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 13F 持有人
Otis Worldwide Corp 在 2023/6/30 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
- 1,124
- 較 2023 年第 1 季 +29 家
- 持有股數
- 3.59 億
- 較 2023 年第 1 季 −4,168 萬 (−10.4%)
- 總市值
- $319.0 億
- 較 2023 年第 1 季 +$18.2 億 (+6.1%)
- 新進機構
- 94
- 另有 334 家加碼
- 清倉機構
- 65
- 另有 445 家減碼
另有 6 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 4,854 | $43.2 萬 | 0.03% | +991+25.7% | 加碼 |
| Symmetry Partners, LLC | 4,892 | $43.5 萬 | 0.02% | 00.0% | 不變 |
| Telos Capital Management, Inc. | 4,928 | $43.9 萬 | 0.06% | −10,945−69.0% | 減碼 |
| Checchi Capital Advisers, LLC | 4,931 | $43.9 萬 | 0.04% | +318+6.9% | 加碼 |
| DFPG Investments, LLC | 5,016 | $44.2 萬 | 0.04% | +317+6.7% | 加碼 |
| 1st Source Bank | 4,994 | $44.5 萬 | 0.03% | +16+0.3% | 加碼 |
| Choate Investment Advisors | 4,996 | $44.5 萬 | 0.02% | −23−0.5% | 減碼 |
| Gifford Fong Associates | 5,000 | $44.5 萬 | 0.10% | 00.0% | 不變 |
| Silver Oak Securities, Inc | 4,999 | $44.5 萬 | 0.07% | +4,999 | 新進 |
| Kingsview Wealth Management, LLC | 5,002 | $44.5 萬 | 0.02% | +131+2.7% | 加碼 |
| Cambridge Trust Co | 5,027 | $44.7 萬 | 0.02% | −64−1.3% | 減碼 |
| Cigna Investments Inc | 5,041 | $44.8 萬 | 0.08% | 00.0% | 不變 |
| Caldwell Trust Co | 5,042 | $44.9 萬 | 0.06% | −65−1.3% | 減碼 |
| Shayne & Co., LLC | 5,088 | $45.3 萬 | 0.23% | 00.0% | 不變 |
| Dover Advisors, LLC | 5,101 | $45.4 萬 | 0.40% | 00.0% | 不變 |
| Monterey Private Wealth, Inc. | 5,142 | $45.8 萬 | 0.22% | −521−9.2% | 減碼 |
| State of Wyoming | 5,179 | $46.1 萬 | 0.13% | +1,425+38.0% | 加碼 |
| Bull Street Advisors, LLC | 5,180 | $46.1 萬 | 0.24% | −17−0.3% | 減碼 |
| Lindbrook Capital, LLC | 5,181 | $46.1 萬 | 0.05% | −193−3.6% | 減碼 |
| Aull & Monroe Investment Management Corp | 5,194 | $46.2 萬 | 0.23% | −12−0.2% | 減碼 |
| Grimes & Company, Inc. | 5,226 | $46.5 萬 | 0.02% | +20.0% | 加碼 |
| Agf Management Ltd | 5,247 | $46.7 萬 | 0.00% | −322−5.8% | 減碼 |
| National Asset Management, Inc. | 5,313 | $47.3 萬 | 0.01% | −516−8.9% | 減碼 |
| Mutual Advisors, LLC | 5,332 | $47.5 萬 | 0.02% | −169−3.1% | 減碼 |
| Busey Wealth Management | 5,332 | $47.5 萬 | 0.02% | +501+10.4% | 加碼 |
| Fund Management at Engine No. 1 LLC | 5,383 | $47.9 萬 | 0.09% | +350+7.0% | 加碼 |
| SYSTM Wealth Solutions LLC | 5,386 | $47.9 萬 | 0.06% | +839+18.5% | 加碼 |
| Bryn Mawr Trust Co | 5,395 | $48.0 萬 | 0.02% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 5,411 | $48.2 萬 | 0.04% | +1,950+56.3% | 加碼 |
| ICW Investment Advisors LLC | 5,423 | $48.3 萬 | 0.26% | +428+8.6% | 加碼 |
| Freestone Capital Holdings, LLC | 5,447 | $48.5 萬 | 0.02% | +110+2.1% | 加碼 |
