Otis Worldwide Corp
OTIS- 交易所
- NYSE
- 產業
- Electronic & Other Electrical Equipment (No Computer Equip)
- SEC CIK
- 0001781335
近 90 天，Otis Worldwide Corp 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 1,232 家機構在 13F 申報持有，市值合計 $255.6 億；大師中只有馬克爾集團持有。
2021 年第 2 季 13F 持有人
Otis Worldwide Corp 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,142
- 較 2021 年第 1 季 +20 家
- 持有股數
- 3.59 億
- 較 2021 年第 1 季 −1,498 萬 (−4.0%)
- 總市值
- $293.8 億
- 較 2021 年第 1 季 +$37.5 億 (+14.6%)
- 新進機構
- 116
- 另有 334 家加碼
- 清倉機構
- 96
- 另有 485 家減碼
另有 12 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 OTIS 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,232 | $255.6 億 |
| 2026 年第 1 季 | 1,245 | $266.0 億 |
| 2025 年第 4 季 | 1,311 | $309.1 億 |
| 2025 年第 3 季 | 1,253 | $310.7 億 |
| 2025 年第 2 季 | 1,270 | $348.3 億 |
| 2025 年第 1 季 | 1,248 | $367.9 億 |
| 2024 年第 4 季 | 1,234 | $336.6 億 |
| 2024 年第 3 季 | 1,200 | $374.0 億 |
| 2024 年第 2 季 | 1,191 | $340.5 億 |
| 2024 年第 1 季 | 1,202 | $347.5 億 |
| 2023 年第 4 季 | 1,190 | $319.0 億 |
| 2023 年第 3 季 | 1,099 | $286.9 億 |
| 2023 年第 2 季 | 1,124 | $319.0 億 |
| 2023 年第 1 季 | 1,101 | $300.8 億 |
| 2022 年第 4 季 | 1,106 | $277.9 億 |
| 2022 年第 3 季 | 1,045 | $226.3 億 |
| 2022 年第 2 季 | 1,090 | $250.4 億 |
| 2022 年第 1 季 | 1,147 | $271.3 億 |
| 2021 年第 4 季 | 1,199 | $308.7 億 |
| 2021 年第 3 季 | 1,145 | $294.7 億 |
| 2021 年第 2 季 | 1,142 | $293.8 億 |
| 2021 年第 1 季 | 1,134 | $256.8 億 |
2021 年第 2 季持有機構
每家機構持有 Otis Worldwide Corp 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 4,040 | $33.0 萬 | 0.03% | −198−4.7% | 減碼 |
| Bard Financial Services, Inc. | 4,040 | $33.0 萬 | 0.03% | 00.0% | 不變 |
| St Germain D J Co Inc | 4,083 | $33.4 萬 | 0.02% | −17−0.4% | 減碼 |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $33.4 萬 | 0.11% | 00.0% | 不變 |
| Harbour Investments, Inc. | 4,102 | $33.5 萬 | 0.01% | −125−3.0% | 減碼 |
| Atwood & Palmer Inc | 4,125 | $33.7 萬 | 0.03% | −387−8.6% | 減碼 |
| Boston Family Office LLC | 4,128 | $33.8 萬 | 0.02% | −150−3.5% | 減碼 |
| United Bank | 4,131 | $33.8 萬 | 0.05% | −121−2.8% | 減碼 |
| HRT Financial LP | 4,151 | $33.9 萬 | 0.00% | +4,151 | 新進 |
| Dixon Hubard Feinour & Brown Inc | 4,177 | $34.2 萬 | 0.07% | −1,296−23.7% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 4,177 | $34.2 萬 | 0.07% | −530−11.3% | 減碼 |
| Court Place Advisors, LLC | 4,227 | $34.6 萬 | 0.10% | −56−1.3% | 減碼 |
| Kore Private Wealth LLC | 4,230 | $34.6 萬 | 0.04% | +1,087+34.6% | 加碼 |
| Mount Yale Investment Advisors, LLC | 4,257 | $34.8 萬 | 0.04% | +85+2.0% | 加碼 |
| Concentric Wealth Management, LLC | 4,275 | $35.0 萬 | 0.11% | −100−2.3% | 減碼 |
| Drexel Morgan & Co. | 4,288 | $35.1 萬 | 0.10% | 00.0% | 不變 |
| Nachman Norwood & Parrott, Inc | 4,296 | $35.1 萬 | 0.04% | +10.0% | 加碼 |
| Douglass Winthrop Advisors, LLC | 4,298 | $35.1 萬 | 0.01% | +466+12.2% | 加碼 |
| Westport Asset Management Inc | 4,127 | $35.2 萬 | 0.15% | 00.0% | 不變 |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $35.2 萬 | 0.11% | 00.0% | 不變 |
