跳到主要內容
Livermore
Livermore
中文EN

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。

2024 年第 1 季與 2023 年第 4 季比較

持有 Otis Worldwide Corp 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人2023 年第 4 季全部持有人

OTIS 的 13F 持有人：2023 年第 4 季與 2024 年第 1 季比較
項目2023 年第 4 季其中尚未申報 2024 年第 1 季2024 年第 1 季變化
持有家數1,190161,202+28
股數3.57 億254.8 萬3.50 億−384.3 萬 (−1.1%)
市值$319.0 億$2.28 億$347.5 億+$30.9 億 (+9.7%)

16 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（105 家）

2024 年第 1 季季末持有 Otis Worldwide Corp、2023 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 105 家。

2024 年第 1 季新進 OTIS 的機構
機構股數市值佔組合 %
Canoe Financial LP1,018,485$1.01 億1.67%
Danske Bank A/S247,281$2,455 萬0.08%
Resona Asset Management Co.,Ltd.138,633$1,376 萬0.08%
Jump Financial, LLC88,719$880.7 萬0.24%
Advisors Preferred, LLC84,652$834.4 萬1.41%
BTC Capital Management, Inc.58,772$583.4 萬0.53%
Occudo Quantitative Strategies LP48,793$484.4 萬0.85%
BNP Paribas47,125$450.9 萬0.21%
Credential Qtrade Securities Inc.42,946$426.3 萬0.23%
Exchange Capital Management, Inc.43,465$423.9 萬0.69%
Natixis37,492$372.2 萬0.02%
Marshall Wace, LLP33,369$331.3 萬0.01%
D L Carlson Investment Group Inc31,376$311.5 萬0.61%
Pictet North America Advisors SA29,129$289.2 萬0.32%
Roundview Capital LLC28,729$285.2 萬0.23%
LRI Investments, LLC28,276$280.7 萬0.71%
Capital Fund Management S.A.27,770$275.7 萬0.03%
Trivant Custom Portfolio Group, LLC23,043$228.7 萬1.46%
TrimTabs Asset Management, LLC19,346$192.0 萬0.48%
Zurich Insurance Group Ltd18,200$180.7 萬0.02%
Investment Research & Advisory Group, Inc.17,649$175.2 萬0.81%
Caxton Associates LP16,728$166.1 萬0.11%
Walleye Capital LLC13,072$129.8 萬0.01%
XTX Topco Ltd11,804$117.2 萬0.16%
Eventide Asset Management, LLC10,189$101.1 萬0.02%
Brevan Howard Capital Management LP10,042$99.7 萬0.09%
Sciencast Management LP9,876$98.0 萬0.60%
Simplicity Wealth,LLC9,711$96.4 萬0.02%
Diversify Advisory Services, LLC9,064$89.3 萬0.05%
Fox Run Management, L.L.C.8,598$85.4 萬0.18%
Summit Trail Advisors, LLC8,568$85.1 萬0.02%
Moneta Group Investment Advisors LLC5,764$57.2 萬0.01%
Stonehage Fleming Financial Services Holdings Ltd6,170$51.3 萬0.03%
Bryn Mawr Trust Co4,442$44.1 萬0.02%
Aigen Investment Management, LP4,067$40.4 萬0.09%
Blueshift Asset Management, LLC3,784$37.6 萬0.20%
QSV Equity Investors LLC3,767$37.4 萬0.36%
Traphagen Investment Advisors LLC3,720$36.3 萬0.04%
AlTi Global, Inc.3,444$34.2 萬0.01%
PFG Investments, LLC3,404$33.8 萬0.02%
Stonebridge Capital Advisors LLC3,343$33.2 萬0.03%
Morningstar Investment Services LLC3,259$32.5 萬0.00%
