Otis Worldwide Corporation
DE ˙ XTRA ˙ US68902V1070
59,36 € ↓ -0,92 (-1,53%)
2026-06-04
DEL PRIS
SecurityDE:4PG / Otis Worldwide Corporation
InstitutionPinnacle Bancorp, Inc.
Latest Disclosed Ownership371 shares
Latest Disclosed Value $ 28,597
Pinnacle Bancorp, Inc. reports 7.23% increase in ownership of 4PG / Otis Worldwide Corporation

On April 22, 2026 - Pinnacle Bancorp, Inc. filed a 13F-HR form disclosing ownership of 371 shares of Otis Worldwide Corporation (DE:4PG) valued at $24,412 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 346 shares of Otis Worldwide Corporation. This represents a change in shares of 7.23% during the quarter. The current value of the position is $22,023 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)
2026-04-22 2026-03-31 13F Otis Worldwide Corp COMMON COM 68902V107 371 25 7.23 29 -6.67 0.0084
2026-01-22 2025-12-31 13F Otis Worldwide Corp COMMON COM 68902V107 346 27 8.46 30 3.45 0.0089
2025-10-24 2025-09-30 13F Otis Worldwide Corp COMMON COM 68902V107 319 19 6.33 29 0.00 0.0086
2025-07-11 2025-06-30 13F Otis Worldwide Corp COMMON COM 68902V107 300 -102 -25.37 30 -29.27 0.0092
2025-04-23 2025-03-31 13F Otis Worldwide Corp COMMON COM 68902V107 402 -170 -29.72 41 -21.15 0.0135
2025-01-14 2024-12-31 13F Otis Worldwide Corp COMMON COM 68902V107 572 65 12.82 53 0.00 0.0172
2024-10-09 2024-09-30 13F Otis Worldwide Corp COMMON COM 68902V107 507 70 16.02 53 23.81 0.0141
2024-07-15 2024-06-30 13F Otis Worldwide Corp COMMON COM 68902V107 437 0 0.00 42 -2.33 0.0124
2024-04-16 2024-03-31 13F Otis Worldwide Corp COMMON COM 68902V107 437 -78 -15.15 43 -6.52 0.0128
2024-01-25 2023-12-31 13F Otis Worldwide Corp COMMON COM 68902V107 515 -57 -9.97 46 2.22 0.0151
2023-10-18 2023-09-30 13F Otis Worldwide Corp COMMON COM 68902V107 572 0 0.00 46 -10.00 0.0163
2023-07-14 2023-06-30 13F Otis Worldwide Corp COMMON COM 68902V107 572 0 0.00 51 4.17 0.0174
2023-04-14 2023-03-31 13F Otis Worldwide Corp COMMON COM 68902V107 572 0 0.00 48 0.0177
2023-01-24 2022-12-31 13F Otis Worldwide Corp COMMON COM 68902V107 572 0 0.00 0 -100.00 0.0173
2022-10-25 2022-09-30 13F Otis Worldwide Corp COMMON COM 68902V107 572 0 0.00 36 -10.00 0.0155
2022-07-12 2022-06-30 13F Otis Worldwide Corp COMMON COM 68902V107 572 0 0.00 40 -9.09 0.0165
2022-04-14 2022-03-31 13F Otis Worldwide Corp COMMON COM 68902V107 572 -60 -9.49 44 -20.00 0.0153
2022-01-19 2021-12-31 13F Otis Worldwide Corp COMMON COM 68902V107 632 0 0.00 55 5.77 0.0194
2021-10-12 2021-09-30 13F Otis Worldwide Corp COMMON COM 68902V107 632 93 17.25 52 18.18 0.0208
2021-07-15 2021-06-30 13F Otis Worldwide Corp COMMON COM 68902V107 539 -85 -13.62 44 2.33 0.0201
2021-04-26 2021-03-31 13F Otis Worldwide Corp COMMON COM 68902V107 624 0 0.00 43 2.38 0.0208
2021-01-13 2020-12-31 13F Otis Worldwide Corp COMMON COM 68902V107 624 0 0.00 42 7.69 0.0259
2020-10-13 2020-09-30 13F Otis Worldwide Corp COMMON COM 68902V107 624 -250 -28.60 39 -22.00 0.0275
2020-07-07 2020-06-30 13F Otis Worldwide Corp COMMON COM 68902V107 874 874 50 0.0372
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.