Position in OTIS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$348,247
-$46,400 QoQ
Shares Held
4,518
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026EVERETT HARRIS & CO /CA/ holds $13,179,613 across 7 Specialty Industrial Machinery names. OTIS ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
36,067 | $4,725,498 | |
| 2 | CSW |
Csw Industrials, Inc.
|
16,905 | $4,405,104 | |
| 3 | GEV |
GE Vernova Inc.
|
1,987 | $1,734,452 | |
| 4 | ITW |
Illinois Tool Works Inc
|
2,575 | $670,246 | |
| 5 | CMI |
Cummins Inc
|
1,213 | $652,618 | |
| 6 | ETN |
Eaton Corp plc
|
1,799 | $643,448 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
4,518 | $348,247 |
All Filings in OTIS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $348,247 | 4,518 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $394,647 | 4,518 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $413,080 | 4,518 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $447,372 | 4,518 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $512,594 | 4,967 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $459,993 | 4,967 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $516,269 | 4,967 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $449,245 | 4,667 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $418,820 | 4,219 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $377,473 | 4,219 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $338,827 | 4,219 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $375,533 | 4,219 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $356,083 | 4,219 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $349,262 | 4,460 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $284,548 | 4,460 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $495,396 | 7,010 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $539,419 | 7,010 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $610,360 | 7,010 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $576,782 | 7,010 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $577,214 | 7,059 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $483,188 | 7,059 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $477,510 | 7,069 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $461,096 | 7,387 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $450,558 | 7,924 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||