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 13F 持有人
Otis Worldwide Corp 在 2023/12/31 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
- 1,190
- 較 2023 年第 3 季 +105 家
- 持有股數
- 3.57 億
- 較 2023 年第 3 季 −7.38 萬 (0.0%)
- 總市值
- $319.0 億
- 較 2023 年第 3 季 +$32.2 億 (+11.2%)
- 新進機構
- 163
- 另有 324 家加碼
- 清倉機構
- 58
- 另有 478 家減碼
另有 14 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mango Five Family, Inc. | 2,019 | $18.1 萬 | 0.07% | +2,019 | 新進 |
| Farther Finance Advisors, LLC | 2,021 | $18.1 萬 | 0.01% | +442+28.0% | 加碼 |
| GAMMA Investing LLC | 2,066 | $18.3 萬 | 0.05% | +2,066 | 新進 |
| Arrow Financial Corp | 2,109 | $18.9 萬 | 0.02% | −262−11.1% | 減碼 |
| Manchester Capital Management LLC | 2,161 | $19.3 萬 | 0.03% | +89+4.3% | 加碼 |
| Banque Cantonale Vaudoise | 2,207 | $19.7 萬 | 0.01% | −3,430−60.8% | 減碼 |
| Crestwood Advisors Group LLC | 2,241 | $20.1 萬 | 0.00% | +2,241 | 新進 |
| AJ Advisors, LLC | 2,247 | $20.1 萬 | 0.12% | +2,247 | 新進 |
| Logan Capital Management Inc | 2,255 | $20.2 萬 | 0.01% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 2,255 | $20.2 萬 | 0.05% | +2,255 | 新進 |
| DF Dent & Co Inc | 2,260 | $20.2 萬 | 0.00% | +2,260 | 新進 |
| Naples Global Advisors, LLC | 2,265 | $20.3 萬 | 0.02% | +2,265 | 新進 |
| Cobblestone Capital Advisors LLC | 2,273 | $20.3 萬 | 0.01% | +2,273 | 新進 |
| Point72 Hong Kong Ltd | 2,275 | $20.4 萬 | 0.01% | +2,275 | 新進 |
| Scientech Research LLC | 2,288 | $20.5 萬 | 0.20% | +2,288 | 新進 |
| Middleton & Co Inc | 2,300 | $20.6 萬 | 0.03% | +2,300 | 新進 |
| Sabal Trust CO | 2,303 | $20.6 萬 | 0.01% | +2,303 | 新進 |
| Mission Wealth Management, LP | 2,304 | $20.6 萬 | 0.01% | +2,304 | 新進 |
| BSW Wealth Partners | 2,304 | $20.6 萬 | 0.04% | +2,304 | 新進 |
| WBI Investments | 2,312 | $20.7 萬 | 0.04% | +2,312 | 新進 |
| Nichols & Pratt Advisers LLP | 2,315 | $20.7 萬 | 0.01% | +2,315 | 新進 |
| Capital Planning Advisors, LLC | 2,316 | $20.7 萬 | 0.04% | +2,316 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 2,322 | $20.8 萬 | 0.03% | +2,322 | 新進 |
| Optimum Investment Advisors | 2,325 | $20.8 萬 | 0.10% | −475−17.0% | 減碼 |
| Center For Asset Management LLC | 2,334 | $20.9 萬 | 0.19% | +2,334 | 新進 |
| Institute for Wealth Management, LLC. | 2,337 | $20.9 萬 | 0.03% | +2,337 | 新進 |
| Headlands Technologies LLC | 2,341 | $20.9 萬 | 0.06% | +2,341 | 新進 |
| Sentry LLC | 2,341 | $20.9 萬 | 0.04% | +2,341 | 新進 |
| Advisor OS, LLC | 2,352 | $21.1 萬 | 0.03% | +2,352 | 新進 |
| First Citizens Bank & Trust Co | 2,355 | $21.1 萬 | 0.00% | −339−12.6% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 2,364 | $21.2 萬 | 0.02% | +2,364 | 新進 |
