跳到主要內容

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 2 季與 2023 年第 1 季比較

持有 Otis Worldwide Corp 的機構從 2023 年第 1 季到 2023 年第 2 季的變化。

2023 年第 2 季全部持有人2023 年第 1 季全部持有人

OTIS 的 13F 持有人:2023 年第 1 季與 2023 年第 2 季比較
項目2023 年第 1 季其中尚未申報 2023 年第 2 季2023 年第 2 季變化
持有家數1,10161,124+29
股數4.00 億4.90 萬3.59 億−4,168 萬 (−10.4%)
市值$300.8 億$407.7 萬$319.0 億+$18.2 億 (+6.1%)

6 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(94 家)

2023 年第 2 季季末持有 Otis Worldwide Corp、2023 年第 1 季季末沒有持有的機構。

2023 年第 2 季新進 OTIS 的機構
機構股數市值佔組合 %
Twinbeech Capital LP407,582$3,628 萬0.72%
Clean Energy Transition LLP181,733$1,618 萬2.21%
Worldquant Millennium Advisors LLC148,790$1,324 萬0.22%
Efg Capital International Corp.80,682$718.2 萬1.66%
Eisler Capital (US) LLC49,760$442.9 萬2.43%
Edgestream Partners, L.P.44,470$395.8 萬0.36%
Lighthouse Investment Partners, LLC29,000$258.1 萬0.20%
HRT Financial LP25,756$229.2 萬0.02%
Zacks Investment Management17,678$157.4 萬0.02%
Holocene Advisors, LP17,305$154.0 萬0.01%
Campbell & CO Investment Adviser LLC16,763$149.2 萬0.27%
Sabal Trust CO11,951$106.4 萬0.07%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management11,689$104.0 萬0.04%
United Services Automobile Association11,527$102.6 萬0.03%
iA Global Asset Management Inc.11,327$100.8 萬0.03%
Dash Acquisitions Inc.11,005$98.0 萬0.39%
Centiva Capital, LP10,213$90.9 萬0.05%
MQS Management LLC9,375$83.4 萬0.57%
Badgley Phelps Wealth Managers, LLC9,353$83.3 萬0.03%
Security National Bank of So Dak8,806$78.4 萬0.56%
Paloma Partners Management Co8,016$71.4 萬0.16%
Modera Wealth Management, LLC7,768$69.1 萬0.01%
Jump Financial, LLC7,247$64.5 萬0.02%
Ascension Asset Management LLC6,914$61.5 萬0.38%
Dynamic Technology Lab Private Ltd6,608$58.8 萬0.07%
Security National Bank of Sioux City Iowa6,471$57.6 萬0.43%
ISAM Funds (UK) Ltd6,150$54.7 萬0.49%
Ergoteles LLC5,922$52.7 萬0.03%
Dark Forest Capital Management LP5,910$52.6 萬0.05%
Silver Oak Securities, Inc4,999$44.5 萬0.07%
Quantamental Technologies LLC4,371$38.9 萬0.16%
Asahi Life Asset Management Co., Ltd.4,300$38.3 萬0.13%
Invesco, LLC4,251$37.8 萬0.19%
Fortune Financial Advisors, LLC4,101$36.5 萬0.27%
NewEdge Wealth, LLC3,495$31.1 萬0.01%
MEMBERS Trust Co3,433$30.6 萬0.01%
GSB Wealth Management, LLC3,229$28.7 萬0.09%
UniSuper Management Pty Ltd3,000$26.7 萬0.00%
Empowered Funds, LLC2,950$26.3 萬0.01%
EA Series Trust2,950$26.3 萬0.01%
