Otis Worldwide Corporation
DE ˙ XTRA ˙ US68902V1070
59,36 € ↓ -0,92 (-1,53%)
2026-06-04
AKTIENPREIS
SecurityDE:4PG / Otis Worldwide Corporation
InstitutionRockland Trust Co
Latest Disclosed Ownership8,855 shares
Latest Disclosed Value $ 682,543
Rockland Trust Co reports 11.45% decrease in ownership of 4PG / Otis Worldwide Corporation

On April 16, 2026 - Rockland Trust Co filed a 13F-HR form disclosing ownership of 8,855 shares of Otis Worldwide Corporation (DE:4PG) valued at $582,659 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 10,000 shares of Otis Worldwide Corporation. This represents a change in shares of -11.45% during the quarter. The current value of the position is $525,633 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-16 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 8,855 -1,145 -11.45 683 -21.88 0.0255
2026-01-15 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 10,000 -2,306 -18.74 874 -22.40 0.0344
2025-11-06 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 12,306 -6,854 -35.77 1,125 -40.70 0.0461
2025-07-10 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 19,160 -1,993 -9.42 1,897 -13.06 0.0924
2025-04-16 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 21,153 -1,020 -4.60 2,183 6.28 0.1097
2025-01-14 2024-12-31 13F Otis Worldwide COM 68902V107 22,173 -1,257 -5.36 2,053 -15.69 0.1044
2024-10-03 2024-09-30 13F Otis Worldwide COM 68902V107 23,430 2,287 10.82 2,435 19.66 0.1198
2024-07-23 2024-06-30 13F Otis Worldwide COM 68902V107 21,143 1,767 9.12 2,035 5.82 0.1073
2024-04-11 2024-03-31 13F Otis Worldwide COM 68902V107 19,376 -1,985 -9.29 1,923 0.63 0.1013
2024-01-11 2023-12-31 13F Otis Worldwide COM 68902V107 21,361 -4,410 -17.11 1,911 -7.64 0.1046
2023-10-26 2023-09-30 13F Otis Worldwide COM 68902V107 25,771 -2,098 -7.53 2,070 -16.57 0.1246
2023-07-27 2023-06-30 13F Otis Worldwide COM 68902V107 27,869 -5,605 -16.74 2,481 -12.21 0.1482
2023-04-24 2023-03-31 13F Otis Worldwide COM 68902V107 33,474 -17,105 -33.82 2,825 94,066.67 0.1775
2023-01-24 2022-12-31 13F Otis Worldwide COM 68902V107 50,579 -2,803 -5.25 4 -99.91 0.2517
2022-10-19 2022-09-30 13F Otis Worldwide COM 68902V107 53,382 -3,216 -5.68 3,406 -14.83 0.2430
2022-07-13 2022-06-30 13F Otis Worldwide COM 68902V107 56,598 -2,455 -4.16 3,999 -11.99 0.2765
2022-04-18 2022-03-31 13F Otis Worldwide COM 68902V107 59,053 -10,239 -14.78 4,544 -24.69 0.2892
2022-01-27 2021-12-31 13F Otis Worldwide COM 68902V107 69,292 -101,806 -59.50 6,034 -57.14 0.3844
2021-10-25 2021-09-30 13F Otis Worldwide COM 68902V107 171,098 -5,052 -2.87 14,078 -2.26 0.9819
2021-07-21 2021-06-30 13F Otis Worldwide COM 68902V107 176,150 -1,766 -0.99 14,404 18.29 0.9956
2021-04-22 2021-03-31 13F Otis Worldwide COM 68902V107 177,916 1,868 1.06 12,177 2.40 0.8769
2021-01-04 2020-12-31 13F Otis Worldwide COM 68902V107 176,048 3,594 2.08 11,892 10.48 0.9237
2020-10-08 2020-09-30 13F Otis Worldwide COM 68902V107 172,454 3,921 2.33 10,764 12.32 0.9248
2020-07-09 2020-06-30 13F Otis Worldwide COM 68902V107 168,533 168,533 9,583 0.8611
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.