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 |
|---|---|---|---|---|---|
| Agf Management Ltd | 5,247 | $46.7 萬 | 0.00% | −322−5.8% | 減碼 |
| Grimes & Company, Inc. | 5,226 | $46.5 萬 | 0.02% | +20.0% | 加碼 |
| Aull & Monroe Investment Management Corp | 5,194 | $46.2 萬 | 0.23% | −12−0.2% | 減碼 |
| Lindbrook Capital, LLC | 5,181 | $46.1 萬 | 0.05% | −193−3.6% | 減碼 |
| Bull Street Advisors, LLC | 5,180 | $46.1 萬 | 0.24% | −17−0.3% | 減碼 |
| State of Wyoming | 5,179 | $46.1 萬 | 0.13% | +1,425+38.0% | 加碼 |
| Monterey Private Wealth, Inc. | 5,142 | $45.8 萬 | 0.22% | −521−9.2% | 減碼 |
| Dover Advisors, LLC | 5,101 | $45.4 萬 | 0.40% | 00.0% | 不變 |
| Shayne & Co., LLC | 5,088 | $45.3 萬 | 0.23% | 00.0% | 不變 |
| Caldwell Trust Co | 5,042 | $44.9 萬 | 0.06% | −65−1.3% | 減碼 |
| Cigna Investments Inc | 5,041 | $44.8 萬 | 0.08% | 00.0% | 不變 |
| Cambridge Trust Co | 5,027 | $44.7 萬 | 0.02% | −64−1.3% | 減碼 |
| Kingsview Wealth Management, LLC | 5,002 | $44.5 萬 | 0.02% | +131+2.7% | 加碼 |
| 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 |
| Choate Investment Advisors | 4,996 | $44.5 萬 | 0.02% | −23−0.5% | 減碼 |
| 1st Source Bank | 4,994 | $44.5 萬 | 0.03% | +16+0.3% | 加碼 |
| DFPG Investments, LLC | 5,016 | $44.2 萬 | 0.04% | +317+6.7% | 加碼 |
| Checchi Capital Advisers, LLC | 4,931 | $43.9 萬 | 0.04% | +318+6.9% | 加碼 |
| Telos Capital Management, Inc. | 4,928 | $43.9 萬 | 0.06% | −10,945−69.0% | 減碼 |
| Symmetry Partners, LLC | 4,892 | $43.5 萬 | 0.02% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 4,854 | $43.2 萬 | 0.03% | +991+25.7% | 加碼 |
| Tower Bridge Advisors | 4,851 | $43.2 萬 | 0.04% | −1,707−26.0% | 減碼 |
| Excalibur Management Corp | 4,823 | $42.9 萬 | 0.22% | −172−3.4% | 減碼 |
| Ballentine Partners, LLC | 4,809 | $42.8 萬 | 0.01% | +279+6.2% | 加碼 |
| Profund Advisors LLC | 4,808 | $42.8 萬 | 0.02% | +375+8.5% | 加碼 |
| Charter Trust Co | 4,786 | $42.6 萬 | 0.03% | −230−4.6% | 減碼 |
| Verdence Capital Advisors LLC | 4,784 | $42.6 萬 | 0.05% | +254+5.6% | 加碼 |
| Trust Co of Virginia | 4,771 | $42.5 萬 | 0.05% | −120−2.5% | 減碼 |
| TD Waterhouse Canada Inc. | 4,730 | $42.4 萬 | 0.00% | −290−5.8% | 減碼 |
| GHP Investment Advisors, Inc. | 4,844 | $42.3 萬 | 0.02% | −699−12.6% | 減碼 |
| Federated Hermes, Inc. | 4,746 | $42.2 萬 | 0.00% | −2,456−34.1% | 減碼 |
| SeaCrest Wealth Management, LLC | 4,740 | $42.2 萬 | 0.05% | +11+0.2% | 加碼 |
| Valeo Financial Advisors, LLC | 4,737 | $42.2 萬 | 0.02% | +315+7.1% | 加碼 |
