SALEM INVESTMENT COUNSELORS INC

Position in OTIS — Otis Worldwide Corp

CIK 884423 WINSTON-SALEM, NC

Position in OTIS

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$732,414

-$97,585 QoQ

Shares Held

9,502

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 33.35087350031573.ToString("F0")% Shared 0.ToString("F0")% None 66.64912649968427.ToString("F0")%

Industrials · as of Mar 31, 2026

SALEM INVESTMENT COUNSELORS INC holds $19,712,491 across 21 Specialty Industrial Machinery names. OTIS ranks #6 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	33,301	$11,910,768
2	GEV	GE Vernova Inc.	2,719	$2,373,415
3	EMR	Emerson Electric Co	15,982	$2,093,961
4	DOV	DOVER Corp	4,750	$990,137
5	IR	Ingersoll Rand Inc.	12,020	$963,042
6	OTIS	Otis Worldwide Corp This page	9,502	$732,414
7	ITW	Illinois Tool Works Inc	566	$147,324
8	PH	Parker-Hannifin Corp	150	$134,286

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$732,414	9,502	0.0%	Shares	Sole	2026-04-29
2025-12-31	$829,999	9,502	+21.0%	Shares	Sole	2026-01-12
2025-09-30	$718,274	7,856	+3.8%	Shares	Sole	2025-10-07
2025-06-30	$749,284	7,567	-1.1%	Shares	Sole	2025-07-08
2025-03-31	$789,376	7,649	-14.3%	Shares	Sole	2025-04-16
2024-12-31	$826,636	8,926	-2.9%	Shares	Sole	2025-01-13
2024-09-30	$955,208	9,190	+1.0%	Shares	Sole	2024-10-15
2024-06-30	$876,254	9,103	-3.8%	Shares	Sole	2024-07-11
2024-03-31	$938,994	9,459	-1.7%	Shares	Sole	2024-04-11
2023-12-31	$860,969	9,623	-3.6%	Shares	Sole	2024-01-16
2023-09-30	$801,734	9,983	-5.8%	Shares	Sole	2023-10-04
2023-06-30	$943,060	10,595	-1.1%	Shares	Sole	2023-07-19
2023-03-31	$904,514	10,717	+58.3%	Shares	Sole	2023-05-11
2022-12-31	$530,315	6,772	+6.6%	Shares	Sole	2023-02-15
2022-09-30	$405,321	6,353	-8.8%	Shares	Sole	2022-11-09
2022-06-30	$492,075	6,963	-10.5%	Shares	Sole	2022-08-17
2022-03-31	$598,594	7,779	+0.3%	Shares	Sole	2022-05-16
2021-12-31	$675,489	7,758	-27.1%	Shares	Sole	2022-02-15
2021-09-30	$875,047	10,635	-11.0%	Shares	Sole	2021-11-15
2021-06-30	$977,233	11,951	-5.0%	Shares	Sole	2021-08-17
2021-03-31	$860,827	12,576	-9.8%	Shares	Sole	2021-05-17
2020-12-31	$941,309	13,935	-5.4%	Shares	Sole	2021-02-17
2020-09-30	$919,446	14,730	-60.4%	Shares	Sole	2020-11-13
2020-06-30	$2,115,476	37,205	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.