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 |
|---|---|---|---|---|---|
| QRG Capital Management, Inc. | 39,156 | $388.7 萬 | 0.05% | +1,393+3.7% | 加碼 |
| Wealthfront Advisers LLC | 39,096 | $388.1 萬 | 0.01% | +1,235+3.3% | 加碼 |
| Farmers & Merchants Investments Inc | 38,404 | $381.2 萬 | 0.13% | −3,376−8.1% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 38,391 | $381.1 萬 | 0.05% | +97+0.3% | 加碼 |
| Cacti Asset Management LLC | 38,404 | $374.7 萬 | 0.31% | −1,397−3.5% | 減碼 |
| Elo Mutual Pension Insurance Co | 37,496 | $372.2 萬 | 0.09% | +1,548+4.3% | 加碼 |
| Natixis | 37,492 | $372.2 萬 | 0.02% | +37,492 | 新進 |
| Richard Bernstein Advisors LLC | 36,961 | $366.9 萬 | 0.08% | 00.0% | 不變 |
| CIBC World Markets Inc. | 36,045 | $357.8 萬 | 0.01% | +10,751+42.5% | 加碼 |
| Arlington Partners LLC | 35,190 | $349.3 萬 | 1.78% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 35,174 | $349.1 萬 | 0.01% | −483−1.4% | 減碼 |
| Cerity Partners LLC | 34,850 | $345.9 萬 | 0.01% | +9,119+35.4% | 加碼 |
| Oregon Public Employees Retirement Fund | 34,707 | $344.5 萬 | 0.07% | +2,794+8.8% | 加碼 |
| Gulf International Bank (UK) Ltd | 34,102 | $338.5 萬 | 0.09% | +199+0.6% | 加碼 |
| Crossmark Global Holdings, Inc. | 34,090 | $338.4 萬 | 0.06% | −11,459−25.2% | 減碼 |
| Seascape Capital Management | 33,744 | $335.0 萬 | 1.24% | +2,140+6.8% | 加碼 |
| Mackenzie Financial Corp | 33,739 | $334.9 萬 | 0.00% | +1,500+4.7% | 加碼 |
| Rafferty Asset Management, LLC | 33,705 | $334.6 萬 | 0.01% | −625−1.8% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 33,461 | $332.2 萬 | 0.03% | −2,133−6.0% | 減碼 |
| Marshall Wace, LLP | 33,369 | $331.3 萬 | 0.01% | +33,369 | 新進 |
| Wesbanco Bank Inc | 32,946 | $327.1 萬 | 0.12% | +140+0.4% | 加碼 |
| JustInvest LLC | 32,814 | $325.7 萬 | 0.07% | +6,679+25.6% | 加碼 |
| Circle Wealth Management, LLC | 32,806 | $325.7 萬 | 0.08% | 00.0% | 不變 |
| Tocqueville Asset Management L.P. | 32,132 | $319.0 萬 | 0.05% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 32,048 | $318.1 萬 | 0.01% | +110+0.3% | 加碼 |
| Okabena Investment Services Inc | 31,461 | $312.3 萬 | 1.04% | −3,886−11.0% | 減碼 |
| Assenagon Asset Management S.A. | 31,392 | $311.6 萬 | 0.01% | −104,036−76.8% | 減碼 |
| D L Carlson Investment Group Inc | 31,376 | $311.5 萬 | 0.61% | +31,376 | 新進 |
| Shelter Mutual Insurance Co | 31,200 | $309.7 萬 | 0.80% | 00.0% | 不變 |
| Kentucky Retirement Systems | 30,791 | $305.7 萬 | 0.09% | −1,954−6.0% | 減碼 |
| Credit Agricole S A | 31,989 | $305.5 萬 | 0.05% | +13,052+68.9% | 加碼 |
| Maryland State Retirement & Pension System | 32,169 | $304.0 萬 | 0.06% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 30,450 | $302.3 萬 | 0.03% | +4,909+19.2% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 30,370 | $301.5 萬 | 0.07% | 00.0% | 不變 |
