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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 9,674 | $89.6 萬 | 0.01% | −1,118−10.4% | 減碼 |
| Compass Wealth Management LLC | 9,665 | $89.5 萬 | 0.22% | 00.0% | 不變 |
| GWM Advisors LLC | 9,653 | $89.4 萬 | 0.01% | +514+5.6% | 加碼 |
| Birch Hill Investment Advisors LLC | 9,625 | $89.1 萬 | 0.04% | −162−1.7% | 減碼 |
| Ossiam | 9,498 | $88.0 萬 | 0.02% | +8,731+1,138.3% | 加碼 |
| IMA Wealth, Inc. | 9,433 | $87.4 萬 | 0.11% | −137−1.4% | 減碼 |
| Quest Partners LLC | 9,338 | $86.5 萬 | 0.11% | +3,151+50.9% | 加碼 |
| Bleakley Financial Group, LLC | 9,334 | $86.4 萬 | 0.03% | +1,413+17.8% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,238 | $85.6 萬 | 0.01% | −108,334−92.1% | 減碼 |
| Home Federal Bank of Tennessee | 9,231 | $85.5 萬 | 0.25% | −100−1.1% | 減碼 |
| Boothbay Fund Management, LLC | 9,224 | $85.4 萬 | 0.03% | +9,224 | 新進 |
| Sequoia Financial Advisors, LLC | 9,217 | $85.4 萬 | 0.01% | −2,209−19.3% | 減碼 |
| CAPROCK Group, Inc. | 9,195 | $85.2 萬 | 0.03% | +4,534+97.3% | 加碼 |
| Kestra Private Wealth Services, LLC | 9,149 | $84.7 萬 | 0.01% | +84+0.9% | 加碼 |
| Shell Asset Management Co | 9,133 | $84.6 萬 | 0.04% | −304−3.2% | 減碼 |
| Vinva Investment Management Ltd | 9,062 | $83.9 萬 | 0.03% | −3,639−28.7% | 減碼 |
| Holowesko Partners Ltd. | 9,000 | $83.3 萬 | 0.38% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 8,993 | $83.3 萬 | 0.12% | +1,224+15.8% | 加碼 |
| Johnson Investment Counsel Inc | 8,935 | $82.7 萬 | 0.01% | +1,414+18.8% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 8,930 | $82.7 萬 | 0.02% | +5,000+127.2% | 加碼 |
| Salem Investment Counselors Inc | 8,926 | $82.7 萬 | 0.03% | −264−2.9% | 減碼 |
| Dynamic Technology Lab Private Ltd | 8,900 | $82.4 萬 | 0.13% | +8,900 | 新進 |
| Jones Financial Companies LLLP | 8,895 | $82.4 萬 | 0.00% | +3,580+67.4% | 加碼 |
| Field & Main Bank | 8,872 | $82.2 萬 | 0.29% | −11−0.1% | 減碼 |
| XTX Topco Ltd | 8,844 | $81.9 萬 | 0.07% | −9,073−50.6% | 減碼 |
| Meeder Advisory Services, Inc. | 8,838 | $81.8 萬 | 0.05% | +569+6.9% | 加碼 |
| Advisors Asset Management, Inc. | 8,745 | $81.0 萬 | 0.01% | −428−4.7% | 減碼 |
| FineMark National Bank & Trust | 8,651 | $80.1 萬 | 0.03% | 00.0% | 不變 |
| Amica Retiree Medical Trust | 8,594 | $79.6 萬 | 0.75% | −745−8.0% | 減碼 |
| DF Dent & Co Inc | 8,458 | $78.3 萬 | 0.01% | +217+2.6% | 加碼 |
| Sit Investment Associates Inc | 8,415 | $77.9 萬 | 0.02% | 00.0% | 不變 |
| Glenview Trust Co | 8,395 | $77.7 萬 | 0.01% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 8,276 | $76.6 萬 | 0.02% | +1,706+26.0% | 加碼 |
