UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in OTIS — Otis Worldwide Corp
CIK 861177
NEW YORK, NY
Position in OTIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$219,909,156
-$35,254,081 QoQ
Shares Held
3,071,357
-7.2% QoQ
Ownership
0.807%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#27
of 1,216 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $9,069,756,284 across 51 Specialty Industrial Machinery names. OTIS ranks #12 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,810,471 | $2,127,049,952 | |
| 2 | CMI |
Cummins Inc
|
1,501,336 | $1,070,767,843 | |
| 3 | PH |
Parker-Hannifin Corp
|
1,032,942 | $1,010,341,222 | |
| 4 | EMR |
Emerson Electric Co
|
4,177,941 | $598,072,249 | |
| 5 | ROK |
Rockwell Automation, Inc
|
1,074,596 | $532,010,981 | |
| 6 | XYL |
Xylem Inc.
|
4,274,761 | $505,319,491 | |
| 7 | IR |
Ingersoll Rand Inc.
|
5,669,838 | $464,870,013 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1,531,132 | $414,125,265 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,909,156 | 3,071,357 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $255,163,237 | 3,310,369 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $261,339,753 | 2,991,869 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $297,910,112 | 3,258,341 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $359,634,097 | 3,631,934 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $365,650,805 | 3,543,128 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $333,648,539 | 3,602,727 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $341,529,891 | 3,285,837 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $299,779,047 | 3,114,264 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $314,041,136 | 3,163,505 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $280,200,260 | 3,131,779 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $210,321,683 | 2,618,873 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $217,481,510 | 2,443,338 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $206,217,723 | 2,443,338 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $182,400,115 | 2,329,206 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $142,732,590 | 2,237,188 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $171,353,896 | 2,424,705 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $140,485,146 | 1,825,668 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $150,596,790 | 1,729,606 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $134,133,098 | 1,630,203 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $135,681,937 | 1,659,312 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $103,718,516 | 1,515,245 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $102,350,944 | 1,515,188 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $87,841,913 | 1,407,272 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $76,498,416 | 1,345,382 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||