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 3 季 13F 持有人
Otis Worldwide Corp 在 2023/9/30 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
- 1,099
- 較 2023 年第 2 季 −8 家
- 持有股數
- 3.57 億
- 較 2023 年第 2 季 −7,696 (0.0%)
- 總市值
- $286.9 億
- 較 2023 年第 2 季 −$30.7 億 (−9.7%)
- 新進機構
- 84
- 另有 352 家加碼
- 清倉機構
- 92
- 另有 405 家減碼
另有 17 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 3,859 | $31.0 萬 | 0.01% | +364+10.4% | 加碼 |
| Capstone Investment Advisors, LLC | 3,861 | $31.0 萬 | 0.01% | +847+28.1% | 加碼 |
| Waldron Private Wealth LLC | 3,868 | $31.1 萬 | 0.02% | −680−15.0% | 減碼 |
| CX Institutional | 3,906 | $31.4 萬 | 0.02% | −544−12.2% | 減碼 |
| Lincoln National Corp | 3,906 | $31.4 萬 | 0.01% | −597−13.3% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 3,928 | $31.5 萬 | 0.04% | +32+0.8% | 加碼 |
| GYL Financial Synergies, LLC | 3,939 | $31.6 萬 | 0.03% | +25+0.6% | 加碼 |
| Aberdeen Wealth Management LLC | 3,974 | $31.9 萬 | 0.24% | 00.0% | 不變 |
| Quantbot Technologies LP | 3,986 | $32.0 萬 | 0.02% | +3,986 | 新進 |
| Atwood & Palmer Inc | 4,025 | $32.3 萬 | 0.03% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 4,053 | $32.6 萬 | 0.01% | −126−3.0% | 減碼 |
| Perpetual Ltd | 4,057 | $32.6 萬 | 0.00% | 00.0% | 不變 |
| Flputnam Investment Management Co | 4,065 | $32.6 萬 | 0.01% | −207−4.8% | 減碼 |
| GTS Securities LLC | 4,067 | $32.7 萬 | 0.01% | +1,782+78.0% | 加碼 |
| Traverso Chambers Private Wealth Management, LLC | 4,086 | $32.8 萬 | 0.09% | 00.0% | 不變 |
| First Western Trust Bank | 4,087 | $32.8 萬 | 0.02% | −172−4.0% | 減碼 |
| First Foundation Advisors | 4,087 | $32.8 萬 | 0.02% | +4,087 | 新進 |
| Fiduciary Group LLC | 4,098 | $32.9 萬 | 0.04% | 00.0% | 不變 |
| Fortune Financial Advisors, LLC | 4,110 | $33.0 萬 | 0.25% | +9+0.2% | 加碼 |
| Allworth Financial LP | 4,112 | $33.0 萬 | 0.00% | +388+10.4% | 加碼 |
| Invesco, LLC | 4,134 | $33.2 萬 | 0.17% | −117−2.8% | 減碼 |
| GHP Investment Advisors, Inc. | 4,152 | $33.2 萬 | 0.02% | −692−14.3% | 減碼 |
| Shakespeare Wealth Management, Inc. | 4,151 | $33.3 萬 | 0.12% | 00.0% | 不變 |
| Sigma Planning Corp | 4,189 | $33.6 萬 | 0.01% | +141+3.5% | 加碼 |
| Tucker Asset Management LLC | 4,190 | $33.6 萬 | 0.09% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 4,219 | $33.9 萬 | 0.01% | −6,803−61.7% | 減碼 |
| Everett Harris & Co | 4,219 | $33.9 萬 | 0.01% | 00.0% | 不變 |
| Boston Trust Walden Corp | 4,248 | $34.1 萬 | 0.00% | 00.0% | 不變 |
| Rothschild Investment Corp | 4,255 | $34.2 萬 | 0.03% | −11−0.3% | 減碼 |
| Intrua Financial, LLC | 4,287 | $34.4 萬 | 0.06% | +462+12.1% | 加碼 |
