Position in OTIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$41,147,087
+$263,317 QoQ
Shares Held
574,680
+8.3% QoQ
Ownership
0.151%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#94
of 1,216 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026SEI INVESTMENTS CO holds $1,881,727,051 across 55 Specialty Industrial Machinery names. OTIS ranks #10 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
356,048 | $418,306,553 | |
| 2 | PH |
Parker-Hannifin Corp
|
288,752 | $282,434,104 | |
| 3 | MIDD |
MIDDLEBY Corp
|
950,603 | $131,547,184 | |
| 4 | ETN |
Eaton Corp plc
|
222,213 | $94,689,402 | |
| 5 | AOS |
Smith A O Corp
|
1,331,425 | $83,506,975 | |
| 6 | CMI |
Cummins Inc
|
105,167 | $75,006,155 | |
| 7 | AME |
Ametek Inc/
|
275,359 | $66,620,356 | |
| 8 | ITW |
Illinois Tool Works Inc
|
208,850 | $56,487,657 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,147,087 | 574,680 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $40,883,770 | 530,407 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $45,539,834 | 521,349 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $37,397,885 | 409,033 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $42,854,171 | 432,783 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $21,186,959 | 205,300 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $16,401,785 | 177,106 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $18,813,969 | 181,008 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $15,668,527 | 162,773 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $16,519,221 | 166,407 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $18,147,826 | 202,837 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $19,254,562 | 239,753 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $21,807,538 | 245,001 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $20,950,863 | 248,233 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $15,386,739 | 196,485 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $17,771,808 | 278,555 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $19,064,150 | 269,763 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $17,875,022 | 232,294 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $21,130,147 | 242,680 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,220,174 | 160,673 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,957,075 | 170,687 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $8,535,030 | 124,690 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $13,036,946 | 192,997 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $13,158,821 | 210,811 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $9,828,988 | 172,863 | Shares | Defined | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||