Position in OTIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$121,181,492
+$59,256,350 QoQ
Shares Held
1,692,479
+110.7% QoQ
Ownership
0.445%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#47
of 1,216 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Derivatives in OTIS
reported options exposure · as of Mar 31, 2026CallValue
$2,929,040
CallShares
38,000
PutValue
$5,048,740
PutShares
65,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026ROYAL BANK OF CANADA holds $6,970,304,008 across 65 Specialty Industrial Machinery names. OTIS ranks #11 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,261,149 | $1,481,673,507 | |
| 2 | ETN |
Eaton Corp plc
|
2,491,633 | $1,061,734,647 | |
| 3 | PH |
Parker-Hannifin Corp
|
934,763 | $914,310,377 | |
| 4 | CMI |
Cummins Inc
|
967,069 | $689,723,275 | |
| 5 | XYL |
Xylem Inc.
|
4,605,175 | $544,377,731 | |
| 6 | AME |
Ametek Inc/
|
1,517,189 | $367,068,702 | |
| 7 | EMR |
Emerson Electric Co
|
2,442,701 | $349,672,643 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1,133,621 | $306,610,466 |
All Filings in OTIS
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,181,492 | 1,692,479 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $61,925,142 | 803,388 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $2,929,040 | 38,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $5,048,740 | 65,500 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $3,319,300 | 38,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $87,093,012 | 997,058 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $89,316,956 | 976,889 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $128,013,150 | 1,292,801 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $67,933,976 | 658,275 | Shares | Defined | 2025-11-21 | |
| 2024-12-31 | $81,427,337 | 879,250 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $74,958,510 | 721,171 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $73,930,949 | 768,034 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $95,546,574 | 962,492 | Shares | Defined | 2024-11-05 | |
| 2023-12-31 | $76,940,973 | 859,964 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $96,944,365 | 1,207,127 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $213,638,682 | 2,400,165 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $10,972,000 | 130,000 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $121,200,339 | 1,436,023 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $62,159,496 | 793,762 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $49,247,854 | 771,910 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $56,339,604 | 797,221 | Shares | Defined | 2022-08-15 | |
| 2022-06-30 | $50,295,839 | 711,700 | Call | Sole | 2022-08-15 | |
| 2022-06-30 | $71,821,921 | 1,016,300 | Put | Sole | 2022-08-15 | |
| 2022-03-31 | $46,102,664 | 599,125 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $145,068,018 | 1,666,108 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $156,014,146 | 1,896,137 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $126,648,477 | 1,548,838 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $136,516,058 | 1,994,391 | Shares | Defined | 2021-07-20 | |
| 2020-12-31 | $104,063,539 | 1,540,541 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $84,815,541 | 1,358,788 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $75,609,065 | 1,329,741 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||