Otis Worldwide Corporation
US ˙ NYSE ˙ US68902V1070

SecurityOTIS / Otis Worldwide Corporation
InstitutionSei Investments Co
Latest Disclosed Ownership521,349 shares
Latest Disclosed Value $ 45,538,712
Sei Investments Co reports 27.46% increase in ownership of OTIS / Otis Worldwide Corporation

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 521,349 shares of Otis Worldwide Corporation (US:OTIS) valued at $45,539,835 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 409,033 shares of Otis Worldwide Corporation. This represents a change in shares of 27.46% during the quarter. The current value of the position is $36,452,722 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)
2026-02-13 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 521,349 112,316 27.46 45,539 21.77 0.0450
2025-11-13 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 409,033 -23,750 -5.49 37,397 -12.74 0.0402
2025-08-14 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 432,783 227,483 110.81 42,855 102.27 0.0497
2025-05-14 2025-03-31 13F/A-1 OTIS WORLDWIDE COM 68902V107 205,300 28,194 15.92 21,187 29.18 0.0273
2025-05-13 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 185,884 8,778 18,380 0.0200
2025-02-11 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 177,106 -3,902 -2.16 16,402 -12.83 0.0211
2024-11-12 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 181,008 18,235 11.20 18,814 20.07 0.0244
2024-08-13 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 162,773 -3,634 -2.18 15,670 -5.15 0.0222
2024-05-07 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 166,407 -36,430 -17.96 16,520 -8.98 0.0242
2024-02-14 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 202,837 -36,916 -15.40 18,150 -5.73 0.0291
2023-11-14 2023-09-30 13F OTIS WORLDWIDE COM 68902V107 239,753 -5,248 -2.14 19,253 -11.72 0.0346
2023-08-11 2023-06-30 13F OTIS WORLDWIDE COM 68902V107 245,001 -3,232 -1.30 21,809 4.09 0.0380
2023-05-12 2023-03-31 13F OTIS WORLDWIDE COM 68902V107 248,233 51,748 26.34 20,951 36.17 0.0389
2023-02-10 2022-12-31 13F OTIS WORLDWIDE COM 68902V107 196,485 -82,070 -29.46 15,386 -13.43 0.0342
2022-11-14 2022-09-30 13F OTIS WORLDWIDE COM 68902V107 278,555 8,792 3.26 17,773 -6.55 0.0396
2022-08-15 2022-06-30 13F OTIS WORLDWIDE COM 68902V107 269,763 37,469 16.13 19,019 6.48 0.0411
2022-05-13 2022-03-31 13F OTIS WORLDWIDE COM 68902V107 232,294 -10,386 -4.28 17,861 -15.70 0.0359
2022-02-14 2021-12-31 13F OTIS WORLDWIDE COM 68902V107 242,680 82,007 51.04 21,187 60.81 0.0397
2021-11-12 2021-09-30 13F OTIS WORLDWIDE COM 68902V107 160,673 -10,014 -5.87 13,175 -5.53 0.0276
2021-08-06 2021-06-30 13F OTIS WORLDWIDE COM 68902V107 170,687 45,997 36.89 13,946 64.17 0.0309
2021-05-12 2021-03-31 13F OTIS WORLDWIDE COM 68902V107 124,690 -68,307 -35.39 8,495 -34.92 0.0214
2021-02-08 2020-12-31 13F OTIS WORLDWIDE COM 68902V107 192,997 -17,814 -8.45 13,053 -0.81 0.0337
2020-12-04 2020-09-30 13F/A-1 OTIS WORLDWIDE COM 68902V107 210,811 37,948 21.95 13,159 34.65 0.0381
2020-11-06 2020-09-30 13F OTIS WORLDWIDE COM 68902V107 213,649 40,786 13,336 32,110.1229
2020-08-17 2020-06-30 13F/A-1 OTIS WORLDWIDE COM 68902V107 172,863 172,863 9,773 0.0303
2020-08-11 2020-06-30 13F OTIS WORLDWIDE COM 68902V107 37,055 2,051
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.