Otis Worldwide Corporation
DE ˙ XTRA ˙ US68902V1070
59,36 € ↓ -0,92 (-1,53%)
2026-06-04
PREZZO DELLE AZIONI
SecurityDE:4PG / Otis Worldwide Corporation
InstitutionRegions Financial Corp
Latest Disclosed Ownership28,539 shares
Latest Disclosed Value $ 2,199,787
Regions Financial Corp reports 9.46% decrease in ownership of 4PG / Otis Worldwide Corporation

On May 5, 2026 - Regions Financial Corp filed a 13F-HR form disclosing ownership of 28,539 shares of Otis Worldwide Corporation (DE:4PG) valued at $1,877,866 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 31,520 shares of Otis Worldwide Corporation. This represents a change in shares of -9.46% during the quarter. The current value of the position is $1,694,075 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)
2026-05-05 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 28,539 -2,981 -9.46 2,200 -20.12 0.0124
2026-01-27 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 31,520 -3,078 -8.90 2,753 -12.96 0.0176
2025-11-19 2025-09-30 13F/A-1 OTIS WORLDWIDE COM 68902V107 34,598 -372 -1.06 3,163 -8.64 0.0206
2025-11-19 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 34,598 -372 3,163 0.0182
2025-07-29 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 34,970 -1,634 -4.46 3,463 -8.34 0.0238
2025-05-08 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 36,604 -496 -1.34 3,778 9.96 0.0281
2025-02-14 2024-12-31 13F Otis Worldwide COM 68902V107 37,100 -320 -0.86 3,436 -11.67 0.0252
2024-11-14 2024-09-30 13F Otis Worldwide COM 68902V107 37,420 -872 -2.28 3,889 5.54 0.0280
2024-07-31 2024-06-30 13F Otis Worldwide COM 68902V107 38,292 -3,939 -9.33 3,686 -12.09 0.0280
2024-04-23 2024-03-31 13F Otis Worldwide COM 68902V107 42,231 -299 -0.70 4,192 10.17 0.0318
2024-02-06 2023-12-31 13F Otis Worldwide COM 68902V107 42,530 -381 -0.89 3,805 10.42 0.0313
2023-11-01 2023-09-30 13F Otis Worldwide COM 68902V107 42,911 -350 -0.81 3,446 -10.49 0.0310
2023-08-09 2023-06-30 13F Otis Worldwide COM 68902V107 43,261 -2,717 -5.91 3,851 128,233.33 0.0333
2023-05-12 2023-03-31 13F Otis Worldwide COM 68902V107 45,978 1,193 2.66 4 0.00 0.0348
2023-02-06 2022-12-31 13F Otis Worldwide COM 68902V107 44,785 -2,292 -4.87 4 -99.90 0.0322
2022-11-03 2022-09-30 13F Otis Worldwide COM 68902V107 47,077 -1,913 -3.90 3,003 -13.26 0.0303
2022-07-25 2022-06-30 13F Otis Worldwide COM 68902V107 48,990 -2,237 -4.37 3,462 -12.18 0.0329
2022-04-25 2022-03-31 13F Otis Worldwide COM 68902V107 51,227 -338 -0.66 3,942 -12.20 0.0318
2022-01-31 2021-12-31 13F Otis Worldwide COM 68902V107 51,565 -223 -0.43 4,490 5.37 0.0350
2021-11-04 2021-09-30 13F Otis Worldwide COM 68902V107 51,788 -904 -1.72 4,261 -1.09 0.0368
2021-07-27 2021-06-30 13F Otis Worldwide COM 68902V107 52,692 -1,623 -2.99 4,308 15.87 0.0372
2021-06-02 2021-03-31 13F Otis Worldwide COM 68902V107 54,315 -3,160 -5.50 3,718 -4.25 0.0337
2021-02-05 2020-12-31 13F Otis Worldwide COM 68902V107 57,475 -4,189 -6.79 3,883 0.88 0.0374
2020-10-15 2020-09-30 13F Otis Worldwide COM 68902V107 61,664 -7,565 -10.93 3,849 -2.24 0.0420
2020-07-27 2020-06-30 13F Otis Worldwide COM 68902V107 69,229 69,229 3,937 0.0458
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.