Otis Worldwide Corporation
US ˙ NYSE ˙ US68902V1070

SecurityOTIS / Otis Worldwide Corporation
InstitutionTruist Financial Corp
Latest Disclosed Ownership38,899 shares
Latest Disclosed Value $ 2,998,308
Truist Financial Corp reports 10.67% decrease in ownership of OTIS / Otis Worldwide Corporation

On April 27, 2026 - Truist Financial Corp filed a 13F-HR form disclosing ownership of 38,899 shares of Otis Worldwide Corporation (US:OTIS) valued at $2,998,335 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 43,547 shares of Otis Worldwide Corporation. This represents a change in shares of -10.67% during the quarter. The current value of the position is $2,719,818 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)
2026-04-27 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 38,899 -4,648 -10.67 2,998 -21.17 0.0040
2026-02-02 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 43,547 -1,368 -3.05 3,804 -7.38 0.0051
2025-11-03 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 44,915 -335 -0.74 4,107 -8.35 0.0056
2025-07-18 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 45,250 -3,112 -6.43 4,481 -10.22 0.0066
2025-04-29 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 48,362 -4,436 -8.40 4,991 2.07 0.0080
2025-01-31 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 52,798 -2,560 -4.62 4,890 -15.02 0.0077
2024-11-13 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 55,358 -4,061 -6.83 5,754 0.59 0.0090
2024-08-21 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 59,419 -4,331 -6.79 5,720 -9.62 0.0087
2024-05-13 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 63,750 -6,732 -9.55 6,328 0.35 0.0096
2024-02-02 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 70,482 -775 -1.09 6,306 10.21 0.0100
2023-11-14 2023-09-30 13F OTIS WORLDWIDE COM 68902V107 71,257 -1,379 -1.90 5,723 -11.49 0.0096
2023-08-01 2023-06-30 13F OTIS WORLDWIDE COM 68902V107 72,636 -7,406 -9.25 6,465 -4.29 0.0107
2023-05-05 2023-03-31 13F OTIS WORLDWIDE COM 68902V107 80,042 -1,124 -1.38 6,756 6.28 0.0116
2023-02-17 2022-12-31 13F OTIS WORLDWIDE COM 68902V107 81,166 3,395 4.37 6,356 28.12 0.0112
2022-10-26 2022-09-30 13F OTIS WORLDWIDE COM 68902V107 77,771 -3,351 -4.13 4,961 -13.47 0.0095
2022-07-22 2022-06-30 13F OTIS WORLDWIDE COM 68902V107 81,122 -1,266 -1.54 5,733 -9.57 0.0105
2022-04-22 2022-03-31 13F OTIS WORLDWIDE COM 68902V107 82,388 -11,320 -12.08 6,340 -22.29 0.0100
2022-02-14 2021-12-31 13F OTIS WORLDWIDE COM 68902V107 93,708 2,478 2.72 8,159 8.69 0.0124
2021-11-05 2021-09-30 13F OTIS WORLDWIDE COM 68902V107 91,230 -908 -0.99 7,507 -0.37 0.0123
2021-08-16 2021-06-30 13F OTIS WORLDWIDE COM 68902V107 92,138 -528 -0.57 7,535 18.79 0.0123
2021-05-17 2021-03-31 13F OTIS WORLDWIDE COM 68902V107 92,666 -12,016 -11.48 6,343 -10.30 0.0110
2021-11-19 2020-12-31 13F/A-1 OTIS WORLDWIDE COM 68902V107 104,682 -6,605 -5.94 7,071 1.80 0.0135
2021-02-18 2020-12-31 13F OTIS WORLDWIDE COM 68902V107 149,681 38,394 10,111 0.0188
2021-11-05 2020-09-30 13F/A-1 OTIS WORLDWIDE COM 68902V107 111,287 -26,666 -19.33 6,946 -11.46 0.0152
2020-11-13 2020-09-30 13F OTIS WORLDWIDE COM 68902V107 109,859 -26,666 6,857 0.0148
2021-11-16 2020-06-30 13F/A-1 OTIS WORLDWIDE COM 68902V107 137,953 137,953 7,845 0.0176
2020-08-14 2020-06-30 13F OTIS WORLDWIDE COM 68902V107 136,525 7,764 0.0172
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.