Otis Worldwide Corporation
US ˙ NYSE ˙ US68902V1070

SecurityOTIS / Otis Worldwide Corporation
InstitutionMackenzie Financial Corp
Latest Disclosed Ownership54,285 shares
Latest Disclosed Value $ 4,184,288
Mackenzie Financial Corp reports 6.28% increase in ownership of OTIS / Otis Worldwide Corporation

On May 13, 2026 - Mackenzie Financial Corp filed a 13F-HR form disclosing ownership of 54,285 shares of Otis Worldwide Corporation (US:OTIS) valued at $4,184,288 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 51,077 shares of Otis Worldwide Corporation. This represents a change in shares of 6.28% during the quarter. The current value of the position is $3,791,807 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)
2026-05-13 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 54,285 3,208 6.28 4,184 -6.73 0.0050
2026-02-18 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 51,077 -126,796 -71.28 4,486 -72.41 0.0053
2025-11-13 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 177,873 378 0.21 16,263 -7.47 0.0197
2025-08-13 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 177,495 -2,590 -1.44 17,576 -5.43 0.0228
2025-05-07 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 180,085 3,634 2.06 18,585 13.73 0.0264
2025-05-02 2024-12-31 13F/A-2 OTIS WORLDWIDE COM 68902V107 176,451 301 0.17 16,341 -10.75 0.0223
2025-02-20 2024-12-31 13F/A-1 OTIS WORLDWIDE COM 68902V107 176,451 301 16,341 0.0212
2025-02-14 2024-12-31 13F Otis Worldwide Common Stock 68902V107 176,451 301 16,075 0.0231
2024-11-13 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 176,150 122,651 229.26 18,309 255.58 0.0255
2024-08-14 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 53,499 19,760 58.57 5,150 53.75 0.0077
2024-05-10 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 33,739 1,500 4.65 3,349 16.12 0.0048
2024-01-30 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 32,239 -2,965 -8.42 2,884 3.18 0.0044
2023-10-25 2023-09-30 13F OTIS WORLDWIDE COM 68902V107 35,204 1,000 2.92 2,795 -7.76 0.0047
2023-08-03 2023-06-30 13F OTIS WORLDWIDE COM 68902V107 34,204 -3,105 -8.32 3,031 -3.75 0.0046
2023-04-24 2023-03-31 13F OTIS WORLDWIDE COM 68902V107 37,309 -1,010 -2.64 3,149 4.93 0.0049
2023-02-14 2022-12-31 13F OTIS WORLDWIDE COM 68902V107 38,319 6,110 18.97 3,001 45.99 0.0050
2022-10-07 2022-09-30 13F Otis Worldwide Common Stock 68902V107 32,209 804 2.56 2,055 -7.39 0.0035
2022-08-10 2022-06-30 13F OTIS WORLDWIDE COM 68902V107 31,405 3,426 12.24 2,219 3.07 0.0036
2022-05-13 2022-03-31 13F OTIS WORLDWIDE COM 68902V107 27,979 -501 -1.76 2,153 -13.19 0.0029
2022-02-14 2021-12-31 13F OTIS WORLDWIDE COM 68902V107 28,480 -937 -3.19 2,480 2.48 0.0033
2021-11-08 2021-09-30 13F OTIS WORLDWIDE COM 68902V107 29,417 7,693 35.41 2,420 36.26 0.0034
2021-08-11 2021-06-30 13F OTIS WORLDWIDE COM 68902V107 21,724 5,196 31.44 1,776 57.03 0.0025
2021-05-14 2021-03-31 13F OTIS WORLDWIDE COM 68902V107 16,528 6,555 65.73 1,131 67.80 0.0017
2021-02-10 2020-12-31 13F OTIS WORLDWIDE COM 68902V107 9,973 -384,416 -97.47 674 -97.26 0.0015
2020-11-13 2020-09-30 13F OTIS WORLDWIDE COM 68902V107 394,389 -9,828 -2.43 24,618 7.11 0.0612
2020-08-13 2020-06-30 13F OTIS WORLDWIDE COM 68902V107 404,217 404,217 22,984 0.0615
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.