MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Position in OTIS — Otis Worldwide Corp

CIK 912938 Boston, MA

Back to OTIS Full portfolio

Position in OTIS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$293,805,657

-$292,023,152 QoQ

Shares Held

4,103,431

-46.0% QoQ

Ownership

1.08%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#18

of 1,191 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 77% Shared 20% None 3%

Common Shares in OTIS Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $7,396,342,084 across 25 Specialty Industrial Machinery names. OTIS ranks #7 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	4,880,412	$2,079,641,157
2	GEV	GE Vernova Inc.	1,551,035	$1,822,248,976
3	ITW	Illinois Tool Works Inc	2,578,238	$697,336,030
4	EMR	Emerson Electric Co	3,017,999	$432,026,553
5	IR	Ingersoll Rand Inc.	4,301,093	$352,646,613
6	AME	Ametek Inc/	1,445,401	$349,700,316
7	OTIS	Otis Worldwide Corp This page	4,103,431	$293,805,657
8	PNR	PENTAIR plc	3,287,263	$252,001,578

All Filings in OTIS

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$293,805,657	4,103,431	-46.0%	Shares	Sole	2026-08-03
2026-03-31	$585,828,809	7,600,270	+11.1%	Shares	Defined	2026-05-14
2025-12-31	$597,742,074	6,843,069	-3.5%	Shares	Sole	2026-01-22
2025-09-30	$648,422,837	7,092,014	+2.6%	Shares	Sole	2025-10-29
2025-06-30	$684,255,427	6,910,275	-3.6%	Shares	Sole	2025-08-08
2025-03-31	$739,771,961	7,168,333	-5.7%	Shares	Sole	2025-05-02
2024-12-31	$704,351,092	7,605,562	-5.4%	Shares	Sole	2025-02-12
2024-09-30	$836,061,031	8,043,689	-2.5%	Shares	Sole	2024-11-12
2024-06-30	$793,944,582	8,247,918	+12.4%	Shares	Sole	2024-08-09
2024-03-31	$728,636,435	7,339,946	-2.0%	Shares	Sole	2024-05-14
2023-12-31	$669,802,031	7,486,331	-3.0%	Shares	Sole	2024-02-08
2023-09-30	$619,723,514	7,716,642	-3.2%	Shares	Sole	2023-11-08
2023-06-30	$709,686,782	7,973,113	-2.2%	Shares	Sole	2023-08-09
2023-03-31	$687,921,607	8,150,730	-2.0%	Shares	Sole	2023-05-10
2022-12-31	$651,257,751	8,316,406	-4.8%	Shares	Sole	2023-02-13
2022-09-30	$557,144,598	8,732,674	-13.8%	Shares	Sole	2022-11-09
2022-06-30	$715,581,449	10,125,675	-3.2%	Shares	Sole	2022-08-09
2022-03-31	$805,090,833	10,462,519	-4.4%	Shares	Sole	2022-05-11
2021-12-31	$953,207,353	10,947,598	+0.5%	Shares	Sole	2022-02-10
2021-09-30	$896,518,925	10,895,952	-1.4%	Shares	Sole	2021-11-10
2021-06-30	$904,057,455	11,056,102	-3.5%	Shares	Sole	2021-08-13
2021-03-31	$784,580,535	11,462,097	-1.4%	Shares	Sole	2021-05-13
2020-12-31	$785,150,804	11,623,254	-0.9%	Shares	Sole	2021-05-12
2020-09-30	$732,144,398	11,729,324	-4.1%	Shares	Sole	2020-11-12
2020-06-30	$695,470,746	12,231,283	+471.8%	Shares	Sole	2020-11-20
2020-03-31	$106,956,050	2,139,121	—	Shares	Sole	2020-11-20
No filing history on record for this holder in this stock.