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 2 季 13F 持有人
Otis Worldwide Corp 在 2024/6/30 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
- 1,191
- 較 2024 年第 1 季 +6 家
- 持有股數
- 3.54 億
- 較 2024 年第 1 季 +535.4 萬 (+1.5%)
- 總市值
- $340.5 億
- 較 2024 年第 1 季 −$5.17 億 (−1.5%)
- 新進機構
- 81
- 另有 396 家加碼
- 清倉機構
- 75
- 另有 455 家減碼
另有 17 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Freestone Capital Holdings, LLC | 5,281 | $50.8 萬 | 0.02% | −8−0.2% | 減碼 |
| Grimes & Company, Inc. | 5,220 | $50.2 萬 | 0.02% | −105−2.0% | 減碼 |
| Valley Brook Capital Group | 5,215 | $50.2 萬 | 0.39% | 00.0% | 不變 |
| Catalyst Funds Management Pty Ltd | 5,200 | $50.1 萬 | 0.13% | +3,800+271.4% | 加碼 |
| TD Waterhouse Canada Inc. | 5,240 | $49.8 萬 | 0.00% | +321+6.5% | 加碼 |
| Silver Oak Securities, Inc | 5,171 | $49.8 萬 | 0.07% | 00.0% | 不變 |
| Mutual Advisors, LLC | 5,336 | $49.6 萬 | 0.01% | +25+0.5% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 5,147 | $49.5 萬 | 0.01% | −8,117−61.2% | 減碼 |
| Umb Bank N A | 5,091 | $49.0 萬 | 0.01% | +196+4.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 5,057 | $48.7 萬 | 0.01% | +309+6.5% | 加碼 |
| Stephens Inc | 5,049 | $48.6 萬 | 0.01% | −67−1.3% | 減碼 |
| Walleye Capital LLC | 5,002 | $48.1 萬 | 0.01% | −8,070−61.7% | 減碼 |
| Moors & Cabot, Inc. | 4,972 | $47.9 萬 | 0.03% | +357+7.7% | 加碼 |
| Diversified Trust Co | 4,948 | $47.6 萬 | 0.01% | −43−0.9% | 減碼 |
| Monterey Private Wealth, Inc. | 4,943 | $47.6 萬 | 0.18% | 00.0% | 不變 |
| NorthCrest Asset Manangement, LLC | 4,934 | $47.5 萬 | 0.02% | −140−2.8% | 減碼 |
| Aull & Monroe Investment Management Corp | 4,920 | $47.4 萬 | 0.23% | −13−0.3% | 減碼 |
| Checchi Capital Advisers, LLC | 4,882 | $47.0 萬 | 0.04% | +84+1.8% | 加碼 |
| Headinvest, LLC | 4,881 | $47.0 萬 | 0.09% | −475−8.9% | 減碼 |
| TownSquare Capital, LLC | 4,866 | $46.8 萬 | 0.01% | +282+6.2% | 加碼 |
| Zions Bancorporation, N.A. | 4,860 | $46.8 萬 | 0.04% | −3,269−40.2% | 減碼 |
| Charter Trust Co | 4,844 | $46.6 萬 | 0.03% | +158+3.4% | 加碼 |
| Busey Wealth Management | 4,766 | $45.9 萬 | 0.02% | +238+5.3% | 加碼 |
| Trust Co of Virginia | 4,750 | $45.7 萬 | 0.04% | −106−2.2% | 減碼 |
| Fullerton Fund Management Co Ltd. | 4,748 | $45.7 萬 | 0.02% | +4,748 | 新進 |
| Valeo Financial Advisors, LLC | 4,732 | $45.5 萬 | 0.01% | −95−2.0% | 減碼 |
| Excalibur Management Corp | 4,727 | $45.5 萬 | 0.19% | −29−0.6% | 減碼 |
| Verdence Capital Advisors LLC | 4,713 | $45.4 萬 | 0.04% | −246−5.0% | 減碼 |
| Choate Investment Advisors | 4,711 | $45.3 萬 | 0.01% | −38−0.8% | 減碼 |
