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 |
|---|---|---|---|---|---|
| Fort, L.P. | 2,920 | $26.1 萬 | 0.65% | −220−7.0% | 減碼 |
| New England Capital Financial Advisors LLC | 2,930 | $26.2 萬 | 0.16% | +8+0.3% | 加碼 |
| Sky Investment Group LLC | 2,940 | $26.3 萬 | 0.06% | −125−4.1% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 2,950 | $26.4 萬 | 0.01% | −1,367−31.7% | 減碼 |
| LCM Capital Management Inc | 2,952 | $26.4 萬 | 0.19% | −14−0.5% | 減碼 |
| Evoke Wealth, LLC | 2,958 | $26.5 萬 | 0.53% | −77,312−96.3% | 減碼 |
| Fielder Capital Group LLC | 2,958 | $26.5 萬 | 0.16% | +2,958 | 新進 |
| General Partner, Inc. | 3,000 | $26.5 萬 | 0.22% | 00.0% | 不變 |
| Forbes J M & Co LLP | 2,978 | $26.6 萬 | 0.03% | 00.0% | 不變 |
| S.A. Mason LLC | 2,989 | $26.7 萬 | 0.18% | −12−0.4% | 減碼 |
| Essex Savings Bank | 2,997 | $26.8 萬 | 0.08% | 00.0% | 不變 |
| Systematic Financial Management LP | 3,000 | $26.8 萬 | 0.01% | 00.0% | 不變 |
| Bleichroeder LP | 3,000 | $26.8 萬 | 0.06% | 00.0% | 不變 |
| LMCG Investments, LLC | 3,002 | $26.9 萬 | 0.02% | −2−0.1% | 減碼 |
| Spinnaker Trust | 3,010 | $26.9 萬 | 0.02% | −365−10.8% | 減碼 |
| Forum Financial Management, LP | 3,023 | $27.0 萬 | 0.01% | −453−13.0% | 減碼 |
| Advisory Services Network, LLC | 3,023 | $27.1 萬 | 0.01% | −513−14.5% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 3,027 | $27.1 萬 | 0.01% | −59−1.9% | 減碼 |
| Riverwater Partners LLC | 3,029 | $27.1 萬 | 0.21% | −238−7.3% | 減碼 |
| Stock Yards Bank & Trust Co | 3,048 | $27.3 萬 | 0.01% | −733−19.4% | 減碼 |
| St Germain D J Co Inc | 3,051 | $27.3 萬 | 0.01% | −30−1.0% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 3,059 | $27.4 萬 | 0.03% | −65−2.1% | 減碼 |
| Sigma Planning Corp | 3,062 | $27.4 萬 | 0.02% | −1,127−26.9% | 減碼 |
| Fulton Bank, N.A. | 3,062 | $27.4 萬 | 0.01% | −479−13.5% | 減碼 |
| Webster Bank, N. A. | 3,095 | $27.7 萬 | 0.03% | −8−0.3% | 減碼 |
| Tiemann Investment Advisors, LLC | 3,099 | $27.7 萬 | 0.13% | 00.0% | 不變 |
| Clarius Group, LLC | 3,119 | $27.9 萬 | 0.02% | −318−9.3% | 減碼 |
| Ramirez Asset Management, Inc. | 3,121 | $27.9 萬 | 0.06% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 3,146 | $28.1 萬 | 0.02% | +7+0.2% | 加碼 |
| Institutional & Family Asset Management, LLC | 3,160 | $28.3 萬 | 0.05% | 00.0% | 不變 |
| Mountain Pacific Investment Advisers Inc | 3,161 | $28.3 萬 | 0.02% | 00.0% | 不變 |
| Douglas Lane & Associates, LLC | 3,185 | $28.5 萬 | 0.00% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 3,187 | $28.5 萬 | 0.01% | +224+7.6% | 加碼 |
