Position in OTIS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,682,600
-$128,780 QoQ
Shares Held
23,500
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#408
of 1,211 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, 2026Cohen Klingenstein LLC holds $28,687,364 across 4 Specialty Industrial Machinery names. OTIS ranks #4 (5.9% of the industry book) .
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,682,600 | 23,500 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,811,380 | 23,500 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,052,725 | 23,500 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,148,605 | 23,500 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,326,970 | 23,500 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,425,200 | 23,500 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,176,335 | 23,500 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,046,169 | 29,307 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,821,091 | 29,307 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,909,305 | 29,307 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,622,097 | 29,307 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,353,645 | 29,307 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,786,636 | 31,307 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,642,310 | 31,307 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,451,651 | 31,307 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,997,386 | 31,307 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,212,465 | 31,307 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,409,073 | 31,307 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $2,725,900 | 31,307 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,895,680 | 35,193 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $3,399,833 | 41,578 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $2,846,014 | 41,578 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,808,593 | 41,578 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,609,343 | 41,803 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,376,918 | 41,803 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||