Fayez Sarofim & Co

Position in OTIS — Otis Worldwide Corp

CIK 937729 Houston, TX

Back to OTIS Full portfolio

Position in OTIS

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$8,521,616

-$4,956,206 QoQ

Shares Held

119,017

-31.9% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#190

of 1,211 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in OTIS Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

Fayez Sarofim & Co holds $665,564,587 across 10 Specialty Industrial Machinery names. OTIS ranks #3 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	1,483,063	$631,962,804
2	EMR	Emerson Electric Co	62,727	$8,979,370
3	OTIS	Otis Worldwide Corp This page	119,017	$8,521,616
4	ITW	Illinois Tool Works Inc	18,284	$4,945,273
5	CMI	Cummins Inc	5,871	$4,187,255
6	ROK	Rockwell Automation, Inc	8,338	$4,127,976
7	CR	Crane Co	4,949	$1,103,973
8	GEV	GE Vernova Inc.	688	$808,302

All Filings in OTIS

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,521,616	119,017	-31.9%	Shares	Defined	2026-08-17
2026-03-31	$13,477,822	174,855	-46.7%	Shares	Defined	2026-05-15
2025-12-31	$28,681,633	328,353	-70.2%	Shares	Defined	2026-02-13
2025-09-30	$100,858,076	1,103,118	-0.8%	Shares	Defined	2025-11-14
2025-06-30	$110,166,779	1,112,571	-0.1%	Shares	Defined	2025-08-14
2025-03-31	$114,893,900	1,113,313	+0.5%	Shares	Defined	2025-05-12
2024-12-31	$102,558,442	1,107,423	+3.0%	Shares	Defined	2025-02-14
2024-09-30	$111,795,784	1,075,580	+6.2%	Shares	Defined	2024-11-14
2024-06-30	$97,483,944	1,012,715	+6.1%	Shares	Defined	2024-08-14
2024-03-31	$94,794,907	954,920	+1.1%	Shares	Defined	2024-05-14
2023-12-31	$84,516,491	944,635	-0.1%	Shares	Defined	2024-02-15
2023-09-30	$75,961,694	945,856	+11.5%	Shares	Defined	2023-11-15
2023-06-30	$75,525,339	848,504	+0.9%	Shares	Defined	2023-08-14
2023-03-31	$70,944,275	840,572	+2.1%	Shares	Defined	2023-05-11
2022-12-31	$64,448,032	822,986	+0.1%	Shares	Defined	2023-02-13
2022-09-30	$52,470,012	822,414	+1.5%	Shares	Defined	2022-11-15
2022-06-30	$57,236,196	809,908	-0.1%	Shares	Defined	2022-08-12
2022-03-31	$62,380,208	810,659	-0.6%	Shares	Defined	2022-05-16
2021-12-31	$71,040,411	815,900	-1.5%	Shares	Defined	2022-02-11
2021-09-30	$68,159,515	828,385	+1.0%	Shares	Defined	2021-11-15
2021-06-30	$67,068,242	820,206	+0.6%	Shares	Defined	2021-08-13
2021-03-31	$55,803,792	815,249	-1.3%	Shares	Defined	2021-05-13
2020-12-31	$55,779,411	825,750	-0.3%	Shares	Defined	2021-02-11
2020-09-30	$51,674,457	827,851	-0.2%	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.