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 |
|---|---|---|---|---|---|
| Northwest Bancshares, Inc. | 3,505 | $32.5 萬 | 0.06% | 00.0% | 不變 |
| Essential Planning, LLC. | 3,250 | $32.6 萬 | 0.00% | +3,250 | 新進 |
| Patten & Patten Inc | 3,527 | $32.7 萬 | 0.02% | −10−0.3% | 減碼 |
| Washington Trust Co | 3,532 | $32.7 萬 | 0.01% | +3+0.1% | 加碼 |
| Americana Partners, LLC | 3,534 | $32.7 萬 | 0.01% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 3,541 | $32.8 萬 | 0.06% | −51−1.4% | 減碼 |
| Aberdeen Wealth Management LLC | 3,574 | $33.1 萬 | 0.23% | −50−1.4% | 減碼 |
| Fortune Financial Advisors, LLC | 3,574 | $33.1 萬 | 0.30% | +5+0.1% | 加碼 |
| Callan Family Office, LLC | 3,575 | $33.1 萬 | 0.02% | +3,575 | 新進 |
| Aaron Wealth Advisors | 3,584 | $33.2 萬 | 0.04% | +3,584 | 新進 |
| GSB Wealth Management, LLC | 3,588 | $33.2 萬 | 0.09% | +13+0.4% | 加碼 |
| Aprio Wealth Management, LLC | 3,620 | $33.5 萬 | 0.05% | +896+32.9% | 加碼 |
| Bokf, NA | 3,695 | $33.5 萬 | 0.01% | +10+0.3% | 加碼 |
| Concurrent Investment Advisors, LLC | 3,639 | $33.7 萬 | 0.01% | −58−1.6% | 減碼 |
| Boston Private Wealth LLC | 3,644 | $33.7 萬 | 0.01% | +3,644 | 新進 |
| Kinneret Advisory, LLC | 3,672 | $34.0 萬 | 0.03% | −171−4.4% | 減碼 |
| Global Retirement Partners, LLC | 3,680 | $34.1 萬 | 0.01% | −3−0.1% | 減碼 |
| QSV Equity Investors LLC | 3,702 | $34.3 萬 | 0.33% | +7+0.2% | 加碼 |
| Fidelis Capital Partners, LLC | 3,634 | $34.4 萬 | 0.03% | +75+2.1% | 加碼 |
| Gamco Investors, Inc. Et Al | 3,720 | $34.5 萬 | 0.00% | 00.0% | 不變 |
| Foster & Motley Inc | 3,734 | $34.6 萬 | 0.02% | 00.0% | 不變 |
| Clarendon Private LLC | 3,772 | $34.9 萬 | 0.37% | +3,772 | 新進 |
| Frank, Rimerman Advisors LLC | 3,773 | $34.9 萬 | 0.03% | +3,773 | 新進 |
| Robinson Smith Wealth Advisors LLC | 3,776 | $35.0 萬 | 0.30% | 00.0% | 不變 |
| Rothschild Investment LLC | 3,777 | $35.0 萬 | 0.02% | +44+1.2% | 加碼 |
| Headinvest, LLC | 3,787 | $35.1 萬 | 0.07% | −101−2.6% | 減碼 |
| NorthCrest Asset Manangement, LLC | 3,798 | $35.2 萬 | 0.01% | −1,312−25.7% | 減碼 |
| Waldron Private Wealth LLC | 3,823 | $35.4 萬 | 0.01% | −789−17.1% | 減碼 |
| HBK Sorce Advisory LLC | 3,822 | $35.4 萬 | 0.01% | +18+0.5% | 加碼 |
| CX Institutional | 3,846 | $35.6 萬 | 0.01% | +97+2.6% | 加碼 |
| Rialto Wealth Management, LLC | 3,889 | $36.0 萬 | 0.12% | +3,889 | 新進 |
| Ameritas Investment Partners, Inc. | 3,892 | $36.0 萬 | 0.01% | −165−4.1% | 減碼 |
| Atwood & Palmer Inc | 3,982 | $36.9 萬 | 0.03% | +7+0.2% | 加碼 |
