Otis Worldwide Corporation
DE ˙ XTRA ˙ US68902V1070
59,36 € ↓ -0,92 (-1,53%)
2026-06-04
DEL PRIS
SecurityDE:4PG / Otis Worldwide Corporation
InstitutionMoors & Cabot, Inc.
Latest Disclosed Ownership4,441 shares
Latest Disclosed Value $ 342,295
Moors & Cabot, Inc. reports 6.33% decrease in ownership of 4PG / Otis Worldwide Corporation

On May 8, 2026 - Moors & Cabot, Inc. filed a 13F-HR form disclosing ownership of 4,441 shares of Otis Worldwide Corporation (DE:4PG) valued at $292,218 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 4,741 shares of Otis Worldwide Corporation. This represents a change in shares of -6.33% during the quarter. The current value of the position is $263,618 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)
2026-05-08 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 4,441 -300 -6.33 342 -17.39 0.0147
2026-02-10 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 4,741 126 2.73 414 -1.66 0.0177
2025-11-14 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 4,615 -701 -13.19 422 -19.96 0.0184
2025-08-06 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 5,316 317 6.34 526 2.14 0.0245
2025-05-08 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 4,999 75 1.52 516 12.94 0.0262
2025-02-07 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 4,924 -69 -1.38 456 -12.14 0.0217
2024-11-08 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 4,993 21 0.42 519 8.58 0.0258
2024-08-09 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 4,972 357 7.74 479 4.37 0.0255
2024-05-08 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 4,615 -1,070 -18.82 458 -9.84 0.0248
2024-02-14 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 5,685 -468 -7.61 509 2.83 0.0317
2023-11-08 2023-09-30 13F OTIS WORLDWIDE COM 68902V107 6,153 67 1.10 494 -8.69 0.0335
2023-08-10 2023-06-30 13F OTIS WORLDWIDE COM 68902V107 6,086 229 3.91 542 9.51 0.0360
2023-05-05 2023-03-31 13F OTIS WORLDWIDE COM 68902V107 5,857 -75 -1.26 494 6.47 0.0340
2023-02-10 2022-12-31 13F/A-1 OTIS WORLDWIDE COM 68902V107 5,932 -102 -1.69 465 20.52 0.0324
2023-02-07 2022-12-31 13F OTIS WORLDWIDE COM 68902V107 6,265 231 546 0.0363
2022-11-08 2022-09-30 13F OTIS WORLDWIDE COM 68902V107 6,034 -317 -4.99 385 -14.25 0.0293
2022-08-08 2022-06-30 13F OTIS WORLDWIDE COM 68902V107 6,351 -223 -3.39 449 -11.26 0.0323
2022-05-13 2022-03-31 13F OTIS WORLDWIDE COM 68902V107 6,574 469 7.68 506 -4.89 0.0311
2022-02-14 2021-12-31 13F OTIS WORLDWIDE COM 68902V107 6,105 -148 -2.37 532 3.91 0.0327
2021-12-08 2021-09-30 13F/A-1 OTIS WORLDWIDE COM 68902V107 6,253 814 14.97 512 15.06 0.0322
2021-11-05 2021-09-30 13F OTIS WORLDWIDE COM 68902V107 75,000 69,561 76 0.0056
2021-08-10 2021-06-30 13F OTIS WORLDWIDE COM 68902V107 5,439 142 2.68 445 23.27 0.0312
2021-05-12 2021-03-31 13F OTIS WORLDWIDE COM 68902V107 5,297 -1,908 -26.48 361 -25.41 0.0276
2021-02-11 2020-12-31 13F OTIS WORLDWIDE COM 68902V107 7,205 -570 -7.33 484 -0.21 0.0407
2020-11-09 2020-09-30 13F OTIS WORLDWIDE COM 68902V107 7,775 -426 -5.19 485 3.19 0.0456
2020-08-13 2020-06-30 13F OTIS WORLDWIDE COM 68902V107 8,201 8,201 470 0.0501
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.