| M. Kraus & Co | 30,192 | $299.7 萬 | 0.91% | +18+0.1% | 加碼 |
| AMG National Trust Bank | 29,684 | $294.7 萬 | 0.09% | −183−0.6% | 減碼 |
| Cresset Asset Management, LLC | 29,592 | $293.8 萬 | 0.01% | +7,410+33.4% | 加碼 |
| Louisbourg Investments Inc. | 35,523 | $293.6 萬 | 0.82% | −65−0.2% | 減碼 |
| Cohen Klingenstein LLC | 29,307 | $290.9 萬 | 0.11% | 00.0% | 不變 |
| Teza Capital Management LLC | 29,252 | $290.4 萬 | 0.39% | +10,973+60.0% | 加碼 |
| Pictet North America Advisors SA | 29,129 | $289.2 萬 | 0.32% | +29,129 | 新進 |
| Atlantic Union Bankshares Corp | 29,086 | $288.7 萬 | 0.24% | +2,160+8.0% | 加碼 |
| Roundview Capital LLC | 28,729 | $285.2 萬 | 0.23% | +28,729 | 新進 |
| Close Asset Management Ltd | 28,613 | $284.0 萬 | 0.10% | −522−1.8% | 減碼 |
| Quantinno Capital Management LP | 28,316 | $281.1 萬 | 0.06% | +2,689+10.5% | 加碼 |
| Brown Brothers Harriman & Co | 28,282 | $280.8 萬 | 0.02% | +626+2.3% | 加碼 |
| LRI Investments, LLC | 28,276 | $280.7 萬 | 0.71% | +28,276 | 新進 |
| Canandaigua National Bank & Trust Co | 27,915 | $277.1 萬 | 0.41% | +156+0.6% | 加碼 |
| Capital Fund Management S.A. | 27,770 | $275.7 萬 | 0.03% | +27,770 | 新進 |
| Evercore Wealth Management, LLC | 27,721 | $275.2 萬 | 0.04% | −565−2.0% | 減碼 |
| Baird Financial Group, Inc. | 27,661 | $274.6 萬 | 0.01% | −5,857−17.5% | 減碼 |
| Sandy Spring Bank | 27,351 | $271.5 萬 | 0.12% | −2,492−8.4% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 27,122 | $269.2 萬 | 0.47% | +5,518+25.5% | 加碼 |
| JB Capital LLC | 26,309 | $261.2 萬 | 0.17% | −263−1.0% | 減碼 |
| Hartford Investment Management Co | 26,132 | $259.4 萬 | 0.09% | −1,439−5.2% | 減碼 |
| Everence Capital Management Inc | 25,430 | $252.4 萬 | 0.17% | 00.0% | 不變 |
| Toroso Investments, LLC | 25,252 | $250.9 萬 | 0.04% | +8,356+49.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 25,217 | $250.3 萬 | 0.06% | −37,718−59.9% | 減碼 |
| Goodman Advisory Group, LLC | 25,165 | $249.8 萬 | 0.79% | −994−3.8% | 減碼 |
| Quest Partners LLC | 25,087 | $249.0 萬 | 0.43% | +5,013+25.0% | 加碼 |
| Silvercrest Asset Management Group LLC | 25,076 | $248.9 萬 | 0.02% | +537+2.2% | 加碼 |
| Liontrust Investment Partners LLP | 25,018 | $248.4 萬 | 0.03% | −791−3.1% | 減碼 |
| Heritage Investors Management Corp | 24,872 | $246.9 萬 | 0.09% | −115−0.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 24,605 | $244.2 萬 | 0.01% | −3,192−11.5% | 減碼 |
| Liberty Capital Management, Inc. | 24,578 | $244.0 萬 | 0.60% | +209+0.9% | 加碼 |
| Securian Asset Management, Inc | 23,880 | $237.1 萬 | 0.07% | −2,033−7.8% | 減碼 |
| Letson Investment Management, Inc. | 23,677 | $235.0 萬 | 0.99% | +528+2.3% | 加碼 |
