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 4 季 13F 持有人
Otis Worldwide Corp 在 2024/12/31 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
- 1,234
- 較 2024 年第 3 季 +52 家
- 持有股數
- 3.64 億
- 較 2024 年第 3 季 +448.6 萬 (+1.2%)
- 總市值
- $336.6 億
- 較 2024 年第 3 季 −$36.4 億 (−9.8%)
- 新進機構
- 158
- 另有 383 家加碼
- 清倉機構
- 106
- 另有 422 家減碼
另有 18 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Aveo Capital Partners, LLC | 2,619 | $24.3 萬 | 0.03% | −39−1.5% | 減碼 |
| Cobblestone Capital Advisors LLC | 2,623 | $24.3 萬 | 0.01% | −44−1.6% | 減碼 |
| Donaldson Capital Management, LLC | 2,646 | $24.5 萬 | 0.01% | −562−17.5% | 減碼 |
| Callan Capital, LLC | 2,649 | $24.5 萬 | 0.02% | −127−4.6% | 減碼 |
| MEMBERS Trust Co | 2,654 | $24.6 萬 | 0.01% | −87−3.2% | 減碼 |
| Colonial Trust Co | 2,676 | $24.8 萬 | 0.04% | −93−3.4% | 減碼 |
| Azimuth Capital Investment Management LLC | 2,685 | $24.9 萬 | 0.01% | −150−5.3% | 減碼 |
| Clarius Group, LLC | 2,686 | $24.9 萬 | 0.02% | +2+0.1% | 加碼 |
| Coldstream Capital Management Inc | 2,689 | $24.9 萬 | 0.01% | +109+4.2% | 加碼 |
| Financial Advisory Corp | 2,709 | $25.1 萬 | 0.09% | −117−4.1% | 減碼 |
| Howard Capital Management Inc. | 2,741 | $25.4 萬 | 0.00% | +139+5.3% | 加碼 |
| Sentinel Trust Co Lba | 2,750 | $25.5 萬 | 0.03% | 00.0% | 不變 |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $25.6 萬 | 0.19% | 00.0% | 不變 |
| Horan Securities, Inc. | 2,766 | $25.6 萬 | 0.10% | +10.0% | 加碼 |
| Crestwood Advisors Group LLC | 2,772 | $25.7 萬 | 0.00% | +71+2.6% | 加碼 |
| Montecito Bank & Trust | 2,777 | $25.7 萬 | 0.04% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 2,780 | $25.7 萬 | 0.03% | +778+38.9% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 2,790 | $25.8 萬 | 0.02% | 00.0% | 不變 |
| Riverwater Partners LLC | 2,794 | $25.9 萬 | 0.13% | −98−3.4% | 減碼 |
| Forbes J M & Co LLP | 2,804 | $26.0 萬 | 0.02% | −52−1.8% | 減碼 |
| Principal Street Partners, LLC | 2,808 | $26.0 萬 | 0.05% | −589−17.3% | 減碼 |
| Ancora Advisors, LLC | 2,808 | $26.0 萬 | 0.01% | +28+1.0% | 加碼 |
| South State Corp. | 2,809 | $26.0 萬 | 0.02% | 00.0% | 不變 |
| Douglas Lane & Associates, LLC | 2,825 | $26.2 萬 | 0.00% | −40−1.4% | 減碼 |
| Adviser Investments LLC | 2,836 | $26.3 萬 | 0.00% | +18+0.6% | 加碼 |
| Ritholtz Wealth Management | 2,838 | $26.3 萬 | 0.01% | −13−0.5% | 減碼 |
| Cyndeo Wealth Partners, LLC | 2,838 | $26.3 萬 | 0.02% | 00.0% | 不變 |
| Howland Capital Management LLC | 2,852 | $26.4 萬 | 0.01% | +383+15.5% | 加碼 |
| Reuter James Wealth Management, LLC | 2,853 | $26.4 萬 | 0.05% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 2,860 | $26.5 萬 | 0.01% | +126+4.6% | 加碼 |
