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 |
|---|---|---|---|---|---|
| Capital City Trust Co | 5,691 | $46.6 萬 | 0.14% | −1,139−16.7% | 減碼 |
| Worldquant Millennium Advisors LLC | 5,706 | $46.7 萬 | 0.01% | −33,282−85.4% | 減碼 |
| First City Capital Management, Inc. | 5,180 | $46.7 萬 | 0.26% | −42−0.8% | 減碼 |
| American Portfolios Advisors | 5,732 | $46.9 萬 | 0.02% | +46+0.8% | 加碼 |
| Garrison Point Advisors, LLC | 5,761 | $47.1 萬 | 0.34% | +97+1.7% | 加碼 |
| Profund Advisors LLC | 5,749 | $47.1 萬 | 0.02% | +171+3.1% | 加碼 |
| Kingsview Wealth Management, LLC | 5,742 | $47.1 萬 | 0.02% | +726+14.5% | 加碼 |
| Charter Trust Co | 5,777 | $47.2 萬 | 0.04% | −92−1.6% | 減碼 |
| Excalibur Management Corp | 5,824 | $47.6 萬 | 0.22% | −17−0.3% | 減碼 |
| Mutual Advisors, LLC | 5,841 | $47.8 萬 | 0.03% | −1,055−15.3% | 減碼 |
| Ativo Capital Management LLC | 5,864 | $48.0 萬 | 0.20% | −280−4.6% | 減碼 |
| Flagship Harbor Advisors, LLC | 5,954 | $48.7 萬 | 0.05% | +425+7.7% | 加碼 |
| Fiduciary Group LLC | 5,392 | $49.0 萬 | 0.06% | 00.0% | 不變 |
| Meridian Management Co | 6,002 | $49.1 萬 | 0.14% | −54−0.9% | 減碼 |
| YorkBridge Wealth Partners, LLC | 6,001 | $49.1 萬 | 0.13% | +338+6.0% | 加碼 |
| HighPoint Advisor Group LLC | 5,999 | $49.1 萬 | 0.05% | +1,047+21.1% | 加碼 |
| Marino, Stram & Associates LLC | 6,001 | $49.1 萬 | 0.13% | +6,001 | 新進 |
| Shayne & Co., LLC | 6,023 | $49.3 萬 | 0.28% | −48−0.8% | 減碼 |
| Segall Bryant & Hamill, LLC | 6,176 | $49.8 萬 | 0.00% | −2,724−30.6% | 減碼 |
| Grimes & Company, Inc. | 6,089 | $49.8 萬 | 0.02% | −91−1.5% | 減碼 |
| Donaldson Capital Management, LLC | 6,118 | $50.0 萬 | 0.03% | −169−2.7% | 減碼 |
| Kestra Private Wealth Services, LLC | 6,127 | $50.1 萬 | 0.03% | +319+5.5% | 加碼 |
| Veriti Management LLC | 6,144 | $50.2 萬 | 0.07% | +3,180+107.3% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,156 | $50.3 萬 | 0.03% | 00.0% | 不變 |
| Investment Advisory Services Inc | 6,339 | $50.5 萬 | 0.31% | +6,339 | 新進 |
| Means Investment Co., Inc. | 6,183 | $50.6 萬 | 0.10% | −54−0.9% | 減碼 |
| Transform Wealth, LLC | 6,186 | $50.6 萬 | 0.06% | +607+10.9% | 加碼 |
| Forte Capital LLC | 6,213 | $50.8 萬 | 0.07% | 00.0% | 不變 |
| Thompson Siegel & Walmsley LLC | 6,208 | $50.8 萬 | 0.01% | +5,850+1,634.1% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 6,222 | $50.9 萬 | 0.02% | 00.0% | 不變 |
| Werlinich Asset Management, LLC | 6,225 | $50.9 萬 | 0.41% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 6,244 | $51.1 萬 | 0.10% | 00.0% | 不變 |
