Otis Worldwide Corp

OTIS

交易所: NYSE
產業: Electronic & Other Electrical Equipment (No Computer Equip)
SEC CIK: 0001781335

SEC 申報列表（在新分頁開啟）

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。

2023 年第 1 季與 2022 年第 4 季比較

持有 Otis Worldwide Corp 的機構從 2022 年第 4 季到 2023 年第 1 季的變化。

2023 年第 1 季全部持有人 2022 年第 4 季全部持有人

OTIS 的 13F 持有人：2022 年第 4 季與 2023 年第 1 季比較
項目	2022 年第 4 季	其中尚未申報 2023 年第 1 季	2023 年第 1 季	變化
持有家數	1,106	27	1,101	+22
股數	3.55 億	86.1 萬	4.00 億	+4,620 萬 (+13.0%)
市值	$277.9 億	$5,678 萬	$300.8 億	+$23.6 億 (+8.5%)

27 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（91 家）

2023 年第 1 季季末持有 Otis Worldwide Corp、2022 年第 4 季季末沒有持有的機構。

2023 年第 1 季新進 OTIS 的機構
機構	股數	市值	佔組合 %
Canoe Financial LP	962,294	$8,122 萬	1.14%
Qube Research & Technologies Ltd	186,385	$1,573 萬	0.09%
Voloridge Investment Management, LLC	90,428	$763.2 萬	0.04%
Intrinsic Edge Capital Management LLC	70,000	$590.8 萬	0.60%
Vinva Investment Management Ltd	66,732	$554.7 萬	0.47%
Capital Fund Management S.A.	49,118	$414.6 萬	0.08%
Trexquant Investment LP	45,247	$381.9 萬	0.10%
Y-Intercept (Hong Kong) Ltd	34,396	$290.3 萬	0.34%
Brown Shipley& Co Ltd	30,517	$257.6 萬	1.66%
Canandaigua National Bank & Trust Co	28,691	$242.2 萬	0.41%
Alberta Investment Management Corp	27,599	$232.9 萬	0.02%
Abn Amro Investment Solutions	26,503	$223.7 萬	0.05%
Jefferies Financial Group Inc.	23,458	$198.0 萬	0.04%
FORA Capital, LLC	19,727	$166.5 萬	0.17%
Perpetual Ltd	16,892	$142.6 萬	0.01%
Parallax Volatility Advisers, L.P.	15,393	$129.9 萬	0.05%
Weiss Multi-Strategy Advisers LLC	13,107	$110.6 萬	0.03%
Graham Capital Management, L.P.	10,442	$88.1 萬	0.03%
Ostrum Asset Management	9,363	$79.0 萬	0.07%
La Banque Postale Asset Management SA	8,513	$71.8 萬	0.02%
Caxton Associates LP	8,501	$71.7 萬	0.11%
Atlantic Union Bankshares Corp	8,353	$70.5 萬	0.07%
Machina Capital S.A.S.	7,296	$61.6 萬	0.54%
Engineers Gate Manager LP	7,068	$59.7 萬	0.02%
Echo Street Capital Management LLC	6,399	$54.0 萬	0.00%
RSM US Wealth Management LLC	5,918	$50.0 萬	0.02%
Ofi Invest Asset Management	41,840,034	$49.6 萬	2.56%
Fox Run Management, L.L.C.	5,594	$47.2 萬	0.15%
Agf Management Ltd	5,569	$47.0 萬	0.00%
Hillsdale Investment Management Inc.	5,230	$44.1 萬	0.04%
Banco Santander, S.A.	5,119	$43.2 萬	0.01%
Waldron Private Wealth LLC	4,998	$42.2 萬	0.02%
DFPG Investments, LLC	4,699	$39.7 萬	0.04%
Oak Thistle LLC	4,618	$39.0 萬	0.23%
Sherbrooke Park Advisers LLC	4,500	$38.0 萬	0.57%
Keebeck Alpha, LP	4,457	$37.6 萬	0.44%
Prelude Capital Management, LLC	4,432	$37.4 萬	0.03%
SRB Corp	4,334	$36.6 萬	0.02%
