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 3 季 13F 持有人
Otis Worldwide Corp 在 2024/9/30 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
- 1,200
- 較 2024 年第 2 季 +23 家
- 持有股數
- 3.60 億
- 較 2024 年第 2 季 +4,119 萬 (+12.9%)
- 總市值
- $374.0 億
- 較 2024 年第 2 季 +$67.1 億 (+21.9%)
- 新進機構
- 95
- 另有 355 家加碼
- 清倉機構
- 72
- 另有 492 家減碼
另有 14 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 1,938 | $20.1 萬 | 0.00% | +22+1.1% | 加碼 |
| Personal Cfo Solutions, LLC | 1,956 | $20.3 萬 | 0.03% | +1,956 | 新進 |
| Citizens National Bank Trust Department | 1,961 | $20.4 萬 | 0.04% | 00.0% | 不變 |
| AE Wealth Management LLC | 1,974 | $20.5 萬 | 0.00% | −974−33.0% | 減碼 |
| Cassaday & Co Wealth Management LLC | 1,977 | $20.6 萬 | 0.01% | +1,977 | 新進 |
| Becker Capital Management Inc | 1,983 | $20.6 萬 | 0.01% | +1,983 | 新進 |
| Independent Advisor Alliance | 1,987 | $20.7 萬 | 0.01% | −211−9.6% | 減碼 |
| Marathon Capital Management | 1,997 | $20.8 萬 | 0.05% | +1,997 | 新進 |
| Van Hulzen Asset Management, LLC | 2,000 | $20.8 萬 | 0.02% | −8,000−80.0% | 減碼 |
| SeaCrest Wealth Management, LLC | 2,002 | $20.8 萬 | 0.02% | −150−7.0% | 減碼 |
| Carmichael Hill & Associates, Inc. | 2,002 | $20.8 萬 | 0.08% | −253−11.2% | 減碼 |
| Savoie Capital LLC | 2,019 | $21.0 萬 | 0.03% | +2,019 | 新進 |
| Claret Asset Management Corp | 2,017 | $21.0 萬 | 0.03% | +2,017 | 新進 |
| CWA Asset Management Group, LLC | 2,021 | $21.0 萬 | 0.01% | +2,021 | 新進 |
| Cullinan Associates Inc | 2,000 | $21.1 萬 | 0.01% | +2,000 | 新進 |
| Badgley Phelps Wealth Managers, LLC | 2,028 | $21.1 萬 | 0.00% | +2,028 | 新進 |
| MJP Associates Inc | 2,039 | $21.2 萬 | 0.04% | +2,039 | 新進 |
| Manchester Capital Management LLC | 2,041 | $21.2 萬 | 0.02% | −111−5.2% | 減碼 |
| Sigma Planning Corp | 2,048 | $21.3 萬 | 0.01% | −62−2.9% | 減碼 |
| US Financial Advisors, LLC | 2,054 | $21.3 萬 | 0.07% | +2,054 | 新進 |
| Childress Capital Advisors, LLC | 2,073 | $21.5 萬 | 0.06% | −43−2.0% | 減碼 |
| Arrow Financial Corp | 2,075 | $21.6 萬 | 0.02% | 00.0% | 不變 |
| Avestar Capital, LLC | 2,085 | $21.7 萬 | 0.02% | −29−1.4% | 減碼 |
| David Loasby | 2,082 | $21.7 萬 | 0.02% | −68−3.2% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 2,102 | $21.8 萬 | 0.01% | −12−0.6% | 減碼 |
| Institute for Wealth Management, LLC. | 2,099 | $21.8 萬 | 0.03% | −23−1.1% | 減碼 |
| Montis Financial, LLC | 2,106 | $21.9 萬 | 0.08% | −215−9.3% | 減碼 |
| Massmutual Trust Co FSB | 2,107 | $21.9 萬 | 0.01% | −168−7.4% | 減碼 |
| Bennett Selby Investments LP | 2,126 | $22.1 萬 | 0.09% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 2,130 | $22.1 萬 | 0.01% | −19−0.9% | 減碼 |