| Umb Bank N A | 5,455 | $48.6 萬 | 0.01% | −250−4.4% | 減碼 |
| Venture Visionary Partners LLC | 5,480 | $48.8 萬 | 0.03% | −2,739−33.3% | 減碼 |
| Schnieders Capital Management LLC | 5,522 | $49.2 萬 | 0.10% | 00.0% | 不變 |
| Headinvest, LLC | 5,638 | $49.3 萬 | 0.11% | −762−11.9% | 減碼 |
| Forte Capital LLC | 5,547 | $49.4 萬 | 0.07% | −440−7.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,577 | $49.6 萬 | 0.02% | −806−12.6% | 減碼 |
| GWM Advisors LLC | 5,582 | $49.7 萬 | 0.01% | +316+6.0% | 加碼 |
| Meeder Advisory Services, Inc. | 5,582 | $49.7 萬 | 0.05% | +378+7.3% | 加碼 |
| Boston Private Wealth LLC | 5,591 | $49.8 萬 | 0.01% | −549−8.9% | 減碼 |
| Atria Wealth Solutions, Inc. | 5,617 | $50.0 萬 | 0.01% | −453−7.5% | 減碼 |
| Montag A & Associates Inc | 5,717 | $50.9 萬 | 0.03% | −117−2.0% | 減碼 |
| Investment Advisory Services Inc | 5,723 | $50.9 萬 | 0.22% | +10.0% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 5,844 | $52.0 萬 | 0.02% | +253+4.5% | 加碼 |
| RSM US Wealth Management LLC | 5,853 | $52.1 萬 | 0.02% | −65−1.1% | 減碼 |
| Soltis Investment Advisors LLC | 5,890 | $52.4 萬 | 0.06% | +23+0.4% | 加碼 |
| Dark Forest Capital Management LP | 5,910 | $52.6 萬 | 0.05% | +5,910 | 新進 |
| Ergoteles LLC | 5,922 | $52.7 萬 | 0.03% | +5,922 | 新進 |
| Lido Advisors, LLC | 5,930 | $52.8 萬 | 0.01% | +617+11.6% | 加碼 |
| Garrison Point Advisors, LLC | 5,931 | $52.8 萬 | 0.38% | 00.0% | 不變 |
| Wendell David Associates Inc | 5,927 | $52.8 萬 | 0.06% | −50−0.8% | 減碼 |
| Old National Bancorp | 5,945 | $52.9 萬 | 0.02% | −1,639−21.6% | 減碼 |
| Ahl Investment Management, Inc. | 5,952 | $53.0 萬 | 0.47% | −92−1.5% | 減碼 |
| Stratos Wealth Partners, LTD. | 5,974 | $53.2 萬 | 0.01% | −525−8.1% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 6,011 | $53.3 萬 | 0.02% | −159−2.6% | 減碼 |
| Stephens Inc | 5,990 | $53.3 萬 | 0.01% | +357+6.3% | 加碼 |
| Credit Agricole S A | 6,008 | $53.5 萬 | 0.02% | +1,200+25.0% | 加碼 |
| NorthCrest Asset Manangement, LLC | 6,017 | $53.6 萬 | 0.02% | −202−3.2% | 減碼 |
| Meridian Management Co | 6,050 | $53.9 萬 | 0.17% | +16+0.3% | 加碼 |
| Thornburg Investment Management Inc | 6,060 | $53.9 萬 | 0.01% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 6,086 | $54.2 萬 | 0.04% | +229+3.9% | 加碼 |
| ISAM Funds (UK) Ltd | 6,150 | $54.7 萬 | 0.49% | +6,150 | 新進 |
| Means Investment Co., Inc. | 6,187 | $55.1 萬 | 0.09% | +10.0% | 加碼 |
| Holderness Investments Co | 6,205 | $55.2 萬 | 0.20% | +77+1.3% | 加碼 |
| Wetherby Asset Management Inc | 6,217 | $55.3 萬 | 0.03% | −70−1.1% | 減碼 |
| Horizon Investments, LLC | 6,331 | $56.4 萬 | 0.02% | +751+13.5% | 加碼 |
