Position in OTIS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$101,465,076
-$1,896,429 QoQ
Shares Held
1,417,110
+5.7% QoQ
Ownership
0.372%
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
#50
of 1,211 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Lazard Freres Gestion S.A.S. holds $241,361,303 across 3 Specialty Industrial Machinery names. OTIS ranks #2 (42.0% of the industry book) .
All Filings in OTIS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,465,076 | 1,417,110 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $103,361,505 | 1,340,964 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $114,355,126 | 1,309,160 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $98,181,556 | 1,073,844 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $90,479,822 | 913,753 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $80,524,896 | 780,280 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $102,312,657 | 1,104,769 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $106,028,986 | 1,020,098 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $99,996,716 | 1,038,819 | Shares | Other | 2024-07-29 | |
| 2024-03-31 | $102,788,922 | 1,035,448 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $94,304,869 | 1,054,039 | Shares | Other | 2024-02-08 | |
| 2023-09-30 | $84,469,174 | 1,051,789 | Shares | Other | 2023-11-09 | |
| 2023-06-30 | $98,613,021 | 1,107,887 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $82,253 | 1,120,642 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $92,507,133 | 1,181,294 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $78,580,801 | 1,231,674 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $88,072,982 | 1,246,257 | Shares | Other | 2022-07-28 | |
| 2022-03-31 | $102,443,227 | 1,331,296 | Shares | Other | 2022-05-10 | |
| 2021-09-30 | $109,393,810 | 1,329,531 | Shares | Other | 2021-11-04 | |
| 2021-06-30 | $105,142,482 | 1,285,832 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $89,510,216 | 1,307,673 | Shares | Other | 2021-05-05 | |
| 2020-12-31 | $78,213,375 | 1,157,859 | Shares | Other | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||