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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 5,251 | $54.6 萬 | 0.01% | −1,506−22.3% | 減碼 |
| Acadian Asset Management LLC | 5,302 | $55.0 萬 | 0.00% | −8,033−60.2% | 減碼 |
| Freestone Capital Holdings, LLC | 5,300 | $55.1 萬 | 0.02% | +19+0.4% | 加碼 |
| Investment Advisory Services Inc | 5,303 | $55.1 萬 | 0.19% | −256−4.6% | 減碼 |
| Jones Financial Companies LLLP | 5,315 | $55.5 萬 | 0.00% | +2,169+68.9% | 加碼 |
| GAMMA Investing LLC | 5,390 | $56.0 萬 | 0.06% | −25−0.5% | 減碼 |
| Wetherby Asset Management Inc | 5,439 | $56.5 萬 | 0.03% | −645−10.6% | 減碼 |
| IHT Wealth Management, LLC | 5,464 | $56.8 萬 | 0.02% | +935+20.6% | 加碼 |
| Optas, LLC | 5,522 | $57.4 萬 | 0.13% | +118+2.2% | 加碼 |
| Wendell David Associates Inc | 5,519 | $57.4 萬 | 0.05% | −440−7.4% | 減碼 |
| Moody National Bank Trust Division | 5,550 | $57.7 萬 | 0.06% | +870+18.6% | 加碼 |
| LGT Group Foundation | 5,516 | $57.8 萬 | 0.01% | +210+4.0% | 加碼 |
| Ingalls & Snyder LLC | 5,578 | $58.0 萬 | 0.02% | −25−0.4% | 減碼 |
| Montag A & Associates Inc | 5,616 | $58.4 萬 | 0.03% | −29−0.5% | 減碼 |
| Bull Street Advisors, LLC | 5,632 | $58.5 萬 | 0.27% | −13−0.2% | 減碼 |
| Grimes & Company, Inc. | 5,633 | $58.5 萬 | 0.02% | +413+7.9% | 加碼 |
| Moneta Group Investment Advisors LLC | 5,673 | $59.0 萬 | 0.01% | −59−1.0% | 減碼 |
| Quotient Wealth Partners, LLC | 5,699 | $59.2 萬 | 0.02% | −174−3.0% | 減碼 |
| Holderness Investments Co | 5,739 | $59.7 萬 | 0.13% | −47−0.8% | 減碼 |
| Garrison Point Advisors, LLC | 5,745 | $59.7 萬 | 0.37% | 00.0% | 不變 |
| Silver Oak Securities, Inc | 5,881 | $59.7 萬 | 0.06% | +710+13.7% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 5,849 | $60.8 萬 | 0.01% | −8,508−59.3% | 減碼 |
| Allred Capital Management, LLC | 5,911 | $61.4 萬 | 0.24% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 5,921 | $61.5 萬 | 0.05% | −170−2.8% | 減碼 |
| Ahl Investment Management, Inc. | 5,942 | $61.8 萬 | 0.43% | 00.0% | 不變 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,035 | $62.7 萬 | 0.06% | −472−7.3% | 減碼 |
| Soltis Investment Advisors LLC | 6,092 | $63.3 萬 | 0.06% | +4+0.1% | 加碼 |
| Penobscot Investment Management Company, Inc. | 6,103 | $63.4 萬 | 0.06% | +758+14.2% | 加碼 |
| Central Trust Co | 6,103 | $63.4 萬 | 0.01% | −1,279−17.3% | 減碼 |
| Meridian Management Co | 6,104 | $63.4 萬 | 0.16% | −20−0.3% | 減碼 |
| Wedmont Private Capital | 6,101 | $63.5 萬 | 0.04% | −390−6.0% | 減碼 |
| Quest Partners LLC | 6,187 | $64.3 萬 | 0.06% | −5,384−46.5% | 減碼 |