| First Horizon Advisors, Inc. | 3,191 | $28.5 萬 | 0.01% | +351+12.4% | 加碼 |
| Fukoku Mutual Life Insurance Co | 3,191 | $28.5 萬 | 0.02% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 3,213 | $28.7 萬 | 0.03% | +7+0.2% | 加碼 |
| Scissortail Wealth Management, LLC | 3,229 | $28.8 萬 | 0.09% | +3,229 | 新進 |
| Security National Bank | 3,226 | $28.9 萬 | 0.07% | 00.0% | 不變 |
| South State Corp. | 3,243 | $29.0 萬 | 0.02% | −179−5.2% | 減碼 |
| GSB Wealth Management, LLC | 3,251 | $29.1 萬 | 0.09% | +3+0.1% | 加碼 |
| Boyd Watterson Asset Management LLC | 3,255 | $29.1 萬 | 0.12% | −10−0.3% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 3,264 | $29.2 萬 | 0.00% | +583+21.7% | 加碼 |
| St. Louis Trust Co | 3,277 | $29.3 萬 | 0.05% | +277+9.2% | 加碼 |
| KCM Investment Advisors LLC | 3,291 | $29.4 萬 | 0.01% | −81−2.4% | 減碼 |
| Donaldson Capital Management, LLC | 3,299 | $29.5 萬 | 0.01% | −346−9.5% | 減碼 |
| Defined Wealth Management, LLC | 3,337 | $29.9 萬 | 0.23% | +22+0.7% | 加碼 |
| Fidelis Capital Partners, LLC | 3,343 | $29.9 萬 | 0.07% | +321+10.6% | 加碼 |
| Centaurus Financial, Inc. | 3,351 | $30.0 萬 | 0.02% | +297+9.7% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 3,375 | $30.2 萬 | 0.04% | −163−4.6% | 減碼 |
| NTV Asset Management LLC | 3,386 | $30.3 萬 | 0.05% | −179−5.0% | 減碼 |
| Farmers National Bank | 3,395 | $30.4 萬 | 0.10% | −6−0.2% | 減碼 |
| Bard Financial Services, Inc. | 3,420 | $30.6 萬 | 0.03% | 00.0% | 不變 |
| Papp L Roy & Associates | 3,431 | $30.7 萬 | 0.04% | −99−2.8% | 減碼 |
| MEMBERS Trust Co | 3,433 | $30.8 萬 | 0.01% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 3,448 | $30.8 萬 | 0.19% | −3−0.1% | 減碼 |
| Flagship Harbor Advisors, LLC | 3,454 | $30.9 萬 | 0.02% | −14−0.4% | 減碼 |
| McDonald Partners LLC | 3,463 | $31.0 萬 | 0.09% | −193−5.3% | 減碼 |
| Addison Advisors LLC | 3,474 | $31.1 萬 | 0.12% | +641+22.6% | 加碼 |
| Americana Partners, LLC | 3,477 | $31.1 萬 | 0.03% | 00.0% | 不變 |
| Focus Financial Network Inc | 3,483 | $31.2 萬 | 0.01% | +3,483 | 新進 |
| First Foundation Advisors | 3,495 | $31.3 萬 | 0.01% | −592−14.5% | 減碼 |
| TCTC Holdings, LLC | 3,503 | $31.3 萬 | 0.01% | 00.0% | 不變 |
| Fortune Financial Advisors, LLC | 3,508 | $31.4 萬 | 0.22% | −602−14.6% | 減碼 |
| Symmetry Partners, LLC | 3,524 | $31.6 萬 | 0.02% | −1,368−28.0% | 減碼 |
| Fruth Investment Management | 3,553 | $31.7 萬 | 0.09% | −25−0.7% | 減碼 |
| Bell Investment Advisors, Inc | 3,547 | $31.7 萬 | 0.07% | +5+0.1% | 加碼 |
