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Disclosery

MASSACHUSETTS FINANCIAL SERVICES CO /MA/: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MASSACHUSETTS FINANCIAL SERVICES CO /MA/ on OTIS, newest first. How the timeline and the estimate are built.

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ held 4,103,431 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,103,431 shares
    Change vs previous 13F -3,496,839 shares

    0.1% of the 13F portfolio, value $303,900,643.

    13F-HR 0000912938-26-000775 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
    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 7,600,270 shares
    Change vs previous 13F +757,201 shares

    0.2% of the 13F portfolio, value $597,718,260.

    13F-HR 0000912938-26-000604 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
    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 6,843,069 shares
    Change vs previous 13F -248,945 shares

    0.19% of the 13F portfolio, value $597,742,077.

    13F-HR 0000912938-26-000025 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
    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 7,092,014 shares
    Change vs previous 13F +181,739 shares

    0.2% of the 13F portfolio, value $648,422,841.

    13F-HR 0000912938-25-000200 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
    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 6,910,275 shares
    Change vs previous 13F -258,058 shares

    0.22% of the 13F portfolio, value $684,255,430.

    13F-HR 0000912938-25-000121 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
    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 7,168,333 shares
    Change vs previous 13F -437,229 shares

    0.25% of the 13F portfolio, value $739,771,966.

    13F-HR 0000912938-25-000044 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
    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 7,605,562 shares
    Change vs previous 13F -438,127 shares

    0.22% of the 13F portfolio, value $704,351,097.

    13F-HR 0000912938-25-000009 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
    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 8,043,689 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $836,061,034.

    13F-HR 0000912938-24-000298 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
    Filed (acceptance time not in the bulk data set), ingested

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