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 |
|---|---|---|---|---|---|
| Fortune Financial Advisors, LLC | 3,569 | $37.1 萬 | 0.34% | +2+0.1% | 加碼 |
| GSB Wealth Management, LLC | 3,575 | $37.2 萬 | 0.10% | +4+0.1% | 加碼 |
| Bell Investment Advisors, Inc | 3,592 | $37.3 萬 | 0.07% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 3,596 | $37.4 萬 | 0.02% | +653+22.2% | 加碼 |
| Capstone Investment Advisors, LLC | 3,612 | $37.5 萬 | 0.01% | +3,612 | 新進 |
| Aberdeen Wealth Management LLC | 3,624 | $37.7 萬 | 0.25% | −100−2.7% | 減碼 |
| EntryPoint Capital, LLC | 3,658 | $38.0 萬 | 0.22% | +1,247+51.7% | 加碼 |
| Global Retirement Partners, LLC | 3,683 | $38.3 萬 | 0.01% | −379−9.3% | 減碼 |
| Fractal Investments LLC | 3,690 | $38.4 萬 | 0.06% | −5,710−60.7% | 減碼 |
| QSV Equity Investors LLC | 3,695 | $38.4 萬 | 0.36% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 3,697 | $38.4 萬 | 0.01% | +83+2.3% | 加碼 |
| Bokf, NA | 3,685 | $38.4 萬 | 0.01% | −480−11.5% | 減碼 |
| Gamco Investors, Inc. Et Al | 3,720 | $38.7 萬 | 0.00% | 00.0% | 不變 |
| Foster & Motley Inc | 3,734 | $38.8 萬 | 0.02% | +29+0.8% | 加碼 |
| Rothschild Investment LLC | 3,733 | $38.8 萬 | 0.03% | −120−3.1% | 減碼 |
| CX Institutional | 3,749 | $39.0 萬 | 0.02% | +47+1.3% | 加碼 |
| First Western Trust Bank | 3,770 | $39.2 萬 | 0.02% | −5−0.1% | 減碼 |
| Robinson Smith Wealth Advisors LLC | 3,776 | $39.2 萬 | 0.33% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 3,804 | $39.5 萬 | 0.01% | −268−6.6% | 減碼 |
| GYL Financial Synergies, LLC | 3,815 | $39.6 萬 | 0.03% | −13−0.3% | 減碼 |
| Kinneret Advisory, LLC | 3,843 | $39.9 萬 | 0.04% | −50−1.3% | 減碼 |
| Headinvest, LLC | 3,888 | $40.4 萬 | 0.07% | −993−20.3% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 3,930 | $40.8 萬 | 0.01% | −23,000−85.4% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 3,938 | $40.9 萬 | 0.03% | +86+2.2% | 加碼 |
| Quadrant Capital Group LLC | 3,972 | $41.3 萬 | 0.03% | −195−4.7% | 減碼 |
| Atwood & Palmer Inc | 3,975 | $41.3 萬 | 0.03% | 00.0% | 不變 |
| Invesco, LLC | 3,983 | $41.4 萬 | 0.17% | −25−0.6% | 減碼 |
| BSW Wealth Partners | 3,987 | $41.4 萬 | 0.06% | +918+29.9% | 加碼 |
| Kraematon Investment Advisors, Inc | 4,006 | $41.6 萬 | 0.41% | −98−2.4% | 減碼 |
| Knollwood Investment Advisory, LLC | 4,008 | $41.7 萬 | 0.04% | 00.0% | 不變 |
| iA Global Asset Management Inc. | 4,013 | $41.7 萬 | 0.01% | −6,820−63.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,057 | $42.2 萬 | 0.01% | −198−4.7% | 減碼 |
