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Livermore
Livermore
ZHEN

Stephens Inc

SEC CIK
0000757657
Latest filing
Jul 29, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Stephens Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OTIS overviewAll 13F holders of OTISFull Q2 2026 holdings

Shares (Q2 2026)
10,677
Value
$764.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of OTIS by Stephens Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,677$764.4K<0.1%+4,368+69.2%AddedHolders
Q1 20266,309$486.3K<0.1%+1,087+20.8%AddedHolders
Q4 20255,222$456.2K<0.1%+132+2.6%AddedHolders
Q3 20255,090$465.3K<0.1%+355+7.5%AddedHolders
Q2 20254,735$468.9K<0.1%+25+0.5%AddedHolders
Q1 20254,710$486.1K<0.1%−15−0.3%ReducedHolders
Q4 20244,725$437.6K<0.1%−225−4.5%ReducedHolders
Q3 20244,950$514.5K<0.1%−99−2.0%ReducedHolders
Q2 20245,049$486.0K<0.1%−67−1.3%ReducedHolders
Q1 20245,116$507.9K<0.1%−482−8.6%ReducedHolders
Q4 20235,598$500.9K<0.1%−300−5.1%ReducedHolders
Q3 20235,898$473.7K<0.1%−92−1.5%ReducedHolders
Q2 20235,990$533.2K<0.1%+357+6.3%AddedHolders
Q1 20235,633$475.4K<0.1%+61+1.1%AddedHolders
Q4 20225,572$436.3K<0.1%−2,989−34.9%ReducedHolders
Q3 20228,561$546.0K<0.1%−5−0.1%ReducedHolders
Q2 20228,566$605.0K<0.1%+28+0.3%AddedHolders
Q1 20228,538$657.0K<0.1%−582−6.4%ReducedHolders
Q4 20219,120$794.0K<0.1%−401−4.2%ReducedHolders
Q3 20219,521$783.0K<0.1%−2,538−21.0%ReducedHolders
Q2 202112,059$986.0K<0.1%−7−0.1%ReducedHolders
Q1 202112,066$826.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.