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Rockefeller Capital Management L.P.: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockefeller Capital Management L.P. on OTIS, newest first. How the timeline and the estimate are built.

Rockefeller Capital Management L.P. held 42,962 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,962 shares
    Change vs previous 13F -121,329 shares

    <0.01% of the 13F portfolio, value $3,076,164.

    13F-HR 0001739439-26-000006 filed by Rockefeller Capital Management L.P.
    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 164,291 shares
    Change vs previous 13F +12,174 shares

    0.02% of the 13F portfolio, value $12,663,622.

    13F-HR 0001739439-26-000005 filed by Rockefeller Capital Management L.P.
    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 152,117 shares
    Change vs previous 13F -9,229 shares

    0.02% of the 13F portfolio, value $13,287,472.

    13F-HR/A 0001739439-26-000003 filed by Rockefeller Capital Management L.P.
    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 161,346 shares
    Change vs previous 13F +29,779 shares

    0.03% of the 13F portfolio, value $14,751,946.

    13F-HR 0001739439-25-000031 filed by Rockefeller Capital Management L.P.
    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/A 131,567 shares
    Change vs previous 13F +92,770 shares

    0.03% of the 13F portfolio, value $13,027,915.

    13F-HR/A 0001739439-25-000022 filed by Rockefeller Capital Management L.P.
    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 38,797 shares
    Change vs previous 13F -382 shares

    0.01% of the 13F portfolio, value $4,003,903.

    13F-HR 0001739439-25-000008 filed by Rockefeller Capital Management L.P.
    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 39,179 shares
    Change vs previous 13F -2,011 shares

    0.01% of the 13F portfolio, value $3,633,156.

    13F-HR 0001739439-25-000002 filed by Rockefeller Capital Management L.P.
    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 41,190 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,278,174.

    13F-HR 0001739439-24-000023 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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