| Louisiana State Employees Retirement System | 23,600 | $234.3 萬 | 0.05% | −1,100−4.5% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 23,500 | $233.3 萬 | 1.18% | −2,000−7.8% | 減碼 |
| YHB Investment Advisors, Inc. | 23,402 | $232.3 萬 | 0.21% | +1,560+7.1% | 加碼 |
| FORA Capital, LLC | 23,322 | $231.5 萬 | 0.19% | −3,974−14.6% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 23,142 | $229.7 萬 | 0.15% | +1,737+8.1% | 加碼 |
| Trivant Custom Portfolio Group, LLC | 23,043 | $228.7 萬 | 1.46% | +23,043 | 新進 |
| Avantax Advisory Services, Inc. | 23,019 | $228.5 萬 | 0.02% | 00.0% | 不變 |
| Private Advisor Group, LLC | 22,932 | $227.7 萬 | 0.02% | −4,808−17.3% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 22,833 | $226.7 萬 | 0.01% | +4,104+21.9% | 加碼 |
| Plato Investment Management Ltd | 22,745 | $225.8 萬 | 0.23% | +21,772+2,237.6% | 加碼 |
| Dodge & Cox | 22,260 | $221.0 萬 | 0.00% | −5,004,237−99.6% | 減碼 |
| Venture Visionary Partners LLC | 22,159 | $220.0 萬 | 0.10% | +16,738+308.8% | 加碼 |
| Vident Advisory, LLC | 21,474 | $213.2 萬 | 0.04% | −119,916−84.8% | 減碼 |
| Boston Financial Mangement LLC | 21,222 | $210.7 萬 | 0.07% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 20,608 | $204.6 萬 | 0.07% | −900−4.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 20,428 | $202.8 萬 | 0.02% | +20.0% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 20,407 | $202.6 萬 | 1.12% | +13,694+204.0% | 加碼 |
| First Eagle Investment Management, LLC | 20,048 | $199.0 萬 | 0.00% | +12,722+173.7% | 加碼 |
| Teacher Retirement System of Texas | 20,001 | $198.5 萬 | 0.01% | −31,698−61.3% | 減碼 |
| Alps Advisors Inc | 19,543 | $194.0 萬 | 0.01% | +256+1.3% | 加碼 |
| Colony Group, LLC | 19,467 | $193.2 萬 | 0.02% | +4,339+28.7% | 加碼 |
| Pinnacle Associates Ltd | 19,417 | $192.8 萬 | 0.03% | −703−3.5% | 減碼 |
| Rockland Trust Co | 19,376 | $192.3 萬 | 0.10% | −1,985−9.3% | 減碼 |
| TrimTabs Asset Management, LLC | 19,346 | $192.0 萬 | 0.48% | +19,346 | 新進 |
| Selway Asset Management | 19,271 | $191.3 萬 | 0.76% | +1,475+8.3% | 加碼 |
| Huntington National Bank | 19,233 | $190.9 萬 | 0.02% | −136−0.7% | 減碼 |
| Sherbrooke Park Advisers LLC | 19,082 | $189.4 萬 | 0.37% | +13,636+250.4% | 加碼 |
| Fifth Third Bancorp | 18,974 | $188.4 萬 | 0.01% | +1,178+6.6% | 加碼 |
| Kestra Advisory Services, LLC | 18,651 | $185.1 萬 | 0.01% | −176−0.9% | 減碼 |
| Systematic Alpha Investments, LLC | 18,610 | $184.7 萬 | 0.07% | 00.0% | 不變 |
| Savant Capital, LLC | 18,400 | $182.7 萬 | 0.02% | +525+2.9% | 加碼 |
| Whittier Trust Co of Nevada Inc | 18,333 | $182.0 萬 | 0.05% | +278+1.5% | 加碼 |
| Zurich Insurance Group Ltd | 18,200 | $180.7 萬 | 0.02% | +18,200 | 新進 |