings, Inc.
Latest Disclosed Ownership24,648 shares
Latest Disclosed Value $ 1,899,867
Crossmark Global Holdings, Inc. reports 1.04% decrease in ownership of 4PG / Otis Worldwide Corporation

On May 11, 2026 - Crossmark Global Holdings, Inc. filed a 13F-HR form disclosing ownership of 24,648 shares of Otis Worldwide Corporation (DE:4PG) valued at $1,621,838 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 24,907 shares of Otis Worldwide Corporation. This represents a change in shares of -1.04% during the quarter. The current value of the position is $1,463,105 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)
2026-05-11 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 24,648 -259 -1.04 1,900 -12.69 0.0277
2026-02-03 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 24,907 2,331 10.33 2,176 5.38 0.0310
2025-11-12 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 22,576 -802 -3.43 2,064 -10.80 0.0309
2025-08-08 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 23,378 -671 -2.79 2,315 -6.73 0.0374
2025-04-30 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 24,049 -314 -1.29 2,482 123,950.00 0.0438
2025-01-16 2024-12-31 13F OTIS WORLDWIDE CORP COM COM 68902V107 24,363 -70 -0.29 2 0.00 0.0411
2024-11-04 2024-09-30 13F OTIS WORLDWIDE CORP COM COM 68902V107 24,433 292 1.21 3 0.00 0.0453
2024-07-29 2024-06-30 13F OTIS WORLDWIDE CORP COM COM 68902V107 24,141 -9,949 -29.18 2 -33.33 0.0444
2024-05-13 2024-03-31 13F OTIS WORLDWIDE CORP COM COM 68902V107 34,090 -11,459 -25.16 3 -25.00 0.0649
2024-02-13 2023-12-31 13F OTIS WORLDWIDE CORP COM COM 68902V107 45,549 -1,004 -2.16 4 33.33 0.0846
2023-11-08 2023-09-30 13F OTIS WORLDWIDE CORP COM COM 68902V107 46,553 3,320 7.68 4 0.00 0.0847
2023-07-31 2023-06-30 13F OTIS WORLDWIDE CORP COM COM 68902V107 43,233 -306 -0.70 4 0.00 0.0838
2023-05-12 2023-03-31 13F OTIS WORLDWIDE CORP COM COM 68902V107 43,539 18,591 74.52 4 200.00 0.0865
2023-01-19 2022-12-31 13F OTIS WORLDWIDE CORP COM COM 68902V107 24,948 -97 -0.39 2 -99.94 0.0487
2022-11-01 2022-09-30 13F OTIS WORLDWIDE CORP COM COM 68902V107 25,045 -4,124 -14.14 1,598 -22.46 0.0443
2022-07-29 2022-06-30 13F OTIS WORLDWIDE CORP COM COM 68902V107 29,169 -890 -2.96 2,061 -10.89 0.0534
2022-05-11 2022-03-31 13F OTIS WORLDWIDE CORP COM COM 68902V107 30,059 2,230 8.01 2,313 -4.54 0.0516
2022-01-10 2021-12-31 13F OTIS WORLDWIDE CORP COM COM 68902V107 27,829 3,621 14.96 2,423 21.64 0.0526
2021-10-21 2021-09-30 13F/A-1 OTIS WORLDWIDE CORP COM COM 68902V107 24,208 90 0.37 1,992 1.01 0.0467
2021-07-21 2021-06-30 13F OTIS WORLDWIDE CORP COM COM 68902V107 24,118 -39 -0.16 1,972 19.23 0.0464
2021-04-15 2021-03-31 13F OTIS WORLDWIDE CORP COM COM 68902V107 24,157 -750 -3.01 1,654 -1.66 0.0410
2021-01-14 2020-12-31 13F OTIS WORLDWIDE CORP COM COM 68902V107 24,907 220 0.89 1,682 9.15 0.0425
2020-10-08 2020-09-30 13F OTIS WORLDWIDE CORP COM COM 68902V107 24,687 -889 -3.48 1,541 5.98 0.0432
2020-08-14 2020-06-30 13F OTIS WORLDWIDE CORP COM COM 68902V107 25,576 25,576 1,454 0.0424
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.