Position in OTIS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$41,732,703
+$8,039,494 QoQ
Shares Held
582,859
+33.3% QoQ
Ownership
0.153%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#92
of 1,216 holders
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, 2026PRINCIPAL FINANCIAL GROUP INC holds $3,181,409,374 across 41 Specialty Industrial Machinery names. OTIS ranks #13 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
405,618 | $476,544,362 | |
| 2 | PH |
Parker-Hannifin Corp
|
421,864 | $412,633,613 | |
| 3 | AME |
Ametek Inc/
|
1,660,347 | $401,704,352 | |
| 4 | CMI |
Cummins Inc
|
528,248 | $376,751,753 | |
| 5 | ETN |
Eaton Corp plc
|
562,271 | $239,594,918 | |
| 6 | GGG |
Graco Inc
|
2,221,820 | $167,991,809 | |
| 7 | CR |
Crane Co
|
425,867 | $94,998,150 | |
| 8 | EMR |
Emerson Electric Co
|
621,347 | $88,945,822 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,732,703 | 582,859 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $33,693,209 | 437,120 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $38,189,331 | 437,199 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $39,486,147 | 431,873 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $43,434,726 | 438,646 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $49,222,375 | 476,961 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $42,836,570 | 462,548 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $48,960,312 | 471,044 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $44,740,011 | 464,783 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $46,524,373 | 468,665 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $41,729,434 | 466,407 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $38,381,353 | 477,915 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $43,939,608 | 493,648 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $43,365,057 | 513,804 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $39,992,289 | 510,692 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $34,367,081 | 538,669 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $40,171,159 | 568,433 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $40,419,679 | 525,272 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $45,069,173 | 517,620 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $44,143,630 | 536,505 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $43,610,639 | 533,333 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $35,452,444 | 517,932 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $37,550,099 | 555,886 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $36,053,854 | 577,601 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $34,666,631 | 609,684 | Shares | Defined | 2020-09-04 | |
| No filing history on record for this holder in this stock. | ||||||