Position in OTIS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,477,822
-$15,203,811 QoQ
Shares Held
174,855
-46.7% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 97.69065797374968.ToString("F0")%
None 2.309342026250322.ToString("F0")%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Fayez Sarofim & Co holds $566,079,218 across 10 Specialty Industrial Machinery names. OTIS ranks #2 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
1,494,015 | $534,364,344 | |
| 2 | OTIS |
Otis Worldwide Corp
This page
|
174,855 | $13,477,822 | |
| 3 | EMR |
Emerson Electric Co
|
37,097 | $4,860,448 | |
| 4 | ITW |
Illinois Tool Works Inc
|
18,284 | $4,759,142 | |
| 5 | CMI |
Cummins Inc
|
5,984 | $3,219,511 | |
| 6 | ROK |
Rockwell Automation, Inc
|
8,338 | $2,992,340 | |
| 7 | CR |
Crane Co
|
4,949 | $846,279 | |
| 8 | PH |
Parker-Hannifin Corp
|
703 | $629,353 |
All Filings in OTIS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,477,822 | 174,855 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $28,681,633 | 328,353 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $100,858,076 | 1,103,118 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $110,166,779 | 1,112,571 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $114,893,900 | 1,113,313 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $102,558,442 | 1,107,423 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $111,795,784 | 1,075,580 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $97,483,944 | 1,012,715 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $94,794,907 | 954,920 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $84,516,491 | 944,635 | Shares | Defined | 2024-02-15 | |
| 2023-09-30 | $75,961,694 | 945,856 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $75,525,339 | 848,504 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $70,944,275 | 840,572 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $64,448,032 | 822,986 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $52,470,012 | 822,414 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $57,236,196 | 809,908 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $62,380,208 | 810,659 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $71,040,411 | 815,900 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $68,159,515 | 828,385 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $67,068,242 | 820,206 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $55,803,792 | 815,249 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $55,779,411 | 825,750 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $51,674,457 | 827,851 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $47,173,726 | 829,647 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||