| Penserra Capital Management LLC | 4,740 | $42.0 萬 | 0.01% | +2,528+114.3% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 4,680 | $41.7 萬 | 0.03% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 4,678 | $41.6 萬 | 0.04% | −740−13.7% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 4,680 | $41.5 萬 | 0.02% | +2,861+157.3% | 加碼 |
| Compagnie Lombard Odier SCmA | 4,655 | $41.4 萬 | 0.01% | +2,230+92.0% | 加碼 |
| Pitcairn Co | 4,633 | $41.2 萬 | 0.03% | −204−4.2% | 減碼 |
| Advisors Asset Management, Inc. | 4,589 | $40.8 萬 | 0.01% | +455+11.0% | 加碼 |
| Pointe Capital Management LLC | 4,576 | $40.7 萬 | 0.31% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 4,574 | $40.7 萬 | 0.02% | −671−12.8% | 減碼 |
| AustralianSuper Pty Ltd | 4,557 | $40.6 萬 | 0.00% | −268,346−98.3% | 減碼 |
| TownSquare Capital, LLC | 4,553 | $40.5 萬 | 0.01% | +266+6.2% | 加碼 |
| Waldron Private Wealth LLC | 4,548 | $40.5 萬 | 0.02% | −450−9.0% | 減碼 |
| Beck Mack & Oliver LLC | 4,547 | $40.5 萬 | 0.01% | −25−0.5% | 減碼 |
| Wealthspire Advisors, LLC | 4,533 | $40.3 萬 | 0.01% | −18−0.4% | 減碼 |
| Kraematon Investment Advisors, Inc | 4,525 | $40.3 萬 | 0.44% | −312−6.5% | 減碼 |
| J.W. Cole Advisors, Inc. | 4,512 | $40.2 萬 | 0.03% | −261−5.5% | 減碼 |
| Lincoln National Corp | 4,503 | $40.1 萬 | 0.01% | −91−2.0% | 減碼 |
| Exencial Wealth Advisors, LLC | 4,465 | $39.7 萬 | 0.02% | −493−9.9% | 減碼 |
| CX Institutional | 4,450 | $39.6 萬 | 0.02% | +135+3.1% | 加碼 |
| Signaturefd, LLC | 4,436 | $39.5 萬 | 0.01% | −100−2.2% | 減碼 |
| First City Capital Management, Inc. | 4,430 | $39.4 萬 | 0.23% | −50−1.1% | 減碼 |
| Wedbush Securities Inc | 4,416 | $39.3 萬 | 0.02% | −54−1.2% | 減碼 |
| Country Club Bank | 4,426 | $39.2 萬 | 0.03% | −185−4.0% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 4,382 | $39.0 萬 | 0.02% | −140−3.1% | 減碼 |
| Quantamental Technologies LLC | 4,371 | $38.9 萬 | 0.16% | +4,371 | 新進 |
| Ritholtz Wealth Management | 4,328 | $38.5 萬 | 0.02% | +675+18.5% | 加碼 |
| Washington Trust Co | 4,327 | $38.5 萬 | 0.02% | −175−3.9% | 減碼 |
| Foster & Motley Inc | 4,326 | $38.5 萬 | 0.03% | −348−7.4% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $38.3 萬 | 0.14% | 00.0% | 不變 |
| Asahi Life Asset Management Co., Ltd. | 4,300 | $38.3 萬 | 0.13% | +4,300 | 新進 |
| Drexel Morgan & Co. | 4,288 | $38.2 萬 | 0.10% | 00.0% | 不變 |
| Flputnam Investment Management Co | 4,272 | $38.0 萬 | 0.01% | +470+12.4% | 加碼 |