| Quadrant Capital Group LLC | 3,982 | $36.9 萬 | 0.03% | +10+0.3% | 加碼 |
| Invesco, LLC | 3,983 | $36.9 萬 | 0.15% | 00.0% | 不變 |
| Monterey Private Wealth, Inc. | 4,008 | $37.1 萬 | 0.12% | −167−4.0% | 減碼 |
| Knollwood Investment Advisory, LLC | 4,008 | $37.1 萬 | 0.04% | 00.0% | 不變 |
| Kraematon Investment Advisors, Inc | 4,015 | $37.2 萬 | 0.37% | +9+0.2% | 加碼 |
| Charter Trust Co | 4,036 | $37.4 萬 | 0.02% | −508−11.2% | 減碼 |
| Fiduciary Group LLC | 4,086 | $37.8 萬 | 0.04% | 00.0% | 不變 |
| Cigna Investments Inc | 4,115 | $38.1 萬 | 0.07% | −47−1.1% | 減碼 |
| Mystic Asset Management, Inc. | 4,122 | $38.2 萬 | 0.10% | +4,122 | 新進 |
| Sound View Wealth Advisors Group, LLC | 4,123 | $38.2 萬 | 0.03% | +185+4.7% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 3,762 | $38.4 萬 | 0.00% | −594−13.6% | 減碼 |
| Shakespeare Wealth Management, Inc. | 4,152 | $38.5 萬 | 0.10% | 00.0% | 不變 |
| Independent Advisor Alliance | 4,163 | $38.6 萬 | 0.01% | +2,176+109.5% | 加碼 |
| First Horizon Advisors, Inc. | 4,183 | $38.7 萬 | 0.01% | +19+0.5% | 加碼 |
| BSW Wealth Partners | 4,193 | $38.8 萬 | 0.06% | +206+5.2% | 加碼 |
| Boston Trust Walden Corp | 4,198 | $38.9 萬 | 0.00% | 00.0% | 不變 |
| Caldwell Trust Co | 4,199 | $38.9 萬 | 0.04% | −138−3.2% | 減碼 |
| Schnieders Capital Management LLC | 4,213 | $39.0 萬 | 0.08% | 00.0% | 不變 |
| Aull & Monroe Investment Management Corp | 4,225 | $39.1 萬 | 0.20% | −500−10.6% | 減碼 |
| Profund Advisors LLC | 4,237 | $39.2 萬 | 0.01% | −680−13.8% | 減碼 |
| Busey Wealth Management | 4,264 | $39.5 萬 | 0.01% | −687−13.9% | 減碼 |
| Graypoint LLC | 4,267 | $39.5 萬 | 0.02% | +152+3.7% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 4,270 | $39.5 萬 | 0.01% | −817−16.1% | 減碼 |
| Drexel Morgan & Co. | 4,288 | $39.7 萬 | 0.08% | 00.0% | 不變 |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $39.8 萬 | 0.12% | 00.0% | 不變 |
| Westpac Banking Corp | 4,306 | $39.9 萬 | 0.03% | 00.0% | 不變 |
| Mirova | 4,324 | $40.0 萬 | 0.07% | −181−4.0% | 減碼 |
| Pointe Capital Management LLC | 4,326 | $40.1 萬 | 0.23% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 4,359 | $40.4 萬 | 0.01% | +4,359 | 新進 |
| Marshall Wace, LLP | 4,362 | $40.4 萬 | 0.00% | −30,439−87.5% | 減碼 |
| Mutual Advisors, LLC | 4,339 | $40.4 萬 | 0.01% | −128−2.9% | 減碼 |
| Philadelphia Trust Co | 4,399 | $40.7 萬 | 0.03% | −225−4.9% | 減碼 |
| Texas Bank & Trust Co | 4,400 | $40.7 萬 | 0.17% | +4,400 | 新進 |