| Wellington Shields & Co., LLC | 2,137 | $22.2 萬 | 0.07% | +21+1.0% | 加碼 |
| Lake Street Advisors Group, LLC | 2,143 | $22.3 萬 | 0.01% | −4−0.2% | 減碼 |
| Pavion Blue Capital, LLC | 2,151 | $22.4 萬 | 0.10% | 00.0% | 不變 |
| Leavell Investment Management, Inc. | 2,157 | $22.4 萬 | 0.01% | 00.0% | 不變 |
| Greenwood Gearhart Inc | 2,157 | $22.4 萬 | 0.02% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,174 | $22.6 萬 | 0.01% | +222+11.4% | 加碼 |
| Procyon Private Wealth Partners, LLC | 2,178 | $22.6 萬 | 0.02% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 2,182 | $22.7 萬 | 0.02% | +2,182 | 新進 |
| Keebeck Alpha, LP | 2,182 | $22.7 萬 | 0.15% | +2,182 | 新進 |
| Northeast Investment Management | 2,195 | $22.8 萬 | 0.01% | −300−12.0% | 減碼 |
| Tyche Wealth Partners LLC | 2,207 | $22.9 萬 | 0.05% | +2+0.1% | 加碼 |
| Change Path, LLC | 2,210 | $23.0 萬 | 0.01% | +2,210 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 2,218 | $23.1 萬 | 0.03% | 00.0% | 不變 |
| Buckingham Strategic Partners | 2,222 | $23.1 萬 | 0.00% | +7+0.3% | 加碼 |
| Optimum Investment Advisors | 2,262 | $23.5 萬 | 0.10% | −63−2.7% | 減碼 |
| Interchange Capital Partners, LLC | 2,267 | $23.6 萬 | 0.08% | 00.0% | 不變 |
| Hancock Whitney Corp | 2,271 | $23.6 萬 | 0.01% | −346−13.2% | 減碼 |
| Adirondack Trust Co | 2,273 | $23.6 萬 | 0.09% | −10−0.4% | 減碼 |
| Wealthspire Advisors, LLC | 2,275 | $23.6 萬 | 0.00% | −67−2.9% | 減碼 |
| Gladius Capital Management LP | 2,278 | $23.7 萬 | 0.14% | −86−3.6% | 減碼 |
| Naples Global Advisors, LLC | 2,283 | $23.7 萬 | 0.02% | +18+0.8% | 加碼 |
| Asset Dedication, LLC | 2,285 | $23.7 萬 | 0.02% | −47−2.0% | 減碼 |
| Lowe Brockenbrough & Co Inc | 2,290 | $23.8 萬 | 0.02% | −634−21.7% | 減碼 |
| AlTi Global, Inc. | 2,291 | $23.8 萬 | 0.01% | −938−29.0% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 2,294 | $23.8 萬 | 0.01% | −638−21.8% | 減碼 |
| Washington Trust Advisors, Inc. | 2,300 | $23.9 萬 | 0.02% | 00.0% | 不變 |
| Sabal Trust CO | 2,303 | $23.9 萬 | 0.01% | 00.0% | 不變 |
| Conning Inc. | 2,304 | $23.9 萬 | 0.01% | −10.0% | 減碼 |
| Haverford Trust Co | 2,328 | $24.2 萬 | 0.00% | +180+8.4% | 加碼 |
| Baader Bank INC | 2,336 | $24.3 萬 | 0.02% | +2,336 | 新進 |
| State of Wyoming | 2,337 | $24.3 萬 | 0.03% | +448+23.7% | 加碼 |
| Sentry LLC | 2,341 | $24.3 萬 | 0.05% | 00.0% | 不變 |
| Brookstone Capital Management | 2,364 | $24.6 萬 | 0.00% | −4−0.2% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,367 | $24.6 萬 | 0.03% | −237−9.1% | 減碼 |
| Spinnaker Trust | 2,390 | $24.8 萬 | 0.02% | −380−13.7% | 減碼 |
