Position in OTIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$139,840,886
+$79,246,141 QoQ
Shares Held
1,953,085
+148.4% QoQ
Ownership
0.513%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#41
of 1,191 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)
Derivatives in OTIS
reported options exposure · as of Jun 30, 2026CallValue
$4,109,840
CallShares
57,400
PutValue
$5,534,680
PutShares
77,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CITADEL ADVISORS LLC holds $2,233,685,848 across 63 Specialty Industrial Machinery names. OTIS ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
285,363 | $279,119,257 | |
| 2 | AME |
Ametek Inc/
|
1,117,983 | $270,484,806 | |
| 3 | GEV |
GE Vernova Inc.
|
145,490 | $170,930,380 | |
| 4 | IEX |
Idex Corp /De/
|
706,368 | $160,310,217 | |
| 5 | INIO |
Innio N.V.
|
3,784,191 | $149,664,754 | |
| 6 | OTIS |
Otis Worldwide Corp
This page
|
1,953,085 | $139,840,886 | |
| 7 | CMI |
Cummins Inc
|
149,683 | $106,755,411 | |
| 8 | PNR |
PENTAIR plc
|
1,367,489 | $104,831,706 |
All Filings in OTIS
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,840,886 | 1,953,085 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $5,534,680 | 77,300 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $4,109,840 | 57,400 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $60,594,745 | 786,128 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $3,175,696 | 41,200 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $3,900,248 | 50,600 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $75,816,043 | 867,957 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $7,057,880 | 80,800 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $1,511,155 | 17,300 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $8,420,703 | 92,100 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $8,338,416 | 91,200 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $102,685,855 | 1,123,109 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,545,018 | 45,900 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $132,471,331 | 1,337,824 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $6,188,750 | 62,500 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $107,291,466 | 1,039,646 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $5,830,800 | 56,500 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $3,302,400 | 32,000 | Put | Defined | 2025-05-15 | |
| 2024-12-31 | $10,011,141 | 108,100 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $32,896,738 | 355,218 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $10,724,238 | 115,800 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $9,604,056 | 92,400 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $11,641,280 | 112,000 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $11,138,937 | 107,167 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,449,420 | 67,000 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $9,953,668 | 103,404 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $9,077,318 | 94,300 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $12,071,232 | 121,600 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $5,310,945 | 53,500 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $594,031 | 5,984 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $14,055,737 | 157,100 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $6,754,985 | 75,500 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $15,234,146 | 170,271 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,735,579 | 71,418 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $18,254,463 | 227,300 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $9,428,394 | 117,400 | Put | Defined | 2023-11-14 | |
| 2023-06-30 | $23,641,056 | 265,600 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $5,958,862 | 66,946 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $18,158,040 | 204,000 | Call | Defined | 2023-08-14 | |
| 2023-03-31 | $202,391,706 | 2,398,006 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $9,562,520 | 113,300 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $3,443,520 | 40,800 | Put | Defined | 2023-05-15 | |
| 2022-12-31 | $8,112,916 | 103,600 | Call | Defined | 2023-02-14 | |
| 2022-12-31 | $3,837,190 | 49,000 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $164,875,439 | 2,105,420 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,292,080 | 51,600 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $28,995,249 | 454,471 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $2,992,220 | 46,900 | Put | Defined | 2022-11-14 | |
| 2022-06-30 | $7,420,350 | 105,000 | Put | Defined | 2022-08-15 | |
| 2022-06-30 | $6,367,367 | 90,100 | Call | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||