Otis Worldwide Corporation
DE ˙ XTRA ˙ US68902V1070
59,36 € ↓ -0,92 (-1,53%)
2026-06-04
DEL PRIS
SecurityDE:4PG / Otis Worldwide Corporation
InstitutionCooper Financial Group
Latest Disclosed Ownership9,747 shares
Latest Disclosed Value $ 751,268
Cooper Financial Group reports 1.47% decrease in ownership of 4PG / Otis Worldwide Corporation

On April 7, 2026 - Cooper Financial Group filed a 13F-HR form disclosing ownership of 9,747 shares of Otis Worldwide Corporation (DE:4PG) valued at $641,353 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 9,892 shares of Otis Worldwide Corporation. This represents a change in shares of -1.47% during the quarter. The current value of the position is $578,582 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)
2026-04-07 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 9,747 -145 -1.47 751 -13.08 0.0759
2026-01-08 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 9,892 -94 -0.94 864 -5.37 0.0919
2025-10-07 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 9,986 2,829 39.53 913 28.95 0.1011
2025-07-18 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 7,157 -122 -1.68 709 -5.73 0.0833
2025-05-12 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 7,279 666 10.07 751 22.71 0.0990
2025-01-13 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 6,613 237 3.72 612 -7.55 0.0738
2024-11-14 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 6,376 -913 -12.53 663 -5.56 0.0860
2024-07-15 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 7,289 -1,575 -17.77 702 -20.25 0.1032
2024-04-11 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 8,864 665 8.11 880 19.92 0.1446
2024-01-16 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 8,199 337 4.29 734 16.16 0.1334
2023-10-13 2023-09-30 13F OTIS WORLDWIDE COM 68902V107 7,862 279 3.68 631 -6.38 0.1518
2023-07-07 2023-06-30 13F OTIS WORLDWIDE COM 68902V107 7,583 659 9.52 675 15.41 0.1673
2023-05-11 2023-03-31 13F OTIS WORLDWIDE COM 68902V107 6,924 341 5.18 584 13.40 0.1575
2023-01-13 2022-12-31 13F OTIS WORLDWIDE COM 68902V107 6,583 1,319 25.06 515 53.27 0.1574
2022-10-13 2022-09-30 13F OTIS WORLDWIDE COM 68902V107 5,264 689 15.06 336 4.02 0.1209
2022-07-11 2022-06-30 13F OTIS WORLDWIDE COM 68902V107 4,575 391 9.35 323 0.31 0.1173
2022-04-25 2022-03-31 13F/A-1 OTIS WORLDWIDE COM 68902V107 4,184 605 16.90 322 3.21 0.1223
2022-04-12 2022-03-31 13F OTIS WORLDWIDE COM 68902V107 4,184 605 322 0.1222
2022-02-11 2021-12-31 13F OTIS WORLDWIDE COM 68902V107 3,579 -497 -12.19 312 -6.87 0.1178
2021-10-06 2021-09-30 13F OTIS WORLDWIDE COM 68902V107 4,076 304 8.06 335 8.77 0.0695
2021-07-12 2021-06-30 13F OTIS WORLDWIDE COM 68902V107 3,772 -313 -7.66 308 10.00 0.0626
2021-05-17 2021-03-31 13F OTIS WORLDWIDE COM 68902V107 4,085 -294 -6.71 280 -5.41 0.0632
2021-02-16 2020-12-31 13F OTIS WORLDWIDE COM 68902V107 4,379 900 25.87 296 36.41 0.0604
2020-10-09 2020-09-30 13F OTIS WORLDWIDE COM 68902V107 3,479 3,479 217 0.0626
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.