Position in OTIS
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$959,029
-$127,779 QoQ
Shares Held
12,442
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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 Mar 31, 2026Richard Bernstein Advisors LLC holds $9,905,999 across 8 Specialty Industrial Machinery names. OTIS ranks #7 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,412 | $2,105,434 | |
| 2 | PH |
Parker-Hannifin Corp
|
1,507 | $1,349,126 | |
| 3 | CMI |
Cummins Inc
|
2,380 | $1,280,487 | |
| 4 | EMR |
Emerson Electric Co
|
9,355 | $1,225,692 | |
| 5 | ITW |
Illinois Tool Works Inc
|
4,369 | $1,137,207 | |
| 6 | CSW |
Csw Industrials, Inc.
|
3,838 | $1,000,106 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
12,442 | $959,029 | |
| 8 | MWA |
Mueller Water Products, Inc.
|
30,881 | $848,918 |
All Filings in OTIS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $959,029 | 12,442 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,086,808 | 12,442 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,252,499 | 13,699 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,500,852 | 35,355 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,648,636 | 35,355 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,422,958 | 36,961 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,841,726 | 36,961 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,557,865 | 36,961 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,669,118 | 36,961 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,306,900 | 36,961 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,966,169 | 36,934 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||