Blueshift Asset Management, LLC	4,140	$34.9 萬	0.15%
Ritholtz Wealth Management	3,653	$30.8 萬	0.02%
Gladstone Institutional Advisory LLC	3,632	$30.7 萬	0.02%
Boothbay Fund Management, LLC	3,300	$27.9 萬	0.01%
Lowe Brockenbrough & Co Inc	3,169	$26.7 萬	0.02%
Fidelis Capital Partners, LLC	2,905	$25.0 萬	0.11%
Cipher Capital LP	2,724	$23.0 萬	0.04%
Sentinel Trust Co Lba	2,600	$21.9 萬	0.03%
V-Square Quantitative Management LLC	2,563	$21.6 萬	0.20%
Avantax Planning Partners, Inc.	2,559	$21.6 萬	0.01%
Gratus Capital LLC	2,554	$21.6 萬	0.02%
World Equity Group, Inc.	16,489	$21.6 萬	0.04%
Charter Oak Capital Management, LLC	2,524	$21.3 萬	0.03%
Reynders McVeigh Capital Management, LLC	2,528	$21.3 萬	0.01%
Geller Advisors LLC	2,522	$21.3 萬	0.03%
Custos Family Office, LLC	2,500	$21.1 萬	0.15%
Bailard, Inc.	2,497	$21.1 萬	0.01%
Montis Financial, LLC	2,486	$21.0 萬	0.16%
Conning Inc.	2,470	$20.8 萬	0.01%
Wescott Financial Advisory Group, LLC	2,458	$20.7 萬	0.05%
PFS Investments Inc.	2,643	$20.7 萬	0.00%
Founders Capital Management, LLC	2,450	$20.7 萬	0.05%
Hilltop Holdings Inc.	2,431	$20.5 萬	0.03%
Congress Wealth Management LLC	2,395	$20.2 萬	0.00%
Capital Planning Advisors, LLC	2,383	$20.1 萬	0.04%
Healthcare of Ontario Pension Plan Trust Fund	1,997	$16.9 萬	0.00%
Wellington Shields & Co., LLC	1,914	$16.2 萬	0.04%
Quintet Private Bank (Europe) S.A.	1,819	$15.4 萬	0.01%
Foster Dykema Cabot & Co Inc	1,318	$11.1 萬	0.01%
Chesapeake Asset Management LLC	1,303	$11.0 萬	0.10%
Kessler Investment Group, LLC	1,171	$9.88 萬	0.07%
Paladin Advisory Group, LLC	978	$8.26 萬	0.07%
Ameritas Advisory Services, LLC	918	$7.68 萬	0.00%
Wellington Shields Capital Management, LLC	566	$4.78 萬	0.01%
Ahrens Investment Partners LLC	541	$4.56 萬	0.02%
Nalls Sherbakoff Group, LLC	150	$1.25 萬	0.01%
FSC Wealth Advisors, LLC	144	$1.22 萬	0.02%
IAG Wealth Partners, LLC	136	$1.15 萬	0.00%
Milestone Investment Advisors LLC	100	$8,440	0.00%
WealthPLAN Partners, LLC	85	$7,174	0.00%
Thompson Investment Management, Inc.	67	$5,655	0.00%
Sunbelt Securities, Inc.	52	$4,323	0.00%
Hoey Investments, Inc	46	$3,883	0.00%
Pacific Center for Financial Services	25	$2,110	0.00%
Venturi Wealth Management, LLC	20	$1,688	0.00%
Chilton Capital Management LLC	15	$1,266	0.00%
Ridgewood Investments LLC	14	$1,184	0.00%
Arlington Partners LLC	14	$1,182	0.00%
Highline Wealth Partners LLC	13	$1,098	0.00%
Strengthening Families & Communities, LLC	11	$1,000	0.00%
Optiver Holding B.V.	5	$422	0.00%
Summit Wealth Group, LLC	18,399	$0	0.00%
Quilter Plc	932	–	–

