Otis Worldwide Corporation
MX ˙ BMV ˙ US68902V1070
SecurityMX:OTIS / Otis Worldwide Corporation
InstitutionSmartleaf Asset Management LLC
Latest Disclosed Ownership2,128 shares
Latest Disclosed Value $ 162,445
Smartleaf Asset Management LLC reports 7.28% decrease in ownership of OTIS / Otis Worldwide Corporation

On May 15, 2026 - Smartleaf Asset Management LLC filed a 13F-HR form disclosing ownership of 2,128 shares of Otis Worldwide Corporation (MX:OTIS) valued at $162,445 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,295 shares of Otis Worldwide Corporation. This represents a change in shares of -7.28% during the quarter.

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)
2026-05-15 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 2,128 -167 -7.28 162 -19.80 0.0059
2026-02-13 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 2,295 123 5.66 202 2.02 0.0077
2025-11-05 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 2,172 738 51.46 198 42.45 0.0123
2025-08-14 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 1,434 -681 -32.20 140 -35.35 0.0123
2025-05-14 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 2,115 98 4.86 216 15.59 0.0208
2025-02-05 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 2,017 511 33.93 187 18.47 0.0190
2024-11-13 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 1,506 822 120.18 157 141.54 0.0191
2024-10-08 2024-06-30 13F/A-1 OTIS WORLDWIDE COM 68902V107 684 340 98.84 66 91.18 0.0108
2024-08-13 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 684 340 66 0.0108
2024-10-07 2024-03-31 13F/A-1 OTIS WORLDWIDE COM 68902V107 344 237 221.50 34 277.78 0.0066
2024-05-03 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 343 236 12 0.0029
2024-02-12 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 107 107 10 0.0026
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.