Bollard Group LLC

Position in OTIS — Otis Worldwide Corp

CIK 1556218 BOSTON, MA

Position in OTIS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$974,690

-$69,127 QoQ

Shares Held

13,613

+0.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#499

of 1,216 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 85% None 15%

Industrials · as of Jun 30, 2026

Bollard Group LLC holds $29,302,579 across 6 Specialty Industrial Machinery names. OTIS ranks #2 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	192,056	$27,492,816
2	OTIS	Otis Worldwide Corp This page	13,613	$974,690
3	GEV	GE Vernova Inc.	405	$475,818
4	GNRC	Generac Holdings Inc.	600	$175,686
5	ITW	Illinois Tool Works Inc	570	$154,167
6	ETN	Eaton Corp plc	69	$29,402

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$974,690	13,613	+0.5%	Shares	Defined	2026-08-12
2026-03-31	$1,043,817	13,542	+10.2%	Shares	Defined	2026-05-14
2025-12-31	$1,073,269	12,287	+0.3%	Shares	Defined	2026-02-13
2025-09-30	$1,120,383	12,254	+5.2%	Shares	Defined	2025-11-14
2025-06-30	$1,152,889	11,643	+3.2%	Shares	Defined	2025-08-13
2025-03-31	$1,164,818	11,287	+0.2%	Shares	Defined	2025-05-15
2024-12-31	$1,043,066	11,263	+0.2%	Shares	Defined	2025-02-14
2024-09-30	$1,168,077	11,238	+0.2%	Shares	Defined	2024-11-13
2024-06-30	$1,079,170	11,211	+0.2%	Shares	Defined	2024-08-14
2024-03-31	$1,110,533	11,187	+0.2%	Shares	Defined	2024-05-13
2023-12-31	$998,843	11,164	+0.2%	Shares	Defined	2024-02-13
2023-09-30	$894,653	11,140	+0.1%	Shares	Defined	2023-11-14
2023-06-30	$990,948	11,133	+0.5%	Shares	Defined	2023-08-14
2023-03-31	$935,320	11,082	+0.0%	Shares	Defined	2023-05-12
2022-12-31	$867,439	11,077	+0.0%	Shares	Defined	2023-02-10
2022-09-30	$706,393	11,072	-0.7%	Shares	Defined	2022-11-09
2022-06-30	$788,182	11,153	+0.1%	Shares	Defined	2022-08-12
2022-03-31	$857,761	11,147	-1.9%	Shares	Defined	2022-05-12
2021-12-31	$989,028	11,359	+0.0%	Shares	Defined	2022-02-11
2021-09-30	$934,207	11,354	+0.0%	Shares	Defined	2021-11-12
2021-06-30	$928,089	11,350	+0.1%	Shares	Defined	2021-08-12
2021-03-31	$776,496	11,344	0.0%	Shares	Defined	2021-05-11
2020-12-31	$766,287	11,344	-0.7%	Shares	Defined	2021-02-04
2020-09-30	$713,398	11,429	-1.3%	Shares	Defined	2020-11-12
2020-06-30	$658,097	11,574	—	Shares	Defined	2020-08-13
No filing history on record for this holder in this stock.