| Fiduciary Group LLC | 4,086 | $42.5 萬 | 0.04% | 00.0% | 不變 |
| Graypoint LLC | 4,115 | $42.8 萬 | 0.03% | −104−2.5% | 減碼 |
| Shakespeare Wealth Management, Inc. | 4,152 | $43.2 萬 | 0.11% | +10+0.2% | 加碼 |
| Cigna Investments Inc | 4,162 | $43.2 萬 | 0.08% | −88−2.1% | 減碼 |
| First Horizon Advisors, Inc. | 4,164 | $43.3 萬 | 0.01% | +24+0.6% | 加碼 |
| Monterey Private Wealth, Inc. | 4,175 | $43.4 萬 | 0.15% | −768−15.5% | 減碼 |
| Boston Trust Walden Corp | 4,198 | $43.6 萬 | 0.00% | 00.0% | 不變 |
| Schnieders Capital Management LLC | 4,213 | $43.8 萬 | 0.08% | +69+1.7% | 加碼 |
| Fifth Third Wealth Advisors LLC | 4,254 | $44.2 萬 | 0.03% | +20+0.5% | 加碼 |
| Wolverine Trading, LLC | 4,250 | $44.4 萬 | 0.01% | +4,250 | 新進 |
| Drexel Morgan & Co. | 4,288 | $44.6 萬 | 0.08% | 00.0% | 不變 |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $44.7 萬 | 0.13% | 00.0% | 不變 |
| Westpac Banking Corp | 4,306 | $44.8 萬 | 0.03% | 00.0% | 不變 |
| Pointe Capital Management LLC | 4,326 | $45.0 萬 | 0.26% | 00.0% | 不變 |
| Caldwell Trust Co | 4,337 | $45.1 萬 | 0.05% | −75−1.7% | 減碼 |
| Mutual Advisors, LLC | 4,467 | $45.8 萬 | 0.01% | −869−16.3% | 減碼 |
| Forte Capital LLC | 4,413 | $45.9 萬 | 0.05% | −17−0.4% | 減碼 |
| Pitcairn Co | 4,420 | $45.9 萬 | 0.03% | −1,107−20.0% | 減碼 |
| 1st Source Bank | 4,429 | $46.0 萬 | 0.03% | −114−2.5% | 減碼 |
| Exencial Wealth Advisors, LLC | 4,464 | $46.4 萬 | 0.02% | +27+0.6% | 加碼 |
| Allworth Financial LP | 4,470 | $46.5 萬 | 0.00% | +38+0.9% | 加碼 |
| Beck Mack & Oliver LLC | 4,472 | $46.5 萬 | 0.01% | −75−1.6% | 減碼 |
| Qtron Investments LLC | 4,478 | $46.5 萬 | 0.06% | −10,180−69.5% | 減碼 |
| Millennium Management LLC | 4,492 | $46.7 萬 | 0.00% | −223,963−98.0% | 減碼 |
| DRW Securities, LLC | 4,492 | $46.7 萬 | 0.03% | +4,492 | 新進 |
| Gabelli Funds LLC | 4,500 | $46.8 萬 | 0.00% | 00.0% | 不變 |
| Mirova | 4,505 | $46.8 萬 | 0.08% | 00.0% | 不變 |
| Excalibur Management Corp | 4,536 | $47.1 萬 | 0.18% | −191−4.0% | 減碼 |
| Charter Trust Co | 4,544 | $47.2 萬 | 0.03% | −300−6.2% | 減碼 |
| Siemens Fonds Invest GmbH | 4,566 | $47.5 萬 | 0.04% | −31−0.7% | 減碼 |
| Core Wealth Partners LLC | 4,570 | $47.5 萬 | 0.29% | 00.0% | 不變 |
| Choate Investment Advisors | 4,574 | $47.5 萬 | 0.01% | −137−2.9% | 減碼 |
| TD Waterhouse Canada Inc. | 4,591 | $47.6 萬 | 0.00% | −649−12.4% | 減碼 |
| Wedbush Securities Inc | 4,601 | $47.8 萬 | 0.02% | +48+1.1% | 加碼 |
| Waldron Private Wealth LLC | 4,612 | $47.9 萬 | 0.02% | +349+8.2% | 加碼 |