| Means Investment Co., Inc. | 6,189 | $64.3 萬 | 0.07% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 6,202 | $64.5 萬 | 0.05% | +2,698+77.0% | 加碼 |
| Diversify Wealth Management, LLC | 6,280 | $64.6 萬 | 0.06% | +717+12.9% | 加碼 |
| Axq Capital, LP | 6,274 | $65.2 萬 | 0.20% | +6,274 | 新進 |
| Sentry Investment Management LLC | 6,300 | $65.5 萬 | 0.28% | +187+3.1% | 加碼 |
| ICW Investment Advisors LLC | 6,329 | $65.8 萬 | 0.27% | +82+1.3% | 加碼 |
| Simmons Bank | 6,349 | $66.0 萬 | 0.05% | −110−1.7% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 6,363 | $66.1 萬 | 0.01% | +227+3.7% | 加碼 |
| Cooper Financial Group | 6,376 | $66.3 萬 | 0.09% | −913−12.5% | 減碼 |
| Auto-Owners Insurance Co | 6,393 | $66.4 萬 | 0.02% | 00.0% | 不變 |
| Larson Financial Group LLC | 6,395 | $66.5 萬 | 0.04% | +2,230+53.5% | 加碼 |
| EP Wealth Advisors, LLC | 6,407 | $66.6 萬 | 0.01% | +428+7.2% | 加碼 |
| NorthRock Partners, LLC | 6,471 | $67.3 萬 | 0.02% | −157−2.4% | 減碼 |
| Landscape Capital Management, L.L.C. | 6,508 | $67.6 萬 | 0.07% | +6,508 | 新進 |
| Apollon Wealth Management, LLC | 6,570 | $68.3 萬 | 0.02% | −959−12.7% | 減碼 |
| Westhampton Capital, LLC | 6,587 | $68.5 萬 | 0.35% | 00.0% | 不變 |
| ELCO Management Co., LLC | 6,675 | $69.4 萬 | 0.37% | −262−3.8% | 減碼 |
| National Asset Management, Inc. | 6,667 | $69.4 萬 | 0.02% | −4−0.1% | 減碼 |
| Waterford Advisors, LLC | 6,690 | $69.5 萬 | 0.35% | 00.0% | 不變 |
| Agf Management Ltd | 6,743 | $70.1 萬 | 0.00% | +6,743 | 新進 |
| Curbstone Financial Management Corp | 6,746 | $70.1 萬 | 0.15% | −72−1.1% | 減碼 |
| Diversified Trust Co | 6,773 | $70.4 萬 | 0.02% | +1,825+36.9% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 6,781 | $70.5 萬 | 0.03% | +370+5.8% | 加碼 |
| Williams Jones Wealth Management, LLC. | 6,826 | $70.9 萬 | 0.01% | −1,174−14.7% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 6,831 | $71.0 萬 | 0.04% | +4,377+178.4% | 加碼 |
| Fullerton Fund Management Co Ltd. | 6,938 | $72.1 萬 | 0.03% | +2,190+46.1% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 7,005 | $72.8 萬 | 0.03% | +196+2.9% | 加碼 |
| Vident Advisory, LLC | 7,074 | $73.5 萬 | 0.02% | +1,049+17.4% | 加碼 |
| Summit Trail Advisors, LLC | 7,099 | $73.8 萬 | 0.02% | −1,088−13.3% | 減碼 |
| Kingsview Wealth Management, LLC | 7,102 | $73.8 萬 | 0.02% | +820+13.1% | 加碼 |
| Prudential PLC | 7,109 | $73.9 萬 | 0.00% | −24,406−77.4% | 減碼 |
| J.W. Cole Advisors, Inc. | 7,142 | $74.2 萬 | 0.03% | +744+11.6% | 加碼 |
| Werlinich Asset Management, LLC | 7,155 | $74.4 萬 | 0.43% | 00.0% | 不變 |
| Horizon Investments, LLC | 7,159 | $74.4 萬 | 0.02% | −105−1.4% | 減碼 |
