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Fayez Sarofim & Co: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fayez Sarofim & Co on OTIS, newest first. How the timeline and the estimate are built.

Fayez Sarofim & Co held 119,017 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,017 shares
    Change vs previous 13F -55,838 shares

    0.02% of the 13F portfolio, value $8,521,636.

    13F-HR 0001193125-26-352909 filed by Fayez Sarofim & Co
    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 174,855 shares
    Change vs previous 13F -153,498 shares

    0.03% of the 13F portfolio, value $13,477,846.

    13F-HR 0001193125-26-225431 filed by Fayez Sarofim & Co
    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 328,353 shares
    Change vs previous 13F -774,765 shares

    0.07% of the 13F portfolio, value $28,681,658.

    13F-HR 0001193125-26-050739 filed by Fayez Sarofim & Co
    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 1,103,118 shares
    Change vs previous 13F -9,453 shares

    0.23% of the 13F portfolio, value $100,858,061.

    13F-HR 0001193125-25-282612 filed by Fayez Sarofim & Co
    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 1,112,571 shares
    Change vs previous 13F -742 shares

    0.26% of the 13F portfolio, value $110,166,749.

    13F-HR 0000950123-25-007999 filed by Fayez Sarofim & Co
    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 1,113,313 shares
    Change vs previous 13F +5,890 shares

    0.29% of the 13F portfolio, value $114,893,917.

    13F-HR 0000950123-25-004566 filed by Fayez Sarofim & Co
    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 1,107,423 shares
    Change vs previous 13F +31,843 shares

    0.25% of the 13F portfolio, value $102,558,421.

    13F-HR 0000950123-25-002327 filed by Fayez Sarofim & Co
    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 1,075,580 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $111,795,798.

    13F-HR 0000950123-24-011533 filed by Fayez Sarofim & Co
    Filed (acceptance time not in the bulk data set), ingested

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