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
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 51,236 | $3.67M | <0.1% | −128−0.2% | Reduced | Holders |
| Q1 2026 | 51,364 | $3.96M | <0.1% | −710−1.4% | Reduced | Holders |
| Q4 2025 | 52,074 | $4.55M | <0.1% | −1,977−3.7% | Reduced | Holders |
| Q3 2025 | 54,051 | $4.94M | <0.1% | −1,682−3.0% | Reduced | Holders |
| Q2 2025 | 55,733 | $5.52M | <0.1% | +920+1.7% | Added | Holders |
| Q1 2025 | 54,813 | $5.66M | <0.1% | +41,363+307.5% | Added | Holders |
| Q4 2024 | 13,450 | $1.25M | <0.1% | −40−0.3% | Reduced | Holders |
| Q3 2024 | 13,490 | $1.40M | <0.1% | +681+5.3% | Added | Holders |
| Q2 2024 | 12,809 | $1.23M | <0.1% | +836+7.0% | Added | Holders |
| Q1 2024 | 11,973 | $1.19M | <0.1% | +262+2.2% | Added | Holders |
| Q4 2023 | 11,711 | $1.05M | <0.1% | +69+0.6% | Added | Holders |
| Q3 2023 | 11,642 | $935.0K | <0.1% | +596+5.4% | Added | Holders |
| Q2 2023 | 11,046 | $983.3K | <0.1% | +119+1.1% | Added | Holders |
| Q1 2023 | 10,927 | $921.8K | <0.1% | −1,050−8.8% | Reduced | Holders |
| Q4 2022 | 11,977 | $939.0K | <0.1% | −659−5.2% | Reduced | Holders |
| Q3 2022 | 12,636 | $807.0K | <0.1% | −447−3.4% | Reduced | Holders |
| Q2 2022 | 13,083 | $925.0K | <0.1% | +253+2.0% | Added | Holders |
| Q1 2022 | 12,830 | $987.0K | <0.1% | −278−2.1% | Reduced | Holders |
| Q4 2021 | 13,108 | $1.14M | <0.1% | +416+3.3% | Added | Holders |
| Q3 2021 | 12,692 | $1.04M | <0.1% | +159+1.3% | Added | Holders |
| Q2 2021 | 12,533 | $1.02M | <0.1% | −1,710−12.0% | Reduced | Holders |
| Q1 2021 | 14,243 | $975.0K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.