| Panagora Asset Management Inc | 8,215 | $76.1 萬 | 0.00% | +253+3.2% | 加碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 8,145 | $75.4 萬 | 0.26% | +8,145 | 新進 |
| Empowered Funds, LLC | 8,131 | $75.3 萬 | 0.01% | +845+11.6% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 8,119 | $75.2 萬 | 0.08% | 00.0% | 不變 |
| Vident Advisory, LLC | 8,096 | $75.0 萬 | 0.01% | +1,022+14.4% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 8,077 | $74.8 萬 | 0.20% | +14+0.2% | 加碼 |
| Summit Trail Advisors, LLC | 8,070 | $74.7 萬 | 0.03% | +971+13.7% | 加碼 |
| Lee Danner & Bass Inc | 7,983 | $73.9 萬 | 0.06% | −517−6.1% | 減碼 |
| Lido Advisors, LLC | 7,981 | $73.9 萬 | 0.00% | −291−3.5% | 減碼 |
| Daymark Wealth Partners, LLC | 7,886 | $73.0 萬 | 0.03% | +371+4.9% | 加碼 |
| Vestcor Inc | 7,866 | $72.8 萬 | 0.02% | −9−0.1% | 減碼 |
| Triasima Portfolio Management inc. | 7,820 | $72.4 萬 | 0.14% | +7,820 | 新進 |
| Lecap Asset Management Ltd | 7,654 | $70.9 萬 | 0.19% | +7,654 | 新進 |
| Kingsview Wealth Management, LLC | 7,638 | $70.7 萬 | 0.01% | +536+7.5% | 加碼 |
| Pring Turner Capital Group Inc | 7,575 | $70.2 萬 | 0.47% | 00.0% | 不變 |
| Ninety One North America, Inc. | 7,525 | $69.7 萬 | 0.04% | −985−11.6% | 減碼 |
| Eastern Bank | 7,498 | $69.4 萬 | 0.01% | 00.0% | 不變 |
| Curated Wealth Partners LLC | 7,451 | $69.0 萬 | 0.08% | −37−0.5% | 減碼 |
| Chicago Capital, LLC | 7,406 | $68.6 萬 | 0.02% | +13+0.2% | 加碼 |
| TD Private Client Wealth LLC | 7,394 | $68.5 萬 | 0.02% | −432−5.5% | 減碼 |
| Choate Investment Advisors | 7,391 | $68.4 萬 | 0.02% | +2,817+61.6% | 加碼 |
| Financial Advisors Network, Inc. | 7,386 | $68.4 萬 | 0.11% | +7,386 | 新進 |
| Fire Capital Management LLC | 7,346 | $68.0 萬 | 0.51% | +7,346 | 新進 |
| Horizon Investments, LLC | 7,261 | $67.2 萬 | 0.02% | +102+1.4% | 加碼 |
| Romano Brothers and Company | 7,247 | $67.1 萬 | 0.08% | −137−1.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 7,205 | $66.7 萬 | 0.03% | +63+0.9% | 加碼 |
| Ar Asset Management Inc | 7,200 | $66.7 萬 | 0.15% | 00.0% | 不變 |
| Werlinich Asset Management, LLC | 7,155 | $66.2 萬 | 0.39% | 00.0% | 不變 |
| TownSquare Capital, LLC | 7,026 | $65.1 萬 | 0.01% | +1,801+34.5% | 加碼 |
| Zions Bancorporation, N.A. | 7,000 | $64.8 萬 | 0.04% | +2,268+47.9% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 6,945 | $64.3 萬 | 0.04% | +114+1.7% | 加碼 |
| Integrated Wealth Concepts LLC | 6,934 | $64.2 萬 | 0.01% | −831−10.7% | 減碼 |
| Diversified Trust Co | 6,836 | $63.3 萬 | 0.02% | +63+0.9% | 加碼 |
