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。
2022 年第 1 季 13F 持有人
Otis Worldwide Corp 在 2022/3/31 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
- 1,147
- 較 2021 年第 4 季 −36 家
- 持有股數
- 3.52 億
- 較 2021 年第 4 季 −175.2 萬 (−0.5%)
- 總市值
- $271.3 億
- 較 2021 年第 4 季 −$37.0 億 (−12.0%)
- 新進機構
- 84
- 另有 340 家加碼
- 清倉機構
- 120
- 另有 505 家減碼
另有 16 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bull Street Advisors, LLC | 5,197 | $40.0 萬 | 0.19% | 00.0% | 不變 |
| Lincoln National Corp | 5,225 | $40.2 萬 | 0.01% | −426−7.5% | 減碼 |
| Dividend Assets Capital, LLC | 5,240 | $40.3 萬 | 0.08% | −390−6.9% | 減碼 |
| Donaldson Capital Management, LLC | 5,256 | $40.4 萬 | 0.02% | −60−1.1% | 減碼 |
| Grimes & Company, Inc. | 5,265 | $40.5 萬 | 0.02% | −840−13.8% | 減碼 |
| Crestwood Advisors Group LLC | 5,285 | $40.7 萬 | 0.01% | −1,287−19.6% | 減碼 |
| Group One Trading, L.P. | 5,329 | $41.0 萬 | 0.01% | +5,329 | 新進 |
| Wilbanks Smith & Thomas Asset Management LLC | 5,702 | $41.8 萬 | 0.02% | +543+10.5% | 加碼 |
| Pitcairn Co | 5,449 | $41.9 萬 | 0.04% | −43−0.8% | 減碼 |
| Kestra Private Wealth Services, LLC | 5,463 | $42.0 萬 | 0.02% | −257−4.5% | 減碼 |
| Jackson Square Capital, LLC | 5,452 | $42.0 萬 | 0.13% | 00.0% | 不變 |
| AlphaCrest Capital Management LLC | 5,570 | $42.9 萬 | 0.02% | −18,070−76.4% | 減碼 |
| Choate Investment Advisors | 5,577 | $42.9 萬 | 0.02% | +81+1.5% | 加碼 |
| Wetherby Asset Management Inc | 5,574 | $42.9 萬 | 0.02% | +368+7.1% | 加碼 |
| swisspartners Ltd. | 5,593 | $43.0 萬 | 0.34% | −65−1.1% | 減碼 |
| GYL Financial Synergies, LLC | 5,587 | $43.0 萬 | 0.10% | −98−1.7% | 減碼 |
| Change Path, LLC | 5,583 | $43.0 萬 | 0.02% | +305+5.8% | 加碼 |
| Fulton Bank, N.A. | 5,607 | $43.1 萬 | 0.02% | +19+0.3% | 加碼 |
| Segall Bryant & Hamill, LLC | 5,644 | $43.5 萬 | 0.00% | −323−5.4% | 減碼 |
| Shayne & Co., LLC | 5,655 | $43.5 萬 | 0.21% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 5,664 | $43.6 萬 | 0.06% | −4,652−45.1% | 減碼 |
| City Holding Co | 5,661 | $43.6 萬 | 0.07% | −336−5.6% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 5,686 | $43.8 萬 | 0.01% | −800−12.3% | 減碼 |
| Excalibur Management Corp | 5,782 | $44.5 萬 | 0.19% | −26−0.4% | 減碼 |
| YorkBridge Wealth Partners, LLC | 5,796 | $44.6 萬 | 0.10% | −89−1.5% | 減碼 |
| Boston Trust Walden Corp | 5,828 | $44.8 萬 | 0.00% | 00.0% | 不變 |
| Monterey Private Wealth, Inc. | 5,793 | $45.0 萬 | 0.22% | +1,171+25.3% | 加碼 |
| Kingsview Wealth Management, LLC | 5,975 | $46.0 萬 | 0.02% | −495−7.7% | 減碼 |
| Garrison Point Advisors, LLC | 5,976 | $46.0 萬 | 0.32% | 00.0% | 不變 |
| Cambridge Trust Co | 6,002 | $46.2 萬 | 0.02% | −594−9.0% | 減碼 |