| South Dakota Investment Council | 4,389 | $35.9 萬 | 0.01% | −2,500−36.3% | 減碼 |
| Williams Jones Wealth Management, LLC. | 4,395 | $35.9 萬 | 0.01% | −255−5.5% | 減碼 |
| Csenge Advisory Group | 4,369 | $35.9 萬 | 0.03% | −73−1.6% | 減碼 |
| Security National Trust Co | 4,435 | $36.2 萬 | 0.08% | −226−4.8% | 減碼 |
| Mid Atlantic Financial Management Inc | 4,433 | $36.3 萬 | 0.02% | +65+1.5% | 加碼 |
| Sentry Investment Management LLC | 4,453 | $36.4 萬 | 0.09% | 00.0% | 不變 |
| American National Registered Investment Advisor, Inc. | 4,467 | $36.5 萬 | 0.13% | −46−1.0% | 減碼 |
| Financial Advisory Group | 4,468 | $36.5 萬 | 0.09% | 00.0% | 不變 |
| Financial Advocates Investment Management | 7,985 | $36.5 萬 | 0.03% | +3,773+89.6% | 加碼 |
| Valeo Financial Advisors, LLC | 4,480 | $36.6 萬 | 0.02% | −214−4.6% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 4,473 | $36.6 萬 | 0.02% | 00.0% | 不變 |
| NTV Asset Management LLC | 4,478 | $36.6 萬 | 0.06% | +20.0% | 加碼 |
| Conning Inc. | 4,500 | $36.8 萬 | 0.01% | −480−9.6% | 減碼 |
| Optas, LLC | 4,513 | $37.0 萬 | 0.11% | +21+0.5% | 加碼 |
| Hutchinson Capital Management | 4,533 | $37.1 萬 | 0.09% | −14−0.3% | 減碼 |
| Beck Mack & Oliver LLC | 4,558 | $37.3 萬 | 0.01% | +11+0.2% | 加碼 |
| Shakespeare Wealth Management, Inc. | 4,142 | $37.3 萬 | 0.14% | 00.0% | 不變 |
| Tiemann Investment Advisors, LLC | 4,574 | $37.4 萬 | 0.17% | −225−4.7% | 減碼 |
| Greenleaf Trust | 4,575 | $37.4 萬 | 0.00% | +278+6.5% | 加碼 |
| American Century Companies Inc | 4,572 | $37.4 萬 | 0.00% | +939+25.8% | 加碼 |
| Monterey Private Wealth, Inc. | 4,584 | $37.5 萬 | 0.22% | +272+6.3% | 加碼 |
| Park Avenue Securities LLC | 4,600 | $37.6 萬 | 0.01% | +1,152+33.4% | 加碼 |
| Pictet Bank & Trust Ltd | 4,600 | $37.6 萬 | 0.21% | +4,600 | 新進 |
| Tucker Asset Management LLC | 4,610 | $37.7 萬 | 0.17% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 4,624 | $37.8 萬 | 0.06% | 00.0% | 不變 |
| Azimuth Capital Management LLC | 4,637 | $37.9 萬 | 0.02% | −188−3.9% | 減碼 |
| Sageworth Trust Co | 4,634 | $37.9 萬 | 0.03% | 00.0% | 不變 |
| Change Path, LLC | 4,637 | $37.9 萬 | 0.02% | +4,637 | 新進 |
| Compton Capital Management Inc | 4,645 | $38.0 萬 | 0.11% | −210−4.3% | 減碼 |
| Carroll Financial Associates, Inc. | 4,703 | $38.4 萬 | 0.02% | −165−3.4% | 減碼 |
| Cutter & CO Brokerage, Inc. | 4,709 | $38.5 萬 | 0.09% | +624+15.3% | 加碼 |
| Warther Private Wealth, LLC | 4,694 | $38.5 萬 | 0.37% | +4,694 | 新進 |
| Private Capital Group, LLC | 4,724 | $38.6 萬 | 0.09% | −81−1.7% | 減碼 |
| Empirical Finance, LLC | 4,734 | $38.7 萬 | 0.06% | +720+17.9% | 加碼 |
| 1st Source Bank | 4,748 | $38.8 萬 | 0.02% | −37−0.8% | 減碼 |
| Meristem Family Wealth, LLC | 4,747 | $38.8 萬 | 0.06% | +4,747 | 新進 |
| First National Trust Co | 4,751 | $38.9 萬 | 0.02% | −1,275−21.2% | 減碼 |
| Pointe Capital Management LLC | 4,776 | $39.1 萬 | 0.28% | 00.0% | 不變 |
| Lincoln National Corp | 4,782 | $39.1 萬 | 0.01% | +264+5.8% | 加碼 |
| Fishman Jay A Ltd | 4,783 | $39.1 萬 | 0.05% | −4,282−47.2% | 減碼 |
