Position in OTIS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,887,270
-$257,285 QoQ
Shares Held
40,325
-1.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#340
of 1,211 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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $89,681,738 across 39 Specialty Industrial Machinery names. OTIS ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
185,400 | $26,540,010 | |
| 2 | DOV |
DOVER Corp
|
81,499 | $18,278,595 | |
| 3 | ITT |
Itt Inc.
|
60,772 | $12,018,270 | |
| 4 | ITW |
Illinois Tool Works Inc
|
36,414 | $9,848,894 | |
| 5 | ROK |
Rockwell Automation, Inc
|
14,223 | $7,041,522 | |
| 6 | AME |
Ametek Inc/
|
28,184 | $6,818,836 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
40,325 | $2,887,270 | |
| 8 | GEV |
GE Vernova Inc.
|
2,209 | $2,595,265 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,887,270 | 40,325 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,144,555 | 40,796 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,545,449 | 40,589 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,729,338 | 40,789 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,391,041 | 44,345 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,281,148 | 41,484 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,864,800 | 41,732 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,912,613 | 37,643 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,705,143 | 38,491 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,812,365 | 38,404 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,738,056 | 41,780 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,449,394 | 42,951 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,791,647 | 42,598 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,621,435 | 42,908 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,225,588 | 41,190 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,679,663 | 42,001 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,007,573 | 42,558 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $3,274,145 | 42,549 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $3,758,376 | 43,165 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $3,633,073 | 44,155 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $3,643,507 | 44,558 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $2,267,132 | 33,121 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,213,951 | 32,775 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $2,433,630 | 38,988 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,224,764 | 21,540 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||