Otis Worldwide Corporation
DE ˙ XTRA ˙ US68902V1070
59,36 € ↓ -0,92 (-1,53%)
2026-06-04
AKTIENPREIS
SecurityDE:4PG / Otis Worldwide Corporation
InstitutionM. Kraus & Co
Latest Disclosed Ownership23,115 shares
Latest Disclosed Value $ 1,781,704
M. Kraus & Co reports 4.94% decrease in ownership of 4PG / Otis Worldwide Corporation

On April 14, 2026 - M. Kraus & Co filed a 13F-HR form disclosing ownership of 23,115 shares of Otis Worldwide Corporation (DE:4PG) valued at $1,520,967 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 24,316 shares of Otis Worldwide Corporation. This represents a change in shares of -4.94% during the quarter. The current value of the position is $1,372,106 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)
2026-04-14 2026-03-31 13F Otis Worldwide COM 68902V107 23,115 -1,201 -4.94 1,782 -16.15 0.5197
2026-01-21 2025-12-31 13F Otis Worldwide COM 68902V107 24,316 -292 -1.19 2,124 -5.56 0.5931
2025-10-14 2025-09-30 13F Otis Worldwide COM 68902V107 24,608 -1,420 -5.46 2,250 -12.73 0.6282
2025-07-24 2025-06-30 13F Otis Worldwide COM 68902V107 26,028 -317 -1.20 2,577 -5.19 0.7566
2025-04-17 2025-03-31 13F Otis Worldwide COM 68902V107 26,345 -2,260 -7.90 2,719 2.60 0.8268
2025-01-14 2024-12-31 13F Otis Worldwide COM 68902V107 28,605 -552 -1.89 2,649 -12.57 0.7949
2024-10-11 2024-09-30 13F Otis Worldwide COM 68902V107 29,157 -885 -2.95 3,031 4.81 0.8881
2024-07-10 2024-06-30 13F Otis Worldwide COM 68902V107 30,042 -150 -0.50 2,892 -3.54 0.8865
2024-04-10 2024-03-31 13F Otis Worldwide COM 68902V107 30,192 18 0.06 2,997 11.04 0.9096
2024-01-10 2023-12-31 13F Otis Worldwide COM 68902V107 30,174 -485 -1.58 2,700 9.63 0.8795
2023-10-16 2023-09-30 13F Otis Worldwide COM 68902V107 30,659 -324 -1.05 2,462 -10.70 0.8744
2023-07-14 2023-06-30 13F Otis Worldwide COM 68902V107 30,983 -2,037 -6.17 2,758 -1.04 0.9269
2023-04-18 2023-03-31 13F Otis Worldwide COM 68902V107 33,020 -4,202 -11.29 2,787 -4.39 0.9833
2023-01-25 2022-12-31 13F Otis Worldwide COM 68902V107 37,222 -3,372 -8.31 2,915 12.51 1.0748
2022-10-27 2022-09-30 13F Otis Worldwide COM 68902V107 40,594 -190 -0.47 2,590 -10.13 1.0844
2022-07-15 2022-06-30 13F Otis Worldwide COM 68902V107 40,784 80 0.20 2,882 -7.98 1.1147
2022-04-28 2022-03-31 13F/A-1 Otis Worldwide COM 68902V107 40,704 15 0.04 3,132 -11.60 1.0545
2022-04-18 2022-03-31 13F Otis Worldwide COM 68902V107 40,704 15 3,132 1.0544
2022-01-19 2021-12-31 13F Otis Worldwide COM 68902V107 40,689 2,626 6.90 3,543 13.12 1.1279
2021-10-18 2021-09-30 13F Otis Worldwide COM 68902V107 38,063 2,523 7.10 3,132 7.78 1.1155
2021-07-21 2021-06-30 13F Otis Worldwide COM 68902V107 35,540 654 1.87 2,906 21.69 1.0456
2021-04-19 2021-03-31 13F Otis Worldwide COM 68902V107 34,886 -29 -0.08 2,388 1.23 0.9263
2021-01-13 2020-12-31 13F Otis Worldwide COM 68902V107 34,915 5,968 20.62 2,359 30.55 0.9842
2020-10-09 2020-09-30 13F Otis Worldwide COM 68902V107 28,947 -340 -1.16 1,807 8.53 0.8535
2020-07-23 2020-06-30 13F Otis Worldwide COM 68902V107 29,287 29,287 1,665 0.8615
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.