Position in OTIS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,668,497
-$290,640 QoQ
Shares Held
51,236
-0.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
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)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $267,582,772 across 31 Specialty Industrial Machinery names. OTIS ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
241,237 | $172,052,640 | |
| 2 | EMR |
Emerson Electric Co
|
129,562 | $18,546,800 | |
| 3 | GEV |
GE Vernova Inc.
|
14,570 | $17,117,710 | |
| 4 | ROK |
Rockwell Automation, Inc
|
28,857 | $14,286,523 | |
| 5 | ETN |
Eaton Corp plc
|
28,778 | $12,262,881 | |
| 6 | ITW |
Illinois Tool Works Inc
|
17,566 | $4,751,076 | |
| 7 | PNR |
PENTAIR plc
|
50,381 | $3,862,207 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
51,236 | $3,668,497 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,668,497 | 51,236 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,959,137 | 51,364 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,548,663 | 52,074 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,941,882 | 54,051 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,518,681 | 55,733 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,656,701 | 54,813 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,245,604 | 13,450 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,402,150 | 13,490 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,232,994 | 12,809 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,188,559 | 11,973 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,047,783 | 11,711 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $934,969 | 11,642 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $983,204 | 11,046 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $922,238 | 10,927 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $937,918 | 11,977 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $806,176 | 12,636 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $924,575 | 13,083 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $987,268 | 12,830 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,141,313 | 13,108 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,044,297 | 12,692 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,024,823 | 12,533 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $974,933 | 14,243 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,051,956 | 15,573 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,198,464 | 19,200 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,533,571 | 26,971 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||