IFP Advisors, Inc

Position in OTIS — Otis Worldwide Corp

CIK 1641866 TAMPA, FL

Position in OTIS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,869,404

+$144,585 QoQ

Shares Held

26,109

+16.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#395

of 1,211 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

IFP Advisors, Inc holds $42,332,050 across 58 Specialty Industrial Machinery names. OTIS ranks #7 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	6,840	$8,036,042
2	PH	Parker-Hannifin Corp	7,037	$6,883,030
3	ETN	Eaton Corp plc	10,814	$4,608,061
4	HURC	Hurco Companies Inc	200,068	$4,581,557
5	TWIN	Twin Disc Inc	120,357	$2,792,282
6	CMI	Cummins Inc	3,638	$2,594,657
7	OTIS	Otis Worldwide Corp This page	26,109	$1,869,404
8	JBTM	JBT MAREL Corp	9,874	$1,431,730

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,869,404	26,109	+16.7%	Shares	Sole	2026-07-20
2026-03-31	$1,724,819	22,377	-0.1%	Shares	Sole	2026-04-13
2025-12-31	$1,956,989	22,404	+1158.7%	Shares	Sole	2026-02-06
2025-09-30	$162,745	1,780	-20.7%	Shares	Sole	2026-02-06
2025-06-30	$222,398	2,246	-79.7%	Shares	Sole	2025-07-24
2025-03-31	$1,141,185	11,058	+559.8%	Shares	Sole	2025-05-05
2024-12-31	$155,214	1,676	+8.8%	Shares	Sole	2025-02-04
2024-09-30	$160,067	1,540	+3.2%	Shares	Sole	2025-02-04
2024-06-30	$143,619	1,492	-2.9%	Shares	Sole	2024-07-30
2024-03-31	$152,577	1,537	-6.5%	Shares	Sole	2024-07-30
2023-12-31	$146,999	1,643	-17.6%	Shares	Sole	2024-01-09
2023-09-30	$160,218	1,995	-1.2%	Shares	Sole	2023-10-12
2023-06-30	$179,800	2,020	+12.1%	Shares	Sole	2023-08-04
2023-03-31	$152,088	1,802	-66.0%	Shares	Sole	2023-04-18
2022-12-31	$254	5,302	+11.7%	Shares	Sole	2023-02-07
2022-09-30	$302,731	4,745	+6.7%	Shares	Sole	2022-11-08
2022-06-30	$314,198	4,446	-31.8%	Shares	Sole	2022-09-06
2022-03-31	$501,867	6,522	+374.3%	Shares	Sole	2022-08-08
2021-12-31	$119,721	1,375	+5.7%	Shares	Sole	2022-01-12
2021-09-30	$107,046	1,301	-91.2%	Shares	Sole	2021-10-06
2021-06-30	$1,211,095	14,811	-22.4%	Shares	Sole	2021-07-13
2021-03-31	$1,305,683	19,075	+62.8%	Shares	Sole	2021-04-30
2020-12-31	$791,550	11,718	+312.9%	Shares	Sole	2021-01-25
2020-09-30	$177,147	2,838	-4.5%	Shares	Sole	2020-10-29
2020-06-30	$169,044	2,973	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.