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。
2023 年第 1 季 13F 持有人
Otis Worldwide Corp 在 2023/3/31 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
- 1,101
- 較 2022 年第 4 季 +22 家
- 持有股數
- 4.00 億
- 較 2022 年第 4 季 +4,620 萬 (+13.0%)
- 總市值
- $300.8 億
- 較 2022 年第 4 季 +$23.6 億 (+8.5%)
- 新進機構
- 91
- 另有 343 家加碼
- 清倉機構
- 69
- 另有 436 家減碼
另有 27 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Peoples Financial Services Corp. | 3,800 | $32.1 萬 | 0.15% | −37−1.0% | 減碼 |
| Flputnam Investment Management Co | 3,802 | $32.1 萬 | 0.01% | +311+8.9% | 加碼 |
| Enterprise Financial Services Corp | 3,807 | $32.1 萬 | 0.21% | −125−3.2% | 減碼 |
| City Holding Co | 3,810 | $32.2 萬 | 0.06% | −365−8.7% | 減碼 |
| Atwood & Palmer Inc | 3,825 | $32.3 萬 | 0.03% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 3,827 | $32.3 萬 | 0.06% | −60−1.5% | 減碼 |
| Allworth Financial LP | 3,831 | $32.3 萬 | 0.00% | +835+27.9% | 加碼 |
| Patten & Patten Inc | 3,843 | $32.4 萬 | 0.03% | −307−7.4% | 減碼 |
| Resonant Capital Advisors, LLC | 3,855 | $32.5 萬 | 0.04% | −34−0.9% | 減碼 |
| Chicago Trust Co NA | 3,861 | $32.6 萬 | 0.08% | +392+11.3% | 加碼 |
| Clearstead Advisors, LLC | 3,863 | $32.6 萬 | 0.02% | +463+13.6% | 加碼 |
| Colonial Trust Advisors | 3,910 | $33.0 萬 | 0.04% | −5−0.1% | 減碼 |
| Fulton Bank, N.A. | 3,923 | $33.1 萬 | 0.02% | −445−10.2% | 減碼 |
| NTV Asset Management LLC | 3,943 | $33.3 萬 | 0.06% | +10.0% | 加碼 |
| Financial Advisory Group | 3,955 | $33.4 萬 | 0.07% | −513−11.5% | 減碼 |
| McDonald Partners LLC | 3,971 | $33.5 萬 | 0.11% | −63−1.6% | 減碼 |
| Aberdeen Wealth Management LLC | 3,974 | $33.5 萬 | 0.25% | 00.0% | 不變 |
| Waters Parkerson & Co., LLC | 3,984 | $33.6 萬 | 0.02% | −650−14.0% | 減碼 |
| Sequoia Financial Advisors, LLC | 4,041 | $34.1 萬 | 0.01% | +467+13.1% | 加碼 |
| Zions Bancorporation, N.A. | 4,046 | $34.1 萬 | 0.03% | +3,156+354.6% | 加碼 |
| GYL Financial Synergies, LLC | 4,074 | $34.4 萬 | 0.04% | +259+6.8% | 加碼 |
| Concentric Wealth Management, LLC | 4,077 | $34.4 萬 | 0.11% | −50−1.2% | 減碼 |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $34.5 萬 | 0.09% | 00.0% | 不變 |
| Clarius Group, LLC | 4,093 | $34.5 萬 | 0.03% | −65−1.6% | 減碼 |
| Advisors Asset Management, Inc. | 4,134 | $34.9 萬 | 0.01% | −191−4.4% | 減碼 |
| HBK Sorce Advisory LLC | 4,136 | $34.9 萬 | 0.02% | −3,970−49.0% | 減碼 |
| Blueshift Asset Management, LLC | 4,140 | $34.9 萬 | 0.15% | +4,140 | 新進 |
| Shakespeare Wealth Management, Inc. | 4,151 | $35.0 萬 | 0.12% | 00.0% | 不變 |
| KCM Investment Advisors LLC | 4,157 | $35.1 萬 | 0.01% | −269−6.1% | 減碼 |