| Ar Asset Management Inc | 7,200 | $74.8 萬 | 0.17% | 00.0% | 不變 |
| Empowered Funds, LLC | 7,286 | $75.7 萬 | 0.01% | +668+10.1% | 加碼 |
| Ci Investments Inc. | 7,298 | $75.9 萬 | 0.00% | +471+6.9% | 加碼 |
| Romano Brothers and Company | 7,384 | $76.7 萬 | 0.10% | 00.0% | 不變 |
| Chicago Capital, LLC | 7,393 | $76.8 萬 | 0.02% | +160+2.2% | 加碼 |
| Virtu Financial LLC | 7,402 | $76.9 萬 | 0.04% | −492−6.2% | 減碼 |
| Stratos Wealth Partners, LTD. | 7,417 | $77.1 萬 | 0.01% | −531−6.7% | 減碼 |
| Curated Wealth Partners LLC | 7,488 | $77.8 萬 | 0.10% | −10.0% | 減碼 |
| Eastern Bank | 7,498 | $77.9 萬 | 0.01% | +7,498 | 新進 |
| Daymark Wealth Partners, LLC | 7,515 | $78.1 萬 | 0.03% | +80+1.1% | 加碼 |
| Johnson Investment Counsel Inc | 7,521 | $78.2 萬 | 0.01% | −2,468−24.7% | 減碼 |
| Groupama Asset Managment | 9,428 | $78.7 萬 | 0.02% | +132+1.4% | 加碼 |
| Pring Turner Capital Group Inc | 7,575 | $78.7 萬 | 0.50% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 7,765 | $80.7 萬 | 0.01% | −826−9.6% | 減碼 |
| V-Square Quantitative Management LLC | 7,769 | $80.8 萬 | 0.12% | +1,003+14.8% | 加碼 |
| TD Private Client Wealth LLC | 7,826 | $81.3 萬 | 0.02% | −143−1.8% | 減碼 |
| Baldwin Investment Management, LLC | 7,857 | $81.7 萬 | 0.10% | 00.0% | 不變 |
| Vestcor Inc | 7,875 | $81.9 萬 | 0.03% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 7,921 | $82.3 萬 | 0.03% | −357−4.3% | 減碼 |
| Panagora Asset Management Inc | 7,962 | $82.8 萬 | 0.00% | −10−0.1% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 8,063 | $83.8 萬 | 0.22% | −8,059−50.0% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 8,119 | $84.4 萬 | 0.09% | −95−1.2% | 減碼 |
| DF Dent & Co Inc | 8,241 | $85.7 萬 | 0.01% | +2,012+32.3% | 加碼 |
| Meeder Advisory Services, Inc. | 8,269 | $85.9 萬 | 0.06% | +386+4.9% | 加碼 |
| Lido Advisors, LLC | 8,272 | $86.0 萬 | 0.01% | +500+6.4% | 加碼 |
| Glenview Trust Co | 8,395 | $87.3 萬 | 0.02% | −175−2.0% | 減碼 |
| Sit Investment Associates Inc | 8,415 | $87.5 萬 | 0.02% | 00.0% | 不變 |
| Lee Danner & Bass Inc | 8,500 | $88.3 萬 | 0.06% | −125−1.4% | 減碼 |
| Ninety One North America, Inc. | 8,510 | $88.5 萬 | 0.06% | +8,510 | 新進 |
| Cypress Capital Group | 8,573 | $89.1 萬 | 0.10% | −33−0.4% | 減碼 |
| FineMark National Bank & Trust | 8,651 | $89.9 萬 | 0.03% | 00.0% | 不變 |
| Field & Main Bank | 8,883 | $92.3 萬 | 0.33% | −242−2.7% | 減碼 |
| Holowesko Partners Ltd. | 9,000 | $93.5 萬 | 0.49% | 00.0% | 不變 |
| Guinness Atkinson Asset Management Inc | 9,063 | $94.2 萬 | 0.46% | −326−3.5% | 減碼 |