St Germain D J Co Inc2,926$26.0 萬0.01%
Focus Financial Network, Inc.2,717$24.2 萬0.01%
D'Orazio & Associates, Inc.2,696$24.0 萬0.06%
MSH Capital Advisors LLC2,685$23.9 萬0.09%
Great Lakes Advisors, LLC2,658$23.7 萬0.00%
Dynamic Advisor Solutions LLC2,480$22.1 萬0.01%
Naples Global Advisors, LLC2,390$21.3 萬0.02%
Pinnacle Wealth Planning Services, Inc.2,389$21.3 萬0.03%
Schonfeld Strategic Advisors LLC2,380$21.2 萬0.00%
Atlas Private Wealth Management2,366$21.1 萬0.11%
Sentry LLC2,335$20.8 萬0.05%
Center For Asset Management LLC2,334$20.8 萬0.20%
Advisor OS, LLC2,315$20.6 萬0.03%
Equitable Holdings, Inc.2,312$20.6 萬0.00%
Gateway Wealth Partners, LLC2,301$20.5 萬0.04%
Foundations Investment Advisors, LLC2,296$20.4 萬0.01%
U.S. Capital Wealth Advisors, LLC2,290$20.4 萬0.01%
Cassaday & Co Wealth Management LLC2,287$20.4 萬0.01%
GTS Securities LLC2,285$20.3 萬0.01%
Cobblestone Capital Advisors LLC2,273$20.2 萬0.01%
First Affirmative Financial Network2,266$20.2 萬0.20%
Radnor Capital Management, LLC2,259$20.1 萬0.09%
Headlands Technologies LLC2,054$18.3 萬0.06%
Prostatis Group LLC139,835$14.0 萬0.07%
Caldwell Sutter Capital, Inc.1,370$12.2 萬0.06%
Mather Group, LLC.1,231$11.0 萬0.00%
LFA - Lugano Financial Advisors SA1,041$9.27 萬0.06%
Cherry Tree Wealth Management, LLC1,029$9.16 萬0.03%
Fairfield, Bush & Co.863$7.68 萬0.02%
PCA Investment Advisory Services Inc.587$5.23 萬0.03%
Cornerstone Planning Group LLC515$4.58 萬0.02%
Options Solutions, LLC500$4.45 萬0.04%
Union Savings Bank411$3.74 萬0.02%
Nemes Rush Group LLC291$2.59 萬0.00%
Fiduciary Alliance LLC284$2.53 萬0.01%
Old Point Trust & Financial Services N A250$2.23 萬0.01%
Altshuler Shaham Ltd207$1.84 萬0.00%
TSFG, LLC163$1.50 萬0.01%
GW&K Investment Management, LLC154$1.40 萬0.00%
Coppell Advisory Solutions LLC150$1.33 萬0.00%
CGC Financial Services, LLC110$9,7910.01%
Quarry LP106$9,4350.01%
West Tower Group, LLC103$9,1680.01%
Albion Financial Group100$8,9010.00%
Tyler-Stone Wealth Management86$8,0000.00%
ORG Partners LLC75$7,0000.00%
Halpern Financial, Inc.73$6,4530.00%
Tower View Investment Management & Research LLC57$5,0000.00%
Glass Jacobson Investment Advisors llc54$4,8360.00%
GPS Wealth Strategies Group, LLC28$2,4920.00%
Northwest Capital Management Inc23$2,0470.00%
Avion Wealth30$2,0000.00%
Intrepid Capital Management Inc20$1,7800.00%
First Capital Advisors Group, LLC.18$1,6020.00%

清倉機構(65 家)