Lowe Brockenbrough & Co Inc3,124$31.0 萬0.02%
Keynote Financial Services LLC3,050$30.3 萬0.25%
Connor, Clark & Lunn Investment Management Ltd.3,000$29.8 萬0.00%
Change Path, LLC2,904$28.8 萬0.01%
ZWJ Investment Counsel Inc2,854$28.3 萬0.01%
Brookstone Capital Management2,587$25.7 萬0.00%
Rehmann Capital Advisory Group2,550$25.3 萬0.02%
Aprio Wealth Management, LLC2,496$24.8 萬0.05%
Capstone Investment Advisors, LLC2,386$23.7 萬0.00%
Hartline Investment Corp2,252$22.4 萬0.04%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2,252$22.4 萬0.04%
Procyon Private Wealth Partners, LLC2,189$21.7 萬0.02%
Leavell Investment Management, Inc.2,157$21.4 萬0.01%
Pavion Blue Capital, LLC2,151$21.4 萬0.11%
Financial Counselors Inc2,131$21.2 萬0.00%
Coldstream Capital Management Inc2,128$21.1 萬0.01%
Bennett Selby Investments LP2,124$21.1 萬0.10%
Integrated Advisors Network LLC2,121$21.1 萬0.01%
David Loasby2,112$20.9 萬0.02%
Hall Capital Management Co Inc2,100$20.8 萬0.10%
FourThought Financial Partners, LLC2,095$20.8 萬0.02%
US Financial Advisors, LLC2,094$20.8 萬0.07%
Haverford Trust Co2,076$20.6 萬0.00%
Conning Inc.2,055$20.4 萬0.01%
Buckingham Strategic Partners2,037$20.2 萬0.01%
Childress Capital Advisors, LLC2,020$20.1 萬0.06%
Savoie Capital LLC2,019$20.0 萬0.03%
nVerses Capital, LLC2,000$19.9 萬0.48%
Mather Group, LLC.2,031$18.2 萬0.00%
GeoWealth Management, LLC1,444$14.3 萬0.01%
Catalyst Funds Management Pty Ltd1,400$13.9 萬0.04%
Crewe Advisors LLC1,319$13.1 萬0.02%
Fernwood Investment Management, LLC1,185$11.8 萬0.03%
Gen-Wealth Partners Inc1,025$10.2 萬0.05%
FRG Family Wealth Advisors LLC995$9.07 萬0.02%
CoreCap Advisors, LLC767$7.61 萬0.00%
Bullock Wealth Management Group621$6.12 萬0.04%
Ransom Advisory, Ltd586$5.82 萬0.03%
Register Financial Advisors LLC580$5.76 萬0.03%
Hilltop National Bank533$5.29 萬0.02%
Optiver Holding B.V.506$5.02 萬0.00%
Northwest Investment Counselors, LLC405$4.02 萬0.01%
Continuum Advisory, LLC378$3.63 萬0.01%
LifeSteps Financial, Inc.311$3.09 萬0.02%
Altshuler Shaham Ltd254$2.52 萬0.00%
Central Pacific Bank - Trust Division235$2.32 萬0.00%
Palisade Asset Management, LLC206$2.04 萬0.00%
New Covenant Trust Company, N.A.133$1.32 萬0.01%
Transcendent Capital Group LLC106$1.05 萬0.01%
ORG Partners LLC75$7,3920.01%
Meeder Asset Management Inc74$7,3460.00%
Breakwater Investment Management72$7,1480.00%
WR Wealth Planners, LLC63$6,2540.00%
Central Bank & Trust Co58$5,7570.00%
Gilliland Jeter Wealth Management LLC52$5,1620.00%
BFSG, LLC50$4,9640.00%
Dixon Mitchell Investment Counsel Inc.50$4,9640.00%
Redmont Wealth Advisors LLC19$1,8860.00%

