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 3 季 13F 持有人
Otis Worldwide Corp 在 2021/9/30 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
- 1,145
- 較 2021 年第 2 季 +16 家
- 持有股數
- 3.58 億
- 較 2021 年第 2 季 −8.84 萬 (0.0%)
- 總市值
- $294.7 億
- 較 2021 年第 2 季 +$2.07 億 (+0.7%)
- 新進機構
- 92
- 另有 379 家加碼
- 清倉機構
- 76
- 另有 450 家減碼
另有 13 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Tiedemann Advisors, LLC | 2,857 | $23.6 萬 | 0.01% | −216−7.0% | 減碼 |
| Institute for Wealth Management, LLC. | 2,867 | $23.6 萬 | 0.04% | −30−1.0% | 減碼 |
| Avantax Planning Partners, Inc. | 2,874 | $23.6 萬 | 0.01% | +9+0.3% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 2,922 | $24.0 萬 | 0.06% | −112−3.7% | 減碼 |
| Verition Fund Management LLC | 2,935 | $24.1 萬 | 0.00% | −27,652−90.4% | 減碼 |
| Massmutual Trust Co FSB | 2,926 | $24.1 萬 | 0.01% | −163−5.3% | 減碼 |
| Meeder Asset Management Inc | 2,924 | $24.1 萬 | 0.01% | +612+26.5% | 加碼 |
| Fishman Jay A Ltd | 2,933 | $24.1 萬 | 0.03% | −1,850−38.7% | 減碼 |
| Resonant Capital Advisors, LLC | 2,956 | $24.3 萬 | 0.04% | +53+1.8% | 加碼 |
| Dixon Hubard Feinour & Brown Inc | 2,961 | $24.4 萬 | 0.05% | −1,216−29.1% | 減碼 |
| Capital Planning Advisors, LLC | 2,969 | $24.4 萬 | 0.05% | 00.0% | 不變 |
| Farmers Trust Co | 2,957 | $24.4 萬 | 0.05% | −10−0.3% | 減碼 |
| Farmers National Bank | 3,625 | $24.5 萬 | 0.10% | +3,625 | 新進 |
| Geneos Wealth Management Inc. | 2,970 | $24.5 萬 | 0.01% | −2−0.1% | 減碼 |
| SlateStone Wealth, LLC | 2,976 | $24.5 萬 | 0.06% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 2,981 | $24.5 萬 | 0.01% | +117+4.1% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 2,990 | $24.6 萬 | 0.02% | −87−2.8% | 減碼 |
| Meridian Wealth Management, LLC | 2,989 | $24.6 萬 | 0.03% | 00.0% | 不變 |
| Crawford Investment Counsel Inc | 2,994 | $24.6 萬 | 0.01% | +67+2.3% | 加碼 |
| St. Louis Trust Co | 3,000 | $24.7 萬 | 0.07% | −658−18.0% | 減碼 |
| Forbes J M & Co LLP | 3,001 | $24.7 萬 | 0.03% | −30−1.0% | 減碼 |
| Systematic Financial Management LP | 3,000 | $24.7 萬 | 0.01% | 00.0% | 不變 |
| Bleichroeder LP | 3,000 | $24.7 萬 | 0.04% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 3,000 | $24.7 萬 | 0.01% | +1,279+74.3% | 加碼 |
| Parallax Volatility Advisers, L.P. | 3,000 | $24.7 萬 | 0.00% | +3,000 | 新進 |
| Waldron Private Wealth LLC | 3,005 | $24.7 萬 | 0.01% | +3,005 | 新進 |
| Breiter Capital Management Inc | 3,041 | $25.0 萬 | 0.14% | 00.0% | 不變 |
| LCM Capital Management Inc | 3,052 | $25.1 萬 | 0.21% | −61−2.0% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 3,085 | $25.4 萬 | 0.01% | −750−19.6% | 減碼 |
