Otis Worldwide Corporation
DE ˙ XTRA ˙ US68902V1070
59,36 € ↓ -0,92 (-1,53%)
2026-06-04
AKTIENPREIS
SecurityDE:4PG / Otis Worldwide Corporation
InstitutionRockefeller Capital Management L.P.
Latest Disclosed Ownership164,291 shares
Latest Disclosed Value $ 12,663,622
Rockefeller Capital Management L.P. reports 8.00% increase in ownership of 4PG / Otis Worldwide Corporation

On May 14, 2026 - Rockefeller Capital Management L.P. filed a 13F-HR form disclosing ownership of 164,291 shares of Otis Worldwide Corporation (DE:4PG) valued at $10,810,348 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 16, 2026 disclosing 152,117 shares of Otis Worldwide Corporation. This represents a change in shares of 8.00% during the quarter. The current value of the position is $9,752,314 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)
2026-05-14 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 164,291 12,174 8.00 12,664 -4.70 0.0116
2026-03-16 2025-12-31 13F/A-1 OTIS WORLDWIDE COM 68902V107 152,117 -9,229 -5.72 13,287 -9.92 0.0239
2026-02-14 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 152,230 -9,116 13,297 0.0239
2025-11-14 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 161,346 29,779 22.63 14,752 13.23 0.0289
2025-08-14 2025-06-30 13F/A-1 OTIS WORLDWIDE COM 68902V107 131,567 92,770 239.12 13,028 225.43 0.0286
2025-08-08 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 112,898 74,101 11,179 0.0141
2025-05-14 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 38,797 -382 -0.98 4,004 10.18 0.0099
2025-02-13 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 39,179 -2,011 -4.88 3,633 -15.08 0.0094
2024-11-14 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 41,190 -5,122 -11.06 4,278 -4.08 0.0115
2024-08-12 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 46,312 -759 -1.61 4,460 -4.54 0.0127
2024-05-14 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 47,071 16,133 52.15 4,673 68.79 0.0136
2024-02-14 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 30,938 91 0.30 2,768 11.66 0.0092
2023-11-14 2023-09-30 13F OTIS WORLDWIDE COM 68902V107 30,847 11,209 57.08 2,479 64.06 0.0096
2023-08-14 2023-06-30 13F OTIS WORLDWIDE COM 68902V107 19,638 -10,722 -35.32 1,511 75,450.00 0.0059
2023-05-16 2023-03-31 13F OTIS WORLDWIDE COM 68902V107 30,360 -2,332 -7.13 3 -99.92 0.0110
2023-03-06 2022-12-31 13F OTIS WORLDWIDE COM 68902V107 32,692 -779 -2.33 2,559 19.92 0.0129
2022-11-02 2022-09-30 13F OTIS WORLDWIDE COM 68902V107 33,471 -42,734 -56.08 2,134 -60.36 0.0110
2022-08-12 2022-06-30 13F OTIS WORLDWIDE COM 68902V107 76,205 4,532 6.32 5,384 -2.34 0.0286
2022-05-13 2022-03-31 13F OTIS WORLDWIDE COM 68902V107 71,673 -16,085 -18.33 5,513 -27.84 0.0266
2022-02-14 2021-12-31 13F OTIS WORLDWIDE COM 68902V107 87,758 -21,537 -19.71 7,640 -15.03 0.0357
2021-11-12 2021-09-30 13F OTIS WORLDWIDE COM 68902V107 109,295 5,202 5.00 8,991 5.65 0.0472
2021-08-10 2021-06-30 13F OTIS WORLDWIDE COM 68902V107 104,093 80,559 342.31 8,510 428.57 0.0479
2021-05-11 2021-03-31 13F OTIS WORLDWIDE COM 68902V107 23,534 621 2.71 1,610 4.14 0.0109
2021-02-12 2020-12-31 13F OTIS WORLDWIDE COM 68902V107 22,913 -283 -1.22 1,546 6.99 0.0117
2020-11-13 2020-09-30 13F OTIS WORLDWIDE COM 68902V107 23,196 -7,032 -23.26 1,445 -15.94 0.0135
2020-08-12 2020-06-30 13F OTIS WORLDWIDE COM 68902V107 30,228 30,228 1,719 0.0180
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.