| Drexel Morgan & Co. | 4,288 | $34.4 萬 | 0.09% | 00.0% | 不變 |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $34.5 萬 | 0.13% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 4,307 | $34.6 萬 | 0.02% | −158−3.5% | 減碼 |
| City Holding Co | 4,313 | $34.6 萬 | 0.06% | +630+17.1% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 4,317 | $34.7 萬 | 0.01% | −5,036−53.8% | 減碼 |
| IHT Wealth Management, LLC | 4,319 | $34.7 萬 | 0.02% | +4,319 | 新進 |
| Apollon Wealth Management, LLC | 4,368 | $35.1 萬 | 0.02% | −206−4.5% | 減碼 |
| Valeo Financial Advisors, LLC | 4,384 | $35.2 萬 | 0.02% | −353−7.5% | 減碼 |
| Cigna Investments Inc | 4,419 | $35.4 萬 | 0.08% | −622−12.3% | 減碼 |
| First City Capital Management, Inc. | 4,413 | $35.4 萬 | 0.22% | −17−0.4% | 減碼 |
| Blueshift Asset Management, LLC | 4,424 | $35.5 萬 | 0.21% | +4,424 | 新進 |
| Penserra Capital Management LLC | 4,473 | $35.8 萬 | 0.01% | −267−5.6% | 減碼 |
| Wedbush Securities Inc | 4,489 | $36.0 萬 | 0.02% | +73+1.7% | 加碼 |
| Bryn Mawr Trust Co | 4,495 | $36.1 萬 | 0.02% | −900−16.7% | 減碼 |
| J.W. Cole Advisors, Inc. | 4,501 | $36.1 萬 | 0.03% | −11−0.2% | 減碼 |
| Kraematon Investment Advisors, Inc | 4,536 | $36.4 萬 | 0.45% | +11+0.2% | 加碼 |
| Beck Mack & Oliver LLC | 4,547 | $36.5 萬 | 0.01% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 4,547 | $36.5 萬 | 0.05% | −1,035−18.5% | 減碼 |
| AustralianSuper Pty Ltd | 4,557 | $36.6 萬 | 0.00% | 00.0% | 不變 |
| Telos Capital Management, Inc. | 4,568 | $36.7 萬 | 0.05% | −360−7.3% | 減碼 |
| Core Wealth Partners LLC | 4,570 | $36.7 萬 | 0.33% | +4,570 | 新進 |
| Pointe Capital Management LLC | 4,576 | $36.7 萬 | 0.29% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 4,579 | $36.8 萬 | 0.01% | +46+1.0% | 加碼 |
| Schechter Investment Advisors, LLC | 4,599 | $36.9 萬 | 0.04% | −79−1.7% | 減碼 |
| Dover Advisors, LLC | 4,601 | $37.0 萬 | 0.37% | −500−9.8% | 減碼 |
| 1st Source Bank | 4,607 | $37.0 萬 | 0.03% | −387−7.7% | 減碼 |
| Vident Advisory, LLC | 4,651 | $37.4 萬 | 0.01% | +4,651 | 新進 |
| Geller Advisors LLC | 4,666 | $37.5 萬 | 0.04% | +4,666 | 新進 |
| Signaturefd, LLC | 4,703 | $37.8 萬 | 0.01% | +267+6.0% | 加碼 |
| Profund Advisors LLC | 4,708 | $37.8 萬 | 0.02% | −100−2.1% | 減碼 |
| Sovereign Financial Group, Inc. | 4,722 | $37.9 萬 | 0.14% | −1,703−26.5% | 減碼 |
| Boston Private Wealth LLC | 4,728 | $38.0 萬 | 0.01% | −863−15.4% | 減碼 |
| Charter Trust Co | 4,786 | $38.4 萬 | 0.03% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 4,788 | $38.5 萬 | 0.04% | −143−2.9% | 減碼 |
| SeaCrest Wealth Management, LLC | 4,790 | $38.5 萬 | 0.05% | +50+1.1% | 加碼 |