| Bragg Financial Advisors, Inc | 4,159 | $35.1 萬 | 0.02% | −432−9.4% | 減碼 |
| Tucker Asset Management LLC | 4,190 | $35.4 萬 | 0.11% | 00.0% | 不變 |
| Everett Harris & Co | 4,219 | $35.6 萬 | 0.01% | −241−5.4% | 減碼 |
| Boston Trust Walden Corp | 4,248 | $35.9 萬 | 0.00% | 00.0% | 不變 |
| First Western Trust Bank | 4,261 | $36.0 萬 | 0.02% | +5+0.1% | 加碼 |
| TownSquare Capital, LLC | 4,287 | $36.2 萬 | 0.01% | +164+4.0% | 加碼 |
| Drexel Morgan & Co. | 4,288 | $36.2 萬 | 0.09% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 4,289 | $36.2 萬 | 0.03% | −195−4.3% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $36.3 萬 | 0.14% | 00.0% | 不變 |
| CX Institutional | 4,315 | $36.4 萬 | 0.02% | +246+6.0% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 4,314 | $36.4 萬 | 0.05% | +323+8.1% | 加碼 |
| SRB Corp | 4,334 | $36.6 萬 | 0.02% | +4,334 | 新進 |
| Papp L Roy & Associates | 4,335 | $36.6 萬 | 0.05% | −241−5.3% | 減碼 |
| Chemung Canal Trust Co | 4,339 | $36.6 萬 | 0.08% | −494−10.2% | 減碼 |
| Fiduciary Group LLC | 4,383 | $37.0 萬 | 0.05% | +60+1.4% | 加碼 |
| Valeo Financial Advisors, LLC | 4,422 | $37.3 萬 | 0.02% | 00.0% | 不變 |
| Donaldson Capital Management, LLC | 4,427 | $37.4 萬 | 0.02% | +20.0% | 加碼 |
| Arden Trust Co | 4,426 | $37.4 萬 | 0.07% | −1,211−21.5% | 減碼 |
| Prelude Capital Management, LLC | 4,432 | $37.4 萬 | 0.03% | +4,432 | 新進 |
| Profund Advisors LLC | 4,433 | $37.4 萬 | 0.02% | −200−4.3% | 減碼 |
| Keebeck Alpha, LP | 4,457 | $37.6 萬 | 0.44% | +4,457 | 新進 |
| Wedbush Securities Inc | 4,470 | $37.7 萬 | 0.02% | −534−10.7% | 減碼 |
| Sigma Planning Corp | 4,498 | $38.0 萬 | 0.01% | −288−6.0% | 減碼 |
| Sherbrooke Park Advisers LLC | 4,500 | $38.0 萬 | 0.57% | +4,500 | 新進 |
| Washington Trust Co | 4,502 | $38.0 萬 | 0.02% | −100−2.2% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 4,522 | $38.2 萬 | 0.02% | −1,700−27.3% | 減碼 |
| First City Capital Management, Inc. | 4,480 | $38.2 萬 | 0.22% | −12−0.3% | 減碼 |
| Ballentine Partners, LLC | 4,530 | $38.2 萬 | 0.01% | +1,926+74.0% | 加碼 |
| Verdence Capital Advisors LLC | 4,530 | $38.2 萬 | 0.05% | +35+0.8% | 加碼 |
| Signaturefd, LLC | 4,536 | $38.3 萬 | 0.01% | +362+8.7% | 加碼 |
| Country Club Bank | 4,611 | $38.3 萬 | 0.03% | −205−4.3% | 減碼 |
| Graypoint LLC | 4,543 | $38.3 萬 | 0.04% | −1,710−27.3% | 減碼 |
| SYSTM Wealth Solutions LLC | 4,547 | $38.4 萬 | 0.06% | −46,673−91.1% | 減碼 |
| Segall Bryant & Hamill, LLC | 4,555 | $38.4 萬 | 0.00% | −214−4.5% | 減碼 |
| Wealthspire Advisors, LLC | 4,551 | $38.4 萬 | 0.01% | −2,817−38.2% | 減碼 |
