Allied Investment Advisors, LLC / OTIS
Allied Investment Advisors, LLC’s Otis Worldwide Corp Position
Does Allied Investment Advisors, LLC own Otis Worldwide Corp (OTIS)? Yes — 133.0K shares worth $10M (+1.47% of its 13F portfolio) as of Q1 2026, up from 124.5K shares the prior filed quarter.
Position Value
$10M
Q1 2026
Shares
133.0K
% of Portfolio
+1.47%
Quarters Held
24
currently held
Position History OTIS
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 133.0K | $10M | +1.47% |
| Q4 2025 | 124.5K | $11M | +1.68% |
| Q3 2025 | 118.8K | $11M | +1.73% |
| Q2 2025 | 112.0K | $11M | +1.94% |
| Q1 2025 | 109.3K | $11M | +2.14% |
| Q4 2024 | 103.1K | $10M | +1.92% |
| Q3 2024 | 103.5K | $11M | +2.13% |
| Q2 2024 | 102.0K | $10M | +2.30% |
| Q1 2024 | 100.3K | $10M | +2.41% |
| Q4 2023 | 97.9K | $9M | +2.38% |
| Q3 2023 | 96.6K | $8M | +2.32% |
| Q2 2023 | 95.5K | $8M | +2.46% |
| Q1 2023 | 90.7K | $8M | +2.37% |
| Q4 2022 | 88.1K | $7M | +2.16% |
| Q3 2022 | 83.3K | $5M | +1.98% |
| Q2 2022 | 80.3K | $6M | +2.04% |
| Q1 2022 | 76.5K | $6M | +1.92% |
| Q4 2021 | 70.7K | $6M | +2.10% |
| Q3 2021 | 69.2K | $6M | +2.16% |
| Q2 2021 | 69.6K | $6M | +2.14% |
| Q1 2021 | 62.8K | $4M | +1.84% |
| Q4 2020 | 58.0K | $4M | +1.88% |
| Q3 2020 | 52.5K | $3M | +1.76% |
| Q2 2020 | 49.2K | $3M | +1.61% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Allied Investment Advisors, LLC’s full portfolio or all institutional holders of OTIS.