Otis Worldwide Corporation
DE ˙ XTRA ˙ US68902V1070
59,36 € ↓ -0,92 (-1,53%)
2026-06-04
AKTIENPREIS
SecurityDE:4PG / Otis Worldwide Corporation
InstitutionSteigerwald, Gordon & Koch Inc.
Latest Disclosed Ownership150,210 shares
Latest Disclosed Value $ 11,578,161
Steigerwald, Gordon & Koch Inc. reports 0.47% decrease in ownership of 4PG / Otis Worldwide Corporation

On April 28, 2026 - Steigerwald, Gordon & Koch Inc. filed a 13F-HR form disclosing ownership of 150,210 shares of Otis Worldwide Corporation (DE:4PG) valued at $9,883,818 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 150,923 shares of Otis Worldwide Corporation. This represents a change in shares of -0.47% during the quarter. The current value of the position is $8,916,466 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)
2026-04-28 2026-03-31 13F OTIS Worldwide COMMON 68902V107 150,210 -713 -0.47 11,578 -12.17 1.1885
2026-01-23 2025-12-31 13F OTIS Worldwide Corp-Wi COM 68902V107 150,923 -3,918 -2.53 13,183 -6.88 1.2654
2025-10-23 2025-09-30 13F OTIS Worldwide Corp-Wi COMMON 68902V107 154,841 -793 -0.51 14,157 -8.13 1.3586
2025-07-14 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 155,634 237 0.15 15,411 -3.90 1.6252
2025-04-10 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 155,397 -183 -0.12 16,037 11.30 1.7894
2025-01-16 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 155,580 933 0.60 14,408 -10.36 1.6279
2024-10-09 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 154,647 3,481 2.30 16,074 10.47 1.7526
2024-08-07 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 151,166 2,559 1.72 14,551 -1.36 1.7602
2024-04-16 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 148,607 1,098 0.74 14,752 11.78 1.8356
2024-01-16 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 147,509 1,417 0.97 13,198 12.49 1.7856
2023-10-11 2023-09-30 13F OTIS WORLDWIDE COM 68902V107 146,092 2,727 1.90 11,733 -8.06 1.7895
2023-07-17 2023-06-30 13F OTIS WORLDWIDE COM 68902V107 143,365 2,511 1.78 12,761 7.34 1.8723
2023-04-19 2023-03-31 13F OTIS WORLDWIDE COM 68902V107 140,854 5,580 4.12 11,888 12.23 1.7768
2023-01-17 2022-12-31 13F OTIS WORLDWIDE COM 68902V107 135,274 4,017 3.06 10,593 26.50 1.6842
2022-10-12 2022-09-30 13F OTIS WORLDWIDE COM 68902V107 131,257 4,791 3.79 8,374 -6.30 1.5338
2022-07-14 2022-06-30 13F OTIS WORLDWIDE COM 68902V107 126,466 2,212 1.78 8,937 -6.53 1.5573
2022-04-25 2022-03-31 13F OTIS WORLDWIDE COM 68902V107 124,254 2,891 2.38 9,561 -9.52 1.4598
2022-01-26 2021-12-31 13F OTIS WORLDWIDE COM 68902V107 121,363 5,762 4.98 10,567 11.09 1.5889
2021-10-18 2021-09-30 13F OTIS WORLDWIDE COM 68902V107 115,601 6,640 6.09 9,512 6.76 1.5553
2021-07-27 2021-06-30 13F OTIS WORLDWIDE COM 68902V107 108,961 10,241 10.37 8,910 31.86 1.4743
2021-04-27 2021-03-31 13F OTIS WORLDWIDE COM 68902V107 98,720 8,501 9.42 6,757 10.88 1.2558
2021-01-22 2020-12-31 13F OTIS WORLDWIDE COM 68902V107 90,219 23,679 35.59 6,094 46.74 1.2370
2020-10-14 2020-09-30 13F OTIS WORLDWIDE COM 68902V107 66,540 22,136 49.85 4,153 64.48 0.9828
2020-07-14 2020-06-30 13F OTIS WORLDWIDE COM 68902V107 44,404 44,404 2,525 0.6692
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.