Position in OTIS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,085,527
-$179,740 QoQ
Shares Held
15,161
-7.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#476
of 1,211 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 82%
Shared 18%
None 0%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WHITTIER TRUST CO OF NEVADA INC holds $34,221,395 across 29 Specialty Industrial Machinery names. OTIS ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
8,842 | $10,388,111 | |
| 2 | EMR |
Emerson Electric Co
|
54,648 | $7,822,861 | |
| 3 | ITW |
Illinois Tool Works Inc
|
12,123 | $3,278,907 | |
| 4 | AME |
Ametek Inc/
|
10,904 | $2,638,113 | |
| 5 | CR |
Crane Co
|
6,173 | $1,377,011 | |
| 6 | CMI |
Cummins Inc
|
1,793 | $1,278,785 | |
| 7 | DCI |
DONALDSON Co INC
|
12,729 | $1,142,681 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
15,161 | $1,085,527 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,085,527 | 15,161 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,265,267 | 16,415 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,512,289 | 17,313 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,730,678 | 18,929 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,731,364 | 17,485 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,871,634 | 18,136 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,664,479 | 17,973 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,860,837 | 17,903 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,724,112 | 17,911 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,819,916 | 18,333 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,615,380 | 18,055 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,517,537 | 18,896 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,723,054 | 19,358 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,656,771 | 19,630 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,547,248 | 19,758 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,272,809 | 19,950 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,254,321 | 17,749 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,325,847 | 17,230 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,492,814 | 17,145 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,282,168 | 15,583 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,278,146 | 15,631 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,186,785 | 17,338 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,257,240 | 18,612 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,221,184 | 19,564 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,100,979 | 19,363 | Shares | Sole | 2020-07-10 | |
| No filing history on record for this holder in this stock. | ||||||