Position in OTIS
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,724,819
-$232,170 QoQ
Shares Held
22,377
-0.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026IFP Advisors, Inc holds $33,006,682 across 54 Specialty Industrial Machinery names. OTIS ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
6,940 | $6,212,965 | |
| 2 | GEV |
GE Vernova Inc.
|
6,084 | $5,310,723 | |
| 3 | ETN |
Eaton Corp plc
|
10,526 | $3,764,834 | |
| 4 | HURC |
Hurco Companies Inc
|
200,068 | $2,943,000 | |
| 5 | CMI |
Cummins Inc
|
3,568 | $1,919,655 | |
| 6 | TWIN |
Twin Disc Inc
|
117,989 | $1,778,094 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
22,377 | $1,724,819 | |
| 8 | EMR |
Emerson Electric Co
|
12,706 | $1,664,740 |
All Filings in OTIS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,724,819 | 22,377 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,956,989 | 22,404 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $162,745 | 1,780 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $222,398 | 2,246 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,141,185 | 11,058 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $155,214 | 1,676 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $160,067 | 1,540 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $143,619 | 1,492 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $152,577 | 1,537 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $146,999 | 1,643 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $160,218 | 1,995 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $179,800 | 2,020 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $152,088 | 1,802 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $415,199 | 5,302 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $302,731 | 4,745 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $314,198 | 4,446 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $342,119 | 4,446 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $119,721 | 1,375 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $107,046 | 1,301 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,211,095 | 14,811 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,305,683 | 19,075 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $791,550 | 11,718 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $177,147 | 2,838 | 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. | ||||||