| Covington Capital Management | 4,800 | $39.2 萬 | 0.02% | −135−2.7% | 減碼 |
| McDonald Partners LLC | 4,835 | $39.5 萬 | 0.09% | −84−1.7% | 減碼 |
| Peoples Financial Services Corp. | 4,847 | $39.6 萬 | 0.17% | −9−0.2% | 減碼 |
| GYL Financial Synergies, LLC | 4,885 | $39.9 萬 | 0.21% | −68−1.4% | 減碼 |
| Penobscot Investment Management Company, Inc. | 4,888 | $40.0 萬 | 0.06% | −245−4.8% | 減碼 |
| NorthCoast Asset Management LLC | 4,945 | $40.4 萬 | 0.01% | +50+1.0% | 加碼 |
| SeaCrest Wealth Management, LLC | 4,937 | $40.4 萬 | 0.05% | +253+5.4% | 加碼 |
| Wedbush Securities Inc | 4,971 | $40.6 萬 | 0.02% | +1,010+25.5% | 加碼 |
| Chemung Canal Trust Co | 4,992 | $40.8 萬 | 0.08% | −60−1.2% | 減碼 |
| Gifford Fong Associates | 5,000 | $40.9 萬 | 0.08% | 00.0% | 不變 |
| Kistler-Tiffany Companies, LLC | 5,008 | $41.0 萬 | 0.09% | −106−2.1% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 5,011 | $41.0 萬 | 0.29% | −13−0.3% | 減碼 |
| Umb Bank N A | 5,055 | $41.3 萬 | 0.01% | −125−2.4% | 減碼 |
| Wetherby Asset Management Inc | 5,056 | $41.3 萬 | 0.03% | +118+2.4% | 加碼 |
| Bassett Hargrove Investment Counsel, LLC | 5,095 | $41.7 萬 | 0.62% | +5,095 | 新進 |
| Boston Financial Mangement LLC | 5,129 | $41.9 萬 | 0.02% | −85−1.6% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 5,159 | $42.2 萬 | 0.02% | +10+0.2% | 加碼 |
| Foster & Motley Inc | 5,176 | $42.3 萬 | 0.04% | −52−1.0% | 減碼 |
| Bull Street Advisors, LLC | 5,197 | $42.5 萬 | 0.23% | −94−1.8% | 減碼 |
| Markston International LLC | 5,241 | $42.9 萬 | 0.26% | −17,079−76.5% | 減碼 |
| J.W. Cole Advisors, Inc. | 5,243 | $42.9 萬 | 0.03% | +192+3.8% | 加碼 |
| Bank of the West | 5,304 | $43.3 萬 | 0.04% | −250−4.5% | 減碼 |
| Bath Savings Trust Co | 5,290 | $43.3 萬 | 0.05% | −232−4.2% | 減碼 |
| Scharf Investments, LLC | 5,379 | $44.0 萬 | 0.01% | −433,316−98.8% | 減碼 |
| Boston Trust Walden Corp | 5,430 | $44.4 萬 | 0.00% | −50−0.9% | 減碼 |
| Symmetry Partners, LLC | 5,446 | $44.5 萬 | 0.03% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 5,439 | $44.5 萬 | 0.03% | +142+2.7% | 加碼 |
| Dynamic Technology Lab Private Ltd | 5,446 | $44.5 萬 | 0.04% | +5,446 | 新進 |
| Venture Visionary Partners LLC | 5,489 | $44.8 萬 | 0.04% | −133−2.4% | 減碼 |
| Collective Family Office LLC | 5,476 | $44.8 萬 | 0.19% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 5,487 | $44.9 萬 | 0.02% | +34+0.6% | 加碼 |
| BBVA USA | 5,493 | $44.9 萬 | 0.03% | +5,493 | 新進 |
| Fulton Bank, N.A. | 5,500 | $45.0 萬 | 0.02% | −144−2.6% | 減碼 |
| KCM Investment Advisors LLC | 5,542 | $45.3 萬 | 0.02% | −325−5.5% | 減碼 |
| Pitcairn Co | 5,566 | $45.6 萬 | 0.03% | −92−1.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 5,597 | $45.8 萬 | 0.01% | −35,867−86.5% | 減碼 |
| Jackson Square Capital, LLC | 5,597 | $45.8 萬 | 0.15% | +5,597 | 新進 |
| Flputnam Investment Management Co | 5,631 | $46.0 萬 | 0.02% | −42−0.7% | 減碼 |
| swisspartners Ltd. | 5,658 | $46.3 萬 | 0.33% | +19+0.3% | 加碼 |
| Colonial Trust Advisors | 5,675 | $46.4 萬 | 0.06% | 00.0% | 不變 |