Position in OTIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$785,082,395
-$213,821,367 QoQ
Shares Held
10,964,838
-15.4% QoQ
Ownership
2.88%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#7
of 1,216 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026MORGAN STANLEY holds $29,502,958,971 across 70 Specialty Industrial Machinery names. OTIS ranks #9 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,715,959 | $6,715,451,582 | |
| 2 | ETN |
Eaton Corp plc
|
13,250,139 | $5,646,149,221 | |
| 3 | PH |
Parker-Hannifin Corp
|
2,581,520 | $2,525,036,334 | |
| 4 | CMI |
Cummins Inc
|
3,107,922 | $2,216,601,041 | |
| 5 | EMR |
Emerson Electric Co
|
12,010,701 | $1,719,331,838 | |
| 6 | ROK |
Rockwell Automation, Inc
|
3,040,314 | $1,505,198,646 | |
| 7 | ITW |
Illinois Tool Works Inc
|
4,899,971 | $1,325,295,149 | |
| 8 | AME |
Ametek Inc/
|
3,745,827 | $906,265,375 |
All Filings in OTIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $785,082,395 | 10,964,838 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $998,903,762 | 12,959,312 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,107,167,097 | 12,675,067 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,195,798,060 | 13,078,837 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,334,516,299 | 13,477,240 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,330,595,262 | 12,893,365 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,104,501,764 | 11,926,377 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,225,215,401 | 11,787,718 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,197,357,434 | 12,438,785 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,287,811,933 | 12,972,821 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,139,611,769 | 12,737,362 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,037,015,235 | 12,912,654 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,166,712,720 | 13,107,659 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,122,732,178 | 13,302,514 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,034,529,674 | 13,210,697 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $799,331,375 | 12,528,705 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $916,690,670 | 12,971,426 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $886,608,507 | 11,521,878 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $171,983,969 | 1,975,238 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $223,340,170 | 2,714,392 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $210,943,127 | 2,579,713 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $163,203,553 | 2,384,274 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $247,281,225 | 3,660,714 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $105,359,525 | 1,687,913 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $110,112,968 | 1,936,563 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,066,000 | 61,320 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||