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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 5,107 | $43.1 萬 | 0.06% | −1,290−20.2% | 減碼 |
| Banco Santander, S.A. | 5,119 | $43.2 萬 | 0.01% | +5,119 | 新進 |
| Bull Street Advisors, LLC | 5,197 | $43.9 萬 | 0.23% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 5,204 | $43.9 萬 | 0.05% | +708+15.7% | 加碼 |
| Aull & Monroe Investment Management Corp | 5,206 | $43.9 萬 | 0.22% | −50−1.0% | 減碼 |
| Grimes & Company, Inc. | 5,224 | $44.1 萬 | 0.02% | +20.0% | 加碼 |
| Hillsdale Investment Management Inc. | 5,230 | $44.1 萬 | 0.04% | +5,230 | 新進 |
| Apollon Wealth Management, LLC | 5,245 | $44.3 萬 | 0.03% | +109+2.1% | 加碼 |
| GWM Advisors LLC | 5,266 | $44.4 萬 | 0.01% | +536+11.3% | 加碼 |
| Lido Advisors, LLC | 5,313 | $44.8 萬 | 0.01% | +2,243+73.1% | 加碼 |
| Freestone Capital Holdings, LLC | 5,337 | $45.0 萬 | 0.02% | −96−1.8% | 減碼 |
| Lindbrook Capital, LLC | 5,374 | $45.4 萬 | 0.05% | −213−3.8% | 減碼 |
| Bryn Mawr Trust Co | 5,395 | $45.6 萬 | 0.02% | −300−5.3% | 減碼 |
| Schechter Investment Advisors, LLC | 5,418 | $45.7 萬 | 0.04% | −438−7.5% | 減碼 |
| Mutual Advisors, LLC | 5,501 | $46.4 萬 | 0.02% | −693−11.2% | 減碼 |
| Schnieders Capital Management LLC | 5,522 | $46.6 萬 | 0.10% | −500−8.3% | 減碼 |
| GHP Investment Advisors, Inc. | 5,543 | $46.8 萬 | 0.03% | −105−1.9% | 減碼 |
| Agf Management Ltd | 5,569 | $47.0 萬 | 0.00% | +5,569 | 新進 |
| Horizon Investments, LLC | 5,580 | $47.1 萬 | 0.01% | −1,888−25.3% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 5,591 | $47.2 萬 | 0.02% | −421−7.0% | 減碼 |
| Fox Run Management, L.L.C. | 5,594 | $47.2 萬 | 0.15% | +5,594 | 新進 |
| Stephens Inc | 5,633 | $47.5 萬 | 0.01% | +61+1.1% | 加碼 |
| Veriti Management LLC | 5,656 | $47.7 萬 | 0.06% | +384+7.3% | 加碼 |
| Monterey Private Wealth, Inc. | 5,663 | $47.8 萬 | 0.25% | −158−2.7% | 減碼 |
| Umb Bank N A | 5,705 | $48.2 萬 | 0.01% | −11−0.2% | 減碼 |
| Investment Advisory Services Inc | 5,722 | $48.3 萬 | 0.24% | −50−0.9% | 減碼 |
| Millennium Management LLC | 5,781 | $48.8 萬 | 0.00% | −77,550−93.1% | 減碼 |
| National Asset Management, Inc. | 5,829 | $49.2 萬 | 0.01% | −1,717−22.8% | 減碼 |
| Montag A & Associates Inc | 5,834 | $49.2 萬 | 0.03% | −450−7.2% | 減碼 |
| Moors & Cabot, Inc. | 5,857 | $49.4 萬 | 0.03% | −75−1.3% | 減碼 |
| Soltis Investment Advisors LLC | 5,867 | $49.5 萬 | 0.06% | +12+0.2% | 加碼 |
| Ofi Invest Asset Management | 41,840,034 | $49.6 萬 | 2.56% | +41,840,034 | 新進 |
| Wedmont Private Capital | 6,309 | $49.9 萬 | 0.07% | +836+15.3% | 加碼 |
