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 4 季 13F 持有人
Otis Worldwide Corp 在 2022/12/31 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
- 1,106
- 較 2022 年第 3 季 +84 家
- 持有股數
- 3.55 億
- 較 2022 年第 3 季 +52.9 萬 (+0.1%)
- 總市值
- $277.9 億
- 較 2022 年第 3 季 +$52.1 億 (+23.1%)
- 新進機構
- 159
- 另有 300 家加碼
- 清倉機構
- 75
- 另有 433 家減碼
另有 23 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Veriti Management LLC | 5,272 | $41.3 萬 | 0.05% | +362+7.4% | 加碼 |
| Hartford Funds Management Co LLC | 5,311 | $41.6 萬 | 0.04% | +5,311 | 新進 |
| Courier Capital LLC | 5,370 | $42.1 萬 | 0.05% | −79−1.4% | 減碼 |
| Kingsview Wealth Management, LLC | 5,385 | $42.2 萬 | 0.02% | −678−11.2% | 減碼 |
| Busey Wealth Management | 5,425 | $42.5 萬 | 0.02% | −1,264−18.9% | 減碼 |
| Fort, L.P. | 5,431 | $42.5 萬 | 0.64% | −1,486−21.5% | 減碼 |
| Lafayette Investments, Inc. | 5,432 | $42.5 萬 | 0.12% | +255+4.9% | 加碼 |
| Freestone Capital Holdings, LLC | 5,433 | $42.5 萬 | 0.02% | +203+3.9% | 加碼 |
| Sentry Investment Management LLC | 5,482 | $42.9 萬 | 0.19% | +2,583+89.1% | 加碼 |
| Wetherby Asset Management Inc | 5,486 | $43.0 萬 | 0.03% | −6−0.1% | 減碼 |
| Orion Portfolio Solutions, LLC | 5,536 | $43.4 萬 | 0.02% | +5,536 | 新進 |
| Stephens Inc | 5,572 | $43.6 萬 | 0.01% | −2,989−34.9% | 減碼 |
| Lindbrook Capital, LLC | 5,587 | $43.8 萬 | 0.05% | +290+5.5% | 加碼 |
| Arden Trust Co | 5,637 | $44.1 萬 | 0.09% | −4,512−44.5% | 減碼 |
| GHP Investment Advisors, Inc. | 5,648 | $44.2 萬 | 0.03% | −358−6.0% | 減碼 |
| Bryn Mawr Trust Co | 5,695 | $44.6 萬 | 0.02% | −182−3.1% | 減碼 |
| Wedmont Private Capital | 5,473 | $44.8 萬 | 0.07% | −3,362−38.1% | 減碼 |
| Umb Bank N A | 5,716 | $44.8 萬 | 0.01% | −116−2.0% | 減碼 |
| Investment Advisory Services Inc | 5,772 | $45.2 萬 | 0.23% | 00.0% | 不變 |
| Kraematon Investment Advisors, Inc | 5,817 | $45.5 萬 | 0.49% | −311−5.1% | 減碼 |
| Monterey Private Wealth, Inc. | 5,821 | $45.6 萬 | 0.25% | +27+0.5% | 加碼 |
| River Wealth Advisors LLC | 5,832 | $45.7 萬 | 0.09% | −557−8.7% | 減碼 |
| Soltis Investment Advisors LLC | 5,855 | $45.9 萬 | 0.06% | +6+0.1% | 加碼 |
| Schechter Investment Advisors, LLC | 5,856 | $45.9 萬 | 0.04% | −1,144−16.3% | 減碼 |
| Moors & Cabot, Inc. | 5,932 | $46.5 萬 | 0.03% | −102−1.7% | 減碼 |
| Garrison Point Advisors, LLC | 5,934 | $46.5 萬 | 0.38% | −22−0.4% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 5,934 | $46.5 萬 | 0.04% | +149+2.6% | 加碼 |
| Forte Capital LLC | 5,970 | $46.8 萬 | 0.08% | −29−0.5% | 減碼 |
| Meridian Management Co | 6,002 | $47.0 萬 | 0.17% | 00.0% | 不變 |
| Wilbanks Smith & Thomas Asset Management LLC | 6,012 | $47.1 萬 | 0.02% | +376+6.7% | 加碼 |
