Position in IR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$352,646,613
-$812,218 QoQ
Shares Held
4,301,093
-2.5% QoQ
Ownership
1.11%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#20
of 889 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 86%
Shared 12%
None 2%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $7,396,342,084 across 25 Specialty Industrial Machinery names. IR ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
4,880,412 | $2,079,641,157 | |
| 2 | GEV |
GE Vernova Inc.
|
1,551,035 | $1,822,248,976 | |
| 3 | ITW |
Illinois Tool Works Inc
|
2,578,238 | $697,336,030 | |
| 4 | EMR |
Emerson Electric Co
|
3,017,999 | $432,026,553 | |
| 5 | IR |
Ingersoll Rand Inc.
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|
4,301,093 | $352,646,613 | |
| 6 | AME |
Ametek Inc/
|
1,445,401 | $349,700,316 | |
| 7 | OTIS |
Otis Worldwide Corp
|
4,103,431 | $293,805,657 | |
| 8 | PNR |
PENTAIR plc
|
3,287,263 | $252,001,578 |
All Filings in IR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,646,613 | 4,301,093 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $353,458,831 | 4,411,618 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $128,584,435 | 1,623,131 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $552,397 | 6,686 | Shares | Sole | 2025-10-29 | |
| 2024-12-31 | $154,844,269 | 1,711,743 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $231,653,670 | 2,359,960 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $268,006,703 | 2,950,316 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $550,907,776 | 5,802,083 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $666,948,756 | 8,623,594 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $618,259,736 | 9,702,758 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $633,279,114 | 9,689,093 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $579,790,634 | 9,965,463 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $514,129,965 | 9,839,808 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $576,198,624 | 13,319,432 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $646,716,196 | 15,368,731 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $742,725,231 | 14,751,246 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $903,929,356 | 14,610,140 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $738,294,674 | 14,645,798 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $636,514,025 | 13,040,648 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $585,505,546 | 11,898,101 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $478,118,892 | 10,494,269 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $372,247,304 | 10,456,385 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $292,783,439 | 10,411,929 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $29,352,931 | 1,183,586 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||