| Atlas Private Wealth Management | 2,366 | $21.2 萬 | 0.10% | +2,366 | 新進 |
| Reynders McVeigh Capital Management, LLC | 2,373 | $21.2 萬 | 0.01% | −673−22.1% | 減碼 |
| Greenwood Gearhart Inc | 2,375 | $21.3 萬 | 0.02% | −141,493−98.3% | 減碼 |
| Johnson Financial Group, Inc. | 2,379 | $21.3 萬 | 0.01% | +2,226+1,454.9% | 加碼 |
| Asset Dedication, LLC | 2,340 | $21.4 萬 | 0.02% | −140−5.6% | 減碼 |
| Callan Capital, LLC | 2,400 | $21.5 萬 | 0.02% | +2,400 | 新進 |
| Congress Wealth Management LLC | 2,407 | $21.5 萬 | 0.00% | +2,407 | 新進 |
| Advisory Alpha, LLC | 2,408 | $21.5 萬 | 0.01% | +2,408 | 新進 |
| Colonial Trust Advisors | 2,422 | $21.7 萬 | 0.02% | −1,338−35.6% | 減碼 |
| Charter Oak Capital Management, LLC | 2,423 | $21.7 萬 | 0.03% | −87−3.5% | 減碼 |
| Manning & Napier Group, LLC | 2,424 | $21.7 萬 | 0.00% | +2,424 | 新進 |
| Radnor Capital Management, LLC | 2,423 | $21.7 萬 | 0.04% | +2,423 | 新進 |
| Adirondack Trust Co | 2,283 | $21.8 萬 | 0.09% | −372−14.0% | 減碼 |
| State of Wyoming | 2,438 | $21.8 萬 | 0.04% | −656−21.2% | 減碼 |
| Hancock Whitney Corp | 2,438 | $21.8 萬 | 0.01% | −101−4.0% | 減碼 |
| Lake Street Advisors Group, LLC | 2,438 | $21.8 萬 | 0.01% | +2,438 | 新進 |
| Gratus Capital LLC | 2,446 | $21.9 萬 | 0.01% | −72−2.9% | 減碼 |
| Farmers Trust Co | 2,450 | $21.9 萬 | 0.05% | +2,450 | 新進 |
| Founders Capital Management, LLC | 2,450 | $21.9 萬 | 0.04% | +2,450 | 新進 |
| Wescott Financial Advisory Group, LLC | 2,458 | $22.0 萬 | 0.03% | +2,458 | 新進 |
| Montis Financial, LLC | 2,473 | $22.1 萬 | 0.13% | +2,473 | 新進 |
| Great Lakes Advisors, LLC | 2,488 | $22.3 萬 | 0.00% | −186−7.0% | 減碼 |
| Northeast Investment Management | 2,495 | $22.3 萬 | 0.01% | −1,086−30.3% | 減碼 |
| Sterling Financial Planning, Inc. | 2,500 | $22.4 萬 | 0.10% | +2,500 | 新進 |
| Howland Capital Management LLC | 2,536 | $22.7 萬 | 0.01% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 2,543 | $22.8 萬 | 0.04% | −148−5.5% | 減碼 |
| Cullinan Associates Inc | 2,550 | $22.8 萬 | 0.01% | −51−2.0% | 減碼 |
| Mount Yale Investment Advisors, LLC | 2,551 | $22.8 萬 | 0.02% | −776−23.3% | 減碼 |
| Cyndeo Wealth Partners, LLC | 2,567 | $23.0 萬 | 0.02% | +27+1.1% | 加碼 |
| Laurel Wealth Advisors LLC | 2,592 | $23.2 萬 | 0.04% | −17−0.7% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,603 | $23.3 萬 | 0.02% | +493+23.4% | 加碼 |
| Anchor Investment Management, LLC | 2,615 | $23.4 萬 | 0.03% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 2,615 | $23.4 萬 | 0.01% | +2,243+603.0% | 加碼 |
| Principal Street Partners, LLC | 2,619 | $23.4 萬 | 0.06% | −2,551−49.3% | 減碼 |
