Otis Worldwide Corporation
US ˙ NYSE ˙ US68902V1070

SecurityOTIS / Otis Worldwide Corporation
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,969,372 shares
Latest Disclosed Value $ 151,789,758
Dimensional Fund Advisors Lp reports 4.45% increase in ownership of OTIS / Otis Worldwide Corporation

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,969,372 shares of Otis Worldwide Corporation (US:OTIS) valued at $151,799,194 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,885,476 shares of Otis Worldwide Corporation. This represents a change in shares of 4.45% during the quarter. The current value of the position is $137,698,490 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)
2026-05-07 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 1,969,372 83,896 4.45 151,790 -7.84 0.0068
2026-02-12 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 1,885,476 10,843 0.58 164,706 -3.90 0.0345
2025-11-12 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 1,874,633 -60,568 -3.13 171,393 -10.55 0.0368
2025-08-12 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 1,935,201 -5,248 -0.27 191,598 -4.31 0.0444
2025-05-13 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 1,940,449 -155,220 -7.41 200,231 3.17 0.0498
2025-02-13 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 2,095,669 -428,581 -16.98 194,083 -26.03 0.0466
2024-11-07 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 2,524,250 1,159 0.05 262,376 8.03 0.0636
2024-08-09 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 2,523,091 101,955 4.21 242,873 1.05 0.0634
2024-05-10 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 2,421,136 -7,863 -0.32 240,346 10.59 0.0651
2024-02-07 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 2,428,999 -339,694 -12.27 217,326 -2.26 0.0635
2023-11-09 2023-09-30 13F OTIS WORLDWIDE COM 68902V107 2,768,693 20,290 0.74 222,361 -9.11 0.0729
2023-08-09 2023-06-30 13F OTIS WORLDWIDE COM 68902V107 2,748,403 39,848 1.47 244,634 7.02 0.0780
2023-05-12 2023-03-31 13F OTIS WORLDWIDE COM 68902V107 2,708,555 11,109 0.41 228,585 108,233.65 0.0770
2023-02-09 2022-12-31 13F OTIS WORLDWIDE COM 68902V107 2,697,446 12,773 0.48 211 -99.88 0.0624
2022-11-10 2022-09-30 13F OTIS WORLDWIDE COM 68902V107 2,684,673 11,494 0.43 171,296 -9.32 0.0658
2022-08-12 2022-06-30 13F OTIS WORLDWIDE COM 68902V107 2,673,179 3,870 0.14 188,892 -8.04 0.0678
2022-05-13 2022-03-31 13F OTIS WORLDWIDE COM 68902V107 2,669,309 12,978 0.49 205,416 -11.18 0.0633
2022-02-09 2021-12-31 13F OTIS WORLDWIDE COM 68902V107 2,656,331 -31,496 -1.17 231,274 4.57 0.0699
2021-11-12 2021-09-30 13F OTIS WORLDWIDE COM 68902V107 2,687,827 7,004 0.26 221,175 0.89 0.0712
2021-08-12 2021-06-30 13F OTIS WORLDWIDE COM 68902V107 2,680,823 4,188 0.16 219,215 19.63 0.0694
2021-05-14 2021-03-31 13F OTIS WORLDWIDE COM 68902V107 2,676,635 -23,109 -0.86 183,237 0.48 0.0606
2021-03-08 2020-12-31 13F/A-2 OTIS WORLDWIDE COM 68902V107 2,699,744 -1,223 -0.05 182,356 8.16 0.0658
2021-02-11 2020-12-31 13F OTIS WORLDWIDE COM 68902V107 2,699,744 -1,223 182,356 65,857.2944
2020-11-12 2020-09-30 13F OTIS WORLDWIDE COM 68902V107 2,700,967 -45,434 -1.65 168,593 7.97 0.0715
2020-08-13 2020-06-30 13F OTIS WORLDWIDE COM 68902V107 2,746,401 2,746,401 156,155 0.0686
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.