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 |
|---|---|---|---|---|---|
| Headinvest, LLC | 5,356 | $53.2 萬 | 0.10% | −140−2.5% | 減碼 |
| Meeder Advisory Services, Inc. | 5,458 | $54.2 萬 | 0.06% | +417+8.3% | 加碼 |
| Graham Capital Management, L.P. | 5,600 | $55.6 萬 | 0.02% | −7,075−55.8% | 減碼 |
| Investment Advisory Services Inc | 5,628 | $55.9 萬 | 0.21% | −46−0.8% | 減碼 |
| Ingalls & Snyder LLC | 5,633 | $55.9 萬 | 0.02% | 00.0% | 不變 |
| Montag A & Associates Inc | 5,645 | $56.0 萬 | 0.03% | −72−1.3% | 減碼 |
| Quotient Wealth Partners, LLC | 5,667 | $56.3 萬 | 0.02% | −2,032−26.4% | 減碼 |
| Bull Street Advisors, LLC | 5,680 | $56.4 萬 | 0.27% | +500+9.7% | 加碼 |
| Moneta Group Investment Advisors LLC | 5,764 | $57.2 萬 | 0.01% | +5,764 | 新進 |
| Garrison Point Advisors, LLC | 5,804 | $57.6 萬 | 0.37% | −100−1.7% | 減碼 |
| Allred Capital Management, LLC | 5,911 | $58.7 萬 | 0.23% | −123−2.0% | 減碼 |
| Soltis Investment Advisors LLC | 5,936 | $58.9 萬 | 0.07% | +21+0.4% | 加碼 |
| Ahl Investment Management, Inc. | 5,952 | $59.1 萬 | 0.45% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 5,958 | $59.1 萬 | 0.03% | −624−9.5% | 減碼 |
| Wendell David Associates Inc | 5,959 | $59.2 萬 | 0.06% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 5,970 | $59.3 萬 | 0.06% | +78+1.3% | 加碼 |
| Citadel Advisors LLC | 5,984 | $59.4 萬 | 0.00% | −164,287−96.5% | 減碼 |
| Holderness Investments Co | 6,011 | $59.7 萬 | 0.15% | −87−1.4% | 減碼 |
| Wetherby Asset Management Inc | 6,056 | $60.1 萬 | 0.03% | −146−2.4% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 6,055 | $60.1 萬 | 0.01% | +645+11.9% | 加碼 |
| Kingsview Wealth Management, LLC | 6,099 | $60.5 萬 | 0.02% | +455+8.1% | 加碼 |
| Meridian Management Co | 6,123 | $60.8 萬 | 0.17% | +9+0.1% | 加碼 |
| RSM US Wealth Management LLC | 6,181 | $61.4 萬 | 0.02% | +63+1.0% | 加碼 |
| Means Investment Co., Inc. | 6,188 | $61.4 萬 | 0.08% | 00.0% | 不變 |
| Empowered Funds, LLC | 6,205 | $61.6 萬 | 0.01% | +1,884+43.6% | 加碼 |
| Wedmont Private Capital | 6,296 | $62.4 萬 | 0.05% | −32−0.5% | 減碼 |
| Ballentine Partners, LLC | 6,326 | $62.8 萬 | 0.01% | +2,179+52.5% | 加碼 |
| ICW Investment Advisors LLC | 6,367 | $63.2 萬 | 0.28% | +238+3.9% | 加碼 |
| Auto-Owners Insurance Co | 6,393 | $63.5 萬 | 0.02% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 6,452 | $64.0 萬 | 0.03% | +1,405+27.8% | 加碼 |
| NorthRock Partners, LLC | 6,489 | $64.4 萬 | 0.02% | +860+15.3% | 加碼 |
| National Asset Management, Inc. | 8,045 | $64.6 萬 | 0.02% | +1,068+15.3% | 加碼 |
