Position in OTIS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$66,319,786
-$6,835,838 QoQ
Shares Held
926,254
-2.4% QoQ
Ownership
0.243%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#65
of 1,216 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CITIGROUP INC holds $3,055,934,376 across 62 Specialty Industrial Machinery names. OTIS ranks #11 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,214,464 | $1,426,825,174 | |
| 2 | ETN |
Eaton Corp plc
|
564,310 | $240,463,775 | |
| 3 | PH |
Parker-Hannifin Corp
|
142,017 | $138,909,667 | |
| 4 | CMI |
Cummins Inc
|
185,959 | $132,627,816 | |
| 5 | ROK |
Rockwell Automation, Inc
|
255,527 | $126,506,306 | |
| 6 | ITT |
Itt Inc.
|
636,136 | $125,802,254 | |
| 7 | IR |
Ingersoll Rand Inc.
|
1,414,682 | $115,989,775 | |
| 8 | EMR |
Emerson Electric Co
|
720,454 | $103,132,989 |
All Filings in OTIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,319,786 | 926,254 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $73,155,624 | 949,087 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $90,953,711 | 1,041,256 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $64,330,694 | 703,606 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $77,374,423 | 781,402 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $45,521,827 | 441,103 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $75,462,423 | 814,841 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $42,586,607 | 409,723 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $44,363,439 | 460,871 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $39,528,120 | 398,188 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $41,180,176 | 460,268 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $36,265,745 | 451,572 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $28,537,850 | 320,614 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $33,863,051 | 401,221 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $28,230,126 | 360,492 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $19,701,693 | 308,804 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $19,065,209 | 269,778 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $18,578,113 | 241,431 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $23,966,276 | 275,253 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $18,551,340 | 225,466 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $28,447,781 | 347,900 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $26,839,105 | 392,098 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $21,473,670 | 317,893 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $26,527,436 | 424,983 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $20,678,558 | 363,675 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,011,350 | 20,227 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||