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 13F 持有人
Otis Worldwide Corp 在 2024/3/31 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
- 1,202
- 較 2023 年第 4 季 +28 家
- 持有股數
- 3.50 億
- 較 2023 年第 4 季 −384.3 萬 (−1.1%)
- 總市值
- $347.5 億
- 較 2023 年第 4 季 +$30.9 億 (+9.7%)
- 新進機構
- 105
- 另有 384 家加碼
- 清倉機構
- 77
- 另有 443 家減碼
另有 16 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Financial Advisory Group | 3,711 | $36.8 萬 | 0.06% | 00.0% | 不變 |
| CX Institutional | 3,726 | $37.0 萬 | 0.02% | −41−1.1% | 減碼 |
| Gamco Investors, Inc. Et Al | 3,746 | $37.2 萬 | 0.00% | −100−2.6% | 減碼 |
| QSV Equity Investors LLC | 3,767 | $37.4 萬 | 0.36% | +3,767 | 新進 |
| Foster & Motley Inc | 3,770 | $37.4 萬 | 0.03% | 00.0% | 不變 |
| Robinson Smith Wealth Advisors LLC | 3,776 | $37.5 萬 | 0.36% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 3,776 | $37.5 萬 | 0.04% | −215−5.4% | 減碼 |
| Blueshift Asset Management, LLC | 3,784 | $37.6 萬 | 0.20% | +3,784 | 新進 |
| GYL Financial Synergies, LLC | 3,812 | $37.8 萬 | 0.03% | −13−0.3% | 減碼 |
| Chemung Canal Trust Co | 3,815 | $37.9 萬 | 0.07% | +33+0.9% | 加碼 |
| Dynamic Advisor Solutions LLC | 3,824 | $38.0 萬 | 0.01% | +170+4.7% | 加碼 |
| Patten & Patten Inc | 3,843 | $38.1 萬 | 0.03% | 00.0% | 不變 |
| Larson Financial Group LLC | 3,877 | $38.5 萬 | 0.03% | +2,124+121.2% | 加碼 |
| First Western Trust Bank | 3,900 | $38.7 萬 | 0.02% | −37−0.9% | 減碼 |
| Rothschild Investment LLC | 3,930 | $39.0 萬 | 0.03% | +60+1.6% | 加碼 |
| Aberdeen Wealth Management LLC | 3,974 | $39.4 萬 | 0.23% | 00.0% | 不變 |
| Flputnam Investment Management Co | 3,974 | $39.5 萬 | 0.01% | +27+0.7% | 加碼 |
| Sigma Planning Corp | 3,983 | $39.5 萬 | 0.01% | +921+30.1% | 加碼 |
| Graypoint LLC | 3,987 | $39.6 萬 | 0.03% | −23−0.6% | 減碼 |
| Intrua Financial, LLC | 3,990 | $39.6 萬 | 0.06% | +249+6.7% | 加碼 |
| Invesco, LLC | 4,008 | $39.8 萬 | 0.17% | −61−1.5% | 減碼 |
| Atwood & Palmer Inc | 4,025 | $40.0 萬 | 0.03% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 4,066 | $40.4 萬 | 0.01% | −2,053−33.6% | 減碼 |
| Aigen Investment Management, LP | 4,067 | $40.4 萬 | 0.09% | +4,067 | 新進 |
| IHT Wealth Management, LLC | 4,077 | $40.5 萬 | 0.02% | +15+0.4% | 加碼 |
| Fiduciary Group LLC | 4,086 | $40.6 萬 | 0.04% | +125+3.2% | 加碼 |
| Kraematon Investment Advisors, Inc | 4,094 | $40.6 萬 | 0.41% | −149−3.5% | 減碼 |
| Clearstead Advisors, LLC | 4,224 | $40.8 萬 | 0.02% | −294−6.5% | 減碼 |
| Shakespeare Wealth Management, Inc. | 4,142 | $41.1 萬 | 0.12% | 00.0% | 不變 |
| Schnieders Capital Management LLC | 4,144 | $41.1 萬 | 0.08% | 00.0% | 不變 |