| Meridian Management Co | 6,002 | $46.2 萬 | 0.15% | 00.0% | 不變 |
| Bragg Financial Advisors, Inc | 6,043 | $46.5 萬 | 0.03% | −841−12.2% | 減碼 |
| Papp L Roy & Associates | 6,057 | $46.6 萬 | 0.06% | −74−1.2% | 減碼 |
| Sovereign Financial Group, Inc. | 6,084 | $46.8 萬 | 0.17% | +1,565+34.6% | 加碼 |
| Lafayette Investments, Inc. | 6,099 | $46.9 萬 | 0.12% | +86+1.4% | 加碼 |
| Mutual Advisors, LLC | 6,138 | $47.2 萬 | 0.03% | +182+3.1% | 加碼 |
| Cerity Partners LLC | 6,128 | $47.3 萬 | 0.01% | +532+9.5% | 加碼 |
| Trust Co of Virginia | 6,169 | $47.4 萬 | 0.05% | −700−10.2% | 減碼 |
| Security National Bank of Sioux City Iowa | 6,150 | $47.4 萬 | 0.35% | −222−3.5% | 減碼 |
| Private Capital Group, LLC | 6,165 | $47.4 萬 | 0.11% | +1,441+30.5% | 加碼 |
| Quantbot Technologies LP | 6,169 | $47.4 萬 | 0.04% | +6,169 | 新進 |
| Means Investment Co., Inc. | 6,184 | $47.6 萬 | 0.09% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 6,207 | $47.7 萬 | 0.02% | −254−3.9% | 減碼 |
| Cetera Investment Advisers | 6,263 | $48.2 萬 | 0.01% | −581−8.5% | 減碼 |
| NorthCrest Asset Manangement, LLC | 6,268 | $48.2 萬 | 0.02% | −240−3.7% | 減碼 |
| Journey Advisory Group, LLC | 6,277 | $48.3 萬 | 0.12% | −275−4.2% | 減碼 |
| Optas, LLC | 6,309 | $48.5 萬 | 0.16% | +14+0.2% | 加碼 |
| Investment Advisory Services Inc | 6,352 | $48.9 萬 | 0.27% | +10.0% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 6,372 | $49.0 萬 | 0.03% | −540−7.8% | 減碼 |
| Ahl Investment Management, Inc. | 6,374 | $49.0 萬 | 0.45% | −80−1.2% | 減碼 |
| American Portfolios Advisors | 6,400 | $49.2 萬 | 0.02% | +145+2.3% | 加碼 |
| Western Wealth Management, LLC | 6,411 | $49.4 萬 | 0.02% | +3,008+88.4% | 加碼 |
| Schechter Investment Advisors, LLC | 6,466 | $49.7 萬 | 0.05% | +492+8.2% | 加碼 |
| Holderness Investments Co | 6,510 | $50.1 萬 | 0.17% | +165+2.6% | 加碼 |
| Moors & Cabot, Inc. | 6,574 | $50.6 萬 | 0.03% | +469+7.7% | 加碼 |
| Patten & Patten Inc | 6,591 | $50.7 萬 | 0.04% | −315−4.6% | 減碼 |
| Park Avenue Securities LLC | 6,587 | $50.7 萬 | 0.01% | −187−2.8% | 減碼 |
| Metis Global Partners, LLC | 6,594 | $50.7 萬 | 0.06% | +2,868+77.0% | 加碼 |
| Integrated Wealth Concepts LLC | 6,604 | $50.8 萬 | 0.02% | +641+10.7% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,682 | $51.4 萬 | 0.03% | +1,526+29.6% | 加碼 |
| Sigma Planning Corp | 6,737 | $51.8 萬 | 0.02% | −478−6.6% | 減碼 |
| Simplex Trading, LLC | 6,779 | $52.1 萬 | 0.02% | +6,779 | 新進 |
| IBM Retirement Fund | 6,790 | $52.2 萬 | 0.07% | −363−5.1% | 減碼 |
| Werlinich Asset Management, LLC | 6,825 | $52.5 萬 | 0.40% | 00.0% | 不變 |
| Headinvest, LLC | 6,837 | $52.6 萬 | 0.10% | −131−1.9% | 減碼 |
