Position in OTIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$90,889,968
+$32,645,626 QoQ
Shares Held
1,269,413
+68.0% QoQ
Ownership
0.333%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#55
of 1,216 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Derivatives in OTIS
reported options exposure · as of Sep 30, 2023CallValue
$0
CallShares
0
PutValue
$51,157
PutShares
637
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, 2026HSBC HOLDINGS PLC holds $3,944,101,448 across 37 Specialty Industrial Machinery names. OTIS ranks #14 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
698,890 | $821,097,902 | |
| 2 | CMI |
Cummins Inc
|
661,625 | $471,877,562 | |
| 3 | ETN |
Eaton Corp plc
|
831,505 | $354,320,906 | |
| 4 | XYL |
Xylem Inc.
|
2,705,479 | $319,814,669 | |
| 5 | AME |
Ametek Inc/
|
1,250,040 | $302,434,673 | |
| 6 | ROK |
Rockwell Automation, Inc
|
472,888 | $234,117,386 | |
| 7 | PH |
Parker-Hannifin Corp
|
234,789 | $229,651,813 | |
| 8 | DOV |
DOVER Corp
|
941,695 | $211,203,350 |
All Filings in OTIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,889,968 | 1,269,413 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $58,244,342 | 755,635 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $75,998,425 | 870,045 | Shares | Defined | 2026-03-06 | |
| 2025-09-30 | $64,464,273 | 705,067 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $68,413,013 | 690,901 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $77,011,862 | 746,239 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $72,066,690 | 778,174 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $77,999,897 | 750,432 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $61,427,257 | 638,139 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $79,579,493 | 801,647 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $62,854,193 | 702,517 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $44,869,595 | 558,705 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $51,157 | 637 | Put | Sole | 2023-11-13 | |
| 2023-06-30 | $38,642,264 | 434,134 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $53,060,420 | 628,678 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $40,001,293 | 510,807 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $31,457,800 | 493,069 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $28,035,139 | 396,705 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $29,824,201 | 387,579 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $39,905,832 | 458,319 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $39,442,644 | 479,371 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $42,071,560 | 514,511 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $136,885,144 | 1,999,783 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $94,749,409 | 1,402,656 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $101,782,486 | 1,630,607 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $39,800,064 | 699,966 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||