Skip to main content
Livermore
Livermore
ZHEN

Greenleaf Trust

SEC CIK
0001162170
Latest filing
Jul 21, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Greenleaf Trust, 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)
9,038
Value
$647.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of OTIS by Greenleaf Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,038$647.1K<0.1%−350−3.7%ReducedHolders
Q1 20269,388$723.6K<0.1%+1,421+17.8%AddedHolders
Q4 20257,967$695.9K<0.1%−875−9.9%ReducedHolders
Q3 20258,842$808.4K<0.1%−83−0.9%ReducedHolders
Q2 20258,925$883.8K<0.1%−2,904−24.5%ReducedHolders
Q1 202511,829$1.22M<0.1%+1,348+12.9%AddedHolders
Q4 202410,481$970.6K<0.1%+333+3.3%AddedHolders
Q3 202410,148$1.05M<0.1%−326−3.1%ReducedHolders
Q2 202410,474$1.01M<0.1%+594+6.0%AddedHolders
Q1 20249,880$980.8K<0.1%+415+4.4%AddedHolders
Q4 20239,465$846.8K<0.1%+433+4.8%AddedHolders
Q3 20239,032$725.4K<0.1%−54−0.6%ReducedHolders
Q2 20239,086$808.7K<0.1%−243−2.6%ReducedHolders
Q1 20239,329$787.4K<0.1%+546+6.2%AddedHolders
Q4 20228,783$688.0K<0.1%−26,780−75.3%ReducedHolders
Q3 202235,563$2.27M<0.1%+29,166+455.9%AddedHolders
Q2 20226,397$452.0K<0.1%+1,232+23.9%AddedHolders
Q1 20225,165$397.0K<0.1%+8+0.2%AddedHolders
Q4 20215,157$449.0K<0.1%+316+6.5%AddedHolders
Q3 20214,841$398.0K<0.1%+266+5.8%AddedHolders
Q2 20214,575$374.0K<0.1%+278+6.5%AddedHolders
Q1 20214,297$294.0K<0.1%––Holders

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