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 4 季 13F 持有人
Otis Worldwide Corp 在 2021/12/31 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
- 1,199
- 較 2021 年第 3 季 +73 家
- 持有股數
- 3.55 億
- 較 2021 年第 3 季 −210.6 萬 (−0.6%)
- 總市值
- $308.7 億
- 較 2021 年第 3 季 +$14.9 億 (+5.1%)
- 新進機構
- 160
- 另有 358 家加碼
- 清倉機構
- 87
- 另有 475 家減碼
另有 19 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Security National Bank of Sioux City Iowa | 6,372 | $55.5 萬 | 0.38% | +276+4.5% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 6,486 | $55.9 萬 | 0.01% | +5,533+580.6% | 加碼 |
| Bryn Mawr Trust Co | 6,461 | $56.2 萬 | 0.02% | −420−6.1% | 減碼 |
| Ahl Investment Management, Inc. | 6,454 | $56.2 萬 | 0.51% | +6,454 | 新進 |
| Kingsview Wealth Management, LLC | 6,470 | $56.3 萬 | 0.02% | +57+0.9% | 加碼 |
| Transform Wealth, LLC | 6,478 | $56.4 萬 | 0.06% | −649−9.1% | 減碼 |
| Bragg Financial Advisors, Inc | 6,884 | $56.6 萬 | 0.04% | 00.0% | 不變 |
| NorthCrest Asset Manangement, LLC | 6,508 | $56.7 萬 | 0.03% | +6,508 | 新進 |
| Journey Advisory Group, LLC | 6,552 | $57.0 萬 | 0.16% | +300+4.8% | 加碼 |
| Crestwood Advisors Group LLC | 6,572 | $57.2 萬 | 0.01% | −2,445−27.1% | 減碼 |
| Mirabella Financial Services LLP | 6,606 | $57.5 萬 | 0.06% | −21,743−76.7% | 減碼 |
| Cambridge Trust Co | 6,596 | $57.5 萬 | 0.02% | +6,596 | 新進 |
| Bellecapital International Ltd. | 6,752 | $58.8 萬 | 0.17% | −1,484−18.0% | 減碼 |
| Park Avenue Securities LLC | 6,774 | $59.0 萬 | 0.01% | +1,817+36.7% | 加碼 |
| Werlinich Asset Management, LLC | 6,825 | $59.4 萬 | 0.43% | 00.0% | 不變 |
| Cetera Investment Advisers | 6,844 | $59.6 萬 | 0.01% | −164−2.3% | 減碼 |
| Trust Co of Virginia | 6,869 | $59.8 萬 | 0.06% | −615−8.2% | 減碼 |
| Allred Capital Management, LLC | 6,871 | $59.8 萬 | 0.29% | −32−0.5% | 減碼 |
| Patten & Patten Inc | 6,906 | $60.1 萬 | 0.04% | +33+0.5% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 6,912 | $60.2 萬 | 0.04% | +480+7.5% | 加碼 |
| Amussen Hunsaker Associates LLC | 7,072 | $60.4 萬 | 0.14% | −50−0.7% | 減碼 |
| Aull & Monroe Investment Management Corp | 6,951 | $60.5 萬 | 0.27% | 00.0% | 不變 |
| Chicago Capital, LLC | 6,943 | $60.5 萬 | 0.02% | 00.0% | 不變 |
| Headinvest, LLC | 6,968 | $60.7 萬 | 0.11% | −64−0.9% | 減碼 |
| Westhampton Capital, LLC | 6,967 | $60.7 萬 | 0.37% | −47−0.7% | 減碼 |
| Ascension Asset Management LLC | 6,980 | $60.8 萬 | 0.36% | −54−0.8% | 減碼 |
| River Wealth Advisors LLC | 6,994 | $60.9 萬 | 0.09% | −109−1.5% | 減碼 |
| Everett Harris & Co | 7,010 | $61.0 萬 | 0.01% | 00.0% | 不變 |
| Empirical Finance, LLC | 7,017 | $61.1 萬 | 0.07% | +1,980+39.3% | 加碼 |
| Kraematon Investment Advisors, Inc | 7,081 | $61.7 萬 | 0.55% | +7,081 | 新進 |