| Allred Capital Management, LLC | 6,349 | $56.5 萬 | 0.28% | −248−3.8% | 減碼 |
| Auto-Owners Insurance Co | 6,393 | $56.9 萬 | 0.02% | 00.0% | 不變 |
| Sovereign Financial Group, Inc. | 6,425 | $57.2 萬 | 0.19% | +245+4.0% | 加碼 |
| Security National Bank of Sioux City Iowa | 6,471 | $57.6 萬 | 0.43% | +6,471 | 新進 |
| Lafayette Investments, Inc. | 6,499 | $57.8 萬 | 0.15% | +386+6.3% | 加碼 |
| Wedmont Private Capital | 6,572 | $58.3 萬 | 0.06% | +263+4.2% | 加碼 |
| Dynamic Technology Lab Private Ltd | 6,608 | $58.8 萬 | 0.07% | +6,608 | 新進 |
| HB Wealth Management, LLC | 6,622 | $58.9 萬 | 0.01% | −14−0.2% | 減碼 |
| Veriti Management LLC | 6,669 | $59.4 萬 | 0.07% | +1,013+17.9% | 加碼 |
| Waterford Advisors, LLC | 6,690 | $59.5 萬 | 0.29% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 6,765 | $60.2 萬 | 0.03% | 00.0% | 不變 |
| Curbstone Financial Management Corp | 6,768 | $60.2 萬 | 0.14% | −200−2.9% | 減碼 |
| Gamco Investors, Inc. Et Al | 6,796 | $60.5 萬 | 0.01% | −8−0.1% | 減碼 |
| Amussen Hunsaker Associates LLC | 6,864 | $60.9 萬 | 0.13% | −8−0.1% | 減碼 |
| Ascension Asset Management LLC | 6,914 | $61.5 萬 | 0.38% | +6,914 | 新進 |
| Westhampton Capital, LLC | 6,962 | $62.0 萬 | 0.40% | 00.0% | 不變 |
| Valley Brook Capital Group | 6,977 | $62.1 萬 | 0.57% | 00.0% | 不變 |
| Chicago Capital, LLC | 6,983 | $62.2 萬 | 0.03% | +103+1.5% | 加碼 |
| ELCO Management Co., LLC | 7,040 | $62.7 萬 | 0.45% | −615−8.0% | 減碼 |
| Daymark Wealth Partners, LLC | 7,065 | $62.9 萬 | 0.05% | +3,558+101.5% | 加碼 |
| Zions Bancorporation, N.A. | 7,137 | $63.5 萬 | 0.05% | +3,091+76.4% | 加碼 |
| Simmons Bank | 7,141 | $63.6 萬 | 0.05% | −95−1.3% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 7,181 | $63.9 萬 | 0.04% | −58−0.8% | 減碼 |
| Ar Asset Management Inc | 7,200 | $64.1 萬 | 0.17% | 00.0% | 不變 |
| Jump Financial, LLC | 7,247 | $64.5 萬 | 0.02% | +7,247 | 新進 |
| Werlinich Asset Management, LLC | 7,325 | $65.2 萬 | 0.52% | 00.0% | 不變 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,321 | $65.2 萬 | 0.07% | −160−2.1% | 減碼 |
| Optas, LLC | 7,359 | $65.5 萬 | 0.22% | +104+1.4% | 加碼 |
| Hartford Funds Management Co LLC | 7,392 | $65.8 萬 | 0.07% | +803+12.2% | 加碼 |
| Sequoia Financial Advisors, LLC | 7,398 | $65.9 萬 | 0.01% | +3,357+83.1% | 加碼 |
| Philadelphia Trust Co | 7,484 | $66.6 萬 | 0.06% | −95−1.3% | 減碼 |
| Curated Wealth Partners LLC | 7,493 | $66.7 萬 | 0.13% | 00.0% | 不變 |
| Pring Turner Capital Group Inc | 7,575 | $67.4 萬 | 0.62% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 7,581 | $67.5 萬 | 0.02% | +209+2.8% | 加碼 |