Otis Worldwide Corporation
US ˙ NYSE ˙ US68902V1070

SecurityOTIS / Otis Worldwide Corporation
InstitutionCIBC Private Wealth Group, LLC
Latest Disclosed Ownership2,850,031 shares
Latest Disclosed Value $ 248,950,237
CIBC Private Wealth Group, LLC reports 1.40% decrease in ownership of OTIS / Otis Worldwide Corporation

On February 12, 2026 - CIBC Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 2,850,031 shares of Otis Worldwide Corporation (US:OTIS) valued at $248,950,208 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 24, 2025 disclosing 2,890,482 shares of Otis Worldwide Corporation. This represents a change in shares of -1.40% during the quarter. The current value of the position is $200,471,181 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)
2026-02-12 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 2,850,031 -40,451 -1.40 248,950 -5.80 0.4208
2025-11-24 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 2,890,482 1,013,876 54.03 264,277 42.22 0.4524
2025-08-12 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 1,876,606 -11,114 -0.59 185,822 8.32 0.3319
2025-05-14 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 1,887,720 -1,178,558 -38.44 171,556 -39.05 0.3623
2025-02-12 2024-12-31 13F Otis Worldwide COM 68902V107 3,066,278 -82,600 -2.62 281,454 -14.01 0.5103
2024-11-13 2024-09-30 13F Otis Worldwide COM 68902V107 3,148,878 -9,971 -0.32 327,294 6.38 0.5865
2024-08-09 2024-06-30 13F Otis Worldwide COM 68902V107 3,158,849 -43,928 -1.37 307,672 -2.54 0.5771
2024-05-10 2024-03-31 13F Otis Worldwide COM 68902V107 3,202,777 -85,162 -2.59 315,698 7.32 0.6184
2024-02-13 2023-12-31 13F OTIS WORLDWIDE CORP COM COM 68902V107 3,287,939 -92,037 -2.72 294,172 8.37 0.6231
2023-11-13 2023-09-30 13F OTIS WORLDWIDE CORP COM COM 68902V107 3,379,976 -75,410 -2.18 271,446 -11.74 0.6423
2023-11-21 2023-06-30 13F/A-1 OTIS WORLDWIDE CORP COM COM 68902V107 3,455,386 -49,795 -1.42 307,564 148.82 0.6724
2023-08-10 2023-06-30 13F OTIS WORLDWIDE CORP COM COM 68902V107 3,455,386 -49,795 307,564 0.6726
2023-11-21 2023-03-31 13F/A-1 OTIS WORLDWIDE CORP COM COM 68902V107 3,505,181 -30,182 -0.85 123,608 -52.69 0.2737
2023-05-12 2023-03-31 13F OTIS WORLDWIDE CORP COM COM 68902V107 3,505,181 -30,182 123,608 0.2687
2023-06-01 2022-12-31 13F/A-2 OTIS WORLDWIDE CORP COM COM 68902V107 3,535,363 146,726 4.33 261,289 20.86 0.8776
2023-02-14 2022-12-31 13F/A-1 OTIS WORLDWIDE CORP COM COM 68902V107 3,535,363 146,726 276,854 0.5796
2023-02-13 2022-12-31 13F OTIS WORLDWIDE CORP COM COM 68902V107 3,535,363 146,726 273,608 0.0003
2022-11-15 2022-09-30 13F OTIS WORLDWIDE CORP COM COM 68902V107 3,388,637 62,802 1.89 216,194 -8.02 0.5823
2022-08-03 2022-06-30 13F OTIS WORLDWIDE COM 68902V107 3,325,835 36,334 1.10 235,037 -7.15 0.6104
2022-05-16 2022-03-31 13F OTIS WORLDWIDE COM 68902V107 3,289,501 5,034 0.15 253,127 -11.49 0.5525
2022-04-04 2021-12-31 13F/A-1 OTIS WORLDWIDE COM 68902V107 3,284,467 11,831 0.36 285,977 6.20 0.5931
2022-02-08 2021-12-31 13F OTIS WORLDWIDE COM 68902V107 3,284,467 11,831 285,977 0.5931
2021-11-12 2021-09-30 13F OTIS WORLDWIDE COM 68902V107 3,272,636 26,488 0.82 269,273 1.44 0.6265
2021-08-16 2021-06-30 13F OTIS WORLDWIDE COM 68902V107 3,246,148 16,515 0.51 265,438 20.07 0.6097
2021-05-12 2021-03-31 13F OTIS WORLDWIDE COM 68902V107 3,229,633 867,666 36.73 221,069 38.56 0.5566
2021-02-12 2020-12-31 13F OTIS WORLDWIDE COM 68902V107 2,361,967 90,212 3.97 159,551 12.52 0.4218
2020-11-03 2020-09-30 13F/A-1 OTIS WORLDWIDE COM 68902V107 2,271,755 506,113 28.66 141,803 41.25 0.4344
2020-08-13 2020-06-30 13F OTIS WORLDWIDE CORP COM Com 68902V107 1,765,642 1,765,642 100,394 0.4879
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.