Otis Worldwide Corporation
US ˙ NYSE ˙ US68902V1070

SecurityOTIS / Otis Worldwide Corporation
InstitutionSavant Capital, LLC
Latest Disclosed Ownership20,587 shares
Latest Disclosed Value $ 1,586,874
Savant Capital, LLC reports 4.71% increase in ownership of OTIS / Otis Worldwide Corporation

On May 4, 2026 - Savant Capital, LLC filed a 13F-HR form disclosing ownership of 20,587 shares of Otis Worldwide Corporation (US:OTIS) valued at $1,586,846 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 19,661 shares of Otis Worldwide Corporation. This represents a change in shares of 4.71% during the quarter. The current value of the position is $1,439,443 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)
2026-05-04 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 20,587 926 4.71 1,587 -7.63 0.0077
2026-02-10 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 19,661 14 0.07 1,717 -4.40 0.0098
2026-03-04 2025-09-30 13F/A-1 OTIS WORLDWIDE COM 68902V107 19,647 -2,645 -11.87 1,796 -18.62 0.0109
2025-11-05 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 33,023 6,647 3,019 0.0160
2026-03-04 2025-06-30 13F/A-1 OTIS WORLDWIDE COM 68902V107 22,292 1,063 5.01 2,207 0.78 0.0159
2025-08-06 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 26,376 3,171 2,612 0.0162
2026-03-04 2025-03-31 13F/A-1 OTIS WORLDWIDE COM 68902V107 21,229 -1,652 -7.22 2,191 3.35 0.0186
2025-05-08 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 23,205 324 2,395 0.0174
2025-01-29 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 22,881 -3,813 -14.28 2,119 -23.61 0.0167
2024-11-04 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 26,694 7,981 42.65 2,775 54.03 0.0230
2024-08-05 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 18,713 313 1.70 1,801 -1.37 0.0180
2024-05-06 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 18,400 525 2.94 1,827 14.20 0.0210
2024-02-05 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 17,875 -2,932 -14.09 1,599 -4.25 0.0206
2023-11-07 2023-09-30 13F OTIS WORLDWIDE COM 68902V107 20,807 -1,118 -5.10 1,671 -14.40 0.0249
2023-08-04 2023-06-30 13F OTIS WORLDWIDE COM 68902V107 21,925 1,886 9.41 1,952 15.38 0.0305
2023-05-03 2023-03-31 13F OTIS WORLDWIDE COM 68902V107 20,039 320 1.62 1,691 13.19 0.0315
2023-02-13 2022-12-31 13F/A-1 OTIS WORLDWIDE COM 68902V107 19,719 3,267 19.86 1,494 42.29 0.0365
2023-02-07 2022-12-31 13F OTIS WORLDWIDE COM 68902V107 19,719 3,267 1,494 0.0365
2022-10-31 2022-09-30 13F OTIS WORLDWIDE COM 68902V107 16,452 -314 -1.87 1,050 -11.39 0.0327
2022-07-22 2022-06-30 13F OTIS WORLDWIDE COM 68902V107 16,766 1,065 6.78 1,185 -1.90 0.0359
2022-05-05 2022-03-31 13F OTIS WORLDWIDE COM 68902V107 15,701 452 2.96 1,208 -9.04 0.0396
2022-02-08 2021-12-31 13F OTIS WORLDWIDE COM 68902V107 15,249 1,325 9.52 1,328 15.88 0.0430
2021-11-12 2021-09-30 13F OTIS WORLDWIDE COM 68902V107 13,924 -397 -2.77 1,146 -2.13 0.0418
2021-08-04 2021-06-30 13F OTIS WORLDWIDE COM 68902V107 14,321 290 2.07 1,171 21.98 0.0472
2021-05-04 2021-03-31 13F OTIS WORLDWIDE COM 68902V107 14,031 439 3.23 960 4.58 0.0514
2021-02-03 2020-12-31 13F OTIS WORLDWIDE COM 68902V107 13,592 -369 -2.64 918 5.40 0.0534
2020-11-04 2020-09-30 13F OTIS WORLDWIDE COM 68902V107 13,961 11 0.08 871 9.84 0.0596
2020-08-11 2020-06-30 13F OTIS WORLDWIDE COM 68902V107 13,950 13,950 793 0.0600
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.