Position in OTIS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$136,501,458
+$17,311,502 QoQ
Shares Held
1,906,445
+23.3% QoQ
Ownership
0.501%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#43
of 1,211 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Derivatives in OTIS
reported options exposure · as of Jun 30, 2020CallValue
$3,138,672
CallShares
55,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $2,981,205,971 across 46 Specialty Industrial Machinery names. OTIS ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
538,022 | $632,100,525 | |
| 2 | PH |
Parker-Hannifin Corp
|
589,356 | $576,460,888 | |
| 3 | CMI |
Cummins Inc
|
329,721 | $235,160,310 | |
| 4 | ETN |
Eaton Corp plc
|
549,876 | $234,313,157 | |
| 5 | GNRC |
Generac Holdings Inc.
|
671,412 | $196,596,144 | |
| 6 | OTIS |
Otis Worldwide Corp
This page
|
1,906,445 | $136,501,458 | |
| 7 | DOV |
DOVER Corp
|
533,001 | $119,541,460 | |
| 8 | ITW |
Illinois Tool Works Inc
|
409,021 | $110,627,904 |
All Filings in OTIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,501,458 | 1,906,445 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $119,189,956 | 1,546,315 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $93,808,305 | 1,073,936 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $27,893,187 | 305,077 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $26,603,007 | 268,663 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $80,109,101 | 776,251 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $37,560,944 | 405,582 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $42,593,776 | 409,792 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $36,709,326 | 381,356 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $37,634,345 | 379,111 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $40,104,655 | 448,247 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $27,758,426 | 345,641 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $25,003,351 | 280,905 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $23,925,625 | 283,479 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $35,112,009 | 448,372 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $15,959,887 | 250,155 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $21,322,902 | 301,725 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $18,978,867 | 246,639 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $48,385,840 | 555,712 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $36,179,992 | 439,718 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $45,518,574 | 556,666 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $39,819,756 | 581,735 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $50,339,134 | 745,213 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $34,568,691 | 553,808 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $23,011,863 | 404,711 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $3,138,672 | 55,200 | Call | Defined | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||