| Stratos Wealth Partners, LTD. | 6,516 | $64.7 萬 | 0.01% | −219−3.3% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,539 | $64.9 萬 | 0.07% | 00.0% | 不變 |
| Simmons Bank | 6,565 | $65.2 萬 | 0.05% | −349−5.0% | 減碼 |
| Westhampton Capital, LLC | 6,587 | $65.4 萬 | 0.36% | 00.0% | 不變 |
| Investment Management Corp of Ontario | 6,608 | $65.6 萬 | 0.02% | −3,000−31.2% | 減碼 |
| Profund Advisors LLC | 6,610 | $65.6 萬 | 0.03% | +1,088+19.7% | 加碼 |
| Lincoln National Corp | 6,624 | $65.8 萬 | 0.01% | +1,371+26.1% | 加碼 |
| Waterford Advisors, LLC | 6,690 | $66.4 萬 | 0.28% | 00.0% | 不變 |
| Ci Investments Inc. | 6,736 | $66.9 萬 | 0.00% | +920+15.8% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 6,770 | $67.2 萬 | 0.03% | +71+1.1% | 加碼 |
| Acadian Asset Management LLC | 6,798 | $67.3 萬 | 0.00% | +5,187+322.0% | 加碼 |
| Curbstone Financial Management Corp | 6,818 | $67.7 萬 | 0.15% | −150−2.2% | 減碼 |
| Amussen Hunsaker Associates LLC | 6,858 | $67.8 萬 | 0.12% | −15−0.2% | 減碼 |
| Ostrum Asset Management | 6,898 | $68.5 萬 | 0.05% | 00.0% | 不變 |
| ELCO Management Co., LLC | 6,937 | $68.9 萬 | 0.42% | 00.0% | 不變 |
| Chicago Capital, LLC | 6,983 | $69.3 萬 | 0.02% | −102−1.4% | 減碼 |
| HB Wealth Management, LLC | 7,009 | $69.6 萬 | 0.01% | −593−7.8% | 減碼 |
| Werlinich Asset Management, LLC | 7,155 | $71.4 萬 | 0.47% | 00.0% | 不變 |
| Ar Asset Management Inc | 7,200 | $71.5 萬 | 0.17% | 00.0% | 不變 |
| Horizon Investments, LLC | 7,246 | $71.9 萬 | 0.02% | −70−1.0% | 減碼 |
| Sentry Investment Management LLC | 7,365 | $73.1 萬 | 0.28% | 00.0% | 不變 |
| Lido Advisors, LLC | 7,380 | $73.3 萬 | 0.01% | +654+9.7% | 加碼 |
| Romano Brothers and Company | 7,384 | $73.3 萬 | 0.10% | −22−0.3% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 7,422 | $73.7 萬 | 0.01% | −1,520−17.0% | 減碼 |
| Philadelphia Trust Co | 7,439 | $73.8 萬 | 0.06% | −90−1.2% | 減碼 |
| Central Trust Co | 7,558 | $75.0 萬 | 0.02% | −255−3.3% | 減碼 |
| Pring Turner Capital Group Inc | 7,575 | $75.2 萬 | 0.55% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 7,628 | $75.7 萬 | 0.04% | −779−9.3% | 減碼 |
| Baldwin Investment Management, LLC | 7,697 | $76.4 萬 | 0.10% | −36−0.5% | 減碼 |
| Vestcor Inc | 7,875 | $78.2 萬 | 0.03% | −976−11.0% | 減碼 |
| Axxcess Wealth Management, LLC | 7,960 | $79.0 萬 | 0.02% | +3,818+92.2% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 7,974 | $79.2 萬 | 0.23% | +102+1.3% | 加碼 |
| Apollon Wealth Management, LLC | 7,982 | $79.2 萬 | 0.02% | +3,139+64.8% | 加碼 |
| Williams Jones Wealth Management, LLC. | 8,000 | $79.4 萬 | 0.01% | −983−10.9% | 減碼 |
