Copeland Capital Management, LLC
Position in OTIS — Otis Worldwide Corp
CIK 1541743
Conshohocken, PA
Position in OTIS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$205,635
-$61,061 QoQ
Shares Held
2,872
-17.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#856
of 1,218 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Copeland Capital Management, LLC holds $91,639,583 across 5 Specialty Industrial Machinery names. OTIS ranks #3 (0.2% of the industry book) .
All Filings in OTIS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,635 | 2,872 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $266,696 | 3,460 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $255,586 | 2,926 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $267,524 | 2,926 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,067,534 | 10,781 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,151,402 | 11,157 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,134,565 | 12,251 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $17,466,908 | 168,048 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $16,840,205 | 174,945 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $16,759,852 | 168,831 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $13,967,787 | 156,117 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $12,824,543 | 159,688 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $14,570,046 | 163,690 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $8,750,844 | 103,683 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $8,172,901 | 104,366 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $7,261,460 | 113,816 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $8,386,126 | 118,666 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $9,590,816 | 124,637 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $10,857,628 | 124,700 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,418,424 | 17,239 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $1,608,415 | 19,670 | Shares | Sole | 2022-01-18 | |
| 2021-03-31 | $1,341,483 | 19,598 | Shares | Sole | 2022-01-18 | |
| 2020-12-31 | $1,091,608 | 16,160 | Shares | Sole | 2022-01-18 | |
| 2020-09-30 | $148,309 | 2,376 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||