Position in OTIS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$18,707,218
-$8,735,034 QoQ
Shares Held
261,274
-26.6% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#136
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, 2026Rathbones Group PLC holds $339,313,200 across 12 Specialty Industrial Machinery names. OTIS ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
191,878 | $187,679,709 | |
| 2 | GEV |
GE Vernova Inc.
|
48,734 | $57,255,627 | |
| 3 | XYL |
Xylem Inc.
|
337,379 | $39,881,571 | |
| 4 | OTIS |
Otis Worldwide Corp
This page
|
261,274 | $18,707,218 | |
| 5 | ETN |
Eaton Corp plc
|
26,665 | $11,362,489 | |
| 6 | GNRC |
Generac Holdings Inc.
|
25,870 | $7,574,994 | |
| 7 | EMR |
Emerson Electric Co
|
36,712 | $5,255,322 | |
| 8 | DOV |
DOVER Corp
|
21,178 | $4,749,801 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,707,218 | 261,274 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $27,442,252 | 356,023 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $34,170,533 | 391,191 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $40,414,802 | 442,030 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $50,301,169 | 507,990 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $52,910,020 | 512,694 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $44,856,950 | 484,364 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $49,117,886 | 472,560 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $43,721,965 | 454,207 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $42,278,001 | 425,889 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $37,092,651 | 414,582 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $33,048,849 | 411,516 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $35,809,346 | 402,307 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $33,125,902 | 392,487 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $31,174,662 | 398,093 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $24,677,521 | 386,795 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $26,695,804 | 377,753 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $27,810,037 | 361,404 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $26,276,768 | 301,789 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $23,095,666 | 280,696 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $20,263,423 | 247,810 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $13,488,414 | 197,055 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,965,979 | 132,731 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,722,884 | 75,663 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $246,146 | 4,329 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||