Position in OTIS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$709,054
-$73,308 QoQ
Shares Held
9,903
-2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#559
of 1,211 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026MOODY LYNN LIEBERSON & WALKER, LLC holds $96,345,045 across 9 Specialty Industrial Machinery names. OTIS ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
49,980 | $58,719,502 | |
| 2 | ETN |
Eaton Corp plc
|
62,861 | $26,786,329 | |
| 3 | CMI |
Cummins Inc
|
4,846 | $3,456,215 | |
| 4 | PH |
Parker-Hannifin Corp
|
2,777 | $2,716,239 | |
| 5 | ITW |
Illinois Tool Works Inc
|
7,284 | $1,970,103 | |
| 6 | DOV |
DOVER Corp
|
3,255 | $730,031 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
9,903 | $709,054 | |
| 8 | EMR |
Emerson Electric Co
|
4,602 | $658,776 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $709,054 | 9,903 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $782,362 | 10,150 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $905,382 | 10,365 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $955,077 | 10,446 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,136,254 | 11,475 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,185,974 | 11,492 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,171,979 | 12,655 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,481,976 | 14,258 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,398,657 | 14,530 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,477,137 | 14,880 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,825,098 | 20,399 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,696,709 | 21,127 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,926,265 | 21,641 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,856,631 | 21,998 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,792,515 | 22,890 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,658,608 | 25,997 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,969,855 | 27,874 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $16,956,548 | 220,358 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $21,703,416 | 249,264 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $20,480,314 | 248,910 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $20,672,355 | 252,811 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $17,819,246 | 260,325 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $17,351,433 | 256,868 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $14,500,727 | 232,309 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $10,216,093 | 179,671 | Shares | Sole | 2020-07-24 | |
| No filing history on record for this holder in this stock. | ||||||