| Bragg Financial Advisors, Inc | 2,867 | $26.6 萬 | 0.01% | −300−9.5% | 減碼 |
| Penserra Capital Management LLC | 2,886 | $26.6 萬 | 0.00% | +948+48.9% | 加碼 |
| St Germain D J Co Inc | 2,873 | $26.6 萬 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,881 | $26.7 萬 | 0.01% | +47+1.7% | 加碼 |
| Centaurus Financial, Inc. | 2,888 | $26.7 萬 | 0.02% | −42−1.4% | 減碼 |
| Vise Technologies, Inc. | 2,884 | $26.7 萬 | 0.02% | +2,884 | 新進 |
| Tritonpoint Wealth, LLC | 2,892 | $26.8 萬 | 0.02% | −5−0.2% | 減碼 |
| S.A. Mason LLC | 2,892 | $26.8 萬 | 0.14% | −99−3.3% | 減碼 |
| Forum Financial Management, LP | 2,893 | $26.8 萬 | 0.00% | +311+12.0% | 加碼 |
| Enterprise Financial Services Corp | 2,894 | $26.8 萬 | 0.15% | 00.0% | 不變 |
| Fielder Capital Group LLC | 2,896 | $26.8 萬 | 0.08% | +39+1.4% | 加碼 |
| Cypress Advisory Group LLC | 2,900 | $26.9 萬 | 0.25% | +2,900 | 新進 |
| Mitchell McLeod Pugh & Williams Inc | 2,902 | $26.9 萬 | 0.06% | −207−6.7% | 減碼 |
| Raiffeisen Bank International AG | 2,910 | $26.9 萬 | 0.00% | +2,910 | 新進 |
| Signature Wealth Management Partners, LLC | 2,910 | $26.9 萬 | 0.19% | 00.0% | 不變 |
| Change Path, LLC | 2,917 | $27.0 萬 | 0.01% | +707+32.0% | 加碼 |
| New England Capital Financial Advisors LLC | 2,923 | $27.1 萬 | 0.13% | −30−1.0% | 減碼 |
| LCM Capital Management Inc | 2,928 | $27.1 萬 | 0.15% | 00.0% | 不變 |
| Telos Capital Management, Inc. | 2,932 | $27.1 萬 | 0.03% | −90−3.0% | 減碼 |
| Mission Wealth Management, LP | 2,955 | $27.4 萬 | 0.01% | −225−7.1% | 減碼 |
| Founders Financial Securities LLC | 2,967 | $27.5 萬 | 0.02% | +231+8.4% | 加碼 |
| Keynote Financial Services LLC | 2,975 | $27.6 萬 | 0.21% | −75−2.5% | 減碼 |
| McDonald Partners LLC | 2,977 | $27.6 萬 | 0.07% | −174−5.5% | 減碼 |
| AE Wealth Management LLC | 2,978 | $27.6 萬 | 0.00% | +1,004+50.9% | 加碼 |
| Dover Advisors, LLC | 2,981 | $27.6 萬 | 0.16% | −167−5.3% | 減碼 |
| Qsemble Capital Management, LP | 2,984 | $27.6 萬 | 0.04% | +2,984 | 新進 |
| Meridian Wealth Management, LLC | 2,994 | $27.7 萬 | 0.01% | −97−3.1% | 減碼 |
| Arkadios Wealth Advisors | 2,996 | $27.7 萬 | 0.02% | +499+20.0% | 加碼 |
| Systematic Financial Management LP | 3,000 | $27.8 萬 | 0.01% | 00.0% | 不變 |
| St. Louis Trust Co | 3,000 | $27.8 萬 | 0.04% | 00.0% | 不變 |
| Bleichroeder LP | 3,000 | $27.8 萬 | 0.07% | 00.0% | 不變 |
| Heritage Wealth Management, Inc. | 3,017 | $27.9 萬 | 0.09% | −100−3.2% | 減碼 |
| General Partner, Inc. | 3,029 | $28.1 萬 | 0.17% | 00.0% | 不變 |
| Advisory Services Network, LLC | 3,047 | $28.2 萬 | 0.01% | +65+2.2% | 加碼 |
