Position in OTIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$534,246,693
+$326,810,462 QoQ
Shares Held
7,461,546
+177.3% QoQ
Ownership
1.96%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#10
of 1,211 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Clearbridge Investments, LLC holds $2,211,909,186 across 13 Specialty Industrial Machinery names. OTIS ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
2,649,571 | $1,129,035,194 | |
| 2 | OTIS |
Otis Worldwide Corp
This page
|
7,461,546 | $534,246,693 | |
| 3 | EMR |
Emerson Electric Co
|
1,343,864 | $192,374,131 | |
| 4 | PH |
Parker-Hannifin Corp
|
140,855 | $137,773,092 | |
| 5 | RRX |
Regal Rexnord Corp
|
477,645 | $113,770,262 | |
| 6 | ITW |
Illinois Tool Works Inc
|
126,360 | $34,176,589 | |
| 7 | ATS |
ATS Corp /ATS
|
1,060,487 | $30,520,815 | |
| 8 | MIR |
Mirion Technologies, Inc.
|
1,096,729 | $19,664,350 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $534,246,693 | 7,461,546 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $207,436,231 | 2,691,181 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $97,417,174 | 1,115,251 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $105,186,466 | 1,150,459 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $127,623,313 | 1,288,864 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $136,421,421 | 1,321,913 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $120,255,381 | 1,298,514 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $137,919,960 | 1,326,919 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $128,522,694 | 1,335,162 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $131,241,888 | 1,322,070 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $121,650,838 | 1,359,683 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $111,533,162 | 1,388,783 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $130,289,900 | 1,463,767 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $126,912,111 | 1,503,698 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $118,610,988 | 1,514,634 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $170,262,996 | 2,668,699 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $180,293,798 | 2,551,207 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $193,857,749 | 2,519,269 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $263,225,757 | 3,023,151 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $284,644,039 | 3,459,456 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $281,038,665 | 3,436,941 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $238,218,457 | 3,480,182 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $240,186,656 | 3,555,687 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $224,754,133 | 3,600,675 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $212,252,239 | 3,732,892 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||