| Exencial Wealth Advisors, LLC | 4,405 | $40.8 萬 | 0.02% | −59−1.3% | 減碼 |
| 1st Source Bank | 4,411 | $40.9 萬 | 0.02% | −18−0.4% | 減碼 |
| Forte Capital LLC | 4,413 | $40.9 萬 | 0.05% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 4,416 | $40.9 萬 | 0.02% | +162+3.8% | 加碼 |
| Pitcairn Co | 4,420 | $40.9 萬 | 0.02% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 4,437 | $41.1 萬 | 0.04% | −129−2.8% | 減碼 |
| Beck Mack & Oliver LLC | 4,472 | $41.4 萬 | 0.01% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 4,483 | $41.5 萬 | 0.01% | −233−4.9% | 減碼 |
| Geller Advisors LLC | 4,499 | $41.7 萬 | 0.03% | −141−3.0% | 減碼 |
| Gabelli Funds LLC | 4,500 | $41.7 萬 | 0.00% | 00.0% | 不變 |
| Excalibur Management Corp | 4,525 | $41.9 萬 | 0.17% | −11−0.2% | 減碼 |
| Verdence Capital Advisors LLC | 4,529 | $41.9 萬 | 0.03% | −224−4.7% | 減碼 |
| Radnor Capital Management, LLC | 4,552 | $42.2 萬 | 0.07% | −224−4.7% | 減碼 |
| Sovereign Financial Group, Inc. | 4,562 | $42.3 萬 | 0.10% | −67−1.4% | 減碼 |
| Core Wealth Partners LLC | 4,570 | $42.3 萬 | 0.24% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 4,591 | $42.5 萬 | 0.00% | 00.0% | 不變 |
| Twin Tree Management, LP | 4,593 | $42.5 萬 | 0.01% | +4,593 | 新進 |
| Grimes & Company, Inc. | 4,624 | $42.8 萬 | 0.01% | −1,009−17.9% | 減碼 |
| Trust Co of Virginia | 4,645 | $43.0 萬 | 0.04% | −51−1.1% | 減碼 |
| Stephens Inc | 4,725 | $43.8 萬 | 0.01% | −225−4.5% | 減碼 |
| IHT Wealth Management, LLC | 4,766 | $44.1 萬 | 0.01% | −698−12.8% | 減碼 |
| Baker Avenue Asset Management, LP | 4,901 | $45.4 萬 | 0.01% | +17+0.3% | 加碼 |
| Cary Street Partners Financial LLC | 4,902 | $45.4 萬 | 0.01% | +4,902 | 新進 |
| Prime Capital Investment Advisors, LLC | 4,920 | $45.6 萬 | 0.01% | +61+1.3% | 加碼 |
| Moors & Cabot, Inc. | 4,924 | $45.6 萬 | 0.02% | −69−1.4% | 減碼 |
| Umb Bank N A | 4,929 | $45.6 萬 | 0.01% | +137+2.9% | 加碼 |
| GWN Securities Inc. | 4,726 | $45.7 萬 | 0.12% | +4,726 | 新進 |
| Montag A & Associates Inc | 4,949 | $45.8 萬 | 0.02% | −667−11.9% | 減碼 |
| First Western Trust Bank | 4,950 | $45.8 萬 | 0.02% | +1,180+31.3% | 加碼 |
| Everett Harris & Co | 4,967 | $46.0 萬 | 0.01% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 4,971 | $46.0 萬 | 0.01% | +326+7.0% | 加碼 |
| City Holding Co | 5,001 | $46.3 萬 | 0.07% | +357+7.7% | 加碼 |
| National Asset Management, Inc. | 5,015 | $46.4 萬 | 0.02% | −1,652−24.8% | 減碼 |
| Checchi Capital Advisers, LLC | 5,065 | $46.9 萬 | 0.04% | +31+0.6% | 加碼 |