Otis Worldwide Corporation
US ˙ NYSE ˙ US68902V1070

SecurityOTIS / Otis Worldwide Corporation
InstitutionFirst Horizon Advisors, Inc.
Latest Disclosed Ownership2,332 shares
Latest Disclosed Value $ 231,023
First Horizon Advisors, Inc. reports 14.76% increase in ownership of OTIS / Otis Worldwide Corporation

On August 6, 2025 - First Horizon Advisors, Inc. filed a 13F-HR form disclosing ownership of 2,332 shares of Otis Worldwide Corporation (US:OTIS) valued at $230,915 USD as of June 30, 2025. The entity filed a previous 13F-HR on April 28, 2025 disclosing 2,032 shares of Otis Worldwide Corporation. This represents a change in shares of 14.76% during the quarter. The current value of the position is $162,890 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)
2025-08-06 2025-06-30 13F OTIS WORLDWIDE CORP COM COMMON STOCK 68902V107 2,332 300 14.76 231 10.53 0.0060
2025-04-28 2025-03-31 13F OTIS WORLDWIDE CORP COM COMMON STOCK 68902V107 2,032 -2,151 -51.42 210 -45.99 0.0059
2025-02-03 2024-12-31 13F OTIS WORLDWIDE CORP COM COMMON STOCK 68902V107 4,183 19 0.46 387 -10.42 0.0109
2024-11-08 2024-09-30 13F OTIS WORLDWIDE CORP COM COMMON STOCK 68902V107 4,164 24 0.58 433 8.54 0.0120
2024-07-19 2024-06-30 13F OTIS WORLDWIDE CORP COM COMMON STOCK 68902V107 4,140 671 19.34 399 15.70 0.0121
2024-04-26 2024-03-31 13F OTIS WORLDWIDE CORP COM COMMON STOCK 68902V107 3,469 278 8.71 344 20.70 0.0106
2024-02-06 2023-12-31 13F OTIS WORLDWIDE CORP COM COMMON STOCK 68902V107 3,191 351 12.36 285 25.00 0.0094
2023-10-27 2023-09-30 13F OTIS WORLDWIDE CORP COM COMMON STOCK 68902V107 2,840 12 0.42 228 -9.16 0.0083
2023-08-03 2023-06-30 13F OTIS WORLDWIDE CORP COM COMMON STOCK 68902V107 2,828 -74 -2.55 252 2.87 0.0087
2023-05-15 2023-03-31 13F OTIS WORLDWIDE CORP COM COMMON STOCK 68902V107 2,902 -41 -1.39 245 6.09 0.0087
2023-02-10 2022-12-31 13F OTIS WORLDWIDE CORP COM COMMON STOCK 68902V107 2,943 -26 -0.88 230 21.69 0.0085
2022-11-09 2022-09-30 13F OTIS WORLDWIDE CORP COM COMMON STOCK 68902V107 2,969 -507 -14.59 189 -22.86 0.0076
2022-08-02 2022-06-30 13F OTIS WORLDWIDE CORP COM COMMON STOCK 68902V107 3,476 1,298 59.60 245 45.83 0.0087
2022-05-10 2022-03-31 13F OTIS WORLDWIDE COMMON STOCK 68902V107 2,178 -1,141 -34.38 168 -41.87 0.0071
2022-05-10 2022-03-31 13F OTIS WORLDWIDE COMMON STOCK 68902V107 3,121 241
2022-02-09 2021-12-31 13F OTIS WORLDWIDE COMMON STOCK 68902V107 3,319 -270 -7.52 289 -2.03 0.0087
2021-11-15 2021-09-30 13F/A-1 OTIS WORLDWIDE COMMON STOCK 68902V107 3,589 3,194 808.61 295 821.88 0.0096
2021-11-09 2021-09-30 13F OTIS WORLDWIDE COMMON STOCK 68902V107 3,267 2,872 275 0.0040
2021-08-09 2021-06-30 13F OTIS WORLDWIDE COMMON STOCK 68902V107 395 -66 -14.32 32 3.23 0.0017
2021-05-11 2021-03-31 13F OTIS WORLDWIDE COMMON STOCK 68902V107 461 -42 -8.35 31 -8.82 0.0018
2021-02-11 2020-12-31 13F OTIS WORLDWIDE COMMON STOCK 68902V107 503 -540 -51.77 34 -47.69 0.0023
2020-11-12 2020-09-30 13F OTIS WORLDWIDE CORP COM COMMON STOCK 68902V107 1,043 -903 -46.40 65 -40.91 0.0049
2020-07-31 2020-06-30 13F OTIS WORLDWIDE COMMON STOCK 68902V107 1,946 1,946 110 0.0087
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.