Otis Worldwide Corporation
US ˙ NYSE ˙ US68902V1070

SecurityOTIS / Otis Worldwide Corporation
InstitutionMeyer Handelman Co
Latest Disclosed Ownership49,602 shares
Latest Disclosed Value $ 3,823,322
Meyer Handelman Co reports 39.79% decrease in ownership of OTIS / Otis Worldwide Corporation

On April 20, 2026 - Meyer Handelman Co filed a 13F-HR form disclosing ownership of 49,602 shares of Otis Worldwide Corporation (US:OTIS) valued at $3,823,322 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 82,378 shares of Otis Worldwide Corporation. This represents a change in shares of -39.79% during the quarter. The current value of the position is $3,468,172 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)
2026-04-20 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 49,602 -32,776 -39.79 3,823 -46.87 0.0868
2026-01-15 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 82,378 -2,270 -2.68 7,196 -7.03 0.2253
2025-10-16 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 84,648 -3,728 -4.22 7,739 -11.55 0.2447
2025-07-16 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 88,376 -14,369 -13.99 8,751 -17.48 0.2886
2025-04-08 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 102,745 -2,823 -2.67 10,603 8.46 0.3695
2025-01-14 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 105,568 -973 -0.91 9,777 -11.71 0.3383
2024-10-10 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 106,541 3,265 3.16 11,074 11.39 0.3744
2024-07-16 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 103,276 1,670 1.64 9,941 -1.44 0.3500
2024-04-11 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 101,606 -11,986 -10.55 10,086 -0.76 0.3537
2024-01-17 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 113,592 2,450 2.20 10,163 13.87 0.3957
2023-11-06 2023-09-30 13F Otis Worldwide Corp Com Common Stock 68902V107 111,142 30 0.03 8,926 -9.76 0.3595
2023-07-21 2023-06-30 13F Otis Worldwide Corp Com Common Stock 68902V107 111,112 1,660 1.52 9,890 7.07 0.3995
2023-04-11 2023-03-31 13F Otis Worldwide Corp Com Common Stock 68902V107 109,452 0 0.00 9,238 7.77 0.3862
2023-02-02 2022-12-31 13F/A-3 Otis Worldwide Corp Com Common Stock 68902V107 109,452 -400 -0.36 8,571 22.29 0.3582
2023-02-02 2022-12-31 13F/A-2 Otis Worldwide Corp Com Common Stock 68902V107 109,452 -400 8,571 0.3526
2023-02-01 2022-12-31 13F/A-1 Otis Worldwide Corp Com Common Stock 68902V107 109,452 -400 8,571 0.3526
2023-01-25 2022-12-31 13F Otis Worldwide Corp Com Common Stock 68902V107 109,452 -400 9 0.3526
2022-10-04 2022-09-30 13F OTIS WORLDWIDE COM 68902V107 109,852 90 0.08 7,009 -9.64 0.3238
2022-07-15 2022-06-30 13F OTIS WORLDWIDE COM 68902V107 109,762 1,600 1.48 7,757 -6.80 0.3327
2022-04-06 2022-03-31 13F OTIS WORLDWIDE COM 68902V107 108,162 2,250 2.12 8,323 -9.75 0.3191
2022-01-25 2021-12-31 13F OTIS WORLDWIDE COM 68902V107 105,912 0 0.00 9,222 5.83 0.3436
2021-11-01 2021-09-30 13F OTIS WORLDWIDE COM 68902V107 105,912 0 0.00 8,714 0.62 0.3575
2021-08-18 2021-06-30 13F OTIS WORLDWIDE COM 68902V107 105,912 350 0.33 8,660 19.85 0.3420
2021-05-03 2021-03-31 13F OTIS WORLDWIDE COM 68902V107 105,562 8,850 9.15 7,226 10.61 0.2993
2021-02-03 2020-12-31 13F OTIS WORLDWIDE COM 68902V107 96,712 -11,975 -11.02 6,533 -3.71 0.2953
2020-10-28 2020-09-30 13F OTIS WORLDWIDE COM 68902V107 108,687 775 0.72 6,785 10.58 0.3452
2020-07-16 2020-06-30 13F OTIS WORLDWIDE COM 68902V107 107,912 107,912 6,136 0.3271
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.