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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 2,680 | $25.8 萬 | 0.01% | −73−2.7% | 減碼 |
| 9258 Wealth Management, LLC | 2,679 | $25.8 萬 | 0.04% | 00.0% | 不變 |
| Shelton Capital Management | 2,675 | $25.7 萬 | 0.01% | −10−0.4% | 減碼 |
| Aveo Capital Partners, LLC | 2,658 | $25.6 萬 | 0.03% | −62−2.3% | 減碼 |
| Prospera Financial Services Inc | 2,651 | $25.6 萬 | 0.01% | +212+8.7% | 加碼 |
| Stock Yards Bank & Trust Co | 2,638 | $25.4 萬 | 0.01% | −378−12.5% | 減碼 |
| Bellecapital International Ltd. | 2,624 | $25.3 萬 | 0.05% | 00.0% | 不變 |
| First National Trust Co | 2,623 | $25.2 萬 | 0.01% | −34−1.3% | 減碼 |
| Dynamic Technology Lab Private Ltd | 2,615 | $25.2 萬 | 0.03% | −13,607−83.9% | 減碼 |
| Hancock Whitney Corp | 2,617 | $25.2 萬 | 0.01% | +68+2.7% | 加碼 |
| Founders Capital Management, LLC | 2,612 | $25.1 萬 | 0.05% | +87+3.4% | 加碼 |
| Gratus Capital LLC | 2,607 | $25.1 萬 | 0.01% | +161+6.6% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,604 | $25.1 萬 | 0.04% | +62+2.4% | 加碼 |
| Sapient Capital LLC | 2,596 | $25.0 萬 | 0.01% | −59−2.2% | 減碼 |
| Brighton Jones LLC | 2,580 | $24.8 萬 | 0.01% | +124+5.0% | 加碼 |
| Forum Financial Management, LP | 2,577 | $24.8 萬 | 0.00% | +2+0.1% | 加碼 |
| Advisor OS, LLC | 2,559 | $24.6 萬 | 0.03% | +175+7.3% | 加碼 |
| Laurel Wealth Advisors LLC | 2,555 | $24.6 萬 | 0.04% | −37−1.4% | 減碼 |
| Cyndeo Wealth Partners, LLC | 2,543 | $24.5 萬 | 0.02% | −19−0.7% | 減碼 |
| Sky Investment Group LLC | 2,530 | $24.4 萬 | 0.05% | −260−9.3% | 減碼 |
| Anchor Investment Management, LLC | 2,515 | $24.2 萬 | 0.02% | −100−3.8% | 減碼 |
| Sterling Financial Planning, Inc. | 2,500 | $24.1 萬 | 0.10% | 00.0% | 不變 |
| Northeast Investment Management | 2,495 | $24.0 萬 | 0.01% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 2,483 | $23.9 萬 | 0.00% | −70−2.7% | 減碼 |
| Cobblestone Capital Advisors LLC | 2,473 | $23.8 萬 | 0.01% | 00.0% | 不變 |
| Callan Capital, LLC | 2,470 | $23.8 萬 | 0.02% | +80+3.3% | 加碼 |
| Howland Capital Management LLC | 2,469 | $23.8 萬 | 0.01% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 2,454 | $23.6 萬 | 0.02% | +10+0.4% | 加碼 |
| LMCG Investments, LLC | 2,453 | $23.6 萬 | 0.01% | −3−0.1% | 減碼 |
| Farmers Trust Co | 2,450 | $23.6 萬 | 0.05% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,488 | $23.5 萬 | 0.02% | −50−2.0% | 減碼 |
| MSH Capital Advisors LLC | 2,440 | $23.5 萬 | 0.08% | −175−6.7% | 減碼 |
| Brookstone Capital Management | 2,368 | $23.4 萬 | 0.00% | −219−8.5% | 減碼 |
| Crestwood Advisors Group LLC | 2,428 | $23.4 萬 | 0.00% | +51+2.1% | 加碼 |
| Colonial Trust Advisors | 2,424 | $23.3 萬 | 0.02% | −19−0.8% | 減碼 |
| Manning & Napier Advisors LLC | 2,424 | $23.3 萬 | 0.00% | +2,424 | 新進 |
| EntryPoint Capital, LLC | 2,411 | $23.2 萬 | 0.11% | +2,411 | 新進 |
| First City Capital Management, Inc. | 2,400 | $23.1 萬 | 0.13% | −300−11.1% | 減碼 |
| WBI Investments | 2,369 | $22.8 萬 | 0.06% | −8,274−77.7% | 減碼 |
| Natixis Investment Managers International | 2,365 | $22.8 萬 | 0.02% | −2,555−51.9% | 減碼 |
| Gladius Capital Management LP | 2,364 | $22.8 萬 | 0.23% | +2,364 | 新進 |
| Wealthspire Advisors, LLC | 2,342 | $22.5 萬 | 0.00% | −2,046−46.6% | 減碼 |
| Sentry LLC | 2,341 | $22.5 萬 | 0.04% | 00.0% | 不變 |
| Asset Dedication, LLC | 2,332 | $22.4 萬 | 0.02% | −9−0.4% | 減碼 |
| Optimum Investment Advisors | 2,325 | $22.4 萬 | 0.10% | 00.0% | 不變 |
| Montis Financial, LLC | 2,321 | $22.3 萬 | 0.10% | −87−3.6% | 減碼 |
| Charter Oak Capital Management, LLC | 2,311 | $22.2 萬 | 0.02% | −91−3.8% | 減碼 |
| Coldstream Capital Management Inc | 2,308 | $22.2 萬 | 0.01% | +180+8.5% | 加碼 |
| Conning Inc. | 2,305 | $22.2 萬 | 0.01% | +250+12.2% | 加碼 |
