Skip to main content
Livermore
Livermore
ZHEN

CX Institutional

SEC CIK
0001737089
Latest filing
Jul 1, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by CX Institutional, 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)
6,886
Value
$493.0K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of OTIS by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,886$493.0K<0.1%+2,213+47.4%AddedHolders
Q1 20264,673$360.0K<0.1%−575−11.0%ReducedHolders
Q4 20255,248$458.0K<0.1%−505−8.8%ReducedHolders
Q3 20255,753$526.0K<0.1%+1,430+33.1%AddedHolders
Q2 20254,323$428.0K<0.1%−99−2.2%ReducedHolders
Q1 20254,422$456.0K<0.1%+576+15.0%AddedHolders
Q4 20243,846$356.3K<0.1%+97+2.6%AddedHolders
Q3 20243,749$389.6K<0.1%+47+1.3%AddedHolders
Q2 20243,702$356.4K<0.1%−24−0.6%ReducedHolders
Q1 20243,726$369.9K<0.1%−41−1.1%ReducedHolders
Q4 20233,767$337.1K<0.1%−139−3.6%ReducedHolders
Q3 20233,906$313.7K<0.1%−544−12.2%ReducedHolders
Q2 20234,450$396.1K<0.1%+135+3.1%AddedHolders
Q1 20234,315$363.5K<0.1%+246+6.0%AddedHolders
Q4 20224,069$318.7K<0.1%+4,069NewHolders
Q3 20220$00.0%−2,356−100.0%Sold outHolders
Q2 20222,356$167.0K<0.1%−348−12.9%ReducedHolders
Q1 20222,704$208.0K<0.1%+156+6.1%AddedHolders
Q4 20212,548$222.0K<0.1%+116+4.8%AddedHolders
Q3 20212,432$200.0K<0.1%+62+2.6%AddedHolders
Q2 20212,370$194.0K<0.1%+211+9.8%AddedHolders
Q1 20212,159$148.0K<0.1%––Holders

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