Otis Worldwide Corporation
DE ˙ XTRA ˙ US68902V1070
59,36 € ↓ -0,92 (-1,53%)
2026-06-04
AKTIENPREIS
SecurityDE:4PG / Otis Worldwide Corporation
InstitutionOptas, LLC
Latest Disclosed Ownership5,807 shares
Latest Disclosed Value $ 447,604
Optas, LLC reports 12.69% increase in ownership of 4PG / Otis Worldwide Corporation

On April 24, 2026 - Optas, LLC filed a 13F-HR form disclosing ownership of 5,807 shares of Otis Worldwide Corporation (DE:4PG) valued at $382,101 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 5,153 shares of Otis Worldwide Corporation. This represents a change in shares of 12.69% during the quarter. The current value of the position is $344,704 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 COM 68902V107 5,807 654 12.69 448 -0.67 0.0392
2026-01-27 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 5,153 251 5.12 450 0.45 0.0704
2025-10-15 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 4,902 -1,010 -17.08 448 -23.42 0.0761
2025-07-23 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 5,912 -1,047 -15.05 585 -18.52 0.1112
2025-04-17 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 6,959 1,070 18.17 718 31.74 0.1250
2025-01-24 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 5,889 367 6.65 545 -4.89 0.1175
2024-10-29 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 5,522 118 2.18 574 10.19 0.1320
2024-07-25 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 5,404 236 4.57 520 1.36 0.1340
2024-04-18 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 5,168 100 1.97 513 13.25 0.1400
2024-01-26 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 5,068 -2,414 -32.26 453 -24.50 0.1364
2023-10-31 2023-09-30 13F OTIS WORLDWIDE COM 68902V107 7,482 123 1.67 601 -8.40 0.2001
2023-07-20 2023-06-30 13F OTIS WORLDWIDE COM 68902V107 7,359 104 1.43 655 7.03 0.2191
2023-04-18 2023-03-31 13F OTIS WORLDWIDE COM 68902V107 7,255 137 1.92 612 9.87 0.2186
2023-01-30 2022-12-31 13F OTIS WORLDWIDE COM 68902V107 7,118 663 10.27 557 34.87 0.2300
2022-11-01 2022-09-30 13F OTIS WORLDWIDE COM 68902V107 6,455 59 0.92 413 -8.63 0.1812
2022-08-01 2022-06-30 13F OTIS WORLDWIDE COM 68902V107 6,396 87 1.38 452 -6.80 0.1850
2022-04-26 2022-03-31 13F OTIS WORLDWIDE COM 68902V107 6,309 14 0.22 485 -11.50 0.1586
2022-01-26 2021-12-31 13F OTIS WORLDWIDE COM 68902V107 6,295 1,780 39.42 548 47.31 0.1552
2021-10-14 2021-09-30 13F OTIS WORLDWIDE COM 68902V107 4,515 2 0.04 372 0.54 0.1081
2021-07-27 2021-06-30 13F OTIS WORLDWIDE COM 68902V107 4,513 21 0.47 370 20.52 0.1056
2021-04-19 2021-03-31 13F OTIS WORLDWIDE COM 68902V107 4,492 29 0.65 307 1.66 0.0963
2021-01-27 2020-12-31 13F OTIS WORLDWIDE COM 68902V107 4,463 -4,450 -49.93 302 -45.59 0.0971
2020-10-23 2020-09-30 13F OTIS WORLDWIDE COM 68902V107 8,913 4,932 123.89 555 145.58 0.1696
2020-07-31 2020-06-30 13F OTIS WORLDWIDE COM 68902V107 3,981 3,981 226 0.0916
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.