| Capital Analysts, LLC | 3,090 | $25.4 萬 | 0.02% | −471−13.2% | 減碼 |
| 9258 Wealth Management, LLC | 3,085 | $25.4 萬 | 0.07% | +2+0.1% | 加碼 |
| Founders Financial Securities LLC | 3,084 | $25.4 萬 | 0.05% | +70+2.3% | 加碼 |
| Laurel Wealth Advisors LLC | 3,098 | $25.5 萬 | 0.06% | −470−13.2% | 減碼 |
| Gamble Jones Investment Counsel | 3,097 | $25.5 萬 | 0.02% | −140−4.3% | 減碼 |
| Independent Advisor Alliance | 3,093 | $25.5 萬 | 0.01% | +3,093 | 新進 |
| Wolverine Trading, LLC | 3,078 | $25.6 萬 | 0.01% | −3,826−55.4% | 減碼 |
| Soltis Investment Advisors LLC | 3,106 | $25.6 萬 | 0.04% | +13+0.4% | 加碼 |
| Brookstone Capital Management | 3,173 | $25.8 萬 | 0.00% | +551+21.0% | 加碼 |
| Goelzer Investment Management, Inc. | 3,150 | $25.9 萬 | 0.02% | −460−12.7% | 減碼 |
| WBH Advisory Inc | 3,152 | $25.9 萬 | 0.03% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 3,153 | $25.9 萬 | 0.10% | 00.0% | 不變 |
| Ancora Advisors, LLC | 3,162 | $26.0 萬 | 0.01% | −142−4.3% | 減碼 |
| Signature Wealth Management Partners, LLC | 3,162 | $26.0 萬 | 0.24% | 00.0% | 不變 |
| Brighton Jones LLC | 3,165 | $26.0 萬 | 0.01% | +252+8.7% | 加碼 |
| 1832 Asset Management L.P. | 3,103 | $26.0 萬 | 0.00% | +3,103 | 新進 |
| Clarius Group, LLC | 3,179 | $26.2 萬 | 0.02% | +141+4.6% | 加碼 |
| NEXT Financial Group, Inc | 3,190 | $26.3 萬 | 0.02% | +261+8.9% | 加碼 |
| St Germain D J Co Inc | 3,204 | $26.4 萬 | 0.02% | −879−21.5% | 減碼 |
| Hancock Whitney Corp | 3,209 | $26.4 萬 | 0.01% | −9−0.3% | 減碼 |
| Baker Ellis Asset Management LLC | 3,238 | $26.5 萬 | 0.05% | +100+3.2% | 加碼 |
| Institutional & Family Asset Management, LLC | 3,255 | $26.8 萬 | 0.04% | 00.0% | 不變 |
| Eudaimonia Partners, LLC | 3,253 | $26.8 萬 | 0.05% | +714+28.1% | 加碼 |
| Adirondack Trust Co | 3,369 | $27.1 萬 | 0.13% | −550−14.0% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,298 | $27.1 萬 | 0.00% | −122−3.6% | 減碼 |
| Meridian Investment Counsel Inc. | 3,294 | $27.1 萬 | 0.10% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 3,310 | $27.2 萬 | 0.04% | −98−2.9% | 減碼 |
| Howland Capital Management LLC | 3,302 | $27.2 萬 | 0.01% | −37−1.1% | 減碼 |
| Defined Wealth Management, LLC | 3,310 | $27.2 萬 | 0.24% | 00.0% | 不變 |
| Rothschild Investment Corp | 3,303 | $27.2 萬 | 0.02% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 3,326 | $27.4 萬 | 0.05% | −182−5.2% | 減碼 |
| Argent Capital Management LLC | 3,330 | $27.4 萬 | 0.01% | 00.0% | 不變 |
| Gillespie Robinson & Grimm Inc | 3,326 | $27.4 萬 | 0.02% | +769+30.1% | 加碼 |
| ICW Investment Advisors LLC | 3,367 | $27.7 萬 | 0.18% | +3,367 | 新進 |
| Cliftonlarsonallen Wealth Advisors, LLC | 3,388 | $27.9 萬 | 0.01% | −447−11.7% | 減碼 |
