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 |
|---|---|---|---|---|---|
| American National Registered Investment Advisor, Inc. | 4,441 | $36.5 萬 | 0.13% | −26−0.6% | 減碼 |
| Plante Moran Financial Advisors, LLC | 4,411 | $36.3 萬 | 0.08% | +4,168+1,715.2% | 加碼 |
| Siemens Fonds Invest GmbH | 4,416 | $36.3 萬 | 0.02% | +4,416 | 新進 |
| Tucker Asset Management LLC | 4,508 | $36.2 萬 | 0.13% | −102−2.2% | 減碼 |
| Valeo Financial Advisors, LLC | 4,403 | $36.2 萬 | 0.02% | −77−1.7% | 減碼 |
| Security National Trust Co | 4,435 | $36.2 萬 | 0.08% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 4,395 | $36.2 萬 | 0.01% | 00.0% | 不變 |
| Csenge Advisory Group | 4,381 | $36.1 萬 | 0.03% | +12+0.3% | 加碼 |
| NTV Asset Management LLC | 4,371 | $36.0 萬 | 0.06% | −107−2.4% | 減碼 |
| Covington Capital Management | 4,335 | $35.7 萬 | 0.01% | −465−9.7% | 減碼 |
| Westport Asset Management Inc | 4,127 | $35.5 萬 | 0.17% | 00.0% | 不變 |
| Veriti Management LLC | 4,297 | $35.4 萬 | 0.05% | −1,847−30.1% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $35.4 萬 | 0.12% | 00.0% | 不變 |
| Drexel Morgan & Co. | 4,288 | $35.3 萬 | 0.11% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 4,255 | $35.0 萬 | 0.04% | −20.0% | 減碼 |
| United Bank | 4,253 | $35.0 萬 | 0.05% | +122+3.0% | 加碼 |
| Cerity Partners LLC | 4,247 | $34.9 萬 | 0.01% | +365+9.4% | 加碼 |
| Concentric Wealth Management, LLC | 4,225 | $34.8 萬 | 0.11% | −50−1.2% | 減碼 |
| Lafayette Investments, Inc. | 4,226 | $34.8 萬 | 0.09% | +1,577+59.5% | 加碼 |
| Mid Atlantic Financial Management Inc | 4,223 | $34.7 萬 | 0.02% | −210−4.7% | 減碼 |
| Shakespeare Wealth Management, Inc. | 4,171 | $34.4 萬 | 0.13% | +29+0.7% | 加碼 |
| Carroll Financial Associates, Inc. | 4,178 | $34.3 萬 | 0.02% | −525−11.2% | 減碼 |
| Boston Family Office LLC | 4,128 | $34.0 萬 | 0.02% | 00.0% | 不變 |
| Atwood & Palmer Inc | 4,125 | $33.9 萬 | 0.03% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 4,123 | $33.9 萬 | 0.12% | +1,229+42.5% | 加碼 |
| Douglass Winthrop Advisors, LLC | 4,109 | $33.8 萬 | 0.01% | −189−4.4% | 減碼 |
| Bayesian Capital Management, LP | 4,100 | $33.7 萬 | 0.10% | +4,100 | 新進 |
| Harbour Investments, Inc. | 4,078 | $33.6 萬 | 0.01% | −24−0.6% | 減碼 |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $33.6 萬 | 0.10% | 00.0% | 不變 |
| Cooper Financial Group | 4,076 | $33.5 萬 | 0.07% | +304+8.1% | 加碼 |
| Court Place Advisors, LLC | 4,029 | $33.2 萬 | 0.10% | −198−4.7% | 減碼 |
| Bard Financial Services, Inc. | 4,040 | $33.2 萬 | 0.03% | 00.0% | 不變 |
| Financial Counselors Inc | 4,039 | $33.2 萬 | 0.01% | +981+32.1% | 加碼 |
| Bennicas & Associates, Inc. | 4,008 | $33.0 萬 | 0.19% | −8,555−68.1% | 減碼 |
| Virtue Capital Management, LLC | 4,010 | $33.0 萬 | 0.06% | +620+18.3% | 加碼 |
| Heritage Way Advisors, LLC | 4,000 | $32.9 萬 | 0.14% | 00.0% | 不變 |
| Aberdeen Wealth Management LLC | 3,974 | $32.7 萬 | 0.32% | −50−1.2% | 減碼 |
| Echo Street Capital Management LLC | 3,958 | $32.6 萬 | 0.00% | +3,958 | 新進 |
| Sun Life Financial INC | 3,934 | $32.3 萬 | 0.02% | +923+30.7% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 3,917 | $32.2 萬 | 0.07% | −260−6.2% | 減碼 |
| Northwest Bancshares, Inc. | 3,919 | $32.2 萬 | 0.07% | −27−0.7% | 減碼 |
| Northeast Investment Management | 3,903 | $32.1 萬 | 0.02% | +48+1.2% | 加碼 |
| Sentry Investment Management LLC | 3,885 | $32.0 萬 | 0.09% | −568−12.8% | 減碼 |
| 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 |
| Wade G W & Inc | 3,856 | $31.7 萬 | 0.02% | +307+8.7% | 加碼 |
| Baker Tilly Wealth Management, LLC | 3,843 | $31.6 萬 | 0.04% | +734+23.6% | 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 |
| 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 |
| Kistler-Tiffany Companies, LLC | 3,775 | $31.1 萬 | 0.07% | −1,233−24.6% | 減碼 |
| Focus Financial Network, Inc. | 3,774 | $31.1 萬 | 0.04% | +923+32.4% | 加碼 |
| Oppenheimer Asset Management Inc. | 3,687 | $30.4 萬 | 0.00% | −17−0.5% | 減碼 |
| Burleson & Company, LLC | 3,673 | $30.2 萬 | 0.05% | 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 |
| Altium Wealth Management LLC | 3,637 | $29.9 萬 | 0.02% | 00.0% | 不變 |
| 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 |
| Cullen Capital Management LLC | 3,610 | $29.7 萬 | 0.00% | −55−1.5% | 減碼 |
| Banco Santander, S.A. | 3,603 | $29.6 萬 | 0.00% | −15,159−80.8% | 減碼 |
| First Horizon Advisors, Inc. | 3,589 | $29.5 萬 | 0.01% | +3,194+808.6% | 加碼 |
| 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 |
| Barings LLC | 3,530 | $29.0 萬 | 0.01% | 00.0% | 不變 |
| Cypress Capital Management LLC (WY) | 3,517 | $28.9 萬 | 0.24% | −100−2.8% | 減碼 |
| 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 |
| Checchi Capital Advisers, LLC | 3,485 | $28.7 萬 | 0.04% | +56+1.6% | 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 |
| 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 |
| 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 |
| ICW Investment Advisors LLC | 3,367 | $27.7 萬 | 0.18% | +3,367 | 新進 |
| 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 |
| 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 |
| 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 |
| 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 |
| Baker Ellis Asset Management LLC | 3,238 | $26.5 萬 | 0.05% | +100+3.2% | 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 |
| NEXT Financial Group, Inc | 3,190 | $26.3 萬 | 0.02% | +261+8.9% | 加碼 |
| Clarius Group, LLC | 3,179 | $26.2 萬 | 0.02% | +141+4.6% | 加碼 |
| 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 |