| Trust Point Inc. | 4,156 | $41.3 萬 | 0.03% | −969−18.9% | 減碼 |
| Archer Investment Corp | 4,242 | $41.4 萬 | 0.12% | −21−0.5% | 減碼 |
| Tucker Asset Management LLC | 4,180 | $41.5 萬 | 0.10% | 00.0% | 不變 |
| Boston Trust Walden Corp | 4,198 | $41.7 萬 | 0.00% | 00.0% | 不變 |
| Everett Harris & Co | 4,219 | $41.9 萬 | 0.01% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 4,260 | $42.3 萬 | 0.02% | +40+0.9% | 加碼 |
| Dover Advisors, LLC | 4,261 | $42.3 萬 | 0.29% | +350+8.9% | 加碼 |
| Cigna Investments Inc | 4,286 | $42.5 萬 | 0.08% | 00.0% | 不變 |
| Drexel Morgan & Co. | 4,288 | $42.6 萬 | 0.09% | 00.0% | 不變 |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $42.7 萬 | 0.13% | 00.0% | 不變 |
| Westpac Banking Corp | 4,306 | $42.7 萬 | 0.03% | −57−1.3% | 減碼 |
| Pointe Capital Management LLC | 4,326 | $42.9 萬 | 0.27% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 4,328 | $43.0 萬 | 0.03% | −245−5.4% | 減碼 |
| Wealthspire Advisors, LLC | 4,388 | $43.6 萬 | 0.01% | −14−0.3% | 減碼 |
| Bokf, NA | 4,428 | $43.6 萬 | 0.01% | +7+0.2% | 加碼 |
| Forte Capital LLC | 4,430 | $44.0 萬 | 0.05% | −1,100−19.9% | 減碼 |
| Paloma Partners Management Co | 4,439 | $44.1 萬 | 0.06% | −1,359−23.4% | 減碼 |
| Exencial Wealth Advisors, LLC | 4,442 | $44.1 萬 | 0.02% | −21−0.5% | 減碼 |
| Bryn Mawr Trust Co | 4,442 | $44.1 萬 | 0.02% | +4,442 | 新進 |
| Radnor Capital Management, LLC | 4,447 | $44.1 萬 | 0.08% | +2,024+83.5% | 加碼 |
| Boston Private Wealth LLC | 4,457 | $44.2 萬 | 0.01% | −282−6.0% | 減碼 |
| Allworth Financial LP | 4,459 | $44.3 萬 | 0.00% | +453+11.3% | 加碼 |
| EP Wealth Advisors, LLC | 4,477 | $44.4 萬 | 0.01% | +50+1.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,486 | $44.5 萬 | 0.02% | −162−3.5% | 減碼 |
| AustralianSuper Pty Ltd | 4,557 | $44.9 萬 | 0.00% | 00.0% | 不變 |
| Busey Wealth Management | 4,528 | $44.9 萬 | 0.02% | −334−6.9% | 減碼 |
| 1st Source Bank | 4,530 | $45.0 萬 | 0.03% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 4,827 | $45.1 萬 | 0.02% | −53−1.1% | 減碼 |
| Beck Mack & Oliver LLC | 4,547 | $45.1 萬 | 0.01% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 4,552 | $45.2 萬 | 0.02% | +796+21.2% | 加碼 |
| Pinnacle Financial Partners Inc | 4,558 | $45.2 萬 | 0.01% | +1,943+74.3% | 加碼 |
| Geller Advisors LLC | 4,568 | $45.3 萬 | 0.04% | +163+3.7% | 加碼 |
| Core Wealth Partners LLC | 4,570 | $45.4 萬 | 0.34% | 00.0% | 不變 |
| TownSquare Capital, LLC | 4,584 | $45.5 萬 | 0.01% | +302+7.1% | 加碼 |
| Shayne & Co., LLC | 4,601 | $45.7 萬 | 0.12% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 4,615 | $45.8 萬 | 0.02% | −1,070−18.8% | 減碼 |
