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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 8,215 | $76.1 萬 | 0.00% | +253+3.2% | 加碼 |
| Apollon Wealth Management, LLC | 8,276 | $76.6 萬 | 0.02% | +1,706+26.0% | 加碼 |
| Glenview Trust Co | 8,395 | $77.7 萬 | 0.01% | 00.0% | 不變 |
| Sit Investment Associates Inc | 8,415 | $77.9 萬 | 0.02% | 00.0% | 不變 |
| DF Dent & Co Inc | 8,458 | $78.3 萬 | 0.01% | +217+2.6% | 加碼 |
| Amica Retiree Medical Trust | 8,594 | $79.6 萬 | 0.75% | −745−8.0% | 減碼 |
| FineMark National Bank & Trust | 8,651 | $80.1 萬 | 0.03% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 8,745 | $81.0 萬 | 0.01% | −428−4.7% | 減碼 |
| Meeder Advisory Services, Inc. | 8,838 | $81.8 萬 | 0.05% | +569+6.9% | 加碼 |
| XTX Topco Ltd | 8,844 | $81.9 萬 | 0.07% | −9,073−50.6% | 減碼 |
| Field & Main Bank | 8,872 | $82.2 萬 | 0.29% | −11−0.1% | 減碼 |
| Jones Financial Companies LLLP | 8,895 | $82.4 萬 | 0.00% | +3,580+67.4% | 加碼 |
| Dynamic Technology Lab Private Ltd | 8,900 | $82.4 萬 | 0.13% | +8,900 | 新進 |
| Salem Investment Counselors Inc | 8,926 | $82.7 萬 | 0.03% | −264−2.9% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 8,930 | $82.7 萬 | 0.02% | +5,000+127.2% | 加碼 |
| Johnson Investment Counsel Inc | 8,935 | $82.7 萬 | 0.01% | +1,414+18.8% | 加碼 |
| V-Square Quantitative Management LLC | 8,993 | $83.3 萬 | 0.12% | +1,224+15.8% | 加碼 |
| Holowesko Partners Ltd. | 9,000 | $83.3 萬 | 0.38% | 00.0% | 不變 |
| Vinva Investment Management Ltd | 9,062 | $83.9 萬 | 0.03% | −3,639−28.7% | 減碼 |
| Shell Asset Management Co | 9,133 | $84.6 萬 | 0.04% | −304−3.2% | 減碼 |
| Kestra Private Wealth Services, LLC | 9,149 | $84.7 萬 | 0.01% | +84+0.9% | 加碼 |
| CAPROCK Group, Inc. | 9,195 | $85.2 萬 | 0.03% | +4,534+97.3% | 加碼 |
| Sequoia Financial Advisors, LLC | 9,217 | $85.4 萬 | 0.01% | −2,209−19.3% | 減碼 |
| Boothbay Fund Management, LLC | 9,224 | $85.4 萬 | 0.03% | +9,224 | 新進 |
| Home Federal Bank of Tennessee | 9,231 | $85.5 萬 | 0.25% | −100−1.1% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,238 | $85.6 萬 | 0.01% | −108,334−92.1% | 減碼 |
| Bleakley Financial Group, LLC | 9,334 | $86.4 萬 | 0.03% | +1,413+17.8% | 加碼 |
| Quest Partners LLC | 9,338 | $86.5 萬 | 0.11% | +3,151+50.9% | 加碼 |
| IMA Wealth, Inc. | 9,433 | $87.4 萬 | 0.11% | −137−1.4% | 減碼 |
| Ossiam | 9,498 | $88.0 萬 | 0.02% | +8,731+1,138.3% | 加碼 |
| Birch Hill Investment Advisors LLC | 9,625 | $89.1 萬 | 0.04% | −162−1.7% | 減碼 |
| GWM Advisors LLC | 9,653 | $89.4 萬 | 0.01% | +514+5.6% | 加碼 |
