CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in OTIS — Otis Worldwide Corp
CIK 884546
SAN FRANCISCO, CA
Position in OTIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$177,636,521
-$11,099,100 QoQ
Shares Held
2,480,957
+1.3% QoQ
Ownership
0.652%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#33
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)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $10,603,267,139 across 56 Specialty Industrial Machinery names. OTIS ranks #13 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,114,132 | $2,483,809,121 | |
| 2 | PH |
Parker-Hannifin Corp
|
1,441,744 | $1,410,198,640 | |
| 3 | ETN |
Eaton Corp plc
|
2,370,767 | $1,010,231,233 | |
| 4 | ROK |
Rockwell Automation, Inc
|
1,524,563 | $754,780,649 | |
| 5 | CMI |
Cummins Inc
|
887,180 | $632,745,647 | |
| 6 | EMR |
Emerson Electric Co
|
3,565,525 | $510,404,903 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,716,631 | $464,297,186 | |
| 8 | AME |
Ametek Inc/
|
1,435,060 | $347,198,415 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177,636,521 | 2,480,957 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $188,735,621 | 2,448,568 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $207,272,290 | 2,372,894 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $216,183,400 | 2,364,469 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $234,369,843 | 2,366,894 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $240,848,985 | 2,333,808 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $213,418,078 | 2,304,482 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $232,466,487 | 2,236,545 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $215,453,945 | 2,238,250 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $217,956,020 | 2,195,588 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $194,499,190 | 2,173,904 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $171,264,528 | 2,132,543 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $188,343,646 | 2,115,983 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $179,043,881 | 2,121,373 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $165,308,259 | 2,110,947 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $132,828,154 | 2,081,946 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $144,234,289 | 2,040,955 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $156,981,462 | 2,040,045 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $173,076,352 | 1,987,784 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $166,954,512 | 2,029,102 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $157,018,842 | 1,920,250 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $129,409,653 | 1,890,572 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $138,687,580 | 2,053,110 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $127,863,624 | 2,048,440 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $116,154,347 | 2,042,813 | Shares | Sole | 2020-08-20 | |
| No filing history on record for this holder in this stock. | ||||||