| RSM US Wealth Management LLC | 5,918 | $50.0 萬 | 0.02% | +5,918 | 新進 |
| Garrison Point Advisors, LLC | 5,931 | $50.1 萬 | 0.38% | −3−0.1% | 減碼 |
| Wendell David Associates Inc | 5,977 | $50.4 萬 | 0.06% | −150−2.4% | 減碼 |
| Forte Capital LLC | 5,987 | $50.5 萬 | 0.08% | +17+0.3% | 加碼 |
| Meridian Management Co | 6,034 | $50.9 萬 | 0.17% | +32+0.5% | 加碼 |
| Ahl Investment Management, Inc. | 6,044 | $51.0 萬 | 0.47% | −325−5.1% | 減碼 |
| Thornburg Investment Management Inc | 6,060 | $51.1 萬 | 0.01% | −1,224−16.8% | 減碼 |
| Atria Wealth Solutions, Inc. | 6,070 | $51.2 萬 | 0.01% | −652−9.7% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 6,170 | $51.3 萬 | 0.03% | −492−7.4% | 減碼 |
| Lafayette Investments, Inc. | 6,113 | $51.6 萬 | 0.14% | +681+12.5% | 加碼 |
| Holderness Investments Co | 6,128 | $51.7 萬 | 0.21% | −61−1.0% | 減碼 |
| Boston Private Wealth LLC | 6,140 | $51.8 萬 | 0.01% | −4,501−42.3% | 減碼 |
| Sovereign Financial Group, Inc. | 6,180 | $52.2 萬 | 0.19% | −8−0.1% | 減碼 |
| Means Investment Co., Inc. | 6,186 | $52.2 萬 | 0.09% | 00.0% | 不變 |
| NorthCrest Asset Manangement, LLC | 6,219 | $52.5 萬 | 0.02% | +1,164+23.0% | 加碼 |
| Wetherby Asset Management Inc | 6,287 | $53.1 萬 | 0.03% | +801+14.6% | 加碼 |
| Keeley-Teton Advisors, LLC | 6,380 | $53.8 萬 | 0.07% | −2,255−26.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 6,383 | $53.9 萬 | 0.02% | −802−11.2% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 6,389 | $53.9 萬 | 0.02% | +170+2.7% | 加碼 |
| Auto-Owners Insurance Co | 6,393 | $54.0 萬 | 0.02% | 00.0% | 不變 |
| Echo Street Capital Management LLC | 6,399 | $54.0 萬 | 0.00% | +6,399 | 新進 |
| Headinvest, LLC | 6,400 | $54.0 萬 | 0.12% | −140−2.1% | 減碼 |
| Parsec Financial Management, Inc. | 6,429 | $54.3 萬 | 0.02% | −285−4.2% | 減碼 |
| Pearl River Capital, LLC | 6,458 | $54.5 萬 | 0.09% | −6,561−50.4% | 減碼 |
| BKD Wealth Advisors, LLC | 6,497 | $54.8 萬 | 0.02% | −592−8.4% | 減碼 |
| Stratos Wealth Partners, LTD. | 6,499 | $54.9 萬 | 0.01% | −247−3.7% | 減碼 |
| Tower Bridge Advisors | 6,558 | $55.3 萬 | 0.05% | 00.0% | 不變 |
| Hartford Funds Management Co LLC | 6,589 | $55.6 萬 | 0.06% | +1,278+24.1% | 加碼 |
| Allred Capital Management, LLC | 6,597 | $55.7 萬 | 0.29% | −195−2.9% | 減碼 |
| HB Wealth Management, LLC | 6,636 | $56.0 萬 | 0.01% | +463+7.5% | 加碼 |
| Waterford Advisors, LLC | 6,690 | $56.5 萬 | 0.31% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 6,765 | $57.1 萬 | 0.03% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 6,804 | $57.4 萬 | 0.01% | −1,700−20.0% | 減碼 |
