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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 4 季與 2023 年第 3 季比較

持有 Otis Worldwide Corp 的機構從 2023 年第 3 季到 2023 年第 4 季的變化。

2023 年第 4 季全部持有人2023 年第 3 季全部持有人

OTIS 的 13F 持有人：2023 年第 3 季與 2023 年第 4 季比較
項目2023 年第 3 季其中尚未申報 2023 年第 4 季2023 年第 4 季變化
持有家數1,099141,190+105
股數3.57 億20.8 萬3.57 億−7.38 萬 (0.0%)
市值$286.9 億$1,669 萬$319.0 億+$32.2 億 (+11.2%)

14 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季：沒申報不算清倉，所以變化不計入它們。

新進機構（163 家）

2023 年第 4 季季末持有 Otis Worldwide Corp、2023 年第 3 季季末沒有持有的機構。

依市值列出前 100 家，共 163 家。

2023 年第 4 季新進 OTIS 的機構
機構股數市值佔組合 %
Clean Energy Transition LLP339,075$3,034 萬3.01%
J. Stern & Co. LLP225,188$1,992 萬3.63%
Degroof Petercam Asset Management210,553$1,884 萬0.25%
Kempen Capital Management N.V.188,972$1,691 萬0.24%
Van Eck Associates Corp72,859$651.9 萬0.01%
Nomura Holdings Inc51,066$456.9 萬0.04%
Varma Mutual Pension Insurance Co49,480$442.7 萬0.05%
BNP Paribas Arbitrage, SA46,982$419.7 萬0.01%
Pathstone Holdings, LLC43,500$392.2 萬0.02%
Y-Intercept (Hong Kong) Ltd31,918$285.6 萬0.27%
Schonfeld Strategic Advisors LLC31,721$283.8 萬0.02%
Louisbourg Investments Inc.35,588$269.2 萬0.81%
Dynamic Technology Lab Private Ltd28,801$257.7 萬0.27%
M Holdings Securities, Inc.28,548$255.4 萬0.29%
Aware Super Pty Ltd as trustee of Aware Super26,331$230.0 萬0.03%
Letson Investment Management, Inc.23,149$207.1 萬0.96%
Lombard Odier Asset Management (Europe) Ltd21,405$191.5 萬0.13%
Quest Partners LLC20,074$179.6 萬0.38%
Oak Thistle LLC18,795$168.2 萬0.48%
ClearAlpha Technologies LP18,431$164.9 萬0.63%
Colony Group, LLC15,128$135.4 萬0.02%
ISAM Funds (UK) Ltd14,150$126.6 萬0.90%
Machina Capital S.A.S.13,776$123.3 萬0.80%
PEAK6 Investments LLC13,511$120.9 萬0.05%
Smith, Salley & Associates12,437$111.3 萬0.07%
Atria Investments LLC11,921$106.6 萬0.02%
Groupama Asset Managment11,733$105.0 萬0.03%
Sanibel Captiva Trust Company, Inc.11,455$102.5 萬0.04%
Virtu Financial LLC11,236$100.5 萬0.08%
FJ Investments, LLC10,746$96.1 萬0.05%
HighPoint Advisor Group LLC9,661$95.7 萬0.07%
Principal Securities, Inc.10,559$94.5 萬0.04%
Seven Eight Capital, LP10,530$94.2 萬0.11%
Lombard Odier Asset Management (Switzerland) SA10,090$90.3 萬0.12%
Investment Management Corp of Ontario9,608$86.0 萬0.02%
Nebula Research & Development LLC8,697$77.8 萬0.23%
Quotient Wealth Partners, LLC7,699$68.9 萬0.03%
Centiva Capital, LP7,655$68.5 萬0.04%
Paloma Partners Management Co5,798$51.9 萬0.09%
NorthRock Partners, LLC5,629$50.4 萬0.02%
Global Endowment Management, LP5,470$48.9 萬0.05%
Mesirow Financial Investment Management, Inc.5,410$48.4 萬0.02%