| Brighton Jones LLC | 2,620 | $23.4 萬 | 0.01% | −42−1.6% | 減碼 |
| Bellecapital International Ltd. | 2,624 | $23.5 萬 | 0.05% | 00.0% | 不變 |
| Cullen Capital Management LLC | 2,646 | $23.7 萬 | 0.00% | 00.0% | 不變 |
| Prospera Financial Services Inc | 2,648 | $23.7 萬 | 0.01% | −82−3.0% | 減碼 |
| Chicago Trust Co NA | 2,658 | $23.8 萬 | 0.05% | −814−23.4% | 減碼 |
| Premier Path Wealth Partners, LLC | 2,658 | $23.8 萬 | 0.05% | +2,658 | 新進 |
| MSH Capital Advisors LLC | 2,659 | $23.8 萬 | 0.09% | −26−1.0% | 減碼 |
| Sapient Capital LLC | 2,663 | $23.8 萬 | 0.01% | +2,663 | 新進 |
| 9258 Wealth Management, LLC | 2,679 | $24.0 萬 | 0.04% | −57−2.1% | 減碼 |
| Ritholtz Wealth Management | 2,703 | $24.2 萬 | 0.01% | −56−2.0% | 減碼 |
| Aveo Capital Partners, LLC | 2,704 | $24.2 萬 | 0.03% | +88+3.4% | 加碼 |
| Stratos Wealth Advisors, LLC | 2,705 | $24.2 萬 | 0.01% | −77−2.8% | 減碼 |
| Erste Asset Management GmbH | 2,701 | $24.2 萬 | 0.00% | −50,160−94.9% | 減碼 |
| First National Trust Co | 2,729 | $24.4 萬 | 0.01% | −238−8.0% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,769 | $24.5 萬 | 0.00% | −100−3.5% | 減碼 |
| Aptus Capital Advisors, LLC | 2,740 | $24.5 萬 | 0.01% | −609−18.2% | 減碼 |
| InterOcean Capital Group, LLC | 2,741 | $24.5 萬 | 0.01% | +16+0.6% | 加碼 |
| Sentinel Trust Co Lba | 2,750 | $24.6 萬 | 0.03% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 2,750 | $24.6 萬 | 0.02% | −865−23.9% | 減碼 |
| Tritonpoint Wealth, LLC | 2,756 | $24.7 萬 | 0.02% | +2,756 | 新進 |
| Two Sigma Securities, LLC | 2,761 | $24.7 萬 | 0.01% | +2,761 | 新進 |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $24.7 萬 | 0.25% | −4−0.1% | 減碼 |
| Shelton Capital Management | 2,785 | $24.9 萬 | 0.01% | −84−2.9% | 減碼 |
| Avantax Planning Partners, Inc. | 2,809 | $25.1 萬 | 0.01% | +2,809 | 新進 |
| Equitable Holdings, Inc. | 2,820 | $25.2 萬 | 0.00% | +87+3.2% | 加碼 |
| Colonial River Wealth Management, LLC | 2,831 | $25.3 萬 | 0.15% | +2,831 | 新進 |
| Ancora Advisors, LLC | 2,843 | $25.4 萬 | 0.01% | +10.0% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 2,853 | $25.5 萬 | 0.07% | 00.0% | 不變 |
| Wade G W & Inc | 2,856 | $25.6 萬 | 0.01% | −500−14.9% | 減碼 |
| Hilltop Holdings Inc. | 2,863 | $25.6 萬 | 0.03% | +264+10.2% | 加碼 |
| Court Place Advisors, LLC | 2,871 | $25.7 萬 | 0.08% | −49−1.7% | 減碼 |
| Founders Financial Securities LLC | 2,878 | $25.7 萬 | 0.03% | +201+7.5% | 加碼 |
| Gillespie Robinson & Grimm Inc | 2,882 | $25.8 萬 | 0.02% | +300+11.6% | 加碼 |
| Colonial Trust Co | 2,901 | $26.0 萬 | 0.05% | +925+46.8% | 加碼 |
| Signature Wealth Management Partners, LLC | 2,910 | $26.0 萬 | 0.23% | 00.0% | 不變 |