Otis Worldwide Corporation
US ˙ NYSE ˙ US68902V1070

SecurityOTIS / Otis Worldwide Corporation
InstitutionOMERS ADMINISTRATION Corp
Latest Disclosed Ownership38,201 shares
Latest Disclosed Value $ 2,944,533
OMERS ADMINISTRATION Corp reports 160.86% increase in ownership of OTIS / Otis Worldwide Corporation

On May 15, 2026 - OMERS ADMINISTRATION Corp filed a 13F-HR form disclosing ownership of 38,201 shares of Otis Worldwide Corporation (US:OTIS) valued at $2,944,533 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 14,644 shares of Otis Worldwide Corporation. This represents a change in shares of 160.86% during the quarter. The current value of the position is $2,671,014 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)
2026-05-15 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 38,201 23,557 160.86 2,945 130.18 0.0189
2026-02-13 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 14,644 0 0.00 1,279 -4.41 0.0091
2025-11-14 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 14,644 0 0.00 1,339 -7.72 0.0096
2025-08-13 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 14,644 0 0.00 1,450 -4.04 0.0114
2025-05-14 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 14,644 -2,436 -14.26 1,511 -4.43 0.0132
2025-02-14 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 17,080 -1,946,740 -99.13 1,582 -99.23 0.0138
2024-11-13 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 1,963,820 0 0.00 204,119 7.98 1.8790
2024-08-13 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 1,963,820 -360,196 -15.50 189,037 -18.06 1.8205
2024-05-14 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 2,324,016 0 0.00 230,705 10.95 2.6389
2024-02-13 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 2,324,016 0 0.00 207,930 11.41 2.6249
2023-11-13 2023-09-30 13F OTIS WORLDWIDE COM 68902V107 2,324,016 146,968 6.75 186,642 -3.68 2.8104
2023-08-14 2023-06-30 13F OTIS WORLDWIDE COM 68902V107 2,177,048 0 0.00 193,779 5.46 3.0149
2023-05-12 2023-03-31 13F OTIS WORLDWIDE COM 68902V107 2,177,048 0 0.00 183,743 7.78 2.8324
2023-02-13 2022-12-31 13F OTIS WORLDWIDE COM 68902V107 2,177,048 0 0.00 170,485 22.74 2.7301
2022-11-14 2022-09-30 13F OTIS WORLDWIDE COM 68902V107 2,177,048 0 0.00 138,896 -9.72 2.3188
2022-08-12 2022-06-30 13F OTIS WORLDWIDE COM 68902V107 2,177,048 247,400 12.82 153,852 3.61 2.2214
2022-05-12 2022-03-31 13F OTIS WORLDWIDE COM 68902V107 1,929,648 415,500 27.44 148,486 12.63 1.9053
2022-02-14 2021-12-31 13F OTIS WORLDWIDE COM 68902V107 1,514,148 0 0.00 131,837 5.82 1.7098
2021-11-12 2021-09-30 13F OTIS WORLDWIDE COM 68902V107 1,514,148 -78,554 -4.93 124,584 -4.34 1.8137
2021-08-13 2021-06-30 13F OTIS WORLDWIDE COM 68902V107 1,592,702 236,783 17.46 130,235 40.32 1.8894
2021-05-14 2021-03-31 13F OTIS WORLDWIDE COM 68902V107 1,355,919 297,037 28.05 92,813 29.76 1.4702
2021-02-12 2020-12-31 13F OTIS WORLDWIDE COM 68902V107 1,058,882 528,882 99.79 71,527 116.20 1.2901
2020-11-12 2020-09-30 13F OTIS WORLDWIDE COM 68902V107 530,000 14,354 2.78 33,083 12.83 0.6989
2020-08-14 2020-06-30 13F OTIS WORLDWIDE COM 68902V107 515,646 495,419 2,449.30 29,320 2,800.10 0.9730
2020-05-15 2020-03-31 13F OTIS WORLDWIDE COM 68902V107 20,227 20,227 1,011 0.0453
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.