Otis Worldwide Corporation
DE ˙ XTRA ˙ US68902V1070
59,36 € ↓ -0,92 (-1,53%)
2026-06-04
DEL PRIS
SecurityDE:4PG / Otis Worldwide Corporation
InstitutionIMA Wealth, Inc.
Latest Disclosed Ownership9,236 shares
Latest Disclosed Value $ 711,925
IMA Wealth, Inc. reports 2.92% decrease in ownership of 4PG / Otis Worldwide Corporation

On May 6, 2026 - IMA Wealth, Inc. filed a 13F-HR form disclosing ownership of 9,236 shares of Otis Worldwide Corporation (DE:4PG) valued at $607,729 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 9,514 shares of Otis Worldwide Corporation. This represents a change in shares of -2.92% during the quarter. The current value of the position is $548,249 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)
2026-05-06 2026-03-31 13F OTIS Worldwide Corp-Wi Common Stock 68902V107 9,236 -278 -2.92 712 -14.44 0.0695
2026-02-11 2025-12-31 13F OTIS Worldwide Corp-Wi Common Stock 68902V107 9,514 11 0.12 831 -4.26 0.0798
2025-11-06 2025-09-30 13F OTIS Worldwide Corp-Wi Common Stock 68902V107 9,503 933 10.89 869 2.36 0.0876
2025-08-08 2025-06-30 13F OTIS Worldwide Corp-Wi Common Stock 68902V107 8,570 -127 -1.46 849 -5.46 0.0910
2025-05-06 2025-03-31 13F OTIS Worldwide Corp-Wi Common Stock 68902V107 8,697 -736 -7.80 898 2.75 0.1065
2025-02-14 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 9,433 -137 -1.43 874 -12.17 0.1052
2024-11-14 2024-09-30 13F OTIS Worldwide Corp-Wi Common Stock 68902V107 9,570 164 1.74 995 9.83 0.2165
2024-08-06 2024-06-30 13F/A-1 OTIS WORLDWIDE COM 68902V107 9,406 -120 -1.26 905 -4.23 0.3999
2024-07-25 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 9,406 -120 905 0.2058
2024-04-24 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 9,526 -289 -2.94 946 7.63 0.4471
2024-02-05 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 9,815 -987 -9.14 878 1.27 0.4396
2023-11-28 2023-09-30 13F OTIS WORLDWIDE COM 68902V107 10,802 -327 -2.94 868 -12.42 0.2242
2023-08-15 2023-06-30 13F OTIS WORLDWIDE COM 68902V107 11,129 156 1.42 991 6.91 0.2545
2023-05-16 2023-03-31 13F OTIS WORLDWIDE COM 68902V107 10,973 -29 -0.26 926 7.55 0.2389
2023-02-16 2022-12-31 13F OTIS WORLDWIDE COM 68902V107 11,002 569 5.45 862 29.28 0.2281
2022-11-15 2022-09-30 13F OTIS WORLDWIDE COM 68902V107 10,433 -131 -1.24 666 -10.84 0.1789
2022-08-18 2022-06-30 13F OTIS WORLDWIDE COM 68902V107 10,564 166 1.60 747 -6.62 0.1828
2022-06-13 2022-03-31 13F OTIS WORLDWIDE COM 68902V107 10,398 -125 -1.19 800 -12.66 0.1836
2022-02-14 2021-12-31 13F OTIS WORLDWIDE COM 68902V107 10,523 -187 -1.75 916 3.97 0.2023
2021-11-03 2021-09-30 13F OTIS WORLDWIDE COM 68902V107 10,710 -108 -1.00 881 -0.45 0.2081
2021-08-13 2021-06-30 13F OTIS WORLDWIDE COM 68902V107 10,818 -93 -0.85 885 18.47 0.2068
2021-05-13 2021-03-31 13F OTIS WORLDWIDE COM 68902V107 10,911 1,082 11.01 747 12.50 0.1830
2021-02-08 2020-12-31 13F OTIS WORLDWIDE COM 68902V107 9,829 -920 -8.56 664 -1.04 0.1862
2020-11-16 2020-09-30 13F OTIS WORLDWIDE COM 68902V107 10,749 -38 -0.35 671 9.46 0.2250
2020-08-13 2020-06-30 13F OTIS WORLDWIDE COM 68902V107 10,787 10,787 613 0.2216
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.