Position in OTIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$41,203,507
-$24,740,974 QoQ
Shares Held
575,468
-32.7% QoQ
Ownership
0.151%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#93
of 1,216 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Derivatives in OTIS
reported options exposure · as of Jun 30, 2026CallValue
$9,809,200
CallShares
137,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026BARCLAYS PLC holds $2,861,189,018 across 64 Specialty Industrial Machinery names. OTIS ranks #12 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
654,488 | $768,931,770 | |
| 2 | PH |
Parker-Hannifin Corp
|
469,009 | $458,747,080 | |
| 3 | ROK |
Rockwell Automation, Inc
|
523,791 | $259,318,446 | |
| 4 | ETN |
Eaton Corp plc
|
468,781 | $199,756,958 | |
| 5 | CMI |
Cummins Inc
|
275,771 | $196,682,633 | |
| 6 | ITW |
Illinois Tool Works Inc
|
561,485 | $151,864,846 | |
| 7 | AME |
Ametek Inc/
|
577,247 | $139,659,136 | |
| 8 | EMR |
Emerson Electric Co
|
899,020 | $128,694,710 |
All Filings in OTIS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,809,200 | 137,000 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $41,203,507 | 575,468 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $65,944,481 | 855,533 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $10,559,960 | 137,000 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $1,659,650 | 19,000 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $100,350,561 | 1,148,833 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $96,695,360 | 1,057,589 | Shares | Defined | 2026-03-31 | |
| 2025-09-30 | $18,286 | 200 | Call | Sole | 2026-03-31 | |
| 2025-06-30 | $73,716,329 | 744,459 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $92,403,318 | 895,381 | Shares | Defined | 2026-03-17 | |
| 2024-12-31 | $58,270,951 | 629,208 | Shares | Defined | 2026-03-19 | |
| 2024-09-30 | $1,486,342 | 14,300 | Put | Sole | 2026-03-31 | |
| 2024-09-30 | $90,166,598 | 867,487 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $89,730,683 | 932,170 | Shares | Defined | 2026-03-23 | |
| 2024-03-31 | $119,200,040 | 1,200,766 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $82,999,886 | 927,684 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $76,879,798 | 957,288 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $46,796,649 | 525,746 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $10,830,545 | 128,324 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $35,642,794 | 455,150 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $7,784,014 | 99,400 | Put | Sole | 2026-03-30 | |
| 2022-09-30 | $19,299,498 | 302,500 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $18,965,635 | 268,369 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,740,622 | 74,602 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||