| Sciencast Management LP | 7,200 | $62.0 萬 | 0.11% | +7,200 | 新進 |
| IBM Retirement Fund | 7,153 | $62.3 萬 | 0.08% | −4,968−41.0% | 減碼 |
| Beacon Pointe Advisors, LLC | 7,152 | $62.3 萬 | 0.02% | −3,915−35.4% | 減碼 |
| IndexIQ Advisors LLC | 7,162 | $62.4 萬 | 0.02% | −291−3.9% | 減碼 |
| Ar Asset Management Inc | 7,200 | $62.7 萬 | 0.16% | 00.0% | 不變 |
| Pensionfund DSM Netherlands | 7,200 | $62.7 萬 | 0.07% | 00.0% | 不變 |
| American Century Companies Inc | 7,197 | $62.7 萬 | 0.00% | +1,378+23.7% | 加碼 |
| Sigma Planning Corp | 7,215 | $62.8 萬 | 0.02% | −111−1.5% | 減碼 |
| FDx Advisors, Inc. | 7,217 | $62.8 萬 | 0.02% | +25+0.3% | 加碼 |
| Sound Financial Strategies Group, LLC | 7,238 | $63.0 萬 | 0.32% | −164−2.2% | 減碼 |
| Parsec Financial Management, Inc. | 7,291 | $63.5 萬 | 0.03% | +20.0% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 7,416 | $64.0 萬 | 0.02% | 00.0% | 不變 |
| Caldwell Trust Co | 7,448 | $64.8 萬 | 0.07% | −20−0.3% | 減碼 |
| Arkadios Wealth Advisors | 7,462 | $65.0 萬 | 0.09% | −2,392−24.3% | 減碼 |
| Parallel Advisors, LLC | 7,473 | $65.1 萬 | 0.02% | +113+1.5% | 加碼 |
| Curated Wealth Partners LLC | 7,493 | $65.3 萬 | 0.21% | 00.0% | 不變 |
| Valley Brook Capital Group | 7,605 | $66.2 萬 | 0.57% | 00.0% | 不變 |
| Tower Bridge Advisors | 7,610 | $66.3 萬 | 0.04% | −364−4.6% | 減碼 |
| CWM, LLC | 7,705 | $67.1 萬 | 0.00% | +7,705 | 新進 |
| Salem Investment Counselors Inc | 7,758 | $67.5 萬 | 0.02% | −2,877−27.1% | 減碼 |
| AE Wealth Management LLC | 7,779 | $67.7 萬 | 0.00% | −2,120−21.4% | 減碼 |
| Security National Bank of So Dak | 7,785 | $67.8 萬 | 0.46% | +105+1.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 7,864 | $68.5 萬 | 0.02% | +99+1.3% | 加碼 |
| Verdence Capital Advisors LLC | 7,873 | $68.5 萬 | 0.08% | +1,536+24.2% | 加碼 |
| Pinnacle Associates Ltd | 7,924 | $69.0 萬 | 0.01% | +1,504+23.4% | 加碼 |
| Merit Financial Group, LLC | 7,946 | $69.2 萬 | 0.07% | −85−1.1% | 減碼 |
| Home Federal Bank of Tennessee | 7,945 | $69.2 萬 | 0.23% | +105+1.3% | 加碼 |
| Flagship Harbor Advisors, LLC | 7,944 | $69.2 萬 | 0.07% | +1,990+33.4% | 加碼 |
| National Asset Management, Inc. | 7,982 | $69.6 萬 | 0.02% | −528−6.2% | 減碼 |
| Avantax Advisory Services, Inc. | 7,992 | $69.6 萬 | 0.01% | +374+4.9% | 加碼 |
| Baldwin Investment Management, LLC | 8,028 | $69.9 萬 | 0.18% | 00.0% | 不變 |
| Montag A & Associates Inc | 8,036 | $70.0 萬 | 0.03% | −269−3.2% | 減碼 |
| ELCO Management Co., LLC | 8,038 | $70.0 萬 | 0.50% | −19−0.2% | 減碼 |
| Vident Investment Advisory, LLC | 8,083 | $70.3 萬 | 0.02% | −48−0.6% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,082 | $70.4 萬 | 0.08% | −600−6.9% | 減碼 |
