Position in OTIS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,895,578
-$359,042 QoQ
Shares Held
68,374
+0.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#257
of 1,211 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026DELTA ASSET MANAGEMENT LLC/TN holds $80,292,477 across 12 Specialty Industrial Machinery names. OTIS ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
135,303 | $57,655,314 | |
| 2 | EMR |
Emerson Electric Co
|
108,175 | $15,485,251 | |
| 3 | OTIS |
Otis Worldwide Corp
This page
|
68,374 | $4,895,578 | |
| 4 | GEV |
GE Vernova Inc.
|
1,340 | $1,574,312 | |
| 5 | XYL |
Xylem Inc.
|
1,830 | $216,324 | |
| 6 | CMI |
Cummins Inc
|
255 | $181,868 | |
| 7 | ITT |
Itt Inc.
|
750 | $148,320 | |
| 8 | ITW |
Illinois Tool Works Inc
|
300 | $81,141 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,895,578 | 68,374 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,254,620 | 68,171 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,088,993 | 69,708 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,426,523 | 70,289 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,657,114 | 67,230 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,042,884 | 68,245 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,506,315 | 70,255 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $7,368,722 | 70,894 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $7,013,214 | 72,857 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,308,257 | 73,620 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,544,551 | 73,148 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,975,224 | 74,402 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,494,258 | 72,961 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,958,386 | 70,597 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,241,131 | 66,928 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,265,987 | 66,865 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,666,057 | 66,026 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,135,719 | 66,741 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,573,089 | 64,007 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $4,977,034 | 60,489 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $4,728,677 | 57,829 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,914,244 | 57,184 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $3,747,809 | 55,482 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,435,409 | 55,037 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $3,176,199 | 55,860 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||