Otis Worldwide Corporation
US ˙ NYSE ˙ US68902V1070

SecurityOTIS / Otis Worldwide Corporation
InstitutionAxa S.a.
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Axa S.a. closes position in OTIS / Otis Worldwide Corporation

On November 14, 2025 - Axa S.a. filed a 13F-HR form disclosing ownership of 0 shares of Otis Worldwide Corporation (US:OTIS) valued at $0 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 188,353 shares of Otis Worldwide Corporation. This represents a change in shares of -100.00% during the quarter. The current value of the position is $0 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)
2025-11-14 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 0 -188,353 -100.00 0 -100.00
2025-08-14 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 188,353 -6,817 -3.49 18,651 -7.40 0.0536
2025-05-15 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 195,170 -26,309 -11.88 20,142 -1.80 0.0662
2025-02-14 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 221,479 27,285 14.05 20,511 1.62 0.0623
2024-11-14 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 194,194 40,659 26.48 20,185 36.57 0.0598
2025-02-25 2024-06-30 13F/A-1 OTIS WORLDWIDE COM 68902V107 153,535 -14,993 -8.90 14,779 -11.66 0.0440
2024-08-14 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 153,535 -14,993 14,779 0.0440
2024-05-15 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 168,528 6,085 3.75 16,730 15.11 0.0501
2024-07-16 2023-12-31 13F/A-1 OTIS WORLDWIDE COM 68902V107 162,443 -12,552 -7.17 14,534 3.42 0.0469
2024-02-14 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 162,443 -12,552 14,534 0.0285
2023-11-14 2023-09-30 13F OTIS WORLDWIDE COM 68902V107 174,995 19,084 12.24 14,054 1.27 0.0494
2023-08-14 2023-06-30 13F OTIS WORLDWIDE COM 68902V107 155,911 -1,876 -1.19 13,878 4.21 0.0461
2023-05-15 2023-03-31 13F OTIS WORLDWIDE COM 68902V107 157,787 -89,829 -36.28 13,317 -31.32 0.0458
2023-02-14 2022-12-31 13F OTIS WORLDWIDE COM 68902V107 247,616 95,930 63.24 19,391 100.37 0.0700
2023-02-14 2022-09-30 13F/A-1 Otis Worldwide COM 68902V107 151,686 38,496 34.01 9,678 20.98 0.0381
2022-11-14 2022-09-30 13F Otis Worldwide COM 68902V107 151,686 38,496 9,678 0.0381
2023-02-14 2022-06-30 13F/A-1 Otis Worldwide COM 68902V107 113,190 -34,926 -23.58 7,999 -29.81 0.0296
2022-08-15 2022-06-30 13F Otis Worldwide COM 68902V107 113,190 -34,926 8,000 0.0296
2023-02-14 2022-03-31 13F/A-1 Otis Worldwide COM 68902V107 148,116 -41,539 -21.90 11,398 -30.99 0.0324
2022-05-13 2022-03-31 13F Otis Worldwide COM 68902V107 148,116 -41,539 11,398 0.0324
2022-02-14 2021-12-31 13F Otis Worldwide COM 68902V107 189,655 -23,066 -10.84 16,514 -5.65 0.0422
2021-11-15 2021-09-30 13F Otis Worldwide COM 68902V107 212,721 5,744 2.78 17,502 3.42 0.0491
2021-08-13 2021-06-30 13F/A-1 Otis Worldwide COM 68902V107 206,977 -7,264 -3.39 16,924 15.41 0.0477
2021-08-13 2021-06-30 13F Otis Worldwide COM 68902V107 206,977 -7,264 16,924 0.0286
2021-05-14 2021-03-31 13F Otis Worldwide COM 68902V107 214,241 -850 -0.40 14,664 0.93 0.0447
2021-02-12 2020-12-31 13F Otis Worldwide COM 68902V107 215,091 20,133 10.33 14,529 19.39 0.0456
2021-02-11 2020-09-30 13F/A-1 Otis Worldwide COM 68902V107 194,958 145,897 297.38 12,169 336.16 0.0440
2020-11-13 2020-09-30 13F Otis Worldwide COM 68902V107 194,958 145,897 12,169 24,291.2554
2021-02-12 2020-06-30 13F/A-1 OTIS WORLDWIDE COM 68902V107 49,061 49,061 2,790 0.0110
2020-08-14 2020-06-30 13F OTIS WORLDWIDE COM 68902V107 49,061 2,790 0.0110
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.