| Schnieders Capital Management LLC | 6,022 | $47.2 萬 | 0.11% | +1,370+29.4% | 加碼 |
| Ellevest, Inc. | 6,047 | $47.4 萬 | 0.04% | +1,701+39.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 6,077 | $47.6 萬 | 0.01% | +1,646+37.1% | 加碼 |
| Wendell David Associates Inc | 6,127 | $48.0 萬 | 0.06% | −75−1.2% | 減碼 |
| Security National Bank of Sioux City Iowa | 6,133 | $48.0 萬 | 0.37% | −37−0.6% | 減碼 |
| HB Wealth Management, LLC | 6,173 | $48.3 萬 | 0.01% | +692+12.6% | 加碼 |
| Means Investment Co., Inc. | 6,186 | $48.4 萬 | 0.10% | +10.0% | 加碼 |
| Sovereign Financial Group, Inc. | 6,188 | $48.5 萬 | 0.19% | +56+0.9% | 加碼 |
| Holderness Investments Co | 6,189 | $48.5 萬 | 0.21% | −30.0% | 減碼 |
| Mutual Advisors, LLC | 6,194 | $48.5 萬 | 0.02% | −230−3.6% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 6,222 | $48.7 萬 | 0.02% | −220−3.4% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 6,219 | $48.7 萬 | 0.02% | −4,052−39.5% | 減碼 |
| Graypoint LLC | 6,253 | $49.0 萬 | 0.06% | −10.0% | 減碼 |
| Montag A & Associates Inc | 6,284 | $49.2 萬 | 0.03% | −162−2.5% | 減碼 |
| Amica Retiree Medical Trust | 6,315 | $49.5 萬 | 0.64% | −60−0.9% | 減碼 |
| Ahl Investment Management, Inc. | 6,369 | $49.9 萬 | 0.46% | 00.0% | 不變 |
| Auto-Owners Insurance Co | 6,393 | $50.1 萬 | 0.02% | +6,393 | 新進 |
| Caldwell Trust Co | 6,397 | $50.1 萬 | 0.07% | −64−1.0% | 減碼 |
| Headinvest, LLC | 6,540 | $51.2 萬 | 0.11% | −192−2.9% | 減碼 |
| Tower Bridge Advisors | 6,558 | $51.4 萬 | 0.04% | 00.0% | 不變 |
| Cooper Financial Group | 6,583 | $51.5 萬 | 0.16% | +1,319+25.1% | 加碼 |
| Waterford Advisors, LLC | 6,690 | $52.4 萬 | 0.31% | +6,690 | 新進 |
| Parsec Financial Management, Inc. | 6,714 | $52.6 萬 | 0.02% | −39−0.6% | 減碼 |
| Atria Wealth Solutions, Inc. | 6,722 | $52.6 萬 | 0.01% | −294−4.2% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 6,662 | $52.7 萬 | 0.04% | −376−5.3% | 減碼 |
| Stratos Wealth Partners, LTD. | 6,746 | $52.8 萬 | 0.01% | +211+3.2% | 加碼 |
| Banque Cantonale Vaudoise | 6,765 | $53.0 萬 | 0.03% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 6,766 | $53.0 萬 | 0.01% | +664+10.9% | 加碼 |
| Salem Investment Counselors Inc | 6,772 | $53.0 萬 | 0.02% | +419+6.6% | 加碼 |
| Allred Capital Management, LLC | 6,792 | $53.2 萬 | 0.29% | −20−0.3% | 減碼 |
| Bennicas & Associates, Inc. | 6,158 | $53.2 萬 | 0.31% | +2,150+53.6% | 加碼 |
| Chicago Capital, LLC | 6,880 | $53.9 萬 | 0.03% | −125−1.8% | 減碼 |
| Westhampton Capital, LLC | 6,962 | $54.5 萬 | 0.37% | 00.0% | 不變 |
| Valley Brook Capital Group | 6,977 | $54.6 萬 | 0.52% | 00.0% | 不變 |
| Ascension Asset Management LLC | 7,014 | $54.9 萬 | 0.40% | 00.0% | 不變 |
