Otis Worldwide Corporation
DE ˙ XTRA ˙ US68902V1070
59,36 € ↓ -0,92 (-1,53%)
2026-06-04
AKTIENPREIS
SecurityDE:4PG / Otis Worldwide Corporation
InstitutionTd Asset Management Inc
Latest Disclosed Ownership206,164 shares
Latest Disclosed Value $ 15,891,121
Td Asset Management Inc reports 2.79% decrease in ownership of 4PG / Otis Worldwide Corporation

On May 11, 2026 - Td Asset Management Inc filed a 13F-HR form disclosing ownership of 206,164 shares of Otis Worldwide Corporation (DE:4PG) valued at $13,565,591 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 212,072 shares of Otis Worldwide Corporation. This represents a change in shares of -2.79% during the quarter. The current value of the position is $12,237,895 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)
2026-05-11 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 206,164 -5,908 -2.79 15,891 -14.21 0.0069
2026-02-10 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 212,072 24,400 13.00 18,524 7.96 0.0149
2025-11-10 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 187,672 -10,958 -5.52 17,159 -12.76 0.0139
2025-07-28 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 198,630 6,192 3.22 19,668 -0.96 0.0168
2025-05-07 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 192,438 -10,363 -5.11 19,860 5.74 0.0183
2025-02-11 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 202,801 23,881 13.35 18,781 0.52 0.0166
2024-11-01 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 178,920 11,764 7.04 18,685 16.12 0.0165
2024-08-02 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 167,156 5,327 3.29 16,090 0.16 0.0150
2024-05-08 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 161,829 3,573 2.26 16,065 13.45 0.0149
2024-02-12 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 158,256 11,664 7.96 14,159 20.28 0.0139
2023-10-27 2023-09-30 13F OTIS WORLDWIDE COM 68902V107 146,592 -2,641 -1.77 11,773 -11.38 0.0143
2023-08-09 2023-06-30 13F OTIS WORLDWIDE COM 68902V107 149,233 -3,179 -2.09 13,283 3.27 0.0151
2023-05-10 2023-03-31 13F OTIS WORLDWIDE COM 68902V107 152,412 878 0.58 12,864 8.40 0.0155
2023-02-07 2022-12-31 13F OTIS WORLDWIDE COM 68902V107 151,534 1,587 1.06 11,867 22.68 0.0146
2022-11-07 2022-09-30 13F OTIS WORLDWIDE COM 68902V107 149,947 4,065 2.79 9,672 -6.18 0.0121
2022-08-04 2022-06-30 13F OTIS WORLDWIDE COM 68902V107 145,882 -4,925 -3.27 10,309 -11.17 0.0119
2022-05-10 2022-03-31 13F OTIS WORLDWIDE COM 68902V107 150,807 -1,190 -0.78 11,605 -12.31 0.0069
2022-02-10 2021-12-31 13F OTIS WORLDWIDE COM 68902V107 151,997 -6,660 -4.20 13,234 1.38 0.0111
2021-11-09 2021-09-30 13F OTIS WORLDWIDE COM 68902V107 158,657 702 0.44 13,054 -7.71 0.0136
2021-08-11 2021-06-30 13F OTIS WORLDWIDE COM 68902V107 157,955 5,606 3.68 14,145 35.64 0.0144
2021-05-14 2021-03-31 13F OTIS WORLDWIDE COM 68902V107 152,349 488 0.32 10,428 1.66 0.0117
2021-02-16 2020-12-31 13F OTIS WORLDWIDE COM 68902V107 151,861 804 0.53 10,258 8.79 0.0125
2020-11-10 2020-09-30 13F OTIS WORLDWIDE COM 68902V107 151,057 -2,003 -1.31 9,429 8.34 0.0131
2020-08-13 2020-06-30 13F OTIS WORLDWIDE COM 68902V107 153,060 153,060 8,703 0.0124
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.