| Rothschild Investment Corp | 4,266 | $38.0 萬 | 0.03% | +953+28.8% | 加碼 |
| First Western Trust Bank | 4,259 | $37.9 萬 | 0.02% | −20.0% | 減碼 |
| Invesco, LLC | 4,251 | $37.8 萬 | 0.19% | +4,251 | 新進 |
| Boston Trust Walden Corp | 4,248 | $37.8 萬 | 0.00% | 00.0% | 不變 |
| Clarius Group, LLC | 4,240 | $37.7 萬 | 0.03% | +147+3.6% | 加碼 |
| Everett Harris & Co | 4,219 | $37.6 萬 | 0.01% | 00.0% | 不變 |
| Tucker Asset Management LLC | 4,190 | $37.3 萬 | 0.11% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 4,179 | $37.2 萬 | 0.02% | +43+1.0% | 加碼 |
| Bragg Financial Advisors, Inc | 4,159 | $37.0 萬 | 0.02% | 00.0% | 不變 |
| Shakespeare Wealth Management, Inc. | 4,151 | $36.9 萬 | 0.13% | 00.0% | 不變 |
| Fortune Financial Advisors, LLC | 4,101 | $36.5 萬 | 0.27% | +4,101 | 新進 |
| Fiduciary Group LLC | 4,098 | $36.5 萬 | 0.04% | −285−6.5% | 減碼 |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $36.4 萬 | 0.10% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 11,022 | $36.3 萬 | 0.01% | +9,846+837.2% | 加碼 |
| Perpetual Ltd | 4,057 | $36.1 萬 | 0.00% | −12,835−76.0% | 減碼 |
| Sigma Planning Corp | 4,048 | $36.0 萬 | 0.01% | −450−10.0% | 減碼 |
| Donaldson Capital Management, LLC | 4,046 | $36.0 萬 | 0.02% | −381−8.6% | 減碼 |
| Atwood & Palmer Inc | 4,025 | $35.8 萬 | 0.03% | +200+5.2% | 加碼 |
| Aberdeen Wealth Management LLC | 3,974 | $35.4 萬 | 0.26% | 00.0% | 不變 |
| Segall Bryant & Hamill, LLC | 3,971 | $35.3 萬 | 0.00% | −584−12.8% | 減碼 |
| Chemung Canal Trust Co | 3,928 | $35.0 萬 | 0.08% | −411−9.5% | 減碼 |
| Concentric Wealth Management, LLC | 3,927 | $35.0 萬 | 0.11% | −150−3.7% | 減碼 |
| GYL Financial Synergies, LLC | 3,914 | $34.8 萬 | 0.03% | −160−3.9% | 減碼 |
| Graypoint LLC | 3,914 | $34.8 萬 | 0.03% | −629−13.8% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 3,896 | $34.7 萬 | 0.05% | −418−9.7% | 減碼 |
| Resonant Capital Advisors, LLC | 3,867 | $34.4 萬 | 0.04% | +12+0.3% | 加碼 |
| Fulton Bank, N.A. | 3,865 | $34.4 萬 | 0.02% | −58−1.5% | 減碼 |
| Chicago Trust Co NA | 3,844 | $34.2 萬 | 0.08% | −17−0.4% | 減碼 |
| Patten & Patten Inc | 3,843 | $34.2 萬 | 0.03% | 00.0% | 不變 |
| Intrua Financial, LLC | 3,825 | $34.0 萬 | 0.06% | +991+35.0% | 加碼 |
| Financial Advisory Group | 3,805 | $33.9 萬 | 0.07% | −150−3.8% | 減碼 |
| Colonial Trust Advisors | 3,790 | $33.7 萬 | 0.04% | −120−3.1% | 減碼 |
| Courier Capital LLC | 3,789 | $33.7 萬 | 0.03% | −994−20.8% | 減碼 |
| Azimuth Capital Investment Management LLC | 3,741 | $33.3 萬 | 0.02% | 00.0% | 不變 |