| Security National Bank of So Dak | 6,348 | $51.9 萬 | 0.40% | −1,231−16.2% | 減碼 |
| Corient Capital Partners, LLC | 6,341 | $51.9 萬 | 0.04% | +508+8.7% | 加碼 |
| First Hawaiian Bank | 6,350 | $52.0 萬 | 0.02% | −1,156−15.4% | 減碼 |
| Bryn Mawr Trust Co | 6,431 | $52.5 萬 | 0.02% | −28−0.4% | 減碼 |
| Sky Investment Group LLC | 6,441 | $52.7 萬 | 0.12% | −2,567−28.5% | 減碼 |
| Holderness Investments Co | 6,489 | $53.1 萬 | 0.18% | −167−2.5% | 減碼 |
| Verdence Capital Advisors LLC | 6,524 | $53.3 萬 | 0.07% | +6,524 | 新進 |
| Avantax Advisory Services, Inc. | 6,636 | $53.5 萬 | 0.01% | +385+6.2% | 加碼 |
| South State Corp. | 6,558 | $53.6 萬 | 0.05% | −1,645−20.1% | 減碼 |
| Resources Management Corp | 6,604 | $54.0 萬 | 0.08% | −611−8.5% | 減碼 |
| Journey Advisory Group, LLC | 6,668 | $54.5 萬 | 0.17% | −187−2.7% | 減碼 |
| Bessemer Group Inc | 6,706 | $54.8 萬 | 0.00% | −21−0.3% | 減碼 |
| Diversified Trust Co | 6,782 | $55.5 萬 | 0.02% | +2,522+59.2% | 加碼 |
| Patten & Patten Inc | 6,867 | $56.2 萬 | 0.04% | −1,620−19.1% | 減碼 |
| Chicago Capital, LLC | 6,880 | $56.3 萬 | 0.02% | 00.0% | 不變 |
| Nichols & Pratt Advisers LLP | 6,892 | $56.4 萬 | 0.04% | −6,740−49.4% | 減碼 |
| Vestcor Inc | 6,913 | $56.5 萬 | 0.02% | −668−8.8% | 減碼 |
| Allred Capital Management, LLC | 6,910 | $56.5 萬 | 0.28% | −4−0.1% | 減碼 |
| Wolverine Trading, LLC | 6,904 | $56.7 萬 | 0.02% | +6,904 | 新進 |
| Fort, L.P. | 6,948 | $56.8 萬 | 0.16% | +6,948 | 新進 |
| Aull & Monroe Investment Management Corp | 6,951 | $56.9 萬 | 0.27% | −175−2.5% | 減碼 |
| Trust Co of Virginia | 6,989 | $57.4 萬 | 0.06% | −50−0.7% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 7,032 | $57.5 萬 | 0.00% | −7,549−51.8% | 減碼 |
| Ascension Asset Management LLC | 7,034 | $57.5 萬 | 0.38% | −154−2.1% | 減碼 |
| City Holding Co | 7,044 | $57.6 萬 | 0.10% | −2,075−22.8% | 減碼 |
| Everett Harris & Co | 7,059 | $57.7 萬 | 0.01% | 00.0% | 不變 |
| Westhampton Capital, LLC | 7,101 | $58.1 萬 | 0.38% | 00.0% | 不變 |
| IndexIQ Advisors LLC | 7,100 | $58.1 萬 | 0.02% | +7,100 | 新進 |
| Parallel Advisors, LLC | 7,115 | $58.2 萬 | 0.02% | +267+3.9% | 加碼 |
| Pinnacle Associates Ltd | 7,125 | $58.3 萬 | 0.01% | −328−4.4% | 減碼 |
| River Wealth Advisors LLC | 7,138 | $58.4 萬 | 0.10% | +116+1.7% | 加碼 |
| Papp L Roy & Associates | 7,155 | $58.5 萬 | 0.07% | +1,876+35.5% | 加碼 |
| Parsec Financial Management, Inc. | 7,200 | $58.9 萬 | 0.03% | −422−5.5% | 減碼 |
| Ar Asset Management Inc | 7,200 | $58.9 萬 | 0.16% | 00.0% | 不變 |
| Amussen Hunsaker Associates LLC | 7,238 | $59.1 萬 | 0.17% | −220−2.9% | 減碼 |
