Position in OTIS
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$580,951
-$77,405 QoQ
Shares Held
7,537
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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 Mar 31, 2026Birch Hill Investment Advisors LLC holds $135,110,357 across 8 Specialty Industrial Machinery names. OTIS ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
188,730 | $67,731,422 | |
| 2 | WTS |
Watts Water Technologies Inc
|
189,310 | $54,954,799 | |
| 3 | EMR |
Emerson Electric Co
|
29,363 | $3,847,140 | |
| 4 | IR |
Ingersoll Rand Inc.
|
33,090 | $2,651,170 | |
| 5 | ITW |
Illinois Tool Works Inc
|
8,763 | $2,280,921 | |
| 6 | DOV |
DOVER Corp
|
7,605 | $1,585,262 | |
| 7 | GEV |
GE Vernova Inc.
|
1,694 | $1,478,692 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
7,537 | $580,951 |
All Filings in OTIS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $580,951 | 7,537 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $658,356 | 7,537 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $780,537 | 8,537 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $845,333 | 8,537 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $962,340 | 9,325 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $891,371 | 9,625 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,017,260 | 9,787 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $942,096 | 9,787 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $971,555 | 9,787 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $877,969 | 9,813 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,016,965 | 12,663 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,144,846 | 12,862 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,144,717 | 13,563 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,225,943 | 15,655 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $979,649 | 15,355 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,104,572 | 15,630 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,231,969 | 16,010 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $1,558,988 | 17,905 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,543,984 | 18,765 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,535,967 | 18,784 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,317,388 | 19,246 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,379,111 | 35,220 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $2,344,245 | 37,556 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $2,618,004 | 46,043 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||