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Livermore
Livermore
ZHEN

D.A. Davidson & Co.

SEC CIK
0001080107
Latest filing
Jul 24, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by D.A. Davidson & 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)
51,236
Value
$3.67M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of OTIS by D.A. Davidson & Co., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202651,236$3.67M<0.1%−128−0.2%ReducedHolders
Q1 202651,364$3.96M<0.1%−710−1.4%ReducedHolders
Q4 202552,074$4.55M<0.1%−1,977−3.7%ReducedHolders
Q3 202554,051$4.94M<0.1%−1,682−3.0%ReducedHolders
Q2 202555,733$5.52M<0.1%+920+1.7%AddedHolders
Q1 202554,813$5.66M<0.1%+41,363+307.5%AddedHolders
Q4 202413,450$1.25M<0.1%−40−0.3%ReducedHolders
Q3 202413,490$1.40M<0.1%+681+5.3%AddedHolders
Q2 202412,809$1.23M<0.1%+836+7.0%AddedHolders
Q1 202411,973$1.19M<0.1%+262+2.2%AddedHolders
Q4 202311,711$1.05M<0.1%+69+0.6%AddedHolders
Q3 202311,642$935.0K<0.1%+596+5.4%AddedHolders
Q2 202311,046$983.3K<0.1%+119+1.1%AddedHolders
Q1 202310,927$921.8K<0.1%−1,050−8.8%ReducedHolders
Q4 202211,977$939.0K<0.1%−659−5.2%ReducedHolders
Q3 202212,636$807.0K<0.1%−447−3.4%ReducedHolders
Q2 202213,083$925.0K<0.1%+253+2.0%AddedHolders
Q1 202212,830$987.0K<0.1%−278−2.1%ReducedHolders
Q4 202113,108$1.14M<0.1%+416+3.3%AddedHolders
Q3 202112,692$1.04M<0.1%+159+1.3%AddedHolders
Q2 202112,533$1.02M<0.1%−1,710−12.0%ReducedHolders
Q1 202114,243$975.0K<0.1%––Holders

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