Otis Worldwide Corporation
DE ˙ XTRA ˙ US68902V1070
59,36 € ↓ -0,92 (-1,53%)
2026-06-04
DEL PRIS
SecurityDE:4PG / Otis Worldwide Corporation
InstitutionNatixis Advisors, L.p.
Latest Disclosed Ownership347,028 shares
Latest Disclosed Value $ 26,749
Natixis Advisors, L.p. reports 4.47% increase in ownership of 4PG / Otis Worldwide Corporation

On May 13, 2026 - Natixis Advisors, L.p. filed a 13F-HR form disclosing ownership of 347,028 shares of Otis Worldwide Corporation (DE:4PG) valued at $22,834,442 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 332,179 shares of Otis Worldwide Corporation. This represents a change in shares of 4.47% during the quarter. The current value of the position is $20,599,582 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)
2026-05-13 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 347,028 14,849 4.47 27 -10.34 0.0372
2026-02-10 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 332,179 -44,242 -11.75 29 -14.71 0.0411
2025-11-13 2025-09-30 13F OTIS WORLDWIDE CORP COM 68902V107 376,421 33,263 9.69 34 3.03 0.0502
2025-08-13 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 343,158 17,283 5.30 34 0.00 0.0539
2025-05-08 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 325,875 44,957 16.00 34 26.92 0.0622
2025-02-10 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 280,918 23,869 9.29 26 0.00 0.0486
2024-11-06 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 257,049 -9,703 -3.64 27 4.00 0.0521
2024-08-01 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 266,752 50,089 23.12 26 19.05 0.0558
2024-04-25 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 216,663 62,034 40.12 22 61.54 0.0494
2024-02-06 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 154,629 12,083 8.48 14 18.18 0.0364
2023-11-13 2023-09-30 13F OTIS WORLDWIDE COM 68902V107 142,546 -4,690 -3.19 11 -15.38 0.0350
2023-08-15 2023-06-30 13F OTIS WORLDWIDE COM 68902V107 147,236 303 0.21 13 8.33 0.0405
2023-05-11 2023-03-31 13F OTIS WORLDWIDE COM 68902V107 146,933 30,564 26.26 12 33.33 0.0427
2023-01-27 2022-12-31 13F OTIS WORLDWIDE COM 68902V107 116,369 8,292 7.67 9 -99.87 0.0344
2022-11-14 2022-09-30 13F OTIS WORLDWIDE COM 68902V107 108,077 -7,194 -6.24 6,895 -15.36 0.0292
2022-08-12 2022-06-30 13F OTIS WORLDWIDE COM 68902V107 115,271 46,031 66.48 8,146 52.89 0.0358
2022-05-12 2022-03-31 13F OTIS WORLDWIDE COM 68902V107 69,240 -8,455 -10.88 5,328 -21.24 0.0203
2022-02-08 2021-12-31 13F OTIS WORLDWIDE COM 68902V107 77,695 -615 -0.79 6,765 4.98 0.0258
2021-11-15 2021-09-30 13F OTIS WORLDWIDE COM 68902V107 78,310 3,494 4.67 6,444 5.33 0.0265
2021-08-12 2021-06-30 13F OTIS WORLDWIDE COM 68902V107 74,816 11,198 17.60 6,118 40.51 0.0286
2021-05-05 2021-03-31 13F OTIS WORLDWIDE COM 68902V107 63,618 -18,050 -22.10 4,354 -21.08 0.0227
2021-02-12 2020-12-31 13F OTIS WORLDWIDE COM 68902V107 81,668 -4,334 -5.04 5,517 2.78 0.0318
2020-11-12 2020-09-30 13F OTIS WORLDWIDE COM 68902V107 86,002 -1,614 -1.84 5,368 7.77 0.0338
2020-08-11 2020-06-30 13F OTIS WORLDWIDE COM 68902V107 87,616 87,616 4,981 0.0331
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.