오티스 월드와이드 코퍼레이션
DE ˙ XTRA ˙ US68902V1070
€59.36 ↓ -0.92 (-1.53%)
2026-06-04
주가
SecurityDE:4PG / Otis Worldwide Corporation
InstitutionCI Private Wealth, LLC
Latest Disclosed Ownership151,824 shares
Latest Disclosed Value $ 11,499,559
CI Private Wealth, LLC reports 1.60% increase in ownership of 4PG / Otis Worldwide Corporation

On May 15, 2026 - CI Private Wealth, LLC filed a 13F-HR form disclosing ownership of 151,824 shares of Otis Worldwide Corporation (DE:4PG) valued at $9,990,019 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 9, 2026 disclosing 149,430 shares of Otis Worldwide Corporation. This represents a change in shares of 1.60% during the quarter. The current value of the position is $9,012,273 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)
2026-05-15 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 151,824 2,394 1.60 11,500 -11.91 0.0160
2026-03-09 2025-12-31 13F/A-1 OTIS WORLDWIDE COM 68902V107 149,430 18,539 14.16 13,055 9.07 0.0178
2026-02-19 2025-12-31 13F OTIS WORLDWIDE COM 68902V107 151,180 20,289 13,053 0.0049
2025-11-14 2025-09-30 13F OTIS WORLDWIDE COM 68902V107 130,891 -35,867 -21.51 11,968 -27.52 0.0189
2025-09-26 2025-06-30 13F/A-1 OTIS WORLDWIDE COM 68902V107 166,758 -11,567 -6.49 16,512 -10.28 0.0220
2025-08-15 2025-06-30 13F OTIS WORLDWIDE COM 68902V107 166,768 -11,557 16,513 0.0174
2025-05-14 2025-03-31 13F OTIS WORLDWIDE COM 68902V107 178,325 -20,783 -10.44 18,403 1.10 0.0301
2025-02-10 2024-12-31 13F OTIS WORLDWIDE COM 68902V107 199,108 -8,411 -4.05 18,203 -15.61 0.0302
2024-11-12 2024-09-30 13F OTIS WORLDWIDE COM 68902V107 207,519 11,077 5.64 21,569 14.07 0.0337
2024-08-13 2024-06-30 13F OTIS WORLDWIDE COM 68902V107 196,442 -16,079 -7.57 18,910 -10.37 0.0329
2024-05-09 2024-03-31 13F OTIS WORLDWIDE COM 68902V107 212,521 3,637 1.74 21,097 12.89 0.0376
2024-02-09 2023-12-31 13F OTIS WORLDWIDE COM 68902V107 208,884 -10,862 -4.94 18,689 5.90 0.0344
2023-11-03 2023-09-30 13F OTIS WORLDWIDE COM 68902V107 219,746 1,845 0.85 17,648 -8.97 0.0406
2023-08-10 2023-06-30 13F OTIS WORLDWIDE COM 68902V107 217,901 -5,393 -2.42 19,386 2.86 0.0447
2023-05-15 2023-03-31 13F OTIS WORLDWIDE COM 68902V107 223,294 66,125 42.07 18,846 53.13 0.0506
2023-02-15 2022-12-31 13F OTIS WORLDWIDE COM 68902V107 157,169 157,169 12,308 0.0447
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.