오티스 월드와이드 코퍼레이션
MX ˙ BMV ˙ US68902V1070
SecurityMX:OTIS / Otis Worldwide Corporation
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership43,459 shares
Latest Disclosed Value $ 3,349,819
Baird Financial Group, Inc. reports 30.96% increase in ownership of OTIS / Otis Worldwide Corporation

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 43,459 shares of Otis Worldwide Corporation (MX:OTIS) valued at $3,349,819 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 33,184 shares of Otis Worldwide Corporation. This represents a change in shares of 30.96% during the quarter.

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)
2026-05-14 2026-03-31 13F OTIS WORLDWIDE COM 68902V107 43,459 10,275 30.96 3,350 15.56 0.0028
2026-02-13 2025-12-31 13F OTIS WORLDWIDE CORP COM COMMON 68902V107 33,184 1,379 4.34 2,899 -0.31 0.0045
2025-11-13 2025-09-30 13F OTIS WORLDWIDE COMMON 68902V107 31,805 -440 -1.36 2,908 -8.93 0.0047
2025-08-13 2025-06-30 13F OTIS WORLDWIDE CORP COM COMMON 68902V107 32,245 2,132 7.08 3,193 2.74 0.0056
2025-05-15 2025-03-31 13F OTIS WORLDWIDE CORP COM COMMON 68902V107 30,113 -306 -1.01 3,108 10.29 0.0060
2025-02-14 2024-12-31 13F OTIS WORLDWIDE COMMON 68902V107 30,419 -742 -2.38 2,817 -13.00 0.0054
2024-11-14 2024-09-30 13F OTIS WORLDWIDE COMMON 68902V107 31,161 -5,682 -15.42 3,239 -8.69 0.0063
2024-08-14 2024-06-30 13F OTIS WORLDWIDE COMMON 68902V107 36,843 9,182 33.19 3,547 29.18 0.0074
2024-05-14 2024-03-31 13F OTIS WORLDWIDE COMMON 68902V107 27,661 -5,857 -17.47 2,746 -8.44 0.0058
2024-02-14 2023-12-31 13F OTIS WORLDWIDE COMMON 68902V107 33,518 -2,939 -8.06 2,999 2.43 0.0068
2023-11-13 2023-09-30 13F OTIS WORLDWIDE COMMON 68902V107 36,457 2,210 6.45 2,928 -3.97 0.0080
2023-08-11 2023-06-30 13F OTIS WORLDWIDE COMMON 68902V107 34,247 -987 -2.80 3,048 2.52 0.0080
2023-05-15 2023-03-31 13F OTIS WORLDWIDE COMMON 68902V107 35,234 -589 -1.64 2,974 148,550.00 0.0073
2023-02-13 2022-12-31 13F OTIS WORLDWIDE COMMON 68902V107 35,823 -1,043 -2.83 3 -99.91 0.0074
2022-11-15 2022-09-30 13F OTIS WORLDWIDE COMMON 68902V107 36,866 -3,970 -9.72 2,352 -18.50 0.0069
2022-08-08 2022-06-30 13F OTIS WORLDWIDE COMMON 68902V107 40,836 -1,853 -4.34 2,886 -12.12 0.0080
2022-05-13 2022-03-31 13F OTIS WORLDWIDE COMMON 68902V107 42,689 -119 -0.28 3,284 -11.89 0.0081
2022-02-09 2021-12-31 13F OTIS WORLDWIDE CORP COM COMMON 68902V107 42,808 142 0.33 3,727 6.18 0.0087
2021-11-12 2021-09-30 13F OTIS WORLDWIDE CORP COM COMMON 68902V107 42,666 4,860 12.86 3,510 13.52 0.0090
2021-08-11 2021-06-30 13F OTIS WORLDWIDE CORP COM COMMON 68902V107 37,806 -883 -2.28 3,092 16.77 0.0080
2021-05-13 2021-03-31 13F OTIS WORLDWIDE CORP COM COMMON 68902V107 38,689 17,382 81.58 2,648 84.02 0.0074
2021-02-11 2020-12-31 13F OTIS WORLDWIDE CORP COM COMMON 68902V107 21,307 -379 -1.75 1,439 6.36 0.0043
2020-11-12 2020-09-30 13F OTIS WORLDWIDE CORP COM COMMON 68902V107 21,686 -82,817 -79.25 1,353 -77.23 0.0046
2020-10-22 2020-06-30 13F/A-1 OTIS WORLDWIDE CORP COM COMMON 68902V107 104,503 104,503 5,942 0.0224
2020-08-14 2020-06-30 13F OTIS WORLDWIDE CORP COM COMMON 68902V107 24,718 192 0.0007
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.