Ipswich Investment Management Co., Inc.
Position in OTIS — Otis Worldwide Corp
CIK 1463753
BEVERLY, MA
Position in OTIS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$785,881
-$318,367 QoQ
Shares Held
10,976
-23.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#534
of 1,211 holders
Holding Since
Dec 2020
23 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, 2026Ipswich Investment Management Co., Inc. holds $10,132,861 across 6 Specialty Industrial Machinery names. OTIS ranks #5 (7.8% of the industry book) .
All Filings in OTIS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $785,881 | 10,976 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,104,248 | 14,326 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,470,537 | 16,835 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,738,664 | 40,891 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $4,880,299 | 49,286 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,103,343 | 49,451 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,657,449 | 50,291 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $6,192,329 | 59,576 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,691,468 | 59,126 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $5,845,116 | 58,881 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $5,270,767 | 58,911 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $4,597,105 | 57,242 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,909,079 | 55,152 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,625,288 | 54,802 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $4,296,634 | 54,867 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,523,163 | 55,222 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $3,997,519 | 56,566 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $4,326,359 | 56,223 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $4,959,507 | 56,960 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $4,585,875 | 55,735 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $4,262,588 | 52,129 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $2,990,238 | 43,685 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $248,448 | 3,678 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||