| First City Capital Management, Inc. | 2,400 | $24.9 萬 | 0.13% | 00.0% | 不變 |
| Colonial Trust Advisors | 2,412 | $25.1 萬 | 0.02% | −12−0.5% | 減碼 |
| Manning & Napier Advisors LLC | 2,424 | $25.2 萬 | 0.00% | 00.0% | 不變 |
| First Foundation Advisors | 2,439 | $25.4 萬 | 0.01% | −620−20.3% | 減碼 |
| MSH Capital Advisors LLC | 2,440 | $25.4 萬 | 0.08% | 00.0% | 不變 |
| Great Lakes Advisors, LLC | 2,452 | $25.5 萬 | 0.00% | +2,452 | 新進 |
| LMCG Investments, LLC | 2,453 | $25.5 萬 | 0.02% | 00.0% | 不變 |
| Farmers Trust Co | 2,463 | $25.6 萬 | 0.05% | +13+0.5% | 加碼 |
| Howland Capital Management LLC | 2,469 | $25.7 萬 | 0.01% | 00.0% | 不變 |
| Verition Fund Management LLC | 2,475 | $25.7 萬 | 0.00% | −1,346−35.2% | 減碼 |
| Prospera Financial Services Inc | 2,472 | $25.7 萬 | 0.01% | −179−6.8% | 減碼 |
| Arkadios Wealth Advisors | 2,497 | $26.0 萬 | 0.01% | +2,497 | 新進 |
| Sky Investment Group LLC | 2,498 | $26.0 萬 | 0.05% | −32−1.3% | 減碼 |
| Sterling Financial Planning, Inc. | 2,500 | $26.0 萬 | 0.10% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 2,503 | $26.0 萬 | 0.01% | −135−5.1% | 減碼 |
| Brighton Jones LLC | 2,512 | $26.1 萬 | 0.01% | −68−2.6% | 減碼 |
| Anchor Investment Management, LLC | 2,515 | $26.1 萬 | 0.02% | 00.0% | 不變 |
| Court Place Advisors, LLC | 2,522 | $26.2 萬 | 0.08% | −188−6.9% | 減碼 |
| Charter Oak Capital Management, LLC | 2,526 | $26.3 萬 | 0.02% | +215+9.3% | 加碼 |
| Founders Capital Management, LLC | 2,537 | $26.4 萬 | 0.05% | −75−2.9% | 減碼 |
| Laurel Wealth Advisors LLC | 2,555 | $26.6 萬 | 0.04% | 00.0% | 不變 |
| Shelton Capital Management | 2,559 | $26.6 萬 | 0.01% | −116−4.3% | 減碼 |
| Coldstream Capital Management Inc | 2,580 | $26.7 萬 | 0.01% | +272+11.8% | 加碼 |
| Sapient Capital LLC | 2,570 | $26.7 萬 | 0.01% | −26−1.0% | 減碼 |
| Gillespie Robinson & Grimm Inc | 2,582 | $26.8 萬 | 0.02% | −300−10.4% | 減碼 |
| Forum Financial Management, LP | 2,582 | $26.8 萬 | 0.00% | +5+0.2% | 加碼 |
| Fort, L.P. | 2,589 | $26.9 萬 | 0.68% | −121−4.5% | 減碼 |
| First National Trust Co | 2,602 | $27.0 萬 | 0.01% | −21−0.8% | 減碼 |
| Howard Capital Management Inc. | 2,602 | $27.0 萬 | 0.00% | +2,602 | 新進 |
| Bellecapital International Ltd. | 2,624 | $27.3 萬 | 0.05% | 00.0% | 不變 |
| Premier Path Wealth Partners, LLC | 2,631 | $27.3 萬 | 0.04% | −91−3.3% | 減碼 |
| Aveo Capital Partners, LLC | 2,658 | $27.6 萬 | 0.03% | 00.0% | 不變 |
| Cobblestone Capital Advisors LLC | 2,667 | $27.7 萬 | 0.02% | +194+7.8% | 加碼 |
| Clarius Group, LLC | 2,684 | $27.8 萬 | 0.02% | −105−3.8% | 減碼 |
| Chicago Trust Co NA | 2,678 | $27.8 萬 | 0.05% | +475+21.6% | 加碼 |