Position in OTIS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$280,314
-$21,454 QoQ
Shares Held
3,915
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#776
of 1,211 holders
Holding Since
Jun 2020
25 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 Jun 30, 2026PATTEN & PATTEN INC/TN holds $23,675,904 across 9 Specialty Industrial Machinery names. OTIS ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,392 | $7,509,705 | |
| 2 | AOS |
Smith A O Corp
|
113,297 | $7,105,987 | |
| 3 | ETN |
Eaton Corp plc
|
9,161 | $3,903,685 | |
| 4 | XYL |
Xylem Inc.
|
14,980 | $1,770,785 | |
| 5 | EMR |
Emerson Electric Co
|
8,756 | $1,253,421 | |
| 6 | GNRC |
Generac Holdings Inc.
|
2,985 | $874,037 | |
| 7 | DOV |
DOVER Corp
|
3,450 | $773,766 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
3,915 | $280,314 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,314 | 3,915 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $301,768 | 3,915 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $350,273 | 4,010 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $320,462 | 3,505 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $347,065 | 3,505 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $363,780 | 3,525 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $326,635 | 3,527 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $367,635 | 3,537 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $369,927 | 3,843 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $381,494 | 3,843 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $343,833 | 3,843 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $308,631 | 3,843 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $342,065 | 3,843 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $324,349 | 3,843 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $324,986 | 4,150 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $406,406 | 6,370 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $451,651 | 6,391 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $507,177 | 6,591 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $601,305 | 6,906 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $565,510 | 6,873 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $561,514 | 6,867 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $580,935 | 8,487 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $626,458 | 9,274 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $684,497 | 10,966 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $667,820 | 11,745 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||