| Sovereign Financial Group, Inc. | 4,675 | $46.4 萬 | 0.12% | +12+0.3% | 加碼 |
| Charter Trust Co | 4,686 | $46.5 萬 | 0.03% | −300−6.0% | 減碼 |
| ISAM Funds (UK) Ltd | 4,717 | $46.8 萬 | 0.27% | −9,433−66.7% | 減碼 |
| Caldwell Trust Co | 4,727 | $46.9 萬 | 0.05% | −153−3.1% | 減碼 |
| Signaturefd, LLC | 4,729 | $46.9 萬 | 0.01% | +11+0.2% | 加碼 |
| Prime Capital Investment Advisors, LLC | 4,748 | $47.1 萬 | 0.01% | +227+5.0% | 加碼 |
| Choate Investment Advisors | 4,749 | $47.1 萬 | 0.01% | −934−16.4% | 減碼 |
| Moody National Bank Trust Division | 4,751 | $47.2 萬 | 0.04% | +20+0.4% | 加碼 |
| Excalibur Management Corp | 4,756 | $47.2 萬 | 0.20% | +24+0.5% | 加碼 |
| Wedbush Securities Inc | 4,781 | $47.5 萬 | 0.02% | +215+4.7% | 加碼 |
| Checchi Capital Advisers, LLC | 4,798 | $47.6 萬 | 0.04% | −10.0% | 減碼 |
| Trust Co of Virginia | 4,856 | $48.2 萬 | 0.05% | −130−2.6% | 減碼 |
| Pitcairn Co | 4,892 | $48.6 萬 | 0.03% | −79−1.6% | 減碼 |
| Umb Bank N A | 4,895 | $48.6 萬 | 0.01% | −241−4.7% | 減碼 |
| Cambridge Trust Co | 4,912 | $48.8 萬 | 0.02% | −475−8.8% | 減碼 |
| Natixis Investment Managers International | 4,920 | $48.8 萬 | 0.03% | −2,945−37.4% | 減碼 |
| TD Waterhouse Canada Inc. | 4,919 | $48.9 萬 | 0.00% | +112+2.3% | 加碼 |
| Aull & Monroe Investment Management Corp | 4,933 | $49.0 萬 | 0.22% | 00.0% | 不變 |
| Monterey Private Wealth, Inc. | 4,943 | $49.1 萬 | 0.20% | +8+0.2% | 加碼 |
| Verdence Capital Advisors LLC | 4,959 | $49.2 萬 | 0.04% | +40+0.8% | 加碼 |
| Diversified Trust Co | 4,991 | $49.5 萬 | 0.01% | −5−0.1% | 減碼 |
| NorthCrest Asset Manangement, LLC | 5,074 | $50.4 萬 | 0.02% | −249−4.7% | 減碼 |
| Stephens Inc | 5,116 | $50.8 萬 | 0.01% | −482−8.6% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 6,170 | $51.3 萬 | 0.03% | +6,170 | 新進 |
| Optas, LLC | 5,168 | $51.3 萬 | 0.14% | +100+2.0% | 加碼 |
| Silver Oak Securities, Inc | 5,171 | $51.3 萬 | 0.08% | +157+3.1% | 加碼 |
| Gabelli Funds LLC | 5,200 | $51.6 萬 | 0.00% | −800−13.3% | 減碼 |
| Global Endowment Management, LP | 5,205 | $51.7 萬 | 0.05% | −265−4.8% | 減碼 |
| Valley Brook Capital Group | 5,215 | $51.8 萬 | 0.41% | −100−1.9% | 減碼 |
| Freestone Capital Holdings, LLC | 5,289 | $52.5 萬 | 0.02% | −30−0.6% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 5,306 | $52.7 萬 | 0.01% | −60−1.1% | 減碼 |
| Mutual Advisors, LLC | 5,311 | $52.7 萬 | 0.02% | −62−1.2% | 減碼 |
| Grimes & Company, Inc. | 5,325 | $52.9 萬 | 0.02% | +183+3.6% | 加碼 |
| Penobscot Investment Management Company, Inc. | 5,350 | $53.1 萬 | 0.06% | +175+3.4% | 加碼 |