Position in OTIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,362,731
-$538,933 QoQ
Shares Held
88,865
-0.8% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#230
of 1,219 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 10%
Shared 2%
None 88%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Pinnacle Financial Partners, Inc. holds $147,300,227 across 20 Specialty Industrial Machinery names. OTIS ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
121,380 | $51,722,445 | |
| 2 | CMI |
Cummins Inc
|
25,073 | $17,882,313 | |
| 3 | GNRC |
Generac Holdings Inc.
|
60,971 | $17,852,918 | |
| 4 | EMR |
Emerson Electric Co
|
114,723 | $16,422,596 | |
| 5 | GEV |
GE Vernova Inc.
|
7,425 | $8,723,334 | |
| 6 | ROK |
Rockwell Automation, Inc
|
14,134 | $6,997,460 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
88,865 | $6,362,731 | |
| 8 | PH |
Parker-Hannifin Corp
|
5,893 | $5,764,059 |
All Filings in OTIS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,362,731 | 88,865 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $6,901,664 | 89,539 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $7,834,506 | 89,691 | Shares | Defined | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||