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Disclosery

Rathbones Group PLC: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rathbones Group PLC on OTIS, newest first. How the timeline and the estimate are built.

Rathbones Group PLC held 261,274 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 261,274 shares
    Change vs previous 13F -94,749 shares

    0.07% of the 13F portfolio, value $18,707,218.

    13F-HR 0001140361-26-029386 filed by Rathbones Group PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 356,023 shares
    Change vs previous 13F -35,168 shares

    0.11% of the 13F portfolio, value $27,442,252.

    13F-HR/A 0001140361-26-024580 filed by Rathbones Group PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 391,191 shares
    Change vs previous 13F -50,839 shares

    0.13% of the 13F portfolio, value $34,170,533.

    13F-HR/A 0001140361-26-024582 filed by Rathbones Group PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 442,030 shares
    Change vs previous 13F -65,960 shares

    0.16% of the 13F portfolio, value $40,414,802.

    13F-HR 0001140361-25-041771 filed by Rathbones Group PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 507,990 shares
    Change vs previous 13F -4,704 shares

    0.22% of the 13F portfolio, value $50,301,169.

    13F-HR 0001140361-25-029429 filed by Rathbones Group PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 512,694 shares
    Change vs previous 13F +28,330 shares

    0.26% of the 13F portfolio, value $52,910,020.

    13F-HR 0001140361-25-018466 filed by Rathbones Group PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 484,364 shares
    Change vs previous 13F +11,804 shares

    0.22% of the 13F portfolio, value $44,856,950.

    13F-HR 0001140361-25-004181 filed by Rathbones Group PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 472,560 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $49,117,886.

    13F-HR 0001140361-24-046289 filed by Rathbones Group PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).