Otis Worldwide Corporation
DE ˙ XTRA ˙ US68902V1070
59,36 € ↓ -0,92 (-1,53%)
2026-06-04
PREZZO DELLE AZIONI
SecurityDE:4PG / Otis Worldwide Corporation
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership22,377 shares
Latest Disclosed Value $ 1,724,819
IFP Advisors, Inc reports 0.12% decrease in ownership of 4PG / Otis Worldwide Corporation

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 22,377 shares of Otis Worldwide Corporation (DE:4PG) valued at $1,472,407 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 22,404 shares of Otis Worldwide Corporation. This represents a change in shares of -0.12% during the quarter. The current value of the position is $1,328,299 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)
2026-04-13 2026-03-31 13F OTIS WORLDWIDE cs 68902V107 22,377 -27 -0.12 1,725 -11.86 0.0358
2026-02-06 2025-12-31 13F OTIS WORLDWIDE cs 68902V107 22,404 20,624 1,158.65 1,957 1,107.41 0.0439
2026-02-06 2025-09-30 13F/A-1 OTIS WORLDWIDE cs 68902V107 1,780 -466 -20.75 163 -27.03 0.0042
2025-12-02 2025-09-30 13F OTIS WORLDWIDE cs 68902V107 1,780 -466 163 0.0042
2025-07-24 2025-06-30 13F OTIS WORLDWIDE cs 68902V107 2,246 -8,812 -79.69 222 -80.54 0.0063
2025-05-05 2025-03-31 13F OTIS WORLDWIDE cs 68902V107 11,058 9,382 559.79 1,141 636.13 0.0352
2025-02-04 2024-12-31 13F OTIS WORLDWIDE cs 68902V107 1,676 136 8.83 155 -3.12 0.0051
2025-02-04 2024-09-30 13F OTIS WORLDWIDE cs 68902V107 1,540 48 3.22 160 11.89 0.0058
2024-07-30 2024-06-30 13F OTIS WORLDWIDE cs 68902V107 1,492 -45 -2.93 144 -5.92 0.0057
2024-07-30 2024-03-31 13F OTIS WORLDWIDE cs 68902V107 1,537 -106 -6.45 153 3.40 0.0067
2024-01-09 2023-12-31 13F OTIS WORLDWIDE cs 68902V107 1,643 -352 -17.64 147 -8.12 0.0069
2023-10-12 2023-09-30 13F OTIS WORLDWIDE cs 68902V107 1,995 -25 -1.24 160 -10.61 0.0072
2023-08-14 2023-06-30 13F/A-1 OTIS WORLDWIDE cs 68902V107 2,020 218 12.10 180 120.99 0.0075
2023-08-04 2023-06-30 13F OTIS WORLDWIDE cs 68902V107 2,020 218 91 0.0042
2023-04-18 2023-03-31 13F OTIS WORLDWIDE cs 68902V107 1,802 -3,500 -66.01 82 0.0035
2023-02-07 2022-12-31 13F OTIS WORLDWIDE cs 68902V107 5,302 557 11.74 0 -100.00 0.0068
2022-11-08 2022-09-30 13F OTIS WORLDWIDE cs 68902V107 4,745 299 6.73 230 7.98 0.0060
2022-09-06 2022-06-30 13F/A-1 OTIS WORLDWIDE cs 68902V107 4,446 0 0.00 213 0.00 0.0068
2022-09-06 2022-03-31 13F/A-1 OTIS WORLDWIDE cs 68902V107 4,446 3,071 223.35 213 77.50 0.0068
2022-08-08 2022-03-31 13F OTIS WORLDWIDE CORP COM Stock 68902V107 6,522 5,147 373 0.0076
2022-01-12 2021-12-31 13F OTIS WORLDWIDE CORP COM Stock 68902V107 1,375 74 5.69 120 11.11 0.0023
2021-10-06 2021-09-30 13F OTIS WORLDWIDE CORP COM Stock 68902V107 1,301 -13,510 -91.22 108 -91.08 0.0022
2021-07-13 2021-06-30 13F OTIS WORLDWIDE CORP COM Stock 68902V107 14,811 -4,264 -22.35 1,211 -6.85 0.0251
2021-04-30 2021-03-31 13F OTIS WORLDWIDE CORP COM Stock 68902V107 19,075 7,357 62.78 1,300 66.45 0.0253
2021-01-25 2020-12-31 13F OTIS WORLDWIDE CORP COM Stock 68902V107 11,718 8,880 312.90 781 331.49 0.0317
2020-10-29 2020-09-30 13F OTIS WORLDWIDE CORP COM Stock 68902V107 2,838 -135 -4.54 181 7.74 0.0108
2020-08-05 2020-06-30 13F OTIS WORLDWIDE CORP COM Stock 68902V107 2,973 2,973 168 0.0133
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.