Otis Worldwide Corporation
DE ˙ XTRA ˙ US68902V1070
59,36 € ↓ -0,92 (-1,53%)
2026-06-04
AKTIENPREIS
SecurityDE:4PG / Otis Worldwide Corporation
InstitutionOakworth Capital, Inc.
Latest Disclosed Ownership329 shares
Latest Disclosed Value $ 25,360
Oakworth Capital, Inc. reports 4.08% decrease in ownership of 4PG / Otis Worldwide Corporation

On April 24, 2026 - Oakworth Capital, Inc. filed a 13F-HR form disclosing ownership of 329 shares of Otis Worldwide Corporation (DE:4PG) valued at $21,648 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 343 shares of Otis Worldwide Corporation. This represents a change in shares of -4.08% during the quarter. The current value of the position is $19,529 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)
2026-04-24 2026-03-31 13F OTIS WORLDWIDE CORP GLBL COMMON STOCK 68902V107 329 -14 -4.08 25 -13.79 0.0006
2026-01-30 2025-12-31 13F OTIS WORLDWIDE CORP GLBL COMMON STOCK 68902V107 343 0 0.00 30 -6.45 0.0016
2025-11-04 2025-09-30 13F OTIS WORLDWIDE CORP GLBL COMMON STOCK 68902V107 343 113 49.13 31 40.91 0.0018
2025-07-17 2025-06-30 13F OTIS WORLDWIDE CORP GLBL COMMON STOCK 68902V107 230 -100 -30.30 23 -35.29 0.0015
2025-04-24 2025-03-31 13F OTIS WORLDWIDE CORP GLBL COMMON STOCK 68902V107 330 0 0.00 34 13.33 0.0024
2025-01-27 2024-12-31 13F OTIS WORLDWIDE CORP GLBL COMMON STOCK 68902V107 330 0 0.00 31 -11.76 0.0021
2024-10-21 2024-09-30 13F OTIS WORLDWIDE CORP GLBL COMMON STOCK 68902V107 330 6 1.85 34 9.68 0.0024
2024-07-19 2024-06-30 13F OTIS WORLDWIDE CORP GLBL COMMON STOCK 68902V107 324 0 0.00 31 -3.12 0.0023
2024-04-22 2024-03-31 13F OTIS WORLDWIDE CORP GLBL COMMON STOCK 68902V107 324 -92 -22.12 32 -13.51 0.0024
2024-01-31 2023-12-31 13F OTIS WORLDWIDE CORP GLBL COMMON STOCK 68902V107 416 -43 -9.37 37 2.78 0.0030
2023-10-31 2023-09-30 13F OTIS WORLDWIDE CORP GLBL COMMON STOCK 68902V107 459 -27 -5.56 37 -16.28 0.0034
2023-07-28 2023-06-30 13F OTIS WORLDWIDE CORP GLBL COMMON STOCK 68902V107 486 100 25.91 43 34.38 0.0037
2023-05-02 2023-03-31 13F OTIS WORLDWIDE CORP GLBL COMMON STOCK 68902V107 386 -200 -34.13 33 -28.89 0.0029
2023-02-03 2022-12-31 13F OTIS WORLDWIDE CORP GLBL COMMON STOCK 68902V107 586 -500 -46.04 46 -34.78 0.0044
2022-10-31 2022-09-30 13F OTIS WORLDWIDE CORP GLBL COMMON STOCK 68902V107 1,086 0 0.00 69 -9.21 0.0076
2022-08-05 2022-06-30 13F OTIS WORLDWIDE CORP GLBL COMMON STOCK 68902V107 1,086 0 0.00 76 -9.52 0.0076
2022-04-11 2022-03-31 13F OTIS WORLDWIDE CORP GLBL COMMON STOCK 68902V107 1,086 0 0.00 84 -10.64 0.0072
2022-02-07 2021-12-31 13F OTIS WORLDWIDE CORP GLBL COMMON STOCK 68902V107 1,086 0 0.00 94 5.62 0.0080
2021-11-10 2021-09-30 13F OTIS WORLDWIDE CORP GLBL COMMON STOCK 68902V107 1,086 -186 -14.62 89 -14.42 0.0086
2021-07-20 2021-06-30 13F OTIS WORLDWIDE CORP GLBL COMMON STOCK 68902V107 1,272 -24 -1.85 104 18.18 0.0104
2021-04-30 2021-03-31 13F OTIS WORLDWIDE CORP GLBL COMMON STOCK 68902V107 1,296 680 110.39 88 114.63 0.0100
2021-02-12 2020-12-31 13F OTIS WORLDWIDE COMMON STOCK 68902V107 616 -37 -5.67 41 0.00 0.0053
2020-11-09 2020-09-30 13F OTIS WORLDWIDE COMMON STOCK 68902V107 653 -4 -0.61 41 10.81 0.0066
2020-08-11 2020-06-30 13F OTIS WORLDWIDE COMMON STOCK 68902V107 657 657 37 0.0066
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.