HM Payson & Co
- SEC CIK
- 0000928052
- Latest filing
- Jul 17, 2026
OTIS holding history
Otis Worldwide Corp in every 13F filed by HM Payson & Co, 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)
- 37,291
- Value
- $2.67M
- % of portfolio
- <0.1%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 37,291 | $2.67M | <0.1% | −14,870−28.5% | Reduced | Holders |
| Q1 2026 | 52,161 | $4.02M | 0.1% | −4,060−7.2% | Reduced | Holders |
| Q4 2025 | 56,221 | $4.91M | 0.1% | −9,505−14.5% | Reduced | Holders |
| Q3 2025 | 65,726 | $6.01M | 0.1% | −12,010−15.4% | Reduced | Holders |
| Q2 2025 | 77,736 | $7.70M | 0.1% | −29,331−27.4% | Reduced | Holders |
| Q1 2025 | 107,067 | $11.0M | 0.2% | −460,933−81.2% | Reduced | Holders |
| Q4 2024 | 568,000 | $52.6M | 0.9% | −1,506−0.3% | Reduced | Holders |
| Q3 2024 | 569,506 | $59.2M | 1.0% | +2,669+0.5% | Added | Holders |
| Q2 2024 | 566,837 | $54.6M | 1.0% | +134,333+31.1% | Added | Holders |
| Q1 2024 | 432,504 | $42.9M | 0.8% | +89,636+26.1% | Added | Holders |
| Q4 2023 | 342,868 | $30.7M | 0.6% | −515,829−60.1% | Reduced | Holders |
| Q3 2023 | 858,697 | $69.0M | 1.6% | +258,613+43.1% | Added | Holders |
| Q2 2023 | 600,084 | $53.4M | 1.2% | +79,848+15.3% | Added | Holders |
| Q1 2023 | 520,236 | $43.9M | 1.1% | +471,774+973.5% | Added | Holders |
| Q4 2022 | 48,462 | $3.80M | 0.1% | −6,783−12.3% | Reduced | Holders |
| Q3 2022 | 55,245 | $3.52M | 0.1% | −1,149−2.0% | Reduced | Holders |
| Q2 2022 | 56,394 | $3.98M | 0.1% | −3,241−5.4% | Reduced | Holders |
| Q1 2022 | 59,635 | $4.59M | 0.1% | −15,049−20.2% | Reduced | Holders |
| Q4 2021 | 74,684 | $6.50M | 0.1% | −673−0.9% | Reduced | Holders |
| Q3 2021 | 75,357 | $6.20M | 0.2% | −309−0.4% | Reduced | Holders |
| Q2 2021 | 75,666 | $6.19M | 0.2% | −5,665−7.0% | Reduced | Holders |
| Q1 2021 | 81,331 | $5.57M | 0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.