Otis Worldwide Corporation
US ˙ NYSE ˙ US68902V1070

SecurityOTIS / Otis Worldwide Corporation
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership655,158 shares
Latest Disclosed Value $ 50,455,875
Neuberger Berman Group LLC reports 16.07% increase in ownership of OTIS / Otis Worldwide Corporation

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 655,158 shares of Otis Worldwide Corporation (US:OTIS) valued at $50,499,579 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 564,428 shares of Otis Worldwide Corporation. This represents a change in shares of 16.07% during the quarter. The current value of the position is $45,808,647 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)
2026-05-14 2026-03-31 13F OTIS WORLDWIDE Common 68902V107 655,158 90,730 16.07 50,456 2.25 0.0196
2026-02-13 2025-12-31 13F OTIS WORLDWIDE Common 68902V107 564,428 -25,847 -4.38 49,345 -8.55 0.0367
2025-11-12 2025-09-30 13F OTIS WORLDWIDE Common 68902V107 590,275 -18,761 -3.08 53,960 -10.39 0.0394
2025-08-25 2025-06-30 13F/A-1 OTIS WORLDWIDE Common 68902V107 609,036 -597 -0.10 60,215 -4.16 0.0463
2025-08-13 2025-06-30 13F OTIS WORLDWIDE Common 68902V107 609,036 -597 60,215 0.0240
2025-05-13 2025-03-31 13F OTIS WORLDWIDE Common 68902V107 609,633 -6,378 -1.04 62,831 10.14 0.0526
2025-02-13 2024-12-31 13F OTIS WORLDWIDE Common 68902V107 616,011 -70,546 -10.28 57,047 -20.09 0.0453
2024-11-14 2024-09-30 13F OTIS WORLDWIDE Common 68902V107 686,557 -105,748 -13.35 71,391 -6.37 0.0557
2024-11-14 2024-06-30 13F/A-1 OTIS WORLDWIDE Common 68902V107 792,305 -9,985 -1.24 76,252 -4.30 0.0626
2024-08-13 2024-06-30 13F OTIS WORLDWIDE Common 68902V107 792,305 -9,985 76,252 0.0626
2024-11-14 2024-03-31 13F/A-1 OTIS WORLDWIDE Common 68902V107 802,290 -32,157 -3.85 79,677 6.71 0.0659
2024-05-13 2024-03-31 13F OTIS WORLDWIDE Common 68902V107 802,290 -32,157 79,677 0.0658
2024-11-14 2023-12-31 13F/A-2 OTIS WORLDWIDE Common 68902V107 834,447 -73,018 -8.05 74,670 2.44 0.0651
2024-02-09 2023-12-31 13F OTIS WORLDWIDE Common 68902V107 834,447 -73,018 74,670 0.0651
2023-11-14 2023-09-30 13F OTIS WORLDWIDE Common 68902V107 907,465 -76,634 -7.79 72,888 -16.77 0.0664
2023-08-11 2023-06-30 13F OTIS WORLDWIDE Common 68902V107 984,099 -9,791 -0.99 87,570 4.49 0.0783
2023-05-12 2023-03-31 13F OTIS WORLDWIDE Common 68902V107 993,890 6,564 0.66 83,807 8.33 0.0777
2023-02-13 2022-12-31 13F OTIS WORLDWIDE Common 68902V107 987,326 11,734 1.20 77,363 24.20 0.0758
2022-11-15 2022-09-30 13F OTIS WORLDWIDE Common 68902V107 975,592 -55,580 -5.39 62,288 -14.46 0.0650
2022-08-15 2022-06-30 13F OTIS WORLDWIDE Common 68902V107 1,031,172 -15,624 -1.49 72,821 -9.65 0.0732
2022-05-23 2022-03-31 13F/A-1 OTIS WORLDWIDE Common 68902V107 1,046,796 -32,839 -3.04 80,601 -13.92 0.0683
2022-05-13 2022-03-31 13F OTIS WORLDWIDE Common 68902V107 1,041,937 -37,698 80,032 0.0357
2022-02-11 2021-12-31 13F OTIS WORLDWIDE Common 68902V107 1,079,635 275,066 34.19 93,632 41.89 0.0735
2021-11-12 2021-09-30 13F OTIS WORLDWIDE Common 68902V107 804,569 -7,212 -0.89 65,990 -0.26 0.0577
2021-08-13 2021-06-30 13F OTIS WORLDWIDE Common 68902V107 811,781 2,513 0.31 66,163 19.49 0.0577
2021-05-13 2021-03-31 13F OTIS WORLDWIDE Common 68902V107 809,268 -21,298 -2.56 55,370 -1.19 0.0529
2021-02-10 2020-12-31 13F OTIS WORLDWIDE Common 68902V107 830,566 -21,623 -2.54 56,038 5.38 0.0581
2020-11-12 2020-09-30 13F OTIS WORLDWIDE Common 68902V107 852,189 48,266 6.00 53,175 16.36 0.0631
2020-08-13 2020-06-30 13F OTIS WORLDWIDE Common 68902V107 803,923 803,923 45,698 0.0568
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.