清倉機構（77 家）

2023 年第 4 季季末持有 Otis Worldwide Corp、2024 年第 1 季有申報但已經沒有持有的機構。

2024 年第 1 季清倉 OTIS 的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Clean Energy Transition LLP339,075$3,034 萬
Longbow Finance SA82,034$734.0 萬
BNP Paribas Arbitrage, SA46,982$419.7 萬
Granite Bay Wealth Management, LLC50,400$419.1 萬
Aquatic Capital Management LLC36,400$325.7 萬
Edgestream Partners, L.P.34,526$308.9 萬
M Holdings Securities, Inc.28,548$255.4 萬
Qsemble Capital Management, LP25,707$230.0 萬
Adage Capital Partners GP, L.L.C.22,586$202.1 萬
Cetera Advisor Networks LLC20,704$185.2 萬
ClearAlpha Technologies LP18,431$164.9 萬
PEAK6 Investments LLC13,511$120.9 萬
Cetera Advisors LLC13,068$116.9 萬
Smith, Salley & Associates12,437$111.3 萬
Pearl River Capital, LLC11,895$106.4 萬
FJ Investments, LLC10,746$96.1 萬
Seven Eight Capital, LP10,530$94.2 萬
GTS Securities LLC9,052$81.0 萬
First Hawaiian Bank7,748$69.3 萬
Centiva Capital, LP7,655$68.5 萬
Stevens Capital Management LP7,555$67.6 萬
AE Wealth Management LLC7,607$67.4 萬
Curated Wealth Partners LLC7,493$67.0 萬
Prelude Capital Management, LLC5,986$53.6 萬
Keebeck Alpha, LP5,986$53.6 萬
Simplex Trading, LLC5,059$45.2 萬
Gifford Fong Associates5,000$44.7 萬
Balyasny Asset Management LLC4,514$40.4 萬
Schechter Investment Advisors, LLC3,607$32.3 萬
Papp L Roy & Associates3,431$30.7 萬
Security National Bank3,226$28.9 萬
Scissortail Wealth Management, LLC3,229$28.8 萬
Fukoku Mutual Life Insurance Co3,191$28.5 萬
Meridian Wealth Management, LLC3,146$28.1 萬
Fulton Bank, N.A.3,062$27.4 萬
Colonial River Wealth Management, LLC2,831$25.3 萬
Avantax Planning Partners, Inc.2,809$25.1 萬
Two Sigma Securities, LLC2,761$24.7 萬
Erste Asset Management GmbH2,701$24.2 萬
Stratos Wealth Advisors, LLC2,705$24.2 萬
Cullen Capital Management LLC2,646$23.7 萬
Mount Yale Investment Advisors, LLC2,551$22.8 萬
Cullinan Associates Inc2,550$22.8 萬
Congress Wealth Management LLC2,407$21.5 萬
Headlands Technologies LLC2,341$20.9 萬
Center For Asset Management LLC2,334$20.9 萬
Nichols & Pratt Advisers LLP2,315$20.7 萬
Middleton & Co Inc2,300$20.6 萬
Scientech Research LLC2,288$20.5 萬
Point72 Hong Kong Ltd2,275$20.4 萬
Banque Cantonale Vaudoise2,207$19.7 萬
Rockbridge Investment Management, LCC855$7.65 萬
Glassman Wealth Services803$7.18 萬
Dividend Assets Capital, LLC775$6.90 萬
EntryPoint Capital, LLC452$4.04 萬
Cutler Group LP400$3.50 萬
Turtle Creek Wealth Advisors, LLC315$2.82 萬
Planned Solutions, Inc.186$1.66 萬
Northwest Financial Advisors180$1.61 萬
Fairfield, Bush & Co.171$1.53 萬
Level Financial Advisors, Inc.160$1.43 萬
Thompson Siegel & Walmsley LLC139$1.20 萬
McGlone Suttner Wealth Management, Inc.133$1.19 萬
Nordwand Advisors, LLC130$1.16 萬
Garner Asset Management Corp119$1.08 萬
Focused Wealth Management, Inc84$7,481
Tradition Wealth Management, LLC75$7,000
Rogco, LP50$4,474
Country Trust Bank23$2,058
ICA Group Wealth Management, LLC18$1,610
Godsey & Gibb Associates14$1,298
Arlington Trust Co LLC14$1,253
Tennessee Valley Asset Management Partners12$1,074
New Millennium Group LLC9$805
Wolff Wiese Magana LLC8$716
Livelsberger Financial Advisory4$372
Ables, Iannone, Moore & Associates, Inc.2$179

尚未申報 2024 年第 1 季的機構（16 家）

2023 年第 4 季季末持有 Otis Worldwide Corp、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 4 季持有 OTIS、尚未申報 2024 年第 1 季的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Putnam Investments LLC2,409,345$2.16 億
Financial Advisors Network, Inc.40,389$361.4 萬
Aware Super Pty Ltd as trustee of Aware Super26,331$230.0 萬
Desjardins Global Asset Management Inc.21,194$189.6 萬
Bartlett & Co. LLC11,100$99.5 萬
Sawtooth Solutions, LLC9,609$86.0 萬
DFPG Investments, LLC8,954$78.5 萬
Lee Danner & Bass Inc8,444$75.5 萬
Traverso Chambers Private Wealth Management, LLC4,086$36.6 萬
Focus Financial Network Inc3,483$31.2 萬
Wade G W & Inc2,856$25.6 萬
Baystate Wealth Management LLC964$8.63 萬
Coppell Advisory Solutions LLC592$5.30 萬
Hobbs Group Advisors, LLC203$1.82 萬
Nalls Sherbakoff Group, LLC150$1.34 萬
Provence Wealth Management Group48$4,295