Otis Worldwide Corporation
DE ˙ XTRA ˙ US68902V1070
59,36 € ↓ -0,92 (-1,53%)
2026-06-04
AKTIENPREIS
SecurityDE:4PG / Otis Worldwide Corporation
InstitutionWASHINGTON TRUST Co
Latest Disclosed Ownership4,323 shares
Latest Disclosed Value $ 333,217
WASHINGTON TRUST Co reports 1.26% decrease in ownership of 4PG / Otis Worldwide Corporation

On April 6, 2026 - WASHINGTON TRUST Co filed a 13F-HR form disclosing ownership of 4,323 shares of Otis Worldwide Corporation (DE:4PG) valued at $284,453 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 4,378 shares of Otis Worldwide Corporation. This represents a change in shares of -1.26% during the quarter. The current value of the position is $256,613 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)
2026-04-06 2026-03-31 13F OTIS WORLDWIDE Equities 68902V107 4,323 -55 -1.26 333 -12.83 0.0108
2026-02-10 2025-12-31 13F OTIS WORLDWIDE Equities 68902V107 4,378 -12 -0.27 382 -4.74 0.0125
2025-11-12 2025-09-30 13F OTIS WORLDWIDE Equities 68902V107 4,390 2,034 86.33 401 72.10 0.0132
2025-08-08 2025-06-30 13F OTIS WORLDWIDE Equities 68902V107 2,356 -502 -17.56 233 -20.75 0.0082
2025-04-25 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 2,858 -674 -19.08 295 -10.09 0.0113
2025-01-30 2024-12-31 13F Otis Worldwide COM 68902V107 3,532 3 0.09 327 -10.66 0.0117
2024-10-25 2024-09-30 13F Otis Worldwide COM 68902V107 3,529 -9 -0.25 367 7.65 0.0129
2024-07-15 2024-06-30 13F Otis Worldwide COM 68902V107 3,538 0 0.00 341 -3.13 0.0125
2024-04-23 2024-03-31 13F Otis Worldwide COM 68902V107 3,538 -58 -1.61 351 9.35 0.0129
2024-01-18 2023-12-31 13F Otis Worldwide COM 68902V107 3,596 -50 -1.37 322 9.93 0.0127
2023-10-18 2023-09-30 13F Otis Worldwide COM 68902V107 3,646 -681 -15.74 293 -24.16 0.0129
2023-07-27 2023-06-30 13F Otis Worldwide COM 68902V107 4,327 -175 -3.89 385 1.58 0.0162
2023-05-10 2023-03-31 13F/A-1 Otis Worldwide COM 68902V107 4,502 -100 -2.17 380 5.28 0.0171
2023-05-04 2023-03-31 13F Otis Worldwide COM 68902V107 5 -4,597 0 0.0160
2023-07-27 2022-12-31 13F/A-1 Otis Worldwide COM 68902V107 4,602 0 0.00 360 22.45 0.0168
2023-02-08 2022-12-31 13F Otis Worldwide COM 68902V107 4,602 0 0 0.0000
2022-10-14 2022-09-30 13F Otis Worldwide COM 68902V107 4,602 -411 -8.20 294 -17.18 0.0148
2022-07-25 2022-06-30 13F Otis Worldwide COM 68902V107 5,013 -43 -0.85 355 -8.51 0.0167
2022-05-05 2022-03-31 13F Otis Worldwide COM 68902V107 5,056 -731 -12.63 388 -23.02 0.0154
2022-02-09 2021-12-31 13F/A-1 Otis Worldwide COM 68902V107 5,787 -3,797 -39.62 504 -36.04 0.0189
2022-02-09 2021-12-31 13F Otis Worldwide COM 68902V107 5,787 -3,797 504 0.0176
2021-11-09 2021-09-30 13F Otis Worldwide COM 68902V107 9,584 -105 -1.08 788 -0.63 0.0222
2021-08-05 2021-06-30 13F Otis Worldwide COM 68902V107 9,689 1,204 14.19 793 36.72 0.0224
2021-04-28 2021-03-31 13F Otis Worldwide COM 68902V107 8,485 101 1.20 580 2.29 0.0178
2021-02-09 2020-12-31 13F Otis Worldwide COM 68902V107 8,384 -102 -1.20 567 6.98 0.0183
2020-11-05 2020-09-30 13F Otis Worldwide COM 68902V107 8,486 2,416 39.80 530 54.52 0.0196
2020-08-04 2020-06-30 13F Otis Worldwide None 68902V107 6,070 6,070 343 0.0142
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.