Otis Worldwide Corporation
MX ˙ BMV ˙ US68902V1070
SecurityMX:OTIS / Otis Worldwide Corporation
InstitutionFirst Affirmative Financial Network
Latest Disclosed Ownership2,666 shares
Latest Disclosed Value $ 205,470
First Affirmative Financial Network reports 15.23% decrease in ownership of OTIS / Otis Worldwide Corporation

On May 11, 2026 - First Affirmative Financial Network filed a 13F-HR/A form disclosing ownership of 2,666 shares of Otis Worldwide Corporation (MX:OTIS) valued at $205,470 USD as of March 31, 2026. The entity filed a previous 13F-HR on November 20, 2025 disclosing 3,145 shares of Otis Worldwide Corporation. This represents a change in shares of -15.23% during the quarter.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-11 2026-03-31 13F/A-1 OTIS WORLDWIDE COM 68902V107 2,666 -479 -15.23 205 -28.57 0.0797
2026-05-08 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 3,145 0 288 0.1353
2025-11-20 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 3,145 -18 -0.57 288 -8.31 0.1353
2025-11-20 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 3,163 17 0.54 313 -3.40 0.1610
2025-04-11 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 3,146 -352 -10.06 325 0.31 0.1989
2025-01-23 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 3,498 73 2.13 324 -9.27 0.1870
2024-10-10 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 3,425 2 0.06 356 8.21 0.1949
2024-07-10 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 3,423 -153 -4.28 329 -7.32 0.2287
2024-04-11 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 3,576 -122 -3.30 355 7.58 0.2617
2024-01-08 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 3,698 843 29.53 331 44.10 0.2642
2023-10-16 2023-09-30 13F OTIS WORLDWIDE COM 68902V107 2,855 589 25.99 229 13.93 0.2243
2023-07-10 2023-06-30 13F OTIS WORLDWIDE COM 68902V107 2,266 2,266 202 0.2014
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.