| Philadelphia Trust Co | 4,624 | $48.1 萬 | 0.03% | −2,804−37.7% | 減碼 |
| Sovereign Financial Group, Inc. | 4,629 | $48.1 萬 | 0.11% | −59−1.3% | 減碼 |
| Geller Advisors LLC | 4,640 | $48.2 萬 | 0.03% | −48−1.0% | 減碼 |
| City Holding Co | 4,644 | $48.3 萬 | 0.07% | +817+21.3% | 加碼 |
| Aptus Capital Advisors, LLC | 4,645 | $48.3 萬 | 0.01% | +1,073+30.0% | 加碼 |
| CAPROCK Group, Inc. | 4,661 | $48.4 萬 | 0.02% | −1,118−19.3% | 減碼 |
| Trust Co of Virginia | 4,696 | $48.8 萬 | 0.04% | −54−1.1% | 減碼 |
| Valeo Financial Advisors, LLC | 4,716 | $49.0 萬 | 0.01% | −16−0.3% | 減碼 |
| Aull & Monroe Investment Management Corp | 4,725 | $49.1 萬 | 0.23% | −195−4.0% | 減碼 |
| Zions Bancorporation, N.A. | 4,732 | $49.2 萬 | 0.04% | −128−2.6% | 減碼 |
| Caxton Associates LP | 4,749 | $49.4 萬 | 0.02% | +4,749 | 新進 |
| Verdence Capital Advisors LLC | 4,753 | $49.4 萬 | 0.04% | +40+0.8% | 加碼 |
| Radnor Capital Management, LLC | 4,776 | $49.6 萬 | 0.07% | +224+4.9% | 加碼 |
| Umb Bank N A | 4,792 | $49.8 萬 | 0.01% | −299−5.9% | 減碼 |
| ISAM Funds (UK) Ltd | 4,843 | $50.3 萬 | 0.29% | −5,024−50.9% | 減碼 |
| Prime Capital Investment Advisors, LLC | 4,859 | $50.5 萬 | 0.01% | −198−3.9% | 減碼 |
| Baker Avenue Asset Management, LP | 4,884 | $50.8 萬 | 0.02% | +4,884 | 新進 |
| Profund Advisors LLC | 4,917 | $51.1 萬 | 0.02% | −1,583−24.4% | 減碼 |
| Archer Investment Corp | 4,263 | $51.2 萬 | 0.14% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 4,944 | $51.4 萬 | 0.01% | +2,795+130.1% | 加碼 |
| Stephens Inc | 4,950 | $51.4 萬 | 0.01% | −99−2.0% | 減碼 |
| Busey Wealth Management | 4,951 | $51.5 萬 | 0.02% | +185+3.9% | 加碼 |
| Everett Harris & Co | 4,967 | $51.6 萬 | 0.01% | +300+6.4% | 加碼 |
| Signaturefd, LLC | 4,983 | $51.8 萬 | 0.01% | −458−8.4% | 減碼 |
| Moors & Cabot, Inc. | 4,993 | $51.9 萬 | 0.03% | +21+0.4% | 加碼 |
| Checchi Capital Advisers, LLC | 5,034 | $52.3 萬 | 0.04% | +152+3.1% | 加碼 |
| Atria Wealth Solutions, Inc. | 5,046 | $52.4 萬 | 0.01% | −2,147−29.8% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 5,087 | $52.9 萬 | 0.01% | −60−1.2% | 減碼 |
| Diversify Advisory Services, LLC | 5,136 | $52.9 萬 | 0.03% | −807−13.6% | 減碼 |
| NorthCrest Asset Manangement, LLC | 5,110 | $53.1 萬 | 0.02% | +176+3.6% | 加碼 |
| Valley Brook Capital Group | 5,115 | $53.2 萬 | 0.38% | −100−1.9% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 4,356 | $53.7 萬 | 0.00% | +1,857+74.3% | 加碼 |
| TownSquare Capital, LLC | 5,225 | $54.3 萬 | 0.01% | +359+7.4% | 加碼 |