| Two Sigma Advisers, LP | 4,700 | $45.2 萬 | 0.00% | +4,700 | 新進 |
| Sovereign Financial Group, Inc. | 4,688 | $45.1 萬 | 0.11% | +13+0.3% | 加碼 |
| Geller Advisors LLC | 4,688 | $45.1 萬 | 0.03% | +120+2.6% | 加碼 |
| Moody National Bank Trust Division | 4,680 | $45.0 萬 | 0.04% | −71−1.5% | 減碼 |
| Everett Harris & Co | 4,667 | $44.9 萬 | 0.01% | +448+10.6% | 加碼 |
| Shayne & Co., LLC | 4,601 | $44.3 萬 | 0.12% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 4,597 | $44.3 萬 | 0.03% | +269+6.2% | 加碼 |
| Pinnacle Financial Partners Inc | 4,574 | $44.1 萬 | 0.01% | +16+0.4% | 加碼 |
| Core Wealth Partners LLC | 4,570 | $44.0 萬 | 0.30% | 00.0% | 不變 |
| Wedbush Securities Inc | 4,553 | $43.8 萬 | 0.02% | −228−4.8% | 減碼 |
| Radnor Capital Management, LLC | 4,552 | $43.8 萬 | 0.13% | +105+2.4% | 加碼 |
| Beck Mack & Oliver LLC | 4,547 | $43.8 萬 | 0.01% | 00.0% | 不變 |
| 1st Source Bank | 4,543 | $43.7 萬 | 0.03% | +13+0.3% | 加碼 |
| IHT Wealth Management, LLC | 4,529 | $43.6 萬 | 0.02% | +452+11.1% | 加碼 |
| Mirova | 4,505 | $43.4 萬 | 0.08% | +4,505 | 新進 |
| Gabelli Funds LLC | 4,500 | $43.3 萬 | 0.00% | −700−13.5% | 減碼 |
| Allworth Financial LP | 4,432 | $43.3 萬 | 0.00% | −27−0.6% | 減碼 |
| Exencial Wealth Advisors, LLC | 4,437 | $42.7 萬 | 0.02% | −5−0.1% | 減碼 |
| Archer Investment Corp | 4,263 | $42.7 萬 | 0.12% | +21+0.5% | 加碼 |
| Forte Capital LLC | 4,430 | $42.6 萬 | 0.05% | 00.0% | 不變 |
| Caldwell Trust Co | 4,412 | $42.5 萬 | 0.05% | −315−6.7% | 減碼 |
| Pointe Capital Management LLC | 4,326 | $41.6 萬 | 0.26% | 00.0% | 不變 |
| Westpac Banking Corp | 4,306 | $41.4 萬 | 0.03% | 00.0% | 不變 |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $41.4 萬 | 0.13% | 00.0% | 不變 |
| Drexel Morgan & Co. | 4,288 | $41.3 萬 | 0.09% | 00.0% | 不變 |
| Tucker Asset Management LLC | 4,267 | $41.1 萬 | 0.09% | +87+2.1% | 加碼 |
| Waldron Private Wealth LLC | 4,263 | $41.0 萬 | 0.02% | +3+0.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,255 | $41.0 萬 | 0.01% | −231−5.1% | 減碼 |
| Cigna Investments Inc | 4,250 | $40.9 萬 | 0.08% | −36−0.8% | 減碼 |
| Fifth Third Wealth Advisors LLC | 4,234 | $40.8 萬 | 0.03% | +4,234 | 新進 |
| Graypoint LLC | 4,219 | $40.6 萬 | 0.03% | +232+5.8% | 加碼 |
| Boston Trust Walden Corp | 4,198 | $40.4 萬 | 0.00% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 4,179 | $40.2 萬 | 0.01% | −3,781−47.5% | 減碼 |
| Quadrant Capital Group LLC | 4,167 | $40.1 萬 | 0.03% | +478+13.0% | 加碼 |
| Larson Financial Group LLC | 4,165 | $40.1 萬 | 0.03% | +288+7.4% | 加碼 |
| Bokf, NA | 4,165 | $40.1 萬 | 0.01% | −263−5.9% | 減碼 |
