Position in OTIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$189,233,212
-$14,223,683 QoQ
Shares Held
2,642,922
+0.1% QoQ
Ownership
0.694%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#32
of 1,216 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Derivatives in OTIS
reported options exposure · as of Dec 31, 2024CallValue
$39,655,602
CallShares
428,200
PutValue
$1,213,191
PutShares
13,100
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, 2026BANK OF AMERICA CORP /DE/ holds $19,646,141,165 across 56 Specialty Industrial Machinery names. OTIS ranks #12 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
11,076,048 | $4,719,725,570 | |
| 2 | PH |
Parker-Hannifin Corp
|
3,346,733 | $3,273,506,479 | |
| 3 | GEV |
GE Vernova Inc.
|
2,520,821 | $2,961,611,756 | |
| 4 | EMR |
Emerson Electric Co
|
18,366,373 | $2,629,146,291 | |
| 5 | CMI |
Cummins Inc
|
1,974,668 | $1,408,352,960 | |
| 6 | ITW |
Illinois Tool Works Inc
|
2,373,661 | $642,004,086 | |
| 7 | DOV |
DOVER Corp
|
2,788,366 | $625,374,724 | |
| 8 | ROK |
Rockwell Automation, Inc
|
1,036,484 | $513,142,495 |
All Filings in OTIS
Export CSV
40 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,233,212 | 2,642,922 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $203,456,895 | 2,639,555 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $269,098,268 | 3,080,690 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $273,943,843 | 2,996,214 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $294,278,822 | 2,971,913 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $306,461,788 | 2,969,591 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $39,655,602 | 428,200 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $328,546,566 | 3,547,636 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $1,213,191 | 13,100 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $383,051,325 | 3,685,312 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $30,121,812 | 289,800 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $334,291,820 | 3,472,801 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $29,359,300 | 305,000 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $356,021,825 | 3,586,399 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $59,562,000 | 600,000 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $39,708 | 400 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $20,130,750 | 225,000 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $324,808,931 | 3,630,367 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $292,335,301 | 3,640,086 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $4,537,515 | 56,500 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $35,069,940 | 394,000 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $379,160,345 | 4,259,750 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $54,860,000 | 650,000 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $418,602,642 | 4,959,747 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $72,187,320 | 855,300 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $162,814,321 | 2,079,100 | Put | Defined | 2023-02-10 | |
| 2022-12-31 | $370,413,658 | 4,730,094 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $98,060,600 | 1,537,000 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $163,551,300 | 2,563,500 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $292,229,454 | 4,580,399 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $317,977,825 | 4,499,474 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $319,157,354 | 4,147,594 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $374,968,605 | 4,306,519 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $345,170,356 | 4,195,070 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $341,309,040 | 4,174,013 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $312,991,730 | 4,572,560 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $273,611,678 | 4,050,506 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $418,922,588 | 6,711,352 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $377,865,174 | 6,645,536 | Shares | Defined | 2020-08-14 | |
| 2020-06-30 | $1,285,036 | 22,600 | Put | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||