Otis Worldwide Corporation
DE ˙ XTRA ˙ US68902V1070
59,36 € ↓ -0,92 (-1,53%)
2026-06-04
CENA AKCJI
SecurityDE:4PG / Otis Worldwide Corporation
InstitutionSOUTH STATE Corp
Latest Disclosed Ownership1,591 shares
Latest Disclosed Value $ 122,635
SOUTH STATE Corp reports 12.96% decrease in ownership of 4PG / Otis Worldwide Corporation

On May 5, 2026 - SOUTH STATE Corp filed a 13F-HR form disclosing ownership of 1,591 shares of Otis Worldwide Corporation (DE:4PG) valued at $104,688 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,828 shares of Otis Worldwide Corporation. This represents a change in shares of -12.96% during the quarter. The current value of the position is $94,442 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.

Upgrade to unlock premium data and export to Excel .

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 1,591 -237 -12.96 123 -23.27 0.0057
2026-02-11 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 1,828 -1 -0.05 160 -4.79 0.0071
2025-11-05 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 1,829 -398 -17.87 167 -24.09 0.0077
2025-08-06 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 2,227 77 3.58 221 -0.45 0.0096
2025-05-12 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 2,150 -659 -23.46 222 -15.00 0.0101
2025-02-10 2024-12-31 13F OTIS WORLDWIDE CORP COM COM 68902V107 2,809 0 0.00 260 -10.65 0.0170
2024-11-08 2024-09-30 13F Otis Worldwide Com 68902V107 2,809 -76 -2.63 292 5.05 0.0201
2024-08-02 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 2,885 -25 -0.86 278 -3.82 0.0203
2024-05-06 2024-03-31 13F Otis Worldwide Com 68902V107 2,910 -333 -10.27 289 -0.69 0.0225
2024-02-06 2023-12-31 13F Otis Worldwide Com 68902V107 3,243 -179 -5.23 290 5.84 0.0247
2023-11-07 2023-09-30 13F Otis Worldwide Com 68902V107 3,422 -178 -4.94 275 -14.37 0.0261
2023-08-08 2023-06-30 13F Otis Worldwide Com 68902V107 3,600 -135 -3.61 320 1.59 0.0287
2023-05-08 2023-03-31 13F Otis Worldwide Com 68902V107 3,735 -51 -1.35 315 6.42 0.0291
2023-02-10 2022-12-31 13F Otis Worldwide Com 68902V107 3,786 -255 -6.31 296 14.73 0.0274
2022-11-07 2022-09-30 13F Otis Worldwide Common Stock 68902V107 4,041 -318 -7.30 258 -16.23 0.0257
2022-08-05 2022-06-30 13F Otis Worldwide Common Stock 68902V107 4,359 -96 -2.15 308 -10.20 0.0289
2022-08-04 2022-03-31 13F/A-1 Otis Worldwide Common Stock 68902V107 4,455 -1,754 -28.25 343 -36.48 0.0273
2022-05-06 2022-03-31 13F Otis Worldwide Common Stock 68902V107 4,455 -1,754 343 0.0165
2022-05-06 2022-03-31 13F Otis Worldwide Common Stock 68902V107 2,195 169
2022-02-11 2021-12-31 13F Otis Worldwide Common Stock 68902V107 6,209 -24 -0.39 540 5.26 0.0420
2021-11-10 2021-09-30 13F Otis Worldwide Common Stock 68902V107 6,233 -325 -4.96 513 -4.29 0.0432
2021-08-10 2021-06-30 13F OTIS WORLDWIDE COMMON STOCK 68902V107 6,558 -1,645 -20.05 536 -4.63 0.0462
2021-05-12 2021-03-31 13F OTIS WORLDWIDE COMMON STOCK 68902V107 8,203 -911 -10.00 562 -8.62 0.0525
2021-02-10 2020-12-31 13F OTIS WORLDWIDE COMMON STOCK 68902V107 9,114 -674 -6.89 615 0.65 0.0605
2020-11-10 2020-09-30 13F OTIS WORLDWIDE COMMON STOCK 68902V107 9,788 -2,684 -21.52 611 -13.82 0.0638
2020-08-11 2020-06-30 13F OTIS WORLDWIDE COMMON STOCK 68902V107 12,472 12,472 709 0.0869
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.