Position in OTIS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,914,160
+$1,022,047 QoQ
Shares Held
82,600
+30.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#238
of 1,211 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Bryn Mawr Trust Advisors, LLC holds $18,777,137 across 10 Specialty Industrial Machinery names. OTIS ranks #1 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OTIS |
Otis Worldwide Corp
This page
|
82,600 | $5,914,160 | |
| 2 | PH |
Parker-Hannifin Corp
|
5,913 | $5,783,623 | |
| 3 | GEV |
GE Vernova Inc.
|
1,891 | $2,221,660 | |
| 4 | ETN |
Eaton Corp plc
|
3,601 | $1,534,458 | |
| 5 | EMR |
Emerson Electric Co
|
10,397 | $1,488,330 | |
| 6 | NDSN |
Nordson Corp
|
1,454 | $438,657 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,550 | $419,228 | |
| 8 | SXI |
Standex International Corp/De/
|
1,122 | $401,305 |
All Filings in OTIS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,914,160 | 82,600 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,892,113 | 63,468 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,022,887 | 57,503 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||