Otis Worldwide Corporation
US ˙ NYSE ˙ US68902V1070

SecurityOTIS / Otis Worldwide Corporation
InstitutionGuinness Asset Management LTD
Latest Disclosed Ownership2,346,092 shares
Latest Disclosed Value $ 180,775,059
Guinness Asset Management LTD reports 10.72% increase in ownership of OTIS / Otis Worldwide Corporation

On April 21, 2026 - Guinness Asset Management LTD filed a 13F-HR form disclosing ownership of 2,346,092 shares of Otis Worldwide Corporation (US:OTIS) valued at $180,836,771 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 2,118,941 shares of Otis Worldwide Corporation. This represents a change in shares of 10.72% during the quarter. The current value of the position is $165,024,111 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)
2026-04-21 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 2,346,092 227,151 10.72 180,775 -2.97 3.1177
2026-02-09 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 2,118,941 206,786 10.81 186,305 6.73 3.0221
2025-11-05 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 1,912,155 -12,845 -0.67 174,561 -8.37 2.7810
2025-08-01 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 1,925,000 28,083 1.48 190,512 -2.63 3.4089
2025-05-13 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 1,896,917 -50,839 -2.61 195,663 8.48 4.0730
2025-01-16 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 1,947,756 96,950 5.24 180,365 -6.25 3.3906
2024-10-10 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 1,850,806 81,045 4.58 192,389 12.94 3.6433
2024-07-11 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 1,769,761 6,362 0.36 170,340 -2.71 3.5149
2024-04-11 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 1,763,399 -24,448 -1.37 175,090 9.46 3.6428
2024-02-12 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 1,787,847 1,421 0.08 159,965 11.51 3.4979
2023-11-06 2023-09-30 13F OTIS WORLDWIDE COM 68902V107 1,786,426 48,370 2.78 143,455 -7.27 3.3011
2023-07-24 2023-06-30 13F OTIS WORLDWIDE COM 68902V107 1,738,056 140,956 8.83 154,705 14.80 3.5905
2023-04-10 2023-03-31 13F OTIS WORLDWIDE COM 68902V107 1,597,100 156,905 10.89 134,758 19.47 3.4242
2023-02-02 2022-12-31 13F OTIS WORLDWIDE COM 68902V107 1,440,195 162,506 12.72 112,801 38.35 3.1699
2022-10-24 2022-09-30 13F OTIS WORLDWIDE COM 68902V107 1,277,689 268,869 26.65 81,531 14.37 2.7810
2022-09-06 2022-06-30 13F OTIS WORLDWIDE COM 68902V107 1,008,820 93,218 10.18 71,290 1.17 2.8081
2022-04-13 2022-03-31 13F OTIS WORLDWIDE COM 68902V107 915,602 34,369 3.90 70,464 -8.16 2.6220
2022-01-19 2021-12-31 13F OTIS WORLDWIDE COM 68902V107 881,233 132,481 17.69 76,728 7.53 2.9999
2021-12-07 2021-09-30 13F OTIS WORLDWIDE COM 68902V107 748,752 82 0.01 71,354 16.64 3.3776
2021-08-03 2021-06-30 13F OTIS WORLDWIDE COM 68902V107 748,670 1,940 0.26 61,175 19.68 3.3697
2021-04-21 2021-03-31 13F OTIS WORLDWIDE COM 68902V107 746,730 -9,100 -1.20 51,114 0.11 3.2199
2021-01-25 2020-12-31 13F OTIS WORLDWIDE COM 68902V107 755,830 162,100 27.30 51,056 37.76 3.6990
2020-10-27 2020-09-30 13F OTIS WORLDWIDE COM 68902V107 593,730 0 0.00 37,061 9.78 3.8792
2020-07-28 2020-06-30 13F OTIS WORLDWIDE COM 68902V107 593,730 593,730 33,759 3.9911
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.