2023 年第 1 季季末持有 Otis Worldwide Corp、2023 年第 2 季有申報但已經沒有持有的機構。

2023 年第 2 季清倉 OTIS 的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Lord, Abbett & Co. LLC270,190$2,280 萬
Broadcrest Asset Management, LLC100,000$844.0 萬
FIL Ltd57,078$481.7 萬
Greenland Capital Management LP45,993$388.2 萬
AMF Pensionsforsakring AB22,543$190.4 萬
FORA Capital, LLC19,727$166.5 萬
Tredje AP-fonden19,351$163.3 萬
Industrial Alliance Investment Management Inc.15,517$131.0 萬
Weiss Multi-Strategy Advisers LLC13,107$110.6 萬
Cubist Systematic Strategies, LLC11,860$100.1 萬
Lombard Odier Asset Management (Switzerland) SA11,309$95.4 萬
Sandbar Asset Management LLP11,101$93.7 萬
Point72 Asset Management, L.P.10,531$88.9 萬
Graham Capital Management, L.P.10,442$88.1 萬
Keeley-Teton Advisors, LLC6,380$53.8 萬
Fox Run Management, L.L.C.5,594$47.2 萬
Hillsdale Investment Management Inc.5,230$44.1 萬
Brookfield Asset Management Inc.4,779$40.3 萬
Oak Thistle LLC4,618$39.0 萬
Winton Group Ltd4,571$38.6 萬
Sherbrooke Park Advisers LLC4,500$38.0 萬
Arden Trust Co4,426$37.4 萬
SRB Corp4,334$36.6 萬
Blueshift Asset Management, LLC4,140$34.9 萬
Waters Parkerson & Co., LLC3,984$33.6 萬
Axxcess Wealth Management, LLC3,780$31.9 萬
Capital City Trust Co3,741$31.6 萬
Gladstone Institutional Advisory LLC3,632$30.7 萬
David Loasby3,783$29.7 萬
LVW Advisors, LLC3,473$29.3 萬
Boothbay Fund Management, LLC3,300$27.9 萬
Point72 Middle East FZE3,216$27.1 萬
Sun Life Financial INC3,150$26.5 萬
Meridian Investment Counsel Inc.3,137$26.5 萬
First Foundation Advisors2,883$24.3 萬
Belpointe Asset Management LLC2,857$24.1 萬
Cipher Capital LP2,724$23.0 萬
World Equity Group, Inc.16,489$21.6 萬
Geller Advisors LLC2,522$21.3 萬
Leavell Investment Management, Inc.2,502$21.1 萬
Custos Family Office, LLC2,500$21.1 萬
Bailard, Inc.2,497$21.1 萬
Healthcare of Ontario Pension Plan Trust Fund1,997$16.9 萬
Fortis Advisors, LLC1,200$10.1 萬
Walleye Trading LLC990$8.36 萬
Ameritas Advisory Services, LLC918$7.68 萬
TCI Wealth Advisors, Inc.608$5.13 萬
New Hampshire Trust550$4.64 萬
Old North State Trust, LLC507$4.30 萬
Riverview Trust Co500$4.22 萬
Accel Wealth Management449$3.79 萬
Cary Street Partners Asset Management LLC441$3.72 萬
Orion Capital Management LLC375$3.17 萬
Perkins Coie Trust Co207$1.75 萬
Steward Financial Group LLC113$9,000
Milestone Investment Advisors LLC100$8,440
Schubert & Co53$4,474
Ten Capital Wealth Advisors, LLC42$3,545
Global Financial Private Client, LLC37$3,115
Financial Connections Group, Inc.29$2,000
Venturi Wealth Management, LLC20$1,688
Highline Wealth Partners LLC13$1,098
Syverson Strege & Co8$675
Optiver Holding B.V.5$422
Summit Wealth Group, LLC18,399$0

尚未申報 2023 年第 2 季的機構(6 家)

2023 年第 1 季季末持有 Otis Worldwide Corp、還沒有申報 2023 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 1 季持有 OTIS、尚未申報 2023 年第 2 季的機構
機構2023 年第 1 季股數2023 年第 1 季市值
HighTower Trust Services, LTA26,993$221.7 萬
Investment Management of Virginia LLC13,662$115.3 萬
Parsec Financial Management, Inc.6,429$54.3 萬
Clear Perspectives Financial Planning, LLC1,231$10.4 萬
Ahrens Investment Partners LLC541$4.56 萬
Householder Group Estate & Retirement Specialist, LLC169$1.40 萬