| Excalibur Management Corp | 4,823 | $38.7 萬 | 0.20% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 4,843 | $38.9 萬 | 0.05% | +1,176+32.1% | 加碼 |
| Clearstead Advisors, LLC | 4,867 | $39.1 萬 | 0.02% | +13+0.3% | 加碼 |
| Caldwell Trust Co | 4,880 | $39.2 萬 | 0.05% | −162−3.2% | 減碼 |
| Symmetry Partners, LLC | 4,892 | $39.3 萬 | 0.02% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 4,922 | $39.5 萬 | 0.02% | +242+5.2% | 加碼 |
| Tower Bridge Advisors | 4,958 | $39.8 萬 | 0.04% | +107+2.2% | 加碼 |
| V-Square Quantitative Management LLC | 4,970 | $39.9 萬 | 0.18% | +2,430+95.7% | 加碼 |
| Monterey Private Wealth, Inc. | 4,976 | $40.0 萬 | 0.20% | −166−3.2% | 減碼 |
| Cambridge Trust Co | 4,991 | $40.1 萬 | 0.02% | −36−0.7% | 減碼 |
| Pitcairn Co | 4,994 | $40.1 萬 | 0.03% | +361+7.8% | 加碼 |
| Gifford Fong Associates | 5,000 | $40.2 萬 | 0.10% | 00.0% | 不變 |
| Busey Wealth Management | 5,019 | $40.3 萬 | 0.02% | −313−5.9% | 減碼 |
| Verdence Capital Advisors LLC | 5,024 | $40.3 萬 | 0.04% | +240+5.0% | 加碼 |
| Trust Co of Virginia | 5,041 | $40.5 萬 | 0.04% | +270+5.7% | 加碼 |
| Shayne & Co., LLC | 5,088 | $40.9 萬 | 0.14% | 00.0% | 不變 |
| Meiji Yasuda Life Insurance Co | 5,090 | $40.9 萬 | 0.01% | +5,090 | 新進 |
| Aull & Monroe Investment Management Corp | 5,108 | $41.0 萬 | 0.21% | −86−1.7% | 減碼 |
| NEOS Investment Management LLC | 5,150 | $41.4 萬 | 0.05% | +5,150 | 新進 |
| Silver Oak Securities, Inc | 5,162 | $41.5 萬 | 0.09% | +163+3.3% | 加碼 |
| Principal Street Partners, LLC | 5,170 | $41.5 萬 | 0.08% | +2,585+100.0% | 加碼 |
| Bull Street Advisors, LLC | 5,180 | $41.6 萬 | 0.22% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 5,182 | $41.6 萬 | 0.05% | +10.0% | 加碼 |
| Choate Investment Advisors | 5,229 | $42.0 萬 | 0.02% | +233+4.7% | 加碼 |
| Grimes & Company, Inc. | 5,249 | $42.2 萬 | 0.02% | +23+0.4% | 加碼 |
| CAPROCK Group, Inc. | 5,286 | $42.5 萬 | 0.03% | −125−2.3% | 減碼 |
| Mutual Advisors, LLC | 5,315 | $42.7 萬 | 0.02% | −17−0.3% | 減碼 |
| Freestone Capital Holdings, LLC | 5,324 | $42.8 萬 | 0.02% | −123−2.3% | 減碼 |
| Gamco Investors, Inc. Et Al | 5,346 | $42.9 萬 | 0.00% | −1,450−21.3% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 5,366 | $43.1 萬 | 0.01% | −478−8.2% | 減碼 |
| Umb Bank N A | 5,381 | $43.2 萬 | 0.01% | −74−1.4% | 減碼 |
| NorthCrest Asset Manangement, LLC | 5,388 | $43.3 萬 | 0.02% | −629−10.5% | 減碼 |
| Venture Visionary Partners LLC | 5,408 | $43.5 萬 | 0.03% | −72−1.3% | 減碼 |
| Atria Wealth Solutions, Inc. | 5,463 | $43.9 萬 | 0.01% | −154−2.7% | 減碼 |
| Schnieders Capital Management LLC | 5,522 | $44.3 萬 | 0.10% | 00.0% | 不變 |