Position in OTIS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,422,047
+$996,951 QoQ
Shares Held
19,861
+260.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#433
of 1,211 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Derivatives in OTIS
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$207,942
PutShares
2,100
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, 2026CAPSTONE INVESTMENT ADVISORS, LLC holds $32,208,919 across 20 Specialty Industrial Machinery names. OTIS ranks #3 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INIO |
Innio N.V.
|
400,000 | $15,820,000 | |
| 2 | GEV |
GE Vernova Inc.
|
3,596 | $4,224,796 | |
| 3 | OTIS |
Otis Worldwide Corp
This page
|
19,861 | $1,422,047 | |
| 4 | ITW |
Illinois Tool Works Inc
|
4,761 | $1,287,707 | |
| 5 | CMI |
Cummins Inc
|
1,666 | $1,188,207 | |
| 6 | FELE |
Franklin Electric Co Inc
|
10,113 | $1,084,012 | |
| 7 | MWA |
Mueller Water Products, Inc.
|
38,753 | $1,000,989 | |
| 8 | HLIO |
Helios Technologies, Inc.
|
8,688 | $775,404 |
All Filings in OTIS
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,422,047 | 19,861 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $425,096 | 5,515 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,292,255 | 14,794 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,172,955 | 12,829 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $207,942 | 2,100 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $763,680 | 7,400 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $1,592,892 | 17,200 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $212,354 | 2,293 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $4,574,934 | 49,400 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $375,431 | 3,612 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $4,666,906 | 44,900 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $1,600,676 | 15,400 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $3,831,148 | 39,800 | Put | Sole | 2024-08-14 | |
| 2024-06-30 | $1,530,534 | 15,900 | Call | Sole | 2024-08-14 | |
| 2024-03-31 | $3,514,158 | 35,400 | Put | Sole | 2024-05-01 | |
| 2024-03-31 | $236,858 | 2,386 | Shares | Sole | 2024-05-01 | |
| 2024-03-31 | $1,489,050 | 15,000 | Call | Sole | 2024-05-01 | |
| 2023-12-31 | $2,120,439 | 23,700 | Call | Sole | 2024-02-12 | |
| 2023-12-31 | $6,021,331 | 67,300 | Put | Sole | 2024-02-12 | |
| 2023-09-30 | $1,060,092 | 13,200 | Call | Sole | 2023-11-13 | |
| 2023-09-30 | $3,196,338 | 39,800 | Put | Sole | 2023-11-13 | |
| 2023-09-30 | $310,076 | 3,861 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $934,605 | 10,500 | Call | Sole | 2023-08-10 | |
| 2023-06-30 | $3,204,360 | 36,000 | Put | Sole | 2023-08-10 | |
| 2023-06-30 | $268,276 | 3,014 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,869,600 | 34,000 | Put | Sole | 2023-05-09 | |
| 2023-03-31 | $103,896 | 1,231 | Shares | Sole | 2023-05-09 | |
| 2023-03-31 | $818,680 | 9,700 | Call | Sole | 2023-05-09 | |
| 2022-12-31 | $1,425,242 | 18,200 | Call | Sole | 2023-02-10 | |
| 2022-12-31 | $4,816,065 | 61,500 | Put | Sole | 2023-02-10 | |
| 2022-12-31 | $1,082,870 | 13,828 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,451,580 | 54,100 | Put | Sole | 2022-11-10 | |
| 2022-09-30 | $1,090,980 | 17,100 | Call | Sole | 2022-11-10 | |
| 2022-09-30 | $1,820,341 | 28,532 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,173,122 | 16,600 | Call | Sole | 2022-08-15 | |
| 2022-06-30 | $4,112,994 | 58,200 | Put | Sole | 2022-08-15 | |
| 2022-06-30 | $182,681 | 2,585 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,518,365 | 110,700 | Put | Sole | 2022-05-13 | |
| 2022-03-31 | $3,570,480 | 46,400 | Call | Sole | 2022-05-13 | |
| 2022-03-31 | $337,733 | 4,389 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,828,470 | 21,000 | Call | Sole | 2022-02-11 | |
| 2021-12-31 | $49,629 | 570 | Shares | Sole | 2022-02-11 | |
| 2021-12-31 | $3,822,373 | 43,900 | Put | Sole | 2022-02-11 | |
| 2021-09-30 | $6,434,296 | 78,200 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $9,709 | 118 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $2,344,980 | 28,500 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $7,727,265 | 94,500 | Put | Sole | 2022-02-11 | |
| 2021-06-30 | $1,537,276 | 18,800 | Call | Sole | 2022-02-11 | |
| 2021-03-31 | $1,156,805 | 16,900 | Call | Sole | 2022-02-11 | |
| 2021-03-31 | $4,757,275 | 69,500 | Put | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||