| Williams Jones Wealth Management, LLC. | 6,826 | $63.2 萬 | 0.01% | 00.0% | 不變 |
| Larson Financial Group LLC | 6,763 | $62.6 萬 | 0.03% | +368+5.8% | 加碼 |
| Curbstone Financial Management Corp | 6,748 | $62.5 萬 | 0.13% | +20.0% | 加碼 |
| Medallion Wealth Advisors, LLC | 6,632 | $62.4 萬 | 0.31% | +6,632 | 新進 |
| Ostrum Asset Management | 6,729 | $62.3 萬 | 0.05% | +3,164+88.8% | 加碼 |
| Amussen Hunsaker Associates LLC | 6,749 | $62.3 萬 | 0.09% | +6,749 | 新進 |
| GAMMA Investing LLC | 6,693 | $62.0 萬 | 0.05% | +1,303+24.2% | 加碼 |
| Waterford Advisors, LLC | 6,690 | $62.0 萬 | 0.32% | 00.0% | 不變 |
| ELCO Management Co., LLC | 6,675 | $61.8 萬 | 0.32% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 6,660 | $61.7 萬 | 0.05% | +458+7.4% | 加碼 |
| EP Wealth Advisors, LLC | 6,625 | $61.4 萬 | 0.01% | +218+3.4% | 加碼 |
| Cooper Financial Group | 6,613 | $61.2 萬 | 0.07% | +237+3.7% | 加碼 |
| Westhampton Capital, LLC | 6,587 | $61.0 萬 | 0.31% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 6,586 | $61.0 萬 | 0.01% | +913+16.1% | 加碼 |
| Quantessence Capital LLC | 6,536 | $60.5 萬 | 0.25% | +6,536 | 新進 |
| ICW Investment Advisors LLC | 6,522 | $60.4 萬 | 0.25% | +193+3.0% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 6,480 | $60.0 萬 | 0.01% | +117+1.8% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 6,440 | $59.8 萬 | 0.01% | +1,496+30.3% | 加碼 |
| Rehmann Capital Advisory Group | 6,449 | $59.7 萬 | 0.04% | +3,582+124.9% | 加碼 |
| Wedbush Securities Inc | 6,427 | $59.5 萬 | 0.02% | +1,826+39.7% | 加碼 |
| Auto-Owners Insurance Co | 6,393 | $59.2 萬 | 0.01% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 6,318 | $58.5 萬 | 0.02% | −463−6.8% | 減碼 |
| NorthRock Partners, LLC | 6,299 | $58.3 萬 | 0.02% | −172−2.7% | 減碼 |
| Wedmont Private Capital | 6,400 | $58.1 萬 | 0.03% | +299+4.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 6,271 | $58.1 萬 | 0.01% | −1,146−15.5% | 減碼 |
| Central Trust Co | 6,193 | $57.4 萬 | 0.01% | +90+1.5% | 加碼 |
| Means Investment Co., Inc. | 6,190 | $57.3 萬 | 0.06% | +10.0% | 加碼 |
| Meridian Management Co | 6,157 | $57.0 萬 | 0.15% | +53+0.9% | 加碼 |
| Soltis Investment Advisors LLC | 6,073 | $56.2 萬 | 0.05% | −19−0.3% | 減碼 |
| Cypress Capital Group | 6,058 | $56.1 萬 | 0.07% | −2,515−29.3% | 減碼 |
| Baldwin Investment Management, LLC | 6,007 | $55.6 萬 | 0.07% | −1,850−23.5% | 減碼 |
| Simmons Bank | 5,974 | $55.3 萬 | 0.04% | −375−5.9% | 減碼 |
| Lindbrook Capital, LLC | 5,958 | $55.2 萬 | 0.05% | +37+0.6% | 加碼 |
| Ieq Capital, LLC | 5,933 | $54.9 萬 | 0.01% | −10,552−64.0% | 減碼 |