Otis Worldwide Corporation
MX ˙ BMV ˙ US68902V1070
SecurityMX:OTIS / Otis Worldwide Corporation
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership86,822 shares
Latest Disclosed Value $ 6,694,014
Advisor Group Holdings, Inc. reports 13.80% increase in ownership of OTIS / Otis Worldwide Corporation

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 86,822 shares of Otis Worldwide Corporation (MX:OTIS) valued at $6,694,014 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 76,292 shares of Otis Worldwide Corporation. This represents a change in shares of 13.80% during the quarter.

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)
2026-05-15 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 86,822 10,530 13.80 6,694 0.40 0.0057
2026-02-17 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 76,292 4,373 6.08 6,667 2.81 0.0097
2025-11-14 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 71,919 19,280 36.63 6,485 24.23 0.0091
2025-09-04 2025-06-30 13F/A-1 TIS WORLDWIDE COM 68902V107 52,639 4,497 9.34 5,221 4.99 0.0093
2025-08-13 2025-06-30 13F TIS WORLDWIDE COM 68902V107 66,611 18,469 6,347 0.0073
2025-05-12 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 48,142 -28,924 -37.53 4,972 -28.35 0.0111
2025-06-06 2024-12-31 13F/A-1 OTIS WORLDWIDE COM 68902V107 77,066 171 0.22 6,939 -13.33 0.0156
2025-02-07 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 73,951 -2,944 7,091 0.0181
2024-11-13 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 76,895 2,975 4.02 8,006 12.41 0.0181
2024-08-13 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 73,920 594 0.81 7,123 -2.17 0.0168
2024-05-10 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 73,326 -30,820 -29.59 7,281 -21.85 0.0163
2024-02-12 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 104,146 -34,800 -25.05 9,317 -16.53 0.0163
2023-11-13 2023-09-30 13F OTIS WORLDWIDE COM 68902V107 138,946 28,893 26.25 11,161 13.95 0.0165
2023-08-21 2023-06-30 13F/A-1 OTIS WORLDWIDE COM 68902V107 110,053 -2,330 -2.07 9,795 3.36 0.0176
2023-08-10 2023-06-30 13F OTIS WORLDWIDE COM 68902V107 130,647 18,264 9,775 0.0026
2023-05-12 2023-03-31 13F OTIS WORLDWIDE COM 68902V107 112,383 7,165 6.81 9,478 15.00 0.0178
2023-02-10 2022-12-31 13F OTIS WORLDWIDE COM 68902V107 105,218 8,489 8.78 8,241 33.52 0.0167
2022-11-14 2022-09-30 13F OTIS WORLDWIDE COM 68902V107 96,729 1,047 1.09 6,172 -8.77 0.0141
2022-08-10 2022-06-30 13F OTIS WORLDWIDE COM 68902V107 95,682 4,839 5.33 6,765 -4.00 0.0149
2022-05-04 2022-03-31 13F OTIS WORLDWIDE COM 68902V107 90,843 -8,550 -8.60 7,047 -18.55 0.0137
2022-02-03 2021-12-31 13F OTIS WORLDWIDE COM 68902V107 99,393 8,105 8.88 8,652 15.18 0.0164
2021-11-05 2021-09-30 13F OTIS WORLDWIDE COM 68902V107 91,288 -177 -0.19 7,512 0.40 0.0157
2021-08-02 2021-06-30 13F OTIS WORLDWIDE COM 68902V107 91,465 4,072 4.66 7,482 25.03 0.0162
2021-05-13 2021-03-31 13F OTIS WORLDWIDE COM 68902V107 87,393 2,015 2.36 5,984 3.78 0.0144
2021-02-10 2020-12-31 13F OTIS WORLDWIDE COM 68902V107 85,378 -14,416 -14.45 5,766 -7.22 0.0154
2020-11-12 2020-09-30 13F OTIS WORLDWIDE COM 68902V107 99,794 10,592 11.87 6,215 22.54 0.0186
2020-08-14 2020-06-30 13F OTIS WORLDWIDE COM 68902V107 89,202 75,500 551.01 5,072 706.36 0.0170
2020-05-18 2020-03-31 13F OTIS WORLDWIDE COM 68902V107 13,702 13,702 629 0.0026
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.