| QS Investors, LLC | 7,253 | $59.4 萬 | 0.01% | +2,788+62.4% | 加碼 |
| Snowden Capital Advisors LLC | 7,331 | $59.9 萬 | 0.03% | +629+9.4% | 加碼 |
| ELCO Management Co., LLC | 7,333 | $60.0 萬 | 0.45% | +516+7.6% | 加碼 |
| Baldwin Investment Management, LLC | 7,359 | $60.2 萬 | 0.10% | −268−3.5% | 減碼 |
| Beacon Pointe Advisors, LLC | 7,419 | $60.7 萬 | 0.02% | +3,625+95.5% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 7,416 | $60.9 萬 | 0.02% | −520−6.6% | 減碼 |
| CWM, LLC | 7,471 | $61.1 萬 | 0.00% | 00.0% | 不變 |
| Curated Wealth Partners LLC | 7,493 | $61.2 萬 | 0.33% | 00.0% | 不變 |
| Sound Financial Strategies Group, LLC | 7,492 | $61.3 萬 | 0.31% | −1,307−14.9% | 減碼 |
| Stratos Wealth Partners, LTD. | 7,494 | $61.3 萬 | 0.02% | −728−8.9% | 減碼 |
| Burns J W & Co Inc | 7,511 | $61.4 萬 | 0.10% | −2,696−26.4% | 減碼 |
| LMR Partners LLP | 7,521 | $61.5 萬 | 0.01% | −3,404−31.2% | 減碼 |
| DuPont Capital Management Corp | 7,575 | $61.9 萬 | 0.01% | +195+2.6% | 加碼 |
| Valley Brook Capital Group | 7,605 | $62.1 萬 | 0.59% | +10.0% | 加碼 |
| Security National Bank of Sioux City Iowa | 7,607 | $62.2 萬 | 0.49% | +1,222+19.1% | 加碼 |
| Brown Advisory Securities, LLC | 7,621 | $62.3 萬 | 0.10% | −372−4.7% | 減碼 |
| Stevens Capital Management LP | 7,629 | $62.4 萬 | 0.18% | +2,007+35.7% | 加碼 |
| Headinvest, LLC | 7,653 | $62.5 萬 | 0.12% | −217−2.8% | 減碼 |
| Tower Bridge Advisors | 7,716 | $63.1 萬 | 0.04% | −200−2.5% | 減碼 |
| CIBC World Markets Inc. | 7,728 | $63.2 萬 | 0.00% | −203−2.6% | 減碼 |
| Sigma Planning Corp | 7,795 | $63.7 萬 | 0.02% | +1,663+27.1% | 加碼 |
| AGF Investments LLC | 7,827 | $64.0 萬 | 0.07% | +7,827 | 新進 |
| Home Federal Bank of Tennessee | 7,840 | $64.2 萬 | 0.23% | −350−4.3% | 減碼 |
| Choate Investment Advisors | 8,011 | $65.5 萬 | 0.04% | −558−6.5% | 減碼 |
| Merit Financial Group, LLC | 8,031 | $65.7 萬 | 0.06% | −66−0.8% | 減碼 |
| Curbstone Financial Management Corp | 8,050 | $65.8 萬 | 0.12% | −350−4.2% | 減碼 |
| Caldwell Trust Co | 8,173 | $66.8 萬 | 0.09% | +718+9.6% | 加碼 |
| Wendell David Associates Inc | 8,209 | $67.1 萬 | 0.08% | −7−0.1% | 減碼 |
| Bellecapital International Ltd. | 8,236 | $67.3 萬 | 0.20% | +8,236 | 新進 |
| Cetera Investment Advisers | 8,241 | $67.4 萬 | 0.01% | −737−8.2% | 減碼 |
| Montag A & Associates Inc | 8,305 | $67.9 萬 | 0.04% | −55−0.7% | 減碼 |
| FDx Advisors, Inc. | 8,347 | $68.2 萬 | 0.02% | +3,767+82.2% | 加碼 |
| Advisory Services Network, LLC | 8,355 | $68.3 萬 | 0.02% | −124−1.5% | 減碼 |