清倉機構（69 家）

2022 年第 4 季季末持有 Otis Worldwide Corp、2023 年第 1 季有申報但已經沒有持有的機構。

2023 年第 1 季清倉 OTIS 的機構
機構	2022 年第 4 季股數	2022 年第 4 季市值
Suvretta Capital Management, LLC	1,297,480	$1.02 億
Schonfeld Strategic Advisors LLC	253,002	$1,981 萬
Rheos Capital Works Inc.	242,000	$1,895 萬
Woodline Partners LP	207,553	$1,625 萬
Nekton Capital Ltd.	179,529	$1,406 萬
Interval Partners, LP	123,767	$969.2 萬
Marshall Wace, LLP	106,708	$835.6 萬
Liontrust Investment Partners LLP	100,000	$783.1 萬
QVIDTVM Management LLC	75,439	$590.8 萬
Holocene Advisors, LP	55,668	$435.9 萬
Wolverine Asset Management LLC	28,000	$219.3 萬
Natixis	27,719	$217.1 萬
Allstate Corp	23,207	$181.7 萬
Quantbot Technologies LP	20,309	$159.0 萬
Seven Eight Capital, LP	16,534	$129.5 萬
United Services Automobile Association	15,559	$121.8 萬
CTC Capital Management, LLC	12,400	$97.1 萬
Nordwand Advisors, LLC	11,751	$92.0 萬
Sather Financial Group Inc	11,154	$87.3 萬
Toews Corp	9,900	$77.5 萬
Simplex Trading, LLC	7,744	$60.6 萬
River Wealth Advisors LLC	5,832	$45.7 萬
Scissortail Wealth Management, LLC	4,429	$36.9 萬
PEAK6 Investments LLC	4,157	$32.6 萬
Money Concepts Capital Corp	3,968	$31.1 萬
Journey Advisory Group, LLC	3,775	$29.6 萬
SlateStone Wealth, LLC	3,589	$28.1 萬
Trillium Asset Management, LLC	3,450	$27.0 萬
Virginia Retirement Systems Et Al	3,400	$26.6 萬
Gitterman Wealth Management, LLC	3,359	$26.3 萬
Centiva Capital, LP	3,220	$25.2 萬
Avidian Wealth Solutions, LLC	3,173	$24.8 萬
Gyon Technologies Capital Management, LP	3,132	$24.5 萬
Obermeyer Wood Investment Counsel, LLLP	3,085	$24.2 萬
Cobblestone Capital Advisors LLC	3,073	$24.1 萬
SkyView Investment Advisors, LLC	2,809	$22.0 萬
First Capital Advisors Group, LLC.	2,809	$22.0 萬
Patton Fund Management, Inc.	2,556	$20.0 萬
U.S. Capital Wealth Advisors, LLC	1,913	$15.0 萬
DuPont Capital Management Corp	933	$7.31 萬
One Wealth Advisors, LLC	901	$7.06 萬
Comerica Securities,inc.	883	$6.91 萬
Aua Capital Management, LLC	718	$5.62 萬
Arcus Capital Partners, LLC	621	$4.86 萬
Madden Securities Corp	617	$4.83 萬
Pathway Financial Advisers, LLC	362	$2.83 萬
LFA - Lugano Financial Advisors SA	360	$2.82 萬
Elequin Capital LP	244	$1.91 萬
Accurate Wealth Management, LLC	193	$1.58 萬
Fiduciary Alliance LLC	148	$1.16 萬
Freedom Wealth Alliance, LLC	125	$9,827
MinichMacGregor Wealth Management, LLC	125	$9,788
My Personal CFO, LLC	90	$7,048
Nomura Holdings Inc	79	$6,000
WFA of San Diego, LLC	75	$5,873
McElhenny Sheffield Capital Management, LLC	63	$4,934
Corrado Advisors, LLC	61	$4,777
EWG Elevate Inc.	61	$4,777
Lakewood Asset Management LLC	51	$4,000
Beaird Harris Wealth Management, LLC	49	$3,837
Norway Savings Bank	48	$3,759
Legend Financial Advisors, Inc.	34	$2,663
Zullo Investment Group, Inc.	30	$2,349
Affiance Financial, LLC	25	$1,958
Coppell Advisory Solutions LLC	15	$1,175
Coppell Advisory Solutions Corp.	15	$1,175
Jones Financial Companies LLLP	8	$1,000
TSFG, LLC	9	$1,000
Bellwether Advisors, LLC	2	$156

尚未申報 2023 年第 1 季的機構（27 家）

2022 年第 4 季季末持有 Otis Worldwide Corp、還沒有申報 2023 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2022 年第 4 季持有 OTIS、尚未申報 2023 年第 1 季的機構
機構	2022 年第 4 季股數	2022 年第 4 季市值
Abeille Asset Management SA	501,013	$2,847 萬
Gofen & Glossberg LLC	81,672	$639.6 萬
Comerica Bank	63,268	$525.0 萬
Seeyond	39,773	$311.5 萬
Financial Advisors Network, Inc.	35,970	$281.7 萬
Canandaigua National Corp	28,628	$224.2 萬
Allstate Investment Management Co	23,207	$181.7 萬
Pendal Group Limited	20,440	$160.1 萬
Zeke Capital Advisors, LLC	14,738	$115.4 萬
Security National Bank of So Dak	9,852	$77.2 萬
Ascension Asset Management LLC	7,014	$54.9 萬
Bennicas & Associates, Inc.	6,158	$53.2 萬
Security National Bank of Sioux City Iowa	6,133	$48.0 萬
New England Guild Wealth Advisors, Inc.	4,337	$34.0 萬
YorkBridge Wealth Partners, LLC	3,704	$29.0 萬
Burleson & Company, LLC	3,673	$28.8 萬
Bank of the West	3,650	$28.6 萬
Aevitas Wealth Management, Inc.	2,637	$20.6 萬
CoreCap Advisors, LLC	826	$6.47 萬
Trustcore Financial Services, LLC	480	$3.76 萬
Cornerstone Planning Group LLC	410	$3.27 萬
Sargent Bickham Lagudis LLC	337	$2.64 萬
Tyler-Stone Wealth Management	86	$7,000
Glass Jacobson Investment Advisors llc	54	$4,223
Cribstone Capital Management, LLC	32	$2,506
Heritage Wealth Management, LLC	6	$470
St Germain D J Co Inc	2,834	$222