Position in OTIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$434,898
-$38,604 QoQ
Shares Held
6,074
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#668
of 1,211 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026MEANS INVESTMENT CO., INC. holds $2,864,048 across 4 Specialty Industrial Machinery names. OTIS ranks #3 (15.2% of the industry book) .
All Filings in OTIS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,898 | 6,074 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $473,502 | 6,143 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $536,591 | 6,143 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $561,563 | 6,142 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $608,081 | 6,141 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $633,751 | 6,141 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $573,255 | 6,190 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $643,284 | 6,189 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $595,753 | 6,189 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $614,282 | 6,188 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $553,640 | 6,188 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $496,877 | 6,187 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $550,704 | 6,187 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $522,098 | 6,186 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $484,425 | 6,186 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $394,603 | 6,185 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $437,093 | 6,185 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $475,858 | 6,184 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $538,440 | 6,184 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $508,737 | 6,183 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $505,583 | 6,183 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $426,922 | 6,237 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $421,309 | 6,237 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $408,289 | 6,541 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $371,864 | 6,540 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $332,500 | 6,650 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||