Otis Worldwide Corporation
US ˙ NYSE ˙ US68902V1070

SecurityOTIS / Otis Worldwide Corporation
InstitutionStandard Life Aberdeen plc
Latest Disclosed Ownership337,880 shares
Latest Disclosed Value $ 26,043,791
Standard Life Aberdeen plc reports 3.52% increase in ownership of OTIS / Otis Worldwide Corporation

On April 29, 2026 - Standard Life Aberdeen plc filed a 13F-HR form disclosing ownership of 337,880 shares of Otis Worldwide Corporation (US:OTIS) valued at $26,043,790 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 326,398 shares of Otis Worldwide Corporation. This represents a change in shares of 3.52% during the quarter. The current value of the position is $23,766,479 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)
2026-04-29 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 337,880 11,482 3.52 26,044 -8.65 0.0228
2026-01-16 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 326,398 -7,078 -2.12 28,511 -6.35 0.0441
2025-11-07 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 333,476 12 0.00 30,443 -7.80 0.0481
2025-07-24 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 333,464 13,614 4.26 33,020 1.06 0.0562
2025-05-13 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 319,850 177,832 125.22 32,673 148.80 0.0637
2025-01-24 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 142,018 -11,542 -7.52 13,132 -17.40 0.0247
2024-10-25 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 153,560 -10,385 -6.33 15,898 0.74 0.0291
2024-08-09 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 163,945 -34,424 -17.35 15,781 -19.86 0.0303
2024-05-09 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 198,369 562 0.28 19,692 11.27 0.0386
2024-01-31 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 197,807 72,329 57.64 17,698 75.62 0.0384
2023-11-07 2023-09-30 13F OTIS WORLDWIDE COM 68902V107 125,478 -5,814 -4.43 10,077 -13.77 0.0257
2024-06-20 2023-06-30 13F/A-1 OTIS WORLDWIDE COM 68902V107 131,292 -2,857 -2.13 11,686 3.21 0.0272
2023-08-04 2023-06-30 13F OTIS WORLDWIDE COM 68902V107 131,292 -2,857 11,686 0.0272
2024-06-20 2023-03-31 13F/A-1 OTIS WORLDWIDE COM 68902V107 134,149 8,097 6.42 11,322 14.70 0.0283
2023-04-28 2023-03-31 13F OTIS WORLDWIDE COM 68902V107 134,149 8,097 11,322 0.0283
2024-06-20 2022-12-31 13F/A-1 OTIS WORLDWIDE COM 68902V107 126,052 21,711 20.81 9,871 48.26 0.0268
2023-02-10 2022-12-31 13F OTIS WORLDWIDE COM 68902V107 126,052 21,711 9,871 0.0268
2022-11-10 2022-09-30 13F OTIS WORLDWIDE COM 68902V107 104,341 46 0.04 6,658 -9.71 0.0198
2022-08-05 2022-06-30 13F OTIS WORLDWIDE COM 68902V107 104,295 -4,820 -4.42 7,374 -13.67 0.0232
2022-05-04 2022-03-31 13F OTIS WORLDWIDE COM 68902V107 109,115 -40,786 -27.21 8,542 -34.55 0.0218
2022-02-10 2021-12-31 13F/A-1 OTIS WORLDWIDE COM 68902V107 149,901 -2,381 -1.56 13,051 2.78 0.0287
2022-02-08 2021-12-31 13F OTIS WORLDWIDE COM 68902V107 149,901 -2,381 13,051 0.0094
2021-11-15 2021-09-30 13F OTIS WORLDWIDE COM 68902V107 152,282 -10,530 -6.47 12,698 -4.61 0.0286
2021-08-10 2021-06-30 13F OTIS WORLDWIDE COM 68902V107 162,812 -6,047 -3.58 13,312 15.17 0.0292
2021-05-06 2021-03-31 13F OTIS WORLDWIDE COM 68902V107 168,859 1,082 0.64 11,559 1.99 0.0263
2021-02-10 2020-12-31 13F OTIS WORLDWIDE COM 68902V107 167,777 -12,744 -7.06 11,333 0.57 0.0276
2020-10-21 2020-09-30 13F OTIS WORLDWIDE COM 68902V107 180,521 -19,769 -9.87 11,269 -1.05 0.0301
2020-08-10 2020-06-30 13F OTIS WORLDWIDE COM 68902V107 200,290 200,290 11,389 0.0308
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.