Position in OTIS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$17,045,525
-$1,891,335 QoQ
Shares Held
238,066
-3.1% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#142
of 1,216 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Welch & Forbes LLC holds $201,408,897 across 14 Specialty Industrial Machinery names. OTIS ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XYL |
Xylem Inc.
|
395,967 | $46,807,259 | |
| 2 | AOS |
Smith A O Corp
|
532,209 | $33,380,148 | |
| 3 | DOV |
DOVER Corp
|
142,893 | $32,048,042 | |
| 4 | CMI |
Cummins Inc
|
41,387 | $29,517,622 | |
| 5 | OTIS |
Otis Worldwide Corp
This page
|
238,066 | $17,045,525 | |
| 6 | EMR |
Emerson Electric Co
|
111,601 | $15,975,683 | |
| 7 | GEV |
GE Vernova Inc.
|
10,672 | $12,538,105 | |
| 8 | ITW |
Illinois Tool Works Inc
|
22,109 | $5,979,821 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,045,525 | 238,066 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $18,936,860 | 245,678 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $21,538,763 | 246,580 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $23,034,691 | 251,938 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $25,479,034 | 257,312 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $27,238,917 | 263,943 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $25,703,905 | 277,550 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $29,884,309 | 287,515 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $28,207,934 | 293,039 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $29,373,198 | 295,892 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $27,022,981 | 302,034 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $24,560,323 | 305,819 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $27,030,200 | 303,676 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $25,784,200 | 305,500 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $24,293,093 | 310,217 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $20,012,273 | 313,672 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $22,259,212 | 314,974 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $24,384,223 | 316,884 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $27,911,855 | 320,568 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $27,876,052 | 338,795 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $28,253,088 | 345,519 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $24,067,841 | 351,612 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $24,205,326 | 358,332 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $22,728,307 | 364,119 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $22,845,324 | 401,782 | Shares | Other | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||