| Dynamic Advisor Solutions LLC | 3,654 | $32.0 萬 | 0.01% | +254+7.5% | 加碼 |
| Northwest Bancshares, Inc. | 3,581 | $32.0 萬 | 0.06% | −32−0.9% | 減碼 |
| Washington Trust Co | 3,596 | $32.2 萬 | 0.01% | −50−1.4% | 減碼 |
| Schechter Investment Advisors, LLC | 3,607 | $32.3 萬 | 0.03% | −992−21.6% | 減碼 |
| Kinneret Advisory, LLC | 3,645 | $32.6 萬 | 0.04% | +3,645 | 新進 |
| Country Club Bank | 3,670 | $32.9 萬 | 0.02% | −35−0.9% | 減碼 |
| Bragg Financial Advisors, Inc | 3,683 | $33.0 萬 | 0.02% | +87+2.4% | 加碼 |
| First Affirmative Financial Network | 3,698 | $33.1 萬 | 0.26% | +843+29.5% | 加碼 |
| Penserra Capital Management LLC | 3,723 | $33.1 萬 | 0.01% | −750−16.8% | 減碼 |
| Quadrant Capital Group LLC | 3,709 | $33.2 萬 | 0.03% | +476+14.7% | 加碼 |
| Financial Advisory Group | 3,711 | $33.2 萬 | 0.06% | 00.0% | 不變 |
| Telos Capital Management, Inc. | 3,737 | $33.4 萬 | 0.04% | −831−18.2% | 減碼 |
| Courier Capital LLC | 3,739 | $33.5 萬 | 0.03% | −25−0.7% | 減碼 |
| Intrua Financial, LLC | 3,741 | $33.5 萬 | 0.05% | −546−12.7% | 減碼 |
| HBK Sorce Advisory LLC | 3,756 | $33.6 萬 | 0.01% | −297−7.3% | 減碼 |
| UniSuper Management Pty Ltd | 3,759 | $33.6 萬 | 0.00% | +759+25.3% | 加碼 |
| Foster & Motley Inc | 3,770 | $33.7 萬 | 0.03% | +65+1.8% | 加碼 |
| Azimuth Capital Investment Management LLC | 3,767 | $33.7 萬 | 0.02% | +26+0.7% | 加碼 |
| CX Institutional | 3,767 | $33.7 萬 | 0.02% | −139−3.6% | 減碼 |
| Robinson Smith Wealth Advisors LLC | 3,776 | $33.8 萬 | 0.33% | +3,776 | 新進 |
| Chemung Canal Trust Co | 3,782 | $33.8 萬 | 0.07% | −64−1.7% | 減碼 |
| NewEdge Wealth, LLC | 3,802 | $34.0 萬 | 0.01% | −57−1.5% | 減碼 |
| GYL Financial Synergies, LLC | 3,825 | $34.2 萬 | 0.03% | −114−2.9% | 減碼 |
| GHP Investment Advisors, Inc. | 3,840 | $34.4 萬 | 0.02% | −312−7.5% | 減碼 |
| Patten & Patten Inc | 3,843 | $34.4 萬 | 0.03% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 3,846 | $34.4 萬 | 0.00% | −1,500−28.1% | 減碼 |
| Rothschild Investment LLC | 3,870 | $34.6 萬 | 0.03% | +3,870 | 新進 |
| Dover Advisors, LLC | 3,911 | $35.0 萬 | 0.46% | −690−15.0% | 減碼 |
| First Western Trust Bank | 3,937 | $35.2 萬 | 0.02% | −150−3.7% | 減碼 |
| Flputnam Investment Management Co | 3,947 | $35.3 萬 | 0.01% | −118−2.9% | 減碼 |
| Fiduciary Group LLC | 3,961 | $35.4 萬 | 0.04% | −137−3.3% | 減碼 |
| Aberdeen Wealth Management LLC | 3,974 | $35.6 萬 | 0.26% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 3,991 | $35.7 萬 | 0.04% | +63+1.6% | 加碼 |
| Allworth Financial LP | 4,006 | $35.9 萬 | 0.00% | −106−2.6% | 減碼 |