INTECH INVESTMENT MANAGEMENT LLC
Position in OTIS — Otis Worldwide Corp
CIK 1086318
WEST PALM BEACH, FL
Position in OTIS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,285,368
+$1,282,605 QoQ
Shares Held
73,818
+42.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#247
of 1,211 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026INTECH INVESTMENT MANAGEMENT LLC holds $140,661,135 across 44 Specialty Industrial Machinery names. OTIS ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
56,910 | $66,861,282 | |
| 2 | PH |
Parker-Hannifin Corp
|
6,184 | $6,048,694 | |
| 3 | JBTM |
JBT MAREL Corp
|
40,057 | $5,808,265 | |
| 4 | CMI |
Cummins Inc
|
8,085 | $5,766,302 | |
| 5 | OTIS |
Otis Worldwide Corp
This page
|
73,818 | $5,285,368 | |
| 6 | ETN |
Eaton Corp plc
|
10,303 | $4,390,313 | |
| 7 | ROK |
Rockwell Automation, Inc
|
8,448 | $4,182,435 | |
| 8 | FLS |
Flowserve Corp
|
47,211 | $3,501,167 |
All Filings in OTIS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,285,368 | 73,818 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,002,763 | 51,930 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,784,123 | 20,425 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,529,257 | 16,726 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,044,759 | 10,551 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,110,431 | 10,760 | Shares | Defined | 2025-05-20 | |
| 2024-12-31 | $1,492,595 | 16,117 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $2,844,421 | 27,366 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $3,031,900 | 31,497 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,892,873 | 39,215 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $3,086,267 | 34,495 | Shares | Sole | 2024-10-18 | |
| 2023-09-30 | $4,260,606 | 53,052 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $6,216,369 | 69,839 | Shares | Sole | 2024-10-18 | |
| 2023-03-31 | $18,289,648 | 216,702 | Shares | Sole | 2024-10-18 | |
| 2022-12-31 | $17,051,766 | 217,747 | Shares | Sole | 2024-10-18 | |
| 2022-09-30 | $22,921,362 | 359,269 | Shares | Defined | 2024-10-18 | |
| 2022-06-30 | $15,658,492 | 221,572 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||