| Bessemer Group Inc | 8,057 | $70.4 萬 | 0.00% | +280+3.6% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 8,103 | $70.6 萬 | 0.05% | +8,103 | 新進 |
| Graypoint LLC | 8,121 | $70.7 萬 | 0.07% | −631−7.2% | 減碼 |
| Curbstone Financial Management Corp | 8,126 | $70.8 萬 | 0.13% | +300+3.8% | 加碼 |
| Waters Parkerson & Co., LLC | 8,337 | $72.6 萬 | 0.04% | −6,534−43.9% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 8,340 | $72.6 萬 | 0.04% | +307+3.8% | 加碼 |
| Wendell David Associates Inc | 8,441 | $73.5 萬 | 0.07% | −500−5.6% | 減碼 |
| Stevens Capital Management LP | 8,599 | $74.9 萬 | 0.17% | +8,599 | 新進 |
| Dumont & Blake Investment Advisors LLC | 8,687 | $75.6 萬 | 0.20% | +43+0.5% | 加碼 |
| Busey Wealth Management | 8,700 | $75.7 萬 | 0.03% | −358−4.0% | 減碼 |
| Flputnam Investment Management Co | 8,714 | $75.9 萬 | 0.02% | +3,108+55.4% | 加碼 |
| Central Trust Co | 8,736 | $76.1 萬 | 0.02% | −137−1.5% | 減碼 |
| Atlantic Union Bankshares Corp | 8,756 | $76.2 萬 | 0.06% | −575−6.2% | 減碼 |
| Brown Advisory Securities, LLC | 8,725 | $76.4 萬 | 0.33% | −1,377−13.6% | 減碼 |
| Keeley-Teton Advisors, LLC | 8,804 | $76.7 萬 | 0.08% | 00.0% | 不變 |
| Cypress Capital Group | 8,832 | $76.9 萬 | 0.10% | −4,406−33.3% | 減碼 |
| Verition Fund Management LLC | 8,859 | $77.1 萬 | 0.01% | +5,924+201.8% | 加碼 |
| Field & Main Bank | 8,873 | $77.2 萬 | 0.45% | +305+3.6% | 加碼 |
| Guinness Atkinson Asset Management Inc | 8,873 | $77.3 萬 | 0.34% | −585−6.2% | 減碼 |
| Johnson Investment Counsel Inc | 8,881 | $77.3 萬 | 0.01% | −10.0% | 減碼 |
| TRUE Private Wealth Advisors | 8,968 | $78.0 萬 | 0.11% | −30−0.3% | 減碼 |
| Natixis Investment Managers International | 9,010 | $78.4 萬 | 0.04% | −1,625−15.3% | 減碼 |
| Umb Bank N A | 9,057 | $78.9 萬 | 0.01% | +4,358+92.7% | 加碼 |
| Stephens Inc | 9,120 | $79.4 萬 | 0.01% | −401−4.2% | 減碼 |
| Bridges Investment Management Inc | 9,164 | $79.8 萬 | 0.02% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 9,237 | $80.4 萬 | 0.01% | −1,523−14.2% | 減碼 |
| Everence Capital Management Inc | 9,260 | $80.6 萬 | 0.06% | −1,530−14.2% | 減碼 |
| Argent Trust Co | 9,280 | $80.8 萬 | 0.05% | −203−2.1% | 減碼 |
| Perkins Coie Trust Co | 9,311 | $81.1 萬 | 0.24% | +633+7.3% | 加碼 |
| Boston Private Wealth LLC | 9,322 | $81.2 萬 | 0.01% | −2,695−22.4% | 減碼 |
| Fractal Investments LLC | 9,400 | $81.8 萬 | 0.28% | +9,400 | 新進 |
| FineMark National Bank & Trust | 9,416 | $82.0 萬 | 0.03% | −151−1.6% | 減碼 |
| Bluestein R H & Co | 9,515 | $82.8 萬 | 0.03% | −3,000−24.0% | 減碼 |
| Cigna Investments Inc | 9,531 | $82.9 萬 | 0.07% | −3,504−26.9% | 減碼 |
| Nomura Holdings Inc | 9,565 | $83.3 萬 | 0.00% | −3,979−29.4% | 減碼 |