BAILARD, INC.

Position in OTIS — Otis Worldwide Corp

CIK 750641 Foster City, CA

Position in OTIS

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,152,760

-$322,551 QoQ

Shares Held

16,100

-15.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#467

of 1,211 holders

Holding Since

Jun 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

BAILARD, INC. holds $84,642,775 across 18 Specialty Industrial Machinery names. OTIS ranks #8 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc	57,880	$41,280,594
2	ETN	Eaton Corp plc	57,109	$24,335,287
3	EMR	Emerson Electric Co	35,511	$5,083,399
4	ITW	Illinois Tool Works Inc	10,837	$2,931,083
5	XYL	Xylem Inc.	22,124	$2,615,278
6	GEV	GE Vernova Inc.	1,498	$1,759,940
7	PNR	PENTAIR plc	16,314	$1,250,631
8	OTIS	Otis Worldwide Corp This page	16,100	$1,152,760

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,152,760	16,100	-15.9%	Shares	Sole	2026-07-30
2026-03-31	$1,475,311	19,140	-2.8%	Shares	Sole	2026-05-11
2025-12-31	$1,719,921	19,690	+0.8%	Shares	Sole	2026-02-04
2025-09-30	$1,786,176	19,536	-0.7%	Shares	Sole	2025-10-30
2025-06-30	$1,948,020	19,673	+687.9%	Shares	Sole	2025-08-08
2023-03-31	$210,746	2,497	-16.3%	Shares	Sole	2023-05-08
2022-06-30	$210,949	2,985	-7.9%	Shares	Sole	2022-07-27
2022-03-31	$249,318	3,240	-1.2%	Shares	Sole	2022-04-25
2021-12-31	$285,589	3,280	-3.6%	Shares	Sole	2022-02-10
2021-09-30	$279,916	3,402	+6.8%	Shares	Sole	2021-11-15
2021-06-30	$260,519	3,186	0.0%	Shares	Sole	2021-08-13
2021-03-31	$218,081	3,186	-6.6%	Shares	Sole	2021-05-13
2020-12-31	$230,413	3,411	-11.5%	Shares	Sole	2021-02-03
2020-09-30	$240,504	3,853	-5.8%	Shares	Sole	2020-11-10
2020-06-30	$232,557	4,090	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.