Trust Point Inc.5,125$45.9 萬0.04%
Prime Capital Investment Advisors, LLC4,521$40.5 萬0.01%
LGT Group Foundation4,316$38.7 萬0.01%
TownSquare Capital, LLC4,282$38.3 萬0.01%
Axxcess Wealth Management, LLC4,142$37.1 萬0.01%
Rothschild Investment LLC3,870$34.6 萬0.03%
Robinson Smith Wealth Advisors LLC3,776$33.8 萬0.33%
Kinneret Advisory, LLC3,645$32.6 萬0.04%
Focus Financial Network Inc3,483$31.2 萬0.01%
Scissortail Wealth Management, LLC3,229$28.8 萬0.09%
Fielder Capital Group LLC2,958$26.5 萬0.16%
Colonial River Wealth Management, LLC2,831$25.3 萬0.15%
Avantax Planning Partners, Inc.2,809$25.1 萬0.01%
Two Sigma Securities, LLC2,761$24.7 萬0.01%
Tritonpoint Wealth, LLC2,756$24.7 萬0.02%
Sapient Capital LLC2,663$23.8 萬0.01%
Premier Path Wealth Partners, LLC2,658$23.8 萬0.05%
Sterling Financial Planning, Inc.2,500$22.4 萬0.10%
Montis Financial, LLC2,473$22.1 萬0.13%
Wescott Financial Advisory Group, LLC2,458$22.0 萬0.03%
Farmers Trust Co2,450$21.9 萬0.05%
Founders Capital Management, LLC2,450$21.9 萬0.04%
Lake Street Advisors Group, LLC2,438$21.8 萬0.01%
Radnor Capital Management, LLC2,423$21.7 萬0.04%
Manning & Napier Group, LLC2,424$21.7 萬0.00%
Advisory Alpha, LLC2,408$21.5 萬0.01%
Congress Wealth Management LLC2,407$21.5 萬0.00%
Callan Capital, LLC2,400$21.5 萬0.02%
Atlas Private Wealth Management2,366$21.2 萬0.10%
Dorsey & Whitney Trust CO LLC2,364$21.2 萬0.02%
Advisor OS, LLC2,352$21.1 萬0.03%
Sentry LLC2,341$20.9 萬0.04%
Headlands Technologies LLC2,341$20.9 萬0.06%
Institute for Wealth Management, LLC.2,337$20.9 萬0.03%
Center For Asset Management LLC2,334$20.9 萬0.19%
Pinnacle Wealth Planning Services, Inc.2,322$20.8 萬0.03%
Capital Planning Advisors, LLC2,316$20.7 萬0.04%
Nichols & Pratt Advisers LLP2,315$20.7 萬0.01%
WBI Investments2,312$20.7 萬0.04%
BSW Wealth Partners2,304$20.6 萬0.04%
Mission Wealth Management, LP2,304$20.6 萬0.01%
Sabal Trust CO2,303$20.6 萬0.01%
Middleton & Co Inc2,300$20.6 萬0.03%
Scientech Research LLC2,288$20.5 萬0.20%
Point72 Hong Kong Ltd2,275$20.4 萬0.01%
Cobblestone Capital Advisors LLC2,273$20.3 萬0.01%
Naples Global Advisors, LLC2,265$20.3 萬0.02%
DF Dent & Co Inc2,260$20.2 萬0.00%
Tyche Wealth Partners LLC2,255$20.2 萬0.05%
AJ Advisors, LLC2,247$20.1 萬0.12%
Crestwood Advisors Group LLC2,241$20.1 萬0.00%
GAMMA Investing LLC2,066$18.3 萬0.05%
Mango Five Family, Inc.2,019$18.1 萬0.07%
Wellington Shields & Co., LLC1,914$17.1 萬0.06%
Broadwater Capital Management LLC1,822$16.3 萬0.13%
BKM Wealth Management, LLC1,804$16.1 萬0.07%
Rakuten Investment Management, Inc.1,328$11.9 萬0.00%
Foster Dykema Cabot & Partners, LLC1,318$11.8 萬0.01%