| Schnieders Capital Management LLC | 4,144 | $39.9 萬 | 0.08% | 00.0% | 不變 |
| Shakespeare Wealth Management, Inc. | 4,142 | $39.9 萬 | 0.12% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 4,140 | $39.9 萬 | 0.01% | +671+19.3% | 加碼 |
| Kraematon Investment Advisors, Inc | 4,104 | $39.5 萬 | 0.40% | +10+0.2% | 加碼 |
| CTC Alternative Strategies, Ltd. | 4,093 | $39.4 萬 | 0.17% | +4,093 | 新進 |
| Fiduciary Group LLC | 4,086 | $39.3 萬 | 0.04% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 4,077 | $39.2 萬 | 0.02% | +4,077 | 新進 |
| HBK Sorce Advisory LLC | 4,072 | $39.2 萬 | 0.01% | −480−10.5% | 減碼 |
| Global Retirement Partners, LLC | 4,062 | $39.1 萬 | 0.01% | +2,652+188.1% | 加碼 |
| Invesco, LLC | 4,008 | $38.6 萬 | 0.16% | 00.0% | 不變 |
| Knollwood Investment Advisory, LLC | 4,008 | $38.6 萬 | 0.04% | +4,008 | 新進 |
| Bridgewater Associates, LP | 3,992 | $38.4 萬 | 0.00% | +3,992 | 新進 |
| Atwood & Palmer Inc | 3,975 | $38.3 萬 | 0.03% | −50−1.2% | 減碼 |
| Boston Private Wealth LLC | 3,965 | $38.2 萬 | 0.01% | −492−11.0% | 減碼 |
| Mather Group, LLC. | 3,802 | $37.7 萬 | 0.00% | +1,771+87.2% | 加碼 |
| Kinneret Advisory, LLC | 3,893 | $37.5 萬 | 0.04% | +259+7.1% | 加碼 |
| Dover Advisors, LLC | 3,866 | $37.2 萬 | 0.23% | −395−9.3% | 減碼 |
| Rothschild Investment LLC | 3,853 | $37.1 萬 | 0.03% | −77−2.0% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 3,852 | $37.1 萬 | 0.04% | +76+2.0% | 加碼 |
| Patten & Patten Inc | 3,843 | $37.0 萬 | 0.03% | 00.0% | 不變 |
| GYL Financial Synergies, LLC | 3,828 | $36.9 萬 | 0.03% | +16+0.4% | 加碼 |
| City Holding Co | 3,827 | $36.8 萬 | 0.05% | +159+4.3% | 加碼 |
| Verition Fund Management LLC | 3,821 | $36.8 萬 | 0.00% | −7,072−64.9% | 減碼 |
| Robinson Smith Wealth Advisors LLC | 3,776 | $36.3 萬 | 0.32% | 00.0% | 不變 |
| First Western Trust Bank | 3,775 | $36.3 萬 | 0.02% | −125−3.2% | 減碼 |
| Aberdeen Wealth Management LLC | 3,724 | $35.8 萬 | 0.24% | −250−6.3% | 減碼 |
| Gamco Investors, Inc. Et Al | 3,720 | $35.8 萬 | 0.00% | −26−0.7% | 減碼 |
| Foster & Motley Inc | 3,705 | $35.7 萬 | 0.02% | −65−1.7% | 減碼 |
| CX Institutional | 3,702 | $35.6 萬 | 0.02% | −24−0.6% | 減碼 |
| Intrua Financial, LLC | 3,697 | $35.6 萬 | 0.06% | −293−7.3% | 減碼 |
| QSV Equity Investors LLC | 3,695 | $35.6 萬 | 0.37% | −72−1.9% | 減碼 |
| Morningstar Investment Services LLC | 3,626 | $34.8 萬 | 0.00% | +367+11.3% | 加碼 |
| Concurrent Investment Advisors, LLC | 3,614 | $34.8 萬 | 0.01% | +3,614 | 新進 |
| Old National Bancorp | 3,610 | $34.7 萬 | 0.01% | +436+13.7% | 加碼 |
| First Citizens Bank & Trust Co | 3,600 | $34.7 萬 | 0.01% | −30−0.8% | 減碼 |