JACOBS LEVY EQUITY MANAGEMENT, INC

Position in OTIS — Otis Worldwide Corp

CIK 884414 FLORHAM PARK, NJ

Position in OTIS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$103,109,838

-$6,897,092 QoQ

Shares Held

1,337,699

+6.2% QoQ

Ownership

0.351%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Industrials · as of Jun 30, 2026

JACOBS LEVY EQUITY MANAGEMENT, INC holds $155,813,889 across 6 Specialty Industrial Machinery names.

#	Ticker	Company	Shares	Value (USD)
1	GGG	Graco Inc	1,366,262	$103,303,069
2	AOS	Smith A O Corp	414,993	$26,028,360
3	CMI	Cummins Inc	18,354	$13,090,256
4	FELE	Franklin Electric Co Inc	73,388	$7,866,459
5	CR	Crane Co	21,915	$4,888,579
6	SYM	Symbotic Inc.	14,175	$637,166

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$103,109,838	1,337,699	+6.2%	Shares	Sole	2026-05-15
2025-12-31	$110,006,930	1,259,381	+2.2%	Shares	Sole	2026-02-13
2025-09-30	$112,708,503	1,232,730	-13.0%	Shares	Sole	2025-11-17
2025-06-30	$140,377,782	1,417,671	+6.5%	Shares	Sole	2025-08-14
2025-03-31	$137,429,995	1,331,686	-3.9%	Shares	Sole	2025-05-15
2024-12-31	$128,347,643	1,385,894	-15.9%	Shares	Sole	2025-02-14
2024-09-30	$171,254,142	1,647,625	+12.1%	Shares	Sole	2024-11-14
2024-06-30	$141,444,347	1,469,399	-14.0%	Shares	Sole	2024-08-14
2024-03-31	$169,582,345	1,708,294	+6.5%	Shares	Sole	2024-05-15
2023-12-31	$143,470,871	1,603,564	+3.1%	Shares	Sole	2024-02-14
2023-09-30	$124,906,143	1,555,300	+104.5%	Shares	Sole	2023-11-17
2023-06-30	$67,707,592	760,674	+242.3%	Shares	Sole	2023-08-14
2023-03-31	$18,755,705	222,224	+19.4%	Shares	Sole	2023-05-15
2022-12-31	$14,579,834	186,181	+22.9%	Shares	Sole	2023-02-14
2022-09-30	$9,667,741	151,532	-27.8%	Shares	Sole	2022-11-15
2022-06-30	$14,832,078	209,878	+765.8%	Shares	Sole	2022-08-15
2022-03-31	$1,865,421	24,242	+43.4%	Shares	Sole	2022-05-16
2021-12-31	$1,471,483	16,900	-76.5%	Shares	Sole	2022-02-14
2021-09-30	$5,925,723	72,019	+4.5%	Shares	Sole	2021-11-15
2021-06-30	$5,637,469	68,943	-75.2%	Shares	Sole	2021-08-16
2020-12-31	$18,755,662	277,656	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.