清倉機構（58 家）

2023 年第 3 季季末持有 Otis Worldwide Corp、2023 年第 4 季有申報但已經沒有持有的機構。

2023 年第 4 季清倉 OTIS 的機構
機構2023 年第 3 季股數2023 年第 3 季市值
Twinbeech Capital LP410,985$3,301 萬
Two Sigma Advisers, LP326,200$2,620 萬
ExodusPoint Capital Management, LP106,785$857.6 萬
HRT Financial LP67,777$544.3 萬
Echo Street Capital Management LLC63,178$507.4 萬
Aigen Investment Management, LP26,059$209.3 萬
Mount Capital Ltd24,180$194.2 萬
Tudor Investment Corp Et Al22,003$176.7 萬
Tilt Investment Management Holdings, PBC21,454$172.3 萬
Zacks Investment Management18,338$147.3 萬
Occudo Quantitative Strategies LP16,236$130.4 萬
Hudson Canyon Capital Management17,250$124.1 萬
Alyeska Investment Group, L.P.12,995$104.4 萬
MQS Management LLC11,627$93.4 萬
Jump Financial, LLC9,889$79.4 萬
Toews Corp9,700$77.9 萬
Oversea-Chinese Banking CORP Ltd9,589$77.0 萬
TrimTabs Asset Management, LLC9,036$72.6 萬
Security National Bank of So Dak8,971$72.0 萬
Greenland Capital Management LP7,999$64.2 萬
Sciencast Management LP6,405$51.4 萬
Cape Cod Five Cents Savings Bank6,366$51.1 萬
Security National Bank of Sioux City Iowa6,329$50.8 萬
Thornburg Investment Management Inc6,060$48.7 萬
Fund Management at Engine No. 1 LLC5,886$47.3 萬
Meiji Yasuda Life Insurance Co5,090$40.9 萬
Blueshift Asset Management, LLC4,424$35.5 萬
Perpetual Ltd4,057$32.6 萬
Quantbot Technologies LP3,986$32.0 萬
Capstone Investment Advisors, LLC3,861$31.0 萬
Concentric Wealth Management, LLC3,402$27.3 萬
Calamos Wealth Management LLC3,202$25.7 萬
Gsa Capital Partners LLP3,195$25.7 萬
Lowe Brockenbrough & Co Inc3,169$25.5 萬
Holistic Financial Partners2,597$20.9 萬
Kapitalo Investimentos Ltda2,228$17.9 萬
Natixis1,949$15.7 萬
Register Financial Advisors LLC800$6.42 萬
CWS Financial Advisors, LLC789$6.34 萬
RVW Wealth, LLC550$4.42 萬
Stonebridge Capital Advisors LLC527$4.23 萬
Northwest Investment Counselors, LLC405$3.25 萬
Flaharty Asset Management, LLC372$2.98 萬
Resurgent Financial Advisors LLC267$2.14 萬
VisionPoint Advisory Group, LLC264$2.12 萬
Earnest Partners LLC196$1.57 萬
West Tower Group, LLC167$1.34 萬
IAG Wealth Partners, LLC136$1.09 萬
Baker Avenue Asset Management, LP118$9,477
Marquette Asset Management, LLC103$8,272
Milestone Investment Advisors LLC100$8,031
ORG Partners LLC75$6,023
WR Wealth Planners, LLC50$4,016
Legacy Financial Group LLC49$3,935
Impact Partnership Wealth, LLC30$2,409
Intrepid Capital Management Inc20$1,606
Perkins Coie Trust Co13$1,043
Quilter Plc807–

尚未申報 2023 年第 4 季的機構（14 家）

2023 年第 3 季季末持有 Otis Worldwide Corp、還沒有申報 2023 年第 4 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 3 季持有 OTIS、尚未申報 2023 年第 4 季的機構
機構2023 年第 3 季股數2023 年第 3 季市值
First Republic Investment Management, Inc.73,605$591.1 萬
BTC Capital Management, Inc.55,294$444.0 萬
Pathstone Family Office, LLC29,460$239.3 萬
Advisor Partners II, LLC14,499$116.4 萬
Colony Group LLC13,188$105.9 萬
Amica Retiree Medical Trust9,909$79.6 萬
Bryn Mawr Trust Co4,495$36.1 萬
Rothschild Investment Corp4,255$34.2 萬
Foster Dykema Cabot & Co Inc1,462$11.7 萬
Sutton Wealth Advisors Inc.462$3.71 萬
Antonetti Capital Management LLC325$2.61 萬
KB Financial Partners, LLC244$2.00 萬
Column Capital Advisors, LLC207$1.66 萬
Steward Financial Group LLC110$8,000