HERITAGE INVESTORS MANAGEMENT CORP

Position in OTIS — Otis Worldwide Corp

CIK 937589 BETHESDA, MD

Position in OTIS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,560,235

-$222,702 QoQ

Shares Held

21,791

-5.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#423

of 1,217 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

HERITAGE INVESTORS MANAGEMENT CORP holds $12,999,737 across 6 Specialty Industrial Machinery names. OTIS ranks #3 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	5,153	$6,054,053
2	GHM	Graham Corp	33,701	$4,171,846
3	OTIS	Otis Worldwide Corp This page	21,791	$1,560,235
4	PKOH	Park Ohio Holdings Corp	15,580	$599,051
5	ETN	Eaton Corp plc	900	$383,508
6	EMR	Emerson Electric Co	1,614	$231,044

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,560,235	21,791	-5.8%	Shares	Sole	2026-08-04
2026-03-31	$1,782,937	23,131	-0.4%	Shares	Sole	2026-04-24
2025-12-31	$2,028,529	23,223	-0.2%	Shares	Sole	2026-02-06
2025-09-30	$2,126,661	23,260	0.0%	Shares	Sole	2025-11-04
2025-06-30	$2,303,205	23,260	-1.1%	Shares	Sole	2025-08-04
2025-03-31	$2,427,264	23,520	-1.5%	Shares	Sole	2025-05-05
2024-12-31	$2,212,267	23,888	-2.8%	Shares	Sole	2025-02-05
2024-09-30	$2,555,572	24,587	-0.6%	Shares	Sole	2024-10-30
2024-06-30	$2,381,183	24,737	-0.5%	Shares	Sole	2024-07-30
2024-03-31	$2,469,043	24,872	-0.5%	Shares	Sole	2024-04-29
2023-12-31	$2,235,586	24,987	-0.4%	Shares	Sole	2024-02-07
2023-09-30	$2,015,540	25,097	-1.3%	Shares	Sole	2023-11-09
2023-06-30	$2,263,257	25,427	-3.2%	Shares	Sole	2023-08-01
2023-03-31	$2,216,681	26,264	-5.3%	Shares	Sole	2023-05-01
2022-12-31	$2,171,849	27,734	-1.0%	Shares	Sole	2023-02-06
2022-09-30	$1,787,420	28,016	-0.5%	Shares	Sole	2022-10-27
2022-06-30	$1,990,703	28,169	-0.6%	Shares	Sole	2022-08-01
2022-03-31	$2,180,147	28,332	-1.3%	Shares	Sole	2022-05-02
2021-12-31	$2,498,386	28,694	-1.1%	Shares	Sole	2022-01-28
2021-09-30	$2,387,601	29,018	-6.3%	Shares	Sole	2021-10-28
2021-06-30	$2,531,762	30,962	-13.6%	Shares	Sole	2021-07-29
2021-03-31	$2,453,658	35,846	-8.5%	Shares	Sole	2021-04-23
2020-12-31	$2,647,216	39,189	-21.5%	Shares	Sole	2021-01-28
2020-09-30	$3,115,319	49,909	-24.5%	Shares	Sole	2020-10-29
2020-06-30	$3,759,867	66,125	—	Shares	Sole	2020-07-24
No filing history on record for this holder in this stock.