| Bard Financial Services, Inc. | 3,050 | $28.2 萬 | 0.03% | 00.0% | 不變 |
| J. L. Bainbridge & Co., Inc. | 3,072 | $28.4 萬 | 0.03% | +12+0.4% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,112 | $28.8 萬 | 0.02% | 00.0% | 不變 |
| Ramirez Asset Management, Inc. | 3,121 | $28.9 萬 | 0.06% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 3,122 | $28.9 萬 | 0.00% | −1,924−38.1% | 減碼 |
| Chemung Canal Trust Co | 3,138 | $29.1 萬 | 0.06% | −9−0.3% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 3,145 | $29.1 萬 | 0.13% | +9+0.3% | 加碼 |
| Oxford Asset Management LLP | 3,157 | $29.2 萬 | 0.13% | +3,157 | 新進 |
| Tiemann Investment Advisors, LLC | 3,159 | $29.3 萬 | 0.13% | 00.0% | 不變 |
| Advisor OS, LLC | 3,172 | $29.4 萬 | 0.03% | +100+3.3% | 加碼 |
| Flagship Harbor Advisors, LLC | 3,185 | $29.5 萬 | 0.02% | −182−5.4% | 減碼 |
| Trust Point Inc. | 3,192 | $29.6 萬 | 0.02% | −10.0% | 減碼 |
| Boyd Watterson Asset Management LLC | 3,208 | $29.7 萬 | 0.08% | −20−0.6% | 減碼 |
| Flputnam Investment Management Co | 3,208 | $29.7 萬 | 0.01% | −173−5.1% | 減碼 |
| Quarry LP | 3,219 | $29.8 萬 | 0.06% | +3,179+7,947.5% | 加碼 |
| Country Club Bank | 3,227 | $29.9 萬 | 0.02% | 00.0% | 不變 |
| TCTC Holdings, LLC | 3,249 | $30.1 萬 | 0.01% | 00.0% | 不變 |
| Old National Bancorp | 3,301 | $30.6 萬 | 0.01% | −267−7.5% | 減碼 |
| Intrua Financial, LLC | 3,304 | $30.6 萬 | 0.05% | −245−6.9% | 減碼 |
| First Citizens Bank & Trust Co | 3,317 | $30.7 萬 | 0.01% | +12+0.4% | 加碼 |
| NewEdge Wealth, LLC | 3,320 | $30.7 萬 | 0.01% | +138+4.3% | 加碼 |
| Axxcess Wealth Management, LLC | 3,327 | $30.8 萬 | 0.01% | −57−1.7% | 減碼 |
| PFG Investments, LLC | 3,342 | $30.9 萬 | 0.02% | +131+4.1% | 加碼 |
| Defined Wealth Management, LLC | 3,342 | $31.0 萬 | 0.21% | +2+0.1% | 加碼 |
| Tower Bridge Advisors | 3,346 | $31.0 萬 | 0.03% | −112−3.2% | 減碼 |
| NTV Asset Management LLC | 3,360 | $31.1 萬 | 0.04% | −50−1.5% | 減碼 |
| Values First Advisors, Inc. | 3,381 | $31.3 萬 | 0.17% | +1,727+104.4% | 加碼 |
| Fruth Investment Management | 3,403 | $31.5 萬 | 0.09% | 00.0% | 不變 |
| Mather Group, LLC. | 3,414 | $31.6 萬 | 0.00% | +40+1.2% | 加碼 |
| Chicago Trust Co NA | 3,428 | $31.7 萬 | 0.06% | +750+28.0% | 加碼 |
| Farmers National Bank | 3,429 | $31.8 萬 | 0.09% | +3,429 | 新進 |
| Resonant Capital Advisors, LLC | 3,455 | $32.0 萬 | 0.02% | +105+3.1% | 加碼 |
| Addison Advisors LLC | 3,465 | $32.1 萬 | 0.09% | −10.0% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 3,467 | $32.1 萬 | 0.03% | 00.0% | 不變 |
| Essex Savings Bank | 3,468 | $32.1 萬 | 0.08% | 00.0% | 不變 |
| First Affirmative Financial Network | 3,498 | $32.4 萬 | 0.19% | +73+2.1% | 加碼 |