Position in OTIS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,505,752
-$658,309 QoQ
Shares Held
45,482
-4.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026BRADLEY FOSTER & SARGENT INC/CT holds $106,045,291 across 15 Specialty Industrial Machinery names. OTIS ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CR |
Crane Co
|
223,238 | $38,173,698 | |
| 2 | GEV |
GE Vernova Inc.
|
21,538 | $18,800,520 | |
| 3 | PH |
Parker-Hannifin Corp
|
18,472 | $16,536,873 | |
| 4 | ETN |
Eaton Corp plc
|
43,366 | $15,510,717 | |
| 5 | EMR |
Emerson Electric Co
|
31,941 | $4,184,909 | |
| 6 | OTIS |
Otis Worldwide Corp
This page
|
45,482 | $3,505,752 | |
| 7 | XYL |
Xylem Inc.
|
25,972 | $3,103,654 | |
| 8 | ITW |
Illinois Tool Works Inc
|
7,641 | $1,988,875 |
All Filings in OTIS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,505,752 | 45,482 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,164,061 | 47,671 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,610,997 | 50,432 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,270,834 | 53,230 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,553,819 | 63,506 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,986,588 | 64,643 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $6,784,059 | 65,269 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $6,374,433 | 66,221 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,682,856 | 67,320 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,317,208 | 70,607 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,066,938 | 75,544 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,724,171 | 75,544 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,666,249 | 78,984 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $6,265,896 | 80,014 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,396,842 | 84,590 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,334,010 | 89,628 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $8,146,003 | 105,861 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,152,710 | 116,604 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $9,486,472 | 115,295 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $9,019,067 | 110,298 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $7,601,509 | 111,052 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $8,279,468 | 122,568 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,003,367 | 128,218 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||