| Compass Wealth Management LLC | 9,665 | $89.5 萬 | 0.22% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 9,674 | $89.6 萬 | 0.01% | −1,118−10.4% | 減碼 |
| Applied Finance Capital Management, LLC | 9,694 | $89.8 萬 | 0.04% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 9,700 | $89.8 萬 | 0.01% | +337+3.6% | 加碼 |
| Parallel Advisors, LLC | 9,722 | $90.0 萬 | 0.02% | +439+4.7% | 加碼 |
| Monarch Capital Management Inc | 9,752 | $90.3 萬 | 0.25% | −135−1.4% | 減碼 |
| Trust Co of Toledo NA | 9,816 | $90.9 萬 | 0.12% | +72+0.7% | 加碼 |
| Burney Co | 9,914 | $91.8 萬 | 0.03% | +60+0.6% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 9,993 | $92.5 萬 | 0.03% | 00.0% | 不變 |
| La Banque Postale Asset Management SA | 10,290 | $95.3 萬 | 0.01% | 00.0% | 不變 |
| Guggenheim Capital LLC | 10,305 | $95.4 萬 | 0.01% | +741+7.7% | 加碼 |
| Ellevest, Inc. | 10,309 | $95.5 萬 | 0.06% | −762−6.9% | 減碼 |
| ISAM Funds (UK) Ltd | 10,309 | $95.5 萬 | 0.71% | +5,466+112.9% | 加碼 |
| Natixis | 10,346 | $95.8 萬 | 0.01% | +10,346 | 新進 |
| Vontobel Holding Ltd. | 10,401 | $96.3 萬 | 0.00% | +141+1.4% | 加碼 |
| Greenleaf Trust | 10,481 | $97.1 萬 | 0.01% | +333+3.3% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 10,573 | $97.9 萬 | 0.01% | +373+3.7% | 加碼 |
| Virtu Financial LLC | 10,705 | $99.1 萬 | 0.05% | +3,303+44.6% | 加碼 |
| Merit Financial Group, LLC | 10,790 | $99.9 萬 | 0.02% | +694+6.9% | 加碼 |
| Ci Investments Inc. | 10,822 | $100.2 萬 | 0.00% | +3,524+48.3% | 加碼 |
| Kovitz Investment Group Partners, LLC | 10,816 | $100.2 萬 | 0.00% | −17,298−61.5% | 減碼 |
| Investment Management Corp of Ontario | 11,108 | $102.9 萬 | 0.03% | −2,300−17.2% | 減碼 |
| Guinness Atkinson Asset Management Inc | 11,182 | $103.6 萬 | 0.53% | +2,119+23.4% | 加碼 |
| Bridges Investment Management Inc | 11,188 | $103.6 萬 | 0.01% | +472+4.4% | 加碼 |
| Bollard Group LLC | 11,263 | $104.3 萬 | 0.03% | +25+0.2% | 加碼 |
| Principle Wealth Partners LLC | 11,277 | $104.4 萬 | 0.07% | −125−1.1% | 減碼 |
| Snowden Capital Advisors LLC | 11,332 | $104.9 萬 | 0.03% | +584+5.4% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 11,469 | $106.2 萬 | 0.03% | +385+3.5% | 加碼 |
| Diversify Wealth Management, LLC | 11,763 | $106.8 萬 | 0.08% | +5,483+87.3% | 加碼 |
| HighPoint Advisor Group LLC | 11,054 | $106.9 萬 | 0.06% | +217+2.0% | 加碼 |
| Neville Rodie & Shaw Inc | 11,558 | $107.0 萬 | 0.08% | 00.0% | 不變 |
| Lafayette Investments, Inc. | 11,600 | $107.4 萬 | 0.23% | −8−0.1% | 減碼 |
| Rossmore Private Capital | 11,711 | $108.5 萬 | 0.13% | −15−0.1% | 減碼 |
| Hartford Financial Management Inc. | 11,996 | $111.1 萬 | 0.23% | −500−4.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 12,025 | $111.4 萬 | 0.00% | −10,641−46.9% | 減碼 |
