Otis Worldwide Corporation
DE ˙ XTRA ˙ US68902V1070
€ 59,36 ↓ -0.92 (-1.53%)
2026-06-04
PREÇO DA AÇÃO
SecurityDE:4PG / Otis Worldwide Corporation
InstitutionStifel Financial Corp
Latest Disclosed Ownership156,055 shares
Latest Disclosed Value $ 12,028,986
Stifel Financial Corp reports 87.61% increase in ownership of 4PG / Otis Worldwide Corporation

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 156,055 shares of Otis Worldwide Corporation (DE:4PG) valued at $10,268,419 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 83,181 shares of Otis Worldwide Corporation. This represents a change in shares of 87.61% during the quarter. The current value of the position is $9,263,425 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)
2026-05-12 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 156,055 72,874 87.61 12,029 65.54 0.0026
2026-02-13 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 83,181 -5,691 -6.40 7,266 -10.57 0.0065
2025-11-12 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 88,872 -636 -0.71 8,126 -8.33 0.0074
2025-08-14 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 89,508 -1,115 -1.23 8,863 -5.23 0.0086
2025-05-14 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 90,623 -4,145 -4.37 9,352 6.56 0.0099
2025-02-13 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 94,768 6,916 7.87 8,777 -3.89 0.0091
2024-11-14 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 87,852 3,120 3.68 9,132 11.94 0.0096
2024-08-13 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 84,732 -8,293 -8.91 8,157 -11.66 0.0092
2024-05-14 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 93,025 -1,410 -1.49 9,235 9.29 0.0105
2024-02-12 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 94,435 -513 -0.54 8,449 10.81 0.0106
2023-11-13 2023-09-30 13F OTIS WORLDWIDE COM 68902V107 94,948 983 1.05 7,626 -8.82 0.0107
2023-08-14 2023-06-30 13F OTIS WORLDWIDE COM 68902V107 93,965 -6,908 -6.85 8,364 -1.76 0.0114
2023-05-12 2023-03-31 13F OTIS WORLDWIDE COM 68902V107 100,873 1,401 1.41 8,514 9.30 0.0122
2023-02-13 2022-12-31 13F OTIS WORLDWIDE COM 68902V107 99,472 -21,740 -17.94 7,790 0.72 0.0117
2022-11-14 2022-09-30 13F OTIS WORLDWIDE COM 68902V107 121,212 -3,171 -2.55 7,733 -12.04 0.0127
2022-08-15 2022-06-30 13F OTIS WORLDWIDE COM 68902V107 124,383 -51 -0.04 8,791 -8.19 0.0138
2022-05-13 2022-03-31 13F OTIS WORLDWIDE COM 68902V107 124,434 -22,262 -15.18 9,575 -25.04 0.0131
2022-02-14 2021-12-31 13F OTIS WORLDWIDE COM 68902V107 146,696 1,625 1.12 12,773 7.00 0.0169
2021-11-15 2021-09-30 13F OTIS WORLDWIDE COM 68902V107 145,071 -2,966 -2.00 11,937 -1.39 0.0175
2021-08-13 2021-06-30 13F OTIS WORLDWIDE COM 68902V107 148,037 -16,722 -10.15 12,105 7.34 0.0181
2021-05-14 2021-03-31 13F OTIS WORLDWIDE COM 68902V107 164,759 -26,744 -13.97 11,277 -12.83 0.0186
2021-02-12 2020-12-31 13F OTIS WORLDWIDE COM 68902V107 191,503 -7,040 -3.55 12,937 4.39 0.0231
2020-11-16 2020-09-30 13F OTIS WORLDWIDE COM 68902V107 198,543 -41,157 -17.17 12,393 -9.08 0.0255
2020-08-14 2020-06-30 13F OTIS WORLDWIDE COM 68902V107 239,700 239,700 13,631 0.0313
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.