Position in OTIS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$296,333,712
-$78,806,630 QoQ
Shares Held
4,138,739
-15.0% QoQ
Ownership
1.09%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#17
of 1,216 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 13%
Shared 81%
None 6%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Fiera Capital Corp holds $667,262,960 across 6 Specialty Industrial Machinery names. OTIS ranks #1 (44.4% 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 | $296,333,712 | 4,138,739 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $375,140,342 | 4,866,896 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $438,501,540 | 5,020,052 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $470,336,307 | 5,144,223 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $528,670,551 | 5,339,028 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $556,691,656 | 5,394,299 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $610,925,479 | 6,596,755 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $717,528,689 | 6,903,297 | Shares | Other | 2024-11-01 | |
| 2024-06-30 | $675,720,941 | 7,019,748 | Shares | Sole | 2024-10-31 | |
| 2024-03-31 | $756,441,071 | 7,620,037 | Shares | Other | 2024-08-22 | |
| 2023-12-31 | $676,269,998 | 7,558,623 | Shares | Other | 2024-08-22 | |
| 2023-09-30 | $648,866,329 | 8,079,521 | Shares | Sole | 2024-08-22 | |
| 2023-06-30 | $778,452,531 | 8,745,675 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $773,445,397 | 9,164,045 | Shares | Other | 2023-04-26 | |
| 2022-12-31 | $730,520,236 | 9,328,569 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $628,071,443 | 9,844,380 | Shares | Other | 2022-11-03 | |
| 2022-06-30 | $733,738,906 | 10,382,608 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $771,440,986 | 10,025,224 | Shares | Other | 2022-05-09 | |
| 2021-12-31 | $884,827,368 | 10,162,253 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $836,613,329 | 10,167,882 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $839,121,776 | 10,261,976 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $699,802,955 | 10,223,564 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $724,835,952 | 10,730,362 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $625,714,931 | 10,024,270 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $560,659,215 | 9,860,345 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||