| Resources Investment Advisors, LLC. | 12,218 | $113.2 萬 | 0.01% | +30.0% | 加碼 |
| Copeland Capital Management, LLC | 12,251 | $113.5 萬 | 0.02% | −155,797−92.7% | 減碼 |
| Allstate Corp | 12,328 | $114.2 萬 | 0.03% | +12,328 | 新進 |
| Lazard Asset Management LLC | 12,434 | $115.0 萬 | 0.00% | −2,904−18.9% | 減碼 |
| Woodstock Corp | 12,423 | $115.0 萬 | 0.11% | −137−1.1% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 12,464 | $115.4 萬 | 0.09% | +2,224+21.7% | 加碼 |
| Ironwood Investment Management LLC | 12,503 | $115.8 萬 | 0.58% | +99+0.8% | 加碼 |
| Moody Lynn & Lieberson, LLC | 12,655 | $117.2 萬 | 0.07% | −1,603−11.2% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 12,684 | $117.5 萬 | 0.03% | −10−0.1% | 減碼 |
| BKD Wealth Advisors, LLC | 12,697 | $117.6 萬 | 0.03% | −1,935−13.2% | 減碼 |
| Parsons Capital Management Inc | 12,755 | $118.1 萬 | 0.06% | −336−2.6% | 減碼 |
| Whittier Trust Co | 12,909 | $119.5 萬 | 0.02% | −227−1.7% | 減碼 |
| Goelzer Investment Management, Inc. | 12,995 | $120.3 萬 | 0.07% | 00.0% | 不變 |
| NJ State Employees Deferred Compensation Plan | 13,001 | $120.4 萬 | 0.15% | 00.0% | 不變 |
| Atria Investments LLC | 13,149 | $121.8 萬 | 0.02% | +2,304+21.2% | 加碼 |
| Nomura Holdings Inc | 13,162 | $121.9 萬 | 0.01% | +13,162 | 新進 |
| Bryn Mawr Trust Co | 13,249 | $122.7 萬 | 0.02% | −80−0.6% | 減碼 |
| Trust Co of Vermont | 13,427 | $124.3 萬 | 0.06% | −266−1.9% | 減碼 |
| D.A. Davidson & Co. | 13,450 | $124.6 萬 | 0.01% | −40−0.3% | 減碼 |
| Prudential PLC | 13,468 | $124.7 萬 | 0.01% | +6,359+89.4% | 加碼 |
| Metis Global Partners, LLC | 13,485 | $124.9 萬 | 0.04% | +642+5.0% | 加碼 |
| Dash Acquisitions Inc. | 13,071 | $125.3 萬 | 0.27% | +423+3.3% | 加碼 |
| Triangle Securities Wealth Management | 13,766 | $127.5 萬 | 0.33% | −640−4.4% | 減碼 |
| Synovus Financial Corp | 13,971 | $129.4 萬 | 0.02% | −153−1.1% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 14,000 | $129.7 萬 | 0.23% | 00.0% | 不變 |
| Empirical Finance, LLC | 14,040 | $130.0 萬 | 0.08% | −176−1.2% | 減碼 |
| Principal Securities, Inc. | 14,145 | $131.0 萬 | 0.03% | −1,591−10.1% | 減碼 |
| Davenport & Co LLC | 14,173 | $131.3 萬 | 0.01% | +197+1.4% | 加碼 |
| Bessemer Group Inc | 14,192 | $131.5 萬 | 0.00% | −677−4.6% | 減碼 |
| Private Trust Co NA | 14,339 | $132.8 萬 | 0.14% | −141−1.0% | 減碼 |
| Systematic Alpha Investments, LLC | 14,610 | $135.3 萬 | 0.05% | 00.0% | 不變 |
| Holocene Advisors, LP | 14,709 | $136.2 萬 | 0.00% | −35,984−71.0% | 減碼 |
| Hartford Funds Management Co LLC | 14,874 | $137.7 萬 | 0.13% | +59+0.4% | 加碼 |