Position in OTIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$48,198,183
-$2,301,395 QoQ
Shares Held
673,159
+2.7% QoQ
Ownership
0.177%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#86
of 1,216 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $3,907,456,485 across 39 Specialty Industrial Machinery names. OTIS ranks #19 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
1,467,698 | $625,415,471 | |
| 2 | GEV |
GE Vernova Inc.
|
462,934 | $543,882,638 | |
| 3 | CMI |
Cummins Inc
|
476,978 | $340,185,478 | |
| 4 | AME |
Ametek Inc/
|
1,092,452 | $264,307,836 | |
| 5 | ROK |
Rockwell Automation, Inc
|
447,447 | $221,522,059 | |
| 6 | GTES |
Gates Industrial Corp Ltd.
|
7,169,311 | $200,525,628 | |
| 7 | SXI |
Standex International Corp/De/
|
499,695 | $178,725,909 | |
| 8 | EPAC |
Enerpac Tool Group Corp
|
4,648,312 | $166,688,467 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,198,183 | 673,159 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $50,499,578 | 655,158 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $49,302,785 | 564,428 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $53,968,842 | 590,275 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $60,306,743 | 609,036 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $62,914,125 | 609,633 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $57,048,777 | 616,011 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $71,360,734 | 686,557 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $76,267,278 | 792,305 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $79,643,327 | 802,290 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $74,657,972 | 834,447 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $72,878,513 | 907,465 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $87,594,651 | 984,099 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $83,884,315 | 993,890 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $77,317,498 | 987,326 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $62,242,769 | 975,592 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $72,872,924 | 1,031,172 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $80,550,952 | 1,046,796 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $94,003,819 | 1,079,635 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $66,199,937 | 804,569 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $66,379,331 | 811,781 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $55,394,394 | 809,268 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $56,104,732 | 830,566 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $53,193,637 | 852,189 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $45,711,061 | 803,923 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||