Otis Worldwide Corporation
DE ˙ XTRA ˙ US68902V1070
59,36 € ↓ -0,92 (-1,53%)
2026-06-04
AKTIENPREIS
SecurityDE:4PG / Otis Worldwide Corporation
InstitutionMv Capital Management, Inc.
Latest Disclosed Ownership895 shares
Latest Disclosed Value $ 68,987
Mv Capital Management, Inc. reports 1.10% decrease in ownership of 4PG / Otis Worldwide Corporation

On April 30, 2026 - Mv Capital Management, Inc. filed a 13F-HR form disclosing ownership of 895 shares of Otis Worldwide Corporation (DE:4PG) valued at $58,891 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 23, 2026 disclosing 905 shares of Otis Worldwide Corporation. This represents a change in shares of -1.10% during the quarter. The current value of the position is $53,127 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)
2026-04-30 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 895 -10 -1.10 69 -13.92 0.0068
2026-02-23 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 905 2 0.22 79 -3.66 0.0076
2026-02-23 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 903 -68 -7.00 83 -14.58 0.0079
2025-08-08 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 971 1 0.10 96 -4.00 0.0099
2025-04-15 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 970 11 1.15 100 13.64 0.0107
2025-02-12 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 959 -2 -0.21 89 -11.11 0.0095
2024-11-04 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 961 -36 -3.61 100 4.21 0.0106
2024-08-01 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 997 34 3.53 96 0.00 0.0108
2024-04-18 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 963 -34 -3.41 96 6.74 0.0109
2024-01-29 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 997 101 11.27 89 25.35 0.0113
2023-11-07 2023-09-30 13F OTIS WORLDWIDE COM 68902V107 896 -151 -14.42 72 -23.66 0.0096
2023-08-03 2023-06-30 13F OTIS WORLDWIDE COM 68902V107 1,047 -1 -0.10 93 5.68 0.0124
2023-04-26 2023-03-31 13F OTIS WORLDWIDE COM 68902V107 1,048 39 3.87 88 11.39 0.0124
2023-01-27 2022-12-31 13F OTIS WORLDWIDE COM 68902V107 1,009 -94 -8.52 79 12.86 0.0122
2022-10-24 2022-09-30 13F OTIS WORLDWIDE COM 68902V107 1,103 25 2.32 70 -7.89 0.0121
2022-07-19 2022-06-30 13F OTIS WORLDWIDE COM 68902V107 1,078 45 4.36 76 -3.80 0.0129
2022-05-09 2022-03-31 13F OTIS WORLDWIDE COM 68902V107 1,033 109 11.80 79 -1.25 0.0119
2022-02-02 2021-12-31 13F OTIS WORLDWIDE COM 68902V107 924 21 2.33 80 8.11 0.0116
2021-11-12 2021-09-30 13F OTIS WORLDWIDE COM 68902V107 903 39 4.51 74 4.23 0.0122
2021-08-03 2021-06-30 13F OTIS WORLDWIDE COM 68902V107 864 61 7.60 71 29.09 0.0121
2021-05-12 2021-03-31 13F OTIS WORLDWIDE COM 68902V107 803 3 0.38 55 1.85 0.0100
2021-02-08 2020-12-31 13F OTIS WORLDWIDE COM 68902V107 800 0 0.00 54 8.00 0.0102
2020-11-12 2020-09-30 13F OTIS WORLDWIDE COM 68902V107 800 -110 -12.09 50 -3.85 0.0104
2020-08-04 2020-06-30 13F OTIS WORLDWIDE COM 68902V107 910 910 52 0.0122
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.