Position in OTIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$238,853,374
-$32,580,839 QoQ
Shares Held
3,335,941
-5.3% QoQ
Ownership
0.876%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#23
of 1,216 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 92%
None 8%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $8,649,039,471 across 31 Specialty Industrial Machinery names. OTIS ranks #10 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
6,827,266 | $2,909,234,585 | |
| 2 | EMR |
Emerson Electric Co
|
8,464,091 | $1,211,634,624 | |
| 3 | AME |
Ametek Inc/
|
2,994,077 | $724,386,987 | |
| 4 | PH |
Parker-Hannifin Corp
|
681,600 | $666,686,587 | |
| 5 | RRX |
Regal Rexnord Corp
|
2,584,056 | $615,496,293 | |
| 6 | GEV |
GE Vernova Inc.
|
383,942 | $451,078,096 | |
| 7 | DOV |
DOVER Corp
|
1,740,986 | $390,468,338 | |
| 8 | CMI |
Cummins Inc
|
495,047 | $353,072,470 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,853,374 | 3,335,941 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $271,434,213 | 3,521,461 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $315,579,040 | 3,612,811 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $322,673,383 | 3,529,185 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $303,100,318 | 3,061,001 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $385,384,196 | 3,734,343 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $348,133,769 | 3,759,138 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $382,546,180 | 3,680,452 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $316,622,819 | 3,289,246 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $296,402,649 | 2,985,823 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $270,958,641 | 3,028,486 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $271,227,829 | 3,377,261 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $329,798,338 | 3,705,183 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $368,547,791 | 4,366,680 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $409,242,655 | 5,225,931 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $336,917,399 | 5,280,837 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $342,649,784 | 4,848,589 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $324,857,121 | 4,221,665 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $238,284,642 | 2,736,702 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $230,368,775 | 2,799,815 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $337,956,060 | 4,133,008 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $119,213,340 | 1,741,612 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $87,219,072 | 1,291,178 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $84,391,339 | 1,351,992 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $86,510,611 | 1,521,467 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||