Position in OTIS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$140,570,130
-$11,229,061 QoQ
Shares Held
1,963,270
-0.3% QoQ
Ownership
0.516%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#40
of 1,216 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 81%
Shared 10%
None 9%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $10,217,705,000 across 55 Specialty Industrial Machinery names. OTIS ranks #25 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
1,240,206 | $884,527,319 | |
| 2 | GEV |
GE Vernova Inc.
|
616,399 | $724,182,527 | |
| 3 | EMR |
Emerson Electric Co
|
4,270,506 | $611,322,932 | |
| 4 | ITW |
Illinois Tool Works Inc
|
2,228,668 | $602,787,832 | |
| 5 | ETN |
Eaton Corp plc
|
1,200,251 | $511,450,953 | |
| 6 | AME |
Ametek Inc/
|
2,110,807 | $510,688,644 | |
| 7 | RRX |
Regal Rexnord Corp
|
2,018,711 | $480,836,771 | |
| 8 | PH |
Parker-Hannifin Corp
|
467,373 | $457,146,875 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,570,130 | 1,963,270 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $151,799,191 | 1,969,372 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $164,696,326 | 1,885,476 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $171,397,692 | 1,874,633 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $191,623,600 | 1,935,201 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $200,254,335 | 1,940,449 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $194,079,904 | 2,095,669 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $262,370,543 | 2,524,250 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $242,872,737 | 2,523,091 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $240,346,168 | 2,421,136 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $217,322,538 | 2,428,999 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $222,353,732 | 2,768,693 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $244,635,349 | 2,748,403 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $228,602,041 | 2,708,555 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $211,236,993 | 2,697,446 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $171,282,135 | 2,684,673 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $188,913,558 | 2,673,179 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $205,403,327 | 2,669,309 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $231,286,740 | 2,656,331 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $221,154,405 | 2,687,827 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $219,210,896 | 2,680,823 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $183,215,665 | 2,676,635 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $182,367,707 | 2,699,744 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $168,594,360 | 2,700,967 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $156,160,360 | 2,746,401 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||