Position in OTIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$63,059,120
+$5,689,711 QoQ
Shares Held
880,714
+18.3% QoQ
Ownership
0.231%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#68
of 1,216 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Derivatives in OTIS
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$4,624,800
PutShares
60,000
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, 2026WELLS FARGO & COMPANY/MN holds $8,459,523,398 across 64 Specialty Industrial Machinery names. OTIS ranks #15 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
9,761,725 | $1,397,390,932 | |
| 2 | ETN |
Eaton Corp plc
|
3,135,220 | $1,335,979,945 | |
| 3 | GEV |
GE Vernova Inc.
|
1,087,329 | $1,277,459,346 | |
| 4 | ITW |
Illinois Tool Works Inc
|
4,367,704 | $1,181,332,898 | |
| 5 | PH |
Parker-Hannifin Corp
|
878,078 | $858,865,651 | |
| 6 | CMI |
Cummins Inc
|
726,452 | $518,112,828 | |
| 7 | DOV |
DOVER Corp
|
1,973,321 | $442,576,431 | |
| 8 | XYL |
Xylem Inc.
|
1,839,680 | $217,468,570 |
All Filings in OTIS
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,059,120 | 880,714 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,624,800 | 60,000 | Put | Defined | 2026-05-11 | |
| 2026-03-31 | $57,369,409 | 744,284 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $51,666,562 | 591,489 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $57,330,173 | 627,039 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $1,700,598 | 18,600 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $52,404,254 | 529,229 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $55,903,849 | 541,704 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $6,945,750 | 75,000 | Put | Defined | 2025-02-13 | |
| 2024-12-31 | $59,920,705 | 647,022 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $6,945,750 | 75,000 | Call | Defined | 2025-02-13 | |
| 2024-09-30 | $66,678,547 | 641,510 | Shares | Defined | 2024-11-13 | |
| 2024-09-30 | $7,795,500 | 75,000 | Put | Defined | 2024-11-13 | |
| 2024-09-30 | $7,795,500 | 75,000 | Call | Defined | 2024-11-13 | |
| 2024-06-30 | $61,218,952 | 635,975 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $66,152,732 | 666,392 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $56,084,892 | 626,857 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $49,943,019 | 621,878 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $66,173,948 | 743,444 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $63,196,270 | 748,771 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $61,156,506 | 780,954 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $52,187,314 | 817,983 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $59,469,580 | 841,511 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $71,604,742 | 930,536 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $82,878,187 | 951,857 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $126,238,334 | 1,534,253 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $141,508,133 | 1,730,563 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $100,097,238 | 1,462,341 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $113,778,178 | 1,684,355 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $93,139,812 | 1,492,147 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $99,623,779 | 1,752,089 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||