| LVW Advisors, LLC | 3,389 | $27.9 萬 | 0.05% | +3,389 | 新進 |
| HBK Sorce Advisory LLC | 3,402 | $28.0 萬 | 0.02% | −84−2.4% | 減碼 |
| Citizens Business Bank | 3,400 | $28.0 萬 | 0.04% | 00.0% | 不變 |
| Bailard, Inc. | 3,402 | $28.0 萬 | 0.01% | +216+6.8% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 3,398 | $28.0 萬 | 0.02% | +430+14.5% | 加碼 |
| Nichols & Pratt Advisers LLP | 3,467 | $28.6 萬 | 0.02% | −3,425−49.7% | 減碼 |
| NorthRock Partners, LLC | 3,471 | $28.6 萬 | 0.02% | +376+12.1% | 加碼 |
| Checchi Capital Advisers, LLC | 3,485 | $28.7 萬 | 0.04% | +56+1.6% | 加碼 |
| Lowe Brockenbrough & Co Inc | 3,506 | $28.8 萬 | 0.02% | +850+32.0% | 加碼 |
| DCM Advisors, LLC | 3,503 | $28.8 萬 | 0.11% | +3,503 | 新進 |
| Cypress Capital Management LLC (WY) | 3,517 | $28.9 萬 | 0.24% | −100−2.8% | 減碼 |
| Barings LLC | 3,530 | $29.0 萬 | 0.01% | 00.0% | 不變 |
| Fruth Investment Management | 3,540 | $29.1 萬 | 0.09% | 00.0% | 不變 |
| CPWM, LLC | 3,539 | $29.1 萬 | 0.03% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 3,589 | $29.5 萬 | 0.01% | +3,194+808.6% | 加碼 |
| Banco Santander, S.A. | 3,603 | $29.6 萬 | 0.00% | −15,159−80.8% | 減碼 |
| Cullen Capital Management LLC | 3,610 | $29.7 萬 | 0.00% | −55−1.5% | 減碼 |
| MEMBERS Trust Co | 3,573 | $29.8 萬 | 0.01% | 00.0% | 不變 |
| S.A. Mason LLC | 3,626 | $29.8 萬 | 0.20% | +209+6.1% | 加碼 |
| Altium Wealth Management LLC | 3,637 | $29.9 萬 | 0.02% | 00.0% | 不變 |
| David Loasby | 3,658 | $30.1 萬 | 0.04% | −121−3.2% | 減碼 |
| Essex Savings Bank | 3,267 | $30.1 萬 | 0.11% | +343+11.7% | 加碼 |
| Burleson & Company, LLC | 3,673 | $30.2 萬 | 0.05% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 3,687 | $30.4 萬 | 0.00% | −17−0.5% | 減碼 |
| Focus Financial Network, Inc. | 3,774 | $31.1 萬 | 0.04% | +923+32.4% | 加碼 |
| Kistler-Tiffany Companies, LLC | 3,775 | $31.1 萬 | 0.07% | −1,233−24.6% | 減碼 |
| Conning Inc. | 3,794 | $31.2 萬 | 0.01% | −706−15.7% | 減碼 |
| Frontier Wealth Management LLC | 3,789 | $31.2 萬 | 0.02% | −5−0.1% | 減碼 |
| Signaturefd, LLC | 3,787 | $31.2 萬 | 0.01% | +1,049+38.3% | 加碼 |
| Moneta Group Investment Advisors LLC | 3,816 | $31.4 萬 | 0.01% | −36−0.9% | 減碼 |
| Surevest, LLC | 3,812 | $31.4 萬 | 0.08% | +114+3.1% | 加碼 |
| Baker Tilly Wealth Management, LLC | 3,843 | $31.6 萬 | 0.04% | +734+23.6% | 加碼 |
| Wade G W & Inc | 3,856 | $31.7 萬 | 0.02% | +307+8.7% | 加碼 |
| Ropes Wealth Advisors LLC | 3,865 | $31.8 萬 | 0.05% | 00.0% | 不變 |
| Fukoku Mutual Life Insurance Co | 3,860 | $31.8 萬 | 0.02% | +960+33.1% | 加碼 |
| Sentry Investment Management LLC | 3,885 | $32.0 萬 | 0.09% | −568−12.8% | 減碼 |