Otis Worldwide Corporation
DE ˙ XTRA ˙ US68902V1070
59,36 € ↓ -0,92 (-1,53%)
2026-06-04
DEL PRIS
SecurityDE:4PG / Otis Worldwide Corporation
InstitutionWoodstock Corp
Latest Disclosed Ownership9,057 shares
Latest Disclosed Value $ 698,114
Woodstock Corp reports 9.06% decrease in ownership of 4PG / Otis Worldwide Corporation

On April 8, 2026 - Woodstock Corp filed a 13F-HR form disclosing ownership of 9,057 shares of Otis Worldwide Corporation (DE:4PG) valued at $595,951 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 9,959 shares of Otis Worldwide Corporation. This represents a change in shares of -9.06% during the quarter. The current value of the position is $537,624 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-08 2026-03-31 13F Otis Worldwide COMMON STOCK 68902V107 9,057 -902 -9.06 698 -19.68 0.0621
2026-01-14 2025-12-31 13F Otis Worldwide COMMON STOCK 68902V107 9,959 -50 -0.50 870 -5.03 0.0747
2025-10-07 2025-09-30 13F Otis Worldwide COMMON STOCK 68902V107 10,009 -10 -0.10 915 -7.76 0.0793
2025-07-09 2025-06-30 13F Otis Worldwide COMMON STOCK 68902V107 10,019 -1,246 -11.06 992 -14.63 0.0912
2025-04-09 2025-03-31 13F Otis Worldwide COMMON STOCK 68902V107 11,265 -1,158 -9.32 1,163 1.04 0.1148
2025-01-15 2024-12-31 13F Otis Worldwide COMMON STOCK 68902V107 12,423 -137 -1.09 1,150 -11.88 0.1108
2024-10-11 2024-09-30 13F Otis Worldwide COMMON STOCK 68902V107 12,560 -74 -0.59 1,305 7.32 0.1256
2024-07-08 2024-06-30 13F Otis Worldwide COMMON STOCK 68902V107 12,634 -490 -3.73 1,216 -6.61 0.1237
2024-04-09 2024-03-31 13F Otis Worldwide COMMON STOCK 68902V107 13,124 -127 -0.96 1,303 9.87 0.1349
2024-01-08 2023-12-31 13F Otis Worldwide COMMON STOCK 68902V107 13,251 -507 -3.69 1,186 7.34 0.1373
2023-10-10 2023-09-30 13F Otis Worldwide COMMON STOCK 68902V107 13,758 -336 -2.38 1,105 -11.96 0.1386
2023-07-07 2023-06-30 13F Otis Worldwide COMMON STOCK 68902V107 14,094 -296 -2.06 1,255 3.29 0.1480
2023-04-06 2023-03-31 13F Otis Worldwide COMMON STOCK 68902V107 14,390 -75 -0.52 1,215 7.24 0.1549
2023-01-10 2022-12-31 13F Otis Worldwide COMMON STOCK 68902V107 14,465 -327 -2.21 1,133 19.92 0.1506
2022-10-11 2022-09-30 13F Otis Worldwide COMMON STOCK 68902V107 14,792 -3,249 -18.01 944 -25.96 0.1404
2022-07-11 2022-06-30 13F Otis Worldwide COMMON STOCK 68902V107 18,041 -77 -0.42 1,275 -8.54 0.1770
2022-04-07 2022-03-31 13F Otis Worldwide COMMON STOCK 68902V107 18,118 -3,971 -17.98 1,394 -27.51 0.1632
2022-01-07 2021-12-31 13F Otis Worldwide COMMON STOCK 68902V107 22,089 -183 -0.82 1,923 4.91 0.2014
2021-10-05 2021-09-30 13F Otis Worldwide COMMON STOCK 68902V107 22,272 -592 -2.59 1,833 -1.98 0.2138
2021-07-06 2021-06-30 13F Otis Worldwide COMMON STOCK 68902V107 22,864 -37 -0.16 1,870 19.26 0.2200
2021-04-05 2021-03-31 13F Otis Worldwide COMMON STOCK 68902V107 22,901 -560 -2.39 1,568 -1.07 0.1993
2021-01-06 2020-12-31 13F Otis Worldwide COMMON STOCK 68902V107 23,461 -4,924 -17.35 1,585 -10.55 0.2122
2020-10-02 2020-09-30 13F Otis Worldwide COMMON STOCK 68902V107 28,385 -9,731 -25.53 1,772 -18.23 0.2862
2020-07-07 2020-06-30 13F Otis Worldwide COMMON STOCK 68902V107 38,116 38,116 2,167 0.3694
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.