| Sabal Trust CO | 2,303 | $22.2 萬 | 0.01% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 2,300 | $22.1 萬 | 0.02% | 00.0% | 不變 |
| Adirondack Trust Co | 2,283 | $22.0 萬 | 0.09% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 2,275 | $21.9 萬 | 0.01% | +408+21.9% | 加碼 |
| Interchange Capital Partners, LLC | 2,267 | $21.8 萬 | 0.08% | +2,267 | 新進 |
| Naples Global Advisors, LLC | 2,265 | $21.8 萬 | 0.02% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 2,255 | $21.7 萬 | 0.09% | +448+24.8% | 加碼 |
| Maven Securities LTD | 2,245 | $21.6 萬 | 0.03% | +2,245 | 新進 |
| Capital Planning Advisors, LLC | 2,243 | $21.6 萬 | 0.04% | −85−3.7% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,218 | $21.4 萬 | 0.03% | −10.0% | 減碼 |
| Buckingham Strategic Partners | 2,215 | $21.3 萬 | 0.01% | +178+8.7% | 加碼 |
| Tyche Wealth Partners LLC | 2,205 | $21.2 萬 | 0.05% | 00.0% | 不變 |
| Chicago Trust Co NA | 2,203 | $21.2 萬 | 0.04% | −480−17.9% | 減碼 |
| Independent Advisor Alliance | 2,198 | $21.2 萬 | 0.01% | +2,198 | 新進 |
| Procyon Private Wealth Partners, LLC | 2,178 | $21.0 萬 | 0.02% | −11−0.5% | 減碼 |
| Two Sigma Securities, LLC | 2,174 | $20.9 萬 | 0.01% | +2,174 | 新進 |
| David Loasby | 2,150 | $20.8 萬 | 0.02% | +38+1.8% | 加碼 |
| Leavell Investment Management, Inc. | 2,157 | $20.8 萬 | 0.01% | 00.0% | 不變 |
| Greenwood Gearhart Inc | 2,157 | $20.8 萬 | 0.02% | −190−8.1% | 減碼 |
| Manchester Capital Management LLC | 2,152 | $20.7 萬 | 0.02% | −13−0.6% | 減碼 |
| SeaCrest Wealth Management, LLC | 2,152 | $20.7 萬 | 0.02% | +56+2.7% | 加碼 |
| Pavion Blue Capital, LLC | 2,151 | $20.7 萬 | 0.10% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 2,149 | $20.7 萬 | 0.01% | +28+1.3% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 2,149 | $20.7 萬 | 0.01% | +2,149 | 新進 |
| Haverford Trust Co | 2,148 | $20.7 萬 | 0.00% | +72+3.5% | 加碼 |
| Lake Street Advisors Group, LLC | 2,147 | $20.7 萬 | 0.01% | −419−16.3% | 減碼 |
| Bennett Selby Investments LP | 2,126 | $20.5 萬 | 0.09% | +2+0.1% | 加碼 |
| Institute for Wealth Management, LLC. | 2,122 | $20.4 萬 | 0.03% | −43−2.0% | 減碼 |
| Wellington Shields & Co., LLC | 2,116 | $20.4 萬 | 0.07% | +13+0.6% | 加碼 |
| Childress Capital Advisors, LLC | 2,116 | $20.4 萬 | 0.06% | +96+4.8% | 加碼 |
| Avestar Capital, LLC | 2,114 | $20.3 萬 | 0.02% | +2,114 | 新進 |
| Sigma Planning Corp | 2,110 | $20.3 萬 | 0.01% | −1,873−47.0% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 2,114 | $20.3 萬 | 0.01% | +2+0.1% | 加碼 |
| Hall Capital Management Co Inc | 2,100 | $20.2 萬 | 0.10% | 00.0% | 不變 |
| Arrow Financial Corp | 2,075 | $20.0 萬 | 0.02% | −17−0.8% | 減碼 |
| Quarry LP | 2,001 | $19.3 萬 | 0.08% | +1,204+151.1% | 加碼 |
| Citizens National Bank Trust Department | 1,961 | $18.9 萬 | 0.04% | +336+20.7% | 加碼 |
| Harbour Investments, Inc. | 1,952 | $18.8 萬 | 0.01% | −6−0.3% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 1,935 | $18.6 萬 | 0.10% | +800+70.5% | 加碼 |
| Penserra Capital Management LLC | 1,916 | $18.4 萬 | 0.00% | −15−0.8% | 減碼 |
| State of Wyoming | 1,889 | $18.2 萬 | 0.03% | −155−7.6% | 減碼 |
| Webster Bank, N. A. | 1,854 | $17.8 萬 | 0.02% | −1,067−36.5% | 減碼 |
| Grove Bank & Trust | 1,843 | $17.7 萬 | 0.03% | 00.0% | 不變 |
| Broadwater Capital Management LLC | 1,822 | $17.5 萬 | 0.14% | 00.0% | 不變 |
| GeoWealth Management, LLC | 1,820 | $17.5 萬 | 0.01% | +376+26.0% | 加碼 |
| Deseret Mutual Benefit Administrators | 1,749 | $16.8 萬 | 0.08% | +69+4.1% | 加碼 |
| International Assets Investment Management, LLC | 1,741 | $16.8 萬 | 0.02% | +1,741 | 新進 |
| North Star Investment Management Corp. | 1,731 | $16.7 萬 | 0.01% | −450−20.6% | 減碼 |
| Proequities, Inc. | 1,730 | $16.7 萬 | 0.01% | +31+1.8% | 加碼 |
| First Financial Corp | 1,699 | $16.4 萬 | 0.08% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 1,662 | $16.0 萬 | 0.02% | +7+0.4% | 加碼 |