Otis Worldwide Corporation
DE ˙ XTRA ˙ US68902V1070
59,36 € ↓ -0,92 (-1,53%)
2026-06-04
AKTIENPREIS
SecurityDE:4PG / Otis Worldwide Corporation
InstitutionMerit Financial Group, LLC
Latest Disclosed Ownership26,754 shares
Latest Disclosed Value $ 2,062,218
Merit Financial Group, LLC reports 7.44% decrease in ownership of 4PG / Otis Worldwide Corporation

On April 15, 2026 - Merit Financial Group, LLC filed a 13F-HR form disclosing ownership of 26,754 shares of Otis Worldwide Corporation (DE:4PG) valued at $1,760,413 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 28,906 shares of Otis Worldwide Corporation. This represents a change in shares of -7.44% during the quarter. The current value of the position is $1,588,117 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)
2026-04-15 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 26,754 -2,152 -7.44 2,062 -18.30 0.0119
2026-01-26 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 28,906 405 1.42 2,525 -3.11 0.0203
2025-11-07 2025-09-30 13F/A-1 OTIS WORLDWIDE COM 68902V107 28,501 5,246 22.56 2,606 13.16 0.0239
2025-10-20 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 28,501 5,246 2,606 0.0239
2025-07-22 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 23,255 6,900 42.19 2,303 36.46 0.0257
2025-04-09 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 16,355 5,565 51.58 1,688 68.87 0.0253
2025-01-15 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 10,790 694 6.87 999 -4.77 0.0180
2024-10-17 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 10,096 -278 -2.68 1,049 5.11 0.0235
2024-08-13 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 10,374 -192 -1.82 999 2.57 0.0220
2024-05-06 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 10,566 379 3.72 973 6.81 0.0232
2024-02-06 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 10,187 378 3.85 911 15.76 0.0277
2023-11-07 2023-09-30 13F OTIS WORLDWIDE COM 68902V107 9,809 378 4.01 788 -6.20 0.0258
2023-08-01 2023-06-30 13F OTIS WORLDWIDE COM 68902V107 9,431 120 1.29 839 6.88 0.0272
2023-04-24 2023-03-31 13F OTIS WORLDWIDE COM 68902V107 9,311 -51 -0.54 786 7.09 0.0286
2023-01-13 2022-12-31 13F OTIS WORLDWIDE COM 68902V107 9,362 590 6.73 733 30.89 0.0265
2022-10-31 2022-09-30 13F OTIS WORLDWIDE COM 68902V107 8,772 850 10.73 560 0.00 0.0243
2022-08-08 2022-06-30 13F OTIS WORLDWIDE COM 68902V107 7,922 76 0.97 560 -7.28 0.0173
2022-05-13 2022-03-31 13F OTIS WORLDWIDE COM 68902V107 7,846 -100 -1.26 604 -12.72 0.0364
2022-02-14 2021-12-31 13F OTIS WORLDWIDE COM 68902V107 7,946 -85 -1.06 692 4.69 0.0679
2021-10-27 2021-09-30 13F OTIS WORLDWIDE COM 68902V107 8,031 0 0.00 661 0.61 0.0692
2021-08-16 2021-06-30 13F OTIS WORLDWIDE COM 68902V107 8,031 -66 -0.82 657 18.59 0.0618
2021-05-18 2021-03-31 13F OTIS WORLDWIDE COM 68902V107 8,097 0 0.00 554 1.28 0.0580
2021-02-12 2020-12-31 13F OTIS WORLDWIDE COM 68902V107 8,097 0 0.00 547 8.32 0.0529
2020-11-10 2020-09-30 13F OTIS WORLDWIDE COM 68902V107 8,097 -230 -2.76 505 6.77 0.0461
2020-08-13 2020-06-30 13F OTIS WORLDWIDE COM 68902V107 8,327 8,327 473 0.0471
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.