| Westhampton Capital, LLC | 6,842 | $52.6 萬 | 0.34% | −125−1.8% | 減碼 |
| Bennicas & Associates, Inc. | 6,208 | $52.6 萬 | 0.26% | +2,200+54.9% | 加碼 |
| Aull & Monroe Investment Management Corp | 6,876 | $52.9 萬 | 0.24% | −75−1.1% | 減碼 |
| Freestone Capital Holdings, LLC | 6,880 | $52.9 萬 | 0.02% | +1,221+21.6% | 加碼 |
| Graham Capital Management, L.P. | 6,908 | $53.1 萬 | 0.02% | +6,908 | 新進 |
| Hillsdale Investment Management Inc. | 6,900 | $53.1 萬 | 0.03% | +6,900 | 新進 |
| Flagship Harbor Advisors, LLC | 6,908 | $53.2 萬 | 0.05% | −1,036−13.0% | 減碼 |
| Chicago Capital, LLC | 6,943 | $53.4 萬 | 0.02% | 00.0% | 不變 |
| Amussen Hunsaker Associates LLC | 7,014 | $53.5 萬 | 0.12% | −58−0.8% | 減碼 |
| Point72 Asset Management, L.P. | 6,970 | $53.6 萬 | 0.00% | +6,970 | 新進 |
| Forte Capital LLC | 6,172 | $53.7 萬 | 0.07% | 00.0% | 不變 |
| Kraematon Investment Advisors, Inc | 6,995 | $53.8 萬 | 0.51% | −86−1.2% | 減碼 |
| Allred Capital Management, LLC | 6,996 | $53.8 萬 | 0.28% | +125+1.8% | 加碼 |
| Stratos Wealth Partners, LTD. | 7,008 | $53.9 萬 | 0.01% | −856−10.9% | 減碼 |
| Everett Harris & Co | 7,010 | $53.9 萬 | 0.01% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 7,028 | $54.1 萬 | 0.15% | −1,000−12.5% | 減碼 |
| River Wealth Advisors LLC | 7,027 | $54.1 萬 | 0.09% | +33+0.5% | 加碼 |
| Caldwell Trust Co | 7,090 | $54.6 萬 | 0.07% | −358−4.8% | 減碼 |
| Valley Brook Capital Group | 7,106 | $54.6 萬 | 0.47% | −499−6.6% | 減碼 |
| CWM, LLC | 7,152 | $55.0 萬 | 0.00% | −553−7.2% | 減碼 |
| Ar Asset Management Inc | 7,200 | $55.4 萬 | 0.14% | 00.0% | 不變 |
| Parallel Advisors, LLC | 7,143 | $55.5 萬 | 0.02% | −330−4.4% | 減碼 |
| Williams Jones Wealth Management, LLC. | 7,220 | $55.6 萬 | 0.01% | +2,905+67.3% | 加碼 |
| Tower Bridge Advisors | 7,261 | $55.9 萬 | 0.04% | −349−4.6% | 減碼 |
| Parsec Financial Management, Inc. | 7,272 | $56.0 萬 | 0.02% | −19−0.3% | 減碼 |
| FDx Advisors, Inc. | 7,295 | $56.1 萬 | 0.02% | +78+1.1% | 加碼 |
| Amica Retiree Medical Trust | 7,358 | $56.6 萬 | 0.53% | −5,966−44.8% | 減碼 |
| Cigna Investments Inc | 7,402 | $57.0 萬 | 0.07% | −2,129−22.3% | 減碼 |
| National Asset Management, Inc. | 7,458 | $57.5 萬 | 0.02% | −524−6.6% | 減碼 |
| Graypoint LLC | 7,489 | $57.6 萬 | 0.06% | −632−7.8% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 7,416 | $57.6 萬 | 0.02% | 00.0% | 不變 |
| Wendell David Associates Inc | 7,579 | $58.3 萬 | 0.06% | −862−10.2% | 減碼 |
| Pring Turner Capital Group Inc | 7,575 | $58.3 萬 | 0.45% | +4,500+146.3% | 加碼 |
| IFP Advisors, Inc | 10,968 | $58.6 萬 | 0.01% | +9,593+697.7% | 加碼 |
| Brown Advisory Securities, LLC | 7,751 | $59.8 萬 | 0.35% | −974−11.2% | 減碼 |