| Winton Group Ltd | 4,571 | $38.6 萬 | 0.02% | −5,874−56.2% | 減碼 |
| Beck Mack & Oliver LLC | 4,572 | $38.6 萬 | 0.01% | +25+0.5% | 加碼 |
| Pointe Capital Management LLC | 4,576 | $38.6 萬 | 0.28% | 00.0% | 不變 |
| Lincoln National Corp | 4,594 | $38.8 萬 | 0.01% | −90−1.9% | 減碼 |
| Checchi Capital Advisers, LLC | 4,613 | $38.9 萬 | 0.04% | −76−1.6% | 減碼 |
| Oak Thistle LLC | 4,618 | $39.0 萬 | 0.23% | +4,618 | 新進 |
| Dividend Assets Capital, LLC | 5,030 | $39.4 萬 | 0.08% | 00.0% | 不變 |
| Foster & Motley Inc | 4,674 | $39.4 萬 | 0.03% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 4,680 | $39.5 萬 | 0.03% | −304−6.1% | 減碼 |
| DFPG Investments, LLC | 4,699 | $39.7 萬 | 0.04% | +4,699 | 新進 |
| SeaCrest Wealth Management, LLC | 4,729 | $39.9 萬 | 0.05% | +13+0.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 4,773 | $40.3 萬 | 0.03% | −37−0.8% | 減碼 |
| Brookfield Asset Management Inc. | 4,779 | $40.3 萬 | 0.00% | −112,675−95.9% | 減碼 |
| Courier Capital LLC | 4,783 | $40.4 萬 | 0.04% | −587−10.9% | 減碼 |
| Credit Agricole S A | 4,808 | $40.6 萬 | 0.02% | −425−8.1% | 減碼 |
| Busey Wealth Management | 4,831 | $40.8 萬 | 0.02% | −594−10.9% | 減碼 |
| Pitcairn Co | 4,837 | $40.8 萬 | 0.04% | −232−4.6% | 減碼 |
| Kraematon Investment Advisors, Inc | 4,837 | $40.8 萬 | 0.47% | −980−16.8% | 減碼 |
| Kingsview Wealth Management, LLC | 4,871 | $41.1 萬 | 0.02% | −514−9.5% | 減碼 |
| Trust Co of Virginia | 4,891 | $41.3 萬 | 0.05% | −193−3.8% | 減碼 |
| Symmetry Partners, LLC | 4,892 | $41.3 萬 | 0.02% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 4,958 | $41.8 萬 | 0.02% | +15+0.3% | 加碼 |
| 1st Source Bank | 4,978 | $42.0 萬 | 0.03% | −25−0.5% | 減碼 |
| Excalibur Management Corp | 4,995 | $42.2 萬 | 0.22% | −47−0.9% | 減碼 |
| ICW Investment Advisors LLC | 4,995 | $42.2 萬 | 0.24% | +66+1.3% | 加碼 |
| Waldron Private Wealth LLC | 4,998 | $42.2 萬 | 0.02% | +4,998 | 新進 |
| Gifford Fong Associates | 5,000 | $42.2 萬 | 0.11% | 00.0% | 不變 |
| Charter Trust Co | 5,016 | $42.3 萬 | 0.03% | −165−3.2% | 減碼 |
| Choate Investment Advisors | 5,019 | $42.4 萬 | 0.02% | 00.0% | 不變 |
| Fund Management at Engine No. 1 LLC | 5,033 | $42.5 萬 | 0.09% | +447+9.7% | 加碼 |
| Cigna Investments Inc | 5,041 | $42.6 萬 | 0.09% | −146−2.8% | 減碼 |
| TD Waterhouse Canada Inc. | 5,020 | $42.9 萬 | 0.00% | +215+4.5% | 加碼 |
| Middleton & Co Inc | 5,086 | $42.9 萬 | 0.06% | −3,055−37.5% | 減碼 |
| Shayne & Co., LLC | 5,088 | $42.9 萬 | 0.23% | 00.0% | 不變 |
| Cambridge Trust Co | 5,091 | $43.0 萬 | 0.02% | −42−0.8% | 減碼 |
| Dover Advisors, LLC | 5,101 | $43.1 萬 | 0.41% | −37−0.7% | 減碼 |