| BKD Wealth Advisors, LLC | 7,089 | $55.5 萬 | 0.02% | 00.0% | 不變 |
| Optas, LLC | 7,118 | $55.7 萬 | 0.23% | +663+10.3% | 加碼 |
| Ar Asset Management Inc | 7,200 | $56.4 萬 | 0.16% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 7,215 | $56.5 萬 | 0.03% | +1,231+20.6% | 加碼 |
| Thornburg Investment Management Inc | 7,284 | $57.0 萬 | 0.01% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 7,358 | $57.6 萬 | 0.10% | +500+7.3% | 加碼 |
| Wealthspire Advisors, LLC | 7,368 | $57.7 萬 | 0.01% | +500+7.3% | 加碼 |
| Amussen Hunsaker Associates LLC | 6,886 | $57.7 萬 | 0.16% | −128−1.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 7,185 | $57.8 萬 | 0.02% | −255−3.4% | 減碼 |
| Horizon Investments, LLC | 7,468 | $58.5 萬 | 0.02% | +235+3.2% | 加碼 |
| Curated Wealth Partners LLC | 7,493 | $58.7 萬 | 0.14% | 00.0% | 不變 |
| National Asset Management, Inc. | 7,546 | $59.1 萬 | 0.02% | +20+0.3% | 加碼 |
| Curbstone Financial Management Corp | 7,568 | $59.3 萬 | 0.15% | −1,600−17.5% | 減碼 |
| Pring Turner Capital Group Inc | 7,575 | $59.3 萬 | 0.65% | +7,575 | 新進 |
| Guinness Atkinson Asset Management Inc | 7,648 | $59.9 萬 | 0.38% | −571−6.9% | 減碼 |
| ELCO Management Co., LLC | 7,670 | $60.1 萬 | 0.45% | +36+0.5% | 加碼 |
| Simplex Trading, LLC | 7,744 | $60.6 萬 | 0.03% | −8,882−53.4% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,781 | $60.9 萬 | 0.07% | 00.0% | 不變 |
| Simmons Bank | 7,798 | $61.1 萬 | 0.05% | −333−4.1% | 減碼 |
| Werlinich Asset Management, LLC | 7,825 | $61.3 萬 | 0.57% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 8,106 | $63.5 萬 | 0.02% | +4,565+128.9% | 加碼 |
| Parallel Advisors, LLC | 8,132 | $63.7 萬 | 0.03% | −216−2.6% | 減碼 |
| Ieq Capital, LLC | 8,133 | $63.7 萬 | 0.02% | −1,916−19.1% | 減碼 |
| Middleton & Co Inc | 8,141 | $63.8 萬 | 0.09% | −16,277−66.7% | 減碼 |
| Central Trust Co | 8,156 | $63.9 萬 | 0.02% | −56−0.7% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 8,180 | $64.1 萬 | 0.23% | −74−0.9% | 減碼 |
| Romano Brothers and Company | 8,211 | $64.3 萬 | 0.10% | −445−5.1% | 減碼 |
| Field & Main Bank | 8,224 | $64.4 萬 | 0.42% | −120−1.4% | 減碼 |
| Snowden Capital Advisors LLC | 8,312 | $65.1 萬 | 0.03% | −188−2.2% | 減碼 |
| FineMark National Bank & Trust | 8,335 | $65.3 萬 | 0.03% | −1,090−11.6% | 減碼 |
| Moody National Bank Trust Division | 8,358 | $65.5 萬 | 0.06% | −1,402−14.4% | 減碼 |
| Gamco Investors, Inc. Et Al | 8,504 | $66.6 萬 | 0.01% | −1,330−13.5% | 減碼 |
| Sit Investment Associates Inc | 8,505 | $66.6 萬 | 0.02% | −275−3.1% | 減碼 |
| Keeley-Teton Advisors, LLC | 8,635 | $67.6 萬 | 0.08% | −84−1.0% | 減碼 |
| Metis Global Partners, LLC | 8,715 | $68.2 萬 | 0.06% | +2,433+38.7% | 加碼 |