Otis Worldwide Corporation
US ˙ NYSE ˙ US68902V1070

SecurityOTIS / Otis Worldwide Corporation
InstitutionHancock Whitney Corp
Latest Disclosed Ownership3,938 shares
Latest Disclosed Value $ 304,792
Hancock Whitney Corp reports 2.43% decrease in ownership of OTIS / Otis Worldwide Corporation

On May 15, 2026 - Hancock Whitney Corp filed a 13F-HR form disclosing ownership of 3,938 shares of Otis Worldwide Corporation (US:OTIS) valued at $303,541 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 4,036 shares of Otis Worldwide Corporation. This represents a change in shares of -2.43% during the quarter. The current value of the position is $275,345 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)
2026-05-15 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 3,938 -98 -2.43 305 -13.64 0.0051
2026-02-17 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 4,036 0 0.00 353 -4.61 0.0064
2025-11-17 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 4,036 -169 -4.02 369 -11.30 0.0067
2025-08-14 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 4,205 2,039 94.14 416 86.55 0.0080
2025-05-15 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 2,166 -46 -2.08 224 9.31 0.0073
2025-02-14 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 2,212 -59 -2.60 205 -13.56 0.0065
2024-11-13 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 2,271 -346 -13.22 236 -5.98 0.0076
2024-08-13 2024-06-30 13F OTIS WORLDWIDE COMMON STOCK 68902V107 2,617 68 2.67 252 -0.79 0.0086
2024-05-16 2024-03-31 13F OTIS WORLDWIDE COMMON STOCK 68902V107 2,549 111 4.55 253 16.06 0.0087
2024-02-14 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 2,438 -101 -3.98 218 7.39 0.0081
2023-11-13 2023-09-30 13F OTIS WORLDWIDE COM 68902V107 2,539 -563 -18.15 204 -26.45 0.0084
2023-11-13 2023-06-30 13F/A-1 OTIS WORLDWIDE COM 68902V107 3,102 225 7.82 276 13.58 0.0109
2023-08-10 2023-06-30 13F OTIS WORLDWIDE COM 68902V107 3,102 225 0 0.0109
2023-11-13 2023-03-31 13F/A-2 OTIS WORLDWIDE COM 68902V107 2,877 -121 -4.04 243 3.40 0.0097
2023-05-16 2023-03-31 13F/A-1 OTIS WORLDWIDE COM 68902V107 2,877 -121 0 0.0052
2023-05-15 2023-03-31 13F OTIS WORLDWIDE COM 68902V107 2,998 0 0 0.0049
2023-11-13 2022-12-31 13F/A-1 OTIS WORLDWIDE COM 68902V107 2,998 2,998 235 0.0091
2023-02-03 2022-12-31 13F OTIS WORLDWIDE COM 68902V107 2,998 2,998 0 0.0091
2022-10-26 2022-09-30 13F OTIS WORLDWIDE COM 68902V107 0 -3,049 -100.00 0 -100.00
2022-08-08 2022-06-30 13F OTIS WORLDWIDE COM 68902V107 3,049 6 0.20 216 -8.09 0.0086
2022-05-12 2022-03-31 13F OTIS WORLDWIDE COM 68902V107 3,043 -66 -2.12 235 -13.28 0.0080
2022-01-25 2021-12-31 13F OTIS WORLDWIDE COM 68902V107 3,109 -100 -3.12 271 2.65 0.0085
2021-11-04 2021-09-30 13F OTIS WORLDWIDE COM 68902V107 3,209 -9 -0.28 264 0.38 0.0092
2021-08-09 2021-06-30 13F OTIS WORLDWIDE COM 68902V107 3,218 15 0.47 263 20.09 0.0084
2021-05-14 2021-03-31 13F OTIS WORLDWIDE COM 68902V107 3,203 -48 -1.48 219 0.00 0.0074
2021-02-09 2020-12-31 13F OTIS WORLDWIDE COM 68902V107 3,251 -47 -1.43 219 6.83 0.0073
2020-11-05 2020-09-30 13F OTIS WORLDWIDE COM 68902V107 3,298 -240 -6.78 205 1.49 0.0076
2020-07-30 2020-06-30 13F OTIS WORLDWIDE COM 68902V107 3,538 3,538 202 0.0077
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.