| Advisors Asset Management, Inc. | 8,048 | $79.9 萬 | 0.02% | +1,934+31.6% | 加碼 |
| Sequoia Financial Advisors, LLC | 8,054 | $80.0 萬 | 0.01% | −18,051−69.1% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 8,066 | $80.1 萬 | 0.04% | +75+0.9% | 加碼 |
| Zions Bancorporation, N.A. | 8,129 | $80.7 萬 | 0.06% | −1,774−17.9% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 8,214 | $81.5 萬 | 0.09% | −100−1.2% | 減碼 |
| TD Private Client Wealth LLC | 8,260 | $82.0 萬 | 0.03% | −817−9.0% | 減碼 |
| Alberta Investment Management Corp | 8,300 | $82.4 萬 | 0.01% | 00.0% | 不變 |
| Sit Investment Associates Inc | 8,415 | $83.5 萬 | 0.02% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 8,436 | $83.8 萬 | 0.01% | +219+2.7% | 加碼 |
| Summit Trail Advisors, LLC | 8,568 | $85.1 萬 | 0.02% | +8,568 | 新進 |
| Fox Run Management, L.L.C. | 8,598 | $85.4 萬 | 0.18% | +8,598 | 新進 |
| Glenview Trust Co | 8,635 | $85.7 萬 | 0.02% | −59−0.7% | 減碼 |
| Kestra Private Wealth Services, LLC | 8,832 | $87.7 萬 | 0.02% | −409−4.4% | 減碼 |
| Home Federal Bank of Tennessee | 8,846 | $87.8 萬 | 0.27% | +25+0.3% | 加碼 |
| Cooper Financial Group | 8,864 | $88.0 萬 | 0.14% | +665+8.1% | 加碼 |
| Diversify Advisory Services, LLC | 9,064 | $89.3 萬 | 0.05% | +9,064 | 新進 |
| Holowesko Partners Ltd. | 9,000 | $89.3 萬 | 0.37% | 00.0% | 不變 |
| GWM Advisors LLC | 9,146 | $90.8 萬 | 0.01% | +2,514+37.9% | 加碼 |
| Shell Asset Management Co | 9,437 | $90.8 萬 | 0.04% | −7,951−45.7% | 減碼 |
| Snowden Capital Advisors LLC | 9,155 | $90.9 萬 | 0.03% | +936+11.4% | 加碼 |
| Parallel Advisors, LLC | 9,199 | $91.3 萬 | 0.02% | +211+2.3% | 加碼 |
| Modera Wealth Management, LLC | 9,221 | $91.5 萬 | 0.01% | −129−1.4% | 減碼 |
| FineMark National Bank & Trust | 9,261 | $91.9 萬 | 0.03% | 00.0% | 不變 |
| Fractal Investments LLC | 9,400 | $93.3 萬 | 0.17% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 9,459 | $93.9 萬 | 0.03% | −164−1.7% | 減碼 |
| HighPoint Advisor Group LLC | 9,784 | $94.5 萬 | 0.07% | +123+1.3% | 加碼 |
| IMA Wealth, Inc. | 9,526 | $94.6 萬 | 0.45% | −289−2.9% | 減碼 |
| Guinness Atkinson Asset Management Inc | 9,552 | $94.8 萬 | 0.45% | 00.0% | 不變 |
| Cypress Capital Group | 9,581 | $95.1 萬 | 0.11% | −182−1.9% | 減碼 |
| Jefferies Financial Group Inc. | 9,639 | $95.7 萬 | 0.02% | −76,795−88.8% | 減碼 |
| Resources Investment Advisors, LLC. | 9,642 | $95.7 萬 | 0.02% | +574+6.3% | 加碼 |
| Atria Wealth Solutions, Inc. | 9,656 | $95.9 萬 | 0.01% | +2,151+28.7% | 加碼 |
| Simplicity Wealth,LLC | 9,711 | $96.4 萬 | 0.02% | +9,711 | 新進 |
| Bleakley Financial Group, LLC | 9,726 | $96.5 萬 | 0.03% | +117+1.2% | 加碼 |