| Amussen Hunsaker Associates LLC | 6,872 | $58.0 萬 | 0.15% | −14−0.2% | 減碼 |
| Chicago Capital, LLC | 6,880 | $58.1 萬 | 0.03% | 00.0% | 不變 |
| Cooper Financial Group | 6,924 | $58.4 萬 | 0.16% | +341+5.2% | 加碼 |
| Westhampton Capital, LLC | 6,962 | $58.8 萬 | 0.38% | 00.0% | 不變 |
| Curbstone Financial Management Corp | 6,968 | $58.8 萬 | 0.14% | −600−7.9% | 減碼 |
| Cresset Asset Management, LLC | 6,969 | $58.8 萬 | 0.01% | −37,127−84.2% | 減碼 |
| Valley Brook Capital Group | 6,977 | $58.9 萬 | 0.54% | 00.0% | 不變 |
| Engineers Gate Manager LP | 7,068 | $59.7 萬 | 0.02% | +7,068 | 新進 |
| Federated Hermes, Inc. | 7,202 | $60.8 萬 | 0.00% | +2,060+40.1% | 加碼 |
| Ar Asset Management Inc | 7,200 | $60.8 萬 | 0.16% | 00.0% | 不變 |
| Simmons Bank | 7,236 | $61.1 萬 | 0.05% | −562−7.2% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 7,239 | $61.1 萬 | 0.04% | +1,305+22.0% | 加碼 |
| Optas, LLC | 7,255 | $61.2 萬 | 0.22% | +137+1.9% | 加碼 |
| Baldwin Investment Management, LLC | 7,258 | $61.3 萬 | 0.11% | −100−1.4% | 減碼 |
| Machina Capital S.A.S. | 7,296 | $61.6 萬 | 0.54% | +7,296 | 新進 |
| Werlinich Asset Management, LLC | 7,325 | $61.8 萬 | 0.54% | −500−6.4% | 減碼 |
| Kestra Private Wealth Services, LLC | 7,372 | $62.2 萬 | 0.02% | +157+2.2% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,481 | $63.1 萬 | 0.07% | −300−3.9% | 減碼 |
| Curated Wealth Partners LLC | 7,493 | $63.2 萬 | 0.14% | 00.0% | 不變 |
| Pring Turner Capital Group Inc | 7,575 | $63.9 萬 | 0.63% | 00.0% | 不變 |
| Philadelphia Trust Co | 7,579 | $64.0 萬 | 0.07% | −1,345−15.1% | 減碼 |
| Old National Bancorp | 7,584 | $64.0 萬 | 0.02% | −1,683−18.2% | 減碼 |
| SG Americas Securities, LLC | 7,645 | $64.5 萬 | 0.01% | −17,795−69.9% | 減碼 |
| ELCO Management Co., LLC | 7,655 | $64.6 萬 | 0.47% | −15−0.2% | 減碼 |
| Ellevest, Inc. | 7,658 | $64.6 萬 | 0.05% | +1,611+26.6% | 加碼 |
| Vident Investment Advisory, LLC | 7,720 | $65.2 萬 | 0.02% | −18,397−70.4% | 減碼 |
| Guinness Atkinson Asset Management Inc | 7,816 | $66.0 萬 | 0.37% | +168+2.2% | 加碼 |
| TD Private Client Wealth LLC | 8,064 | $68.1 萬 | 0.03% | −751−8.5% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 8,071 | $68.1 萬 | 0.09% | −2,762−25.5% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 8,135 | $68.7 萬 | 0.23% | −45−0.6% | 減碼 |
| Central Trust Co | 8,174 | $69.0 萬 | 0.02% | +18+0.2% | 加碼 |
| Romano Brothers and Company | 8,211 | $69.3 萬 | 0.11% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 8,219 | $69.4 萬 | 0.04% | −1,356−14.2% | 減碼 |
| Moody National Bank Trust Division | 8,338 | $70.4 萬 | 0.06% | −20−0.2% | 減碼 |