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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 2,881 | $26.7 萬 | 0.01% | +47+1.7% | 加碼 |
| St Germain D J Co Inc | 2,873 | $26.6 萬 | 0.01% | 00.0% | 不變 |
| Penserra Capital Management LLC | 2,886 | $26.6 萬 | 0.00% | +948+48.9% | 加碼 |
| Bragg Financial Advisors, Inc | 2,867 | $26.6 萬 | 0.01% | −300−9.5% | 減碼 |
| Great Valley Advisor Group, Inc. | 2,860 | $26.5 萬 | 0.01% | +126+4.6% | 加碼 |
| Reuter James Wealth Management, LLC | 2,853 | $26.4 萬 | 0.05% | 00.0% | 不變 |
| Howland Capital Management LLC | 2,852 | $26.4 萬 | 0.01% | +383+15.5% | 加碼 |
| Cyndeo Wealth Partners, LLC | 2,838 | $26.3 萬 | 0.02% | 00.0% | 不變 |
| Ritholtz Wealth Management | 2,838 | $26.3 萬 | 0.01% | −13−0.5% | 減碼 |
| Adviser Investments LLC | 2,836 | $26.3 萬 | 0.00% | +18+0.6% | 加碼 |
| Douglas Lane & Associates, LLC | 2,825 | $26.2 萬 | 0.00% | −40−1.4% | 減碼 |
| South State Corp. | 2,809 | $26.0 萬 | 0.02% | 00.0% | 不變 |
| 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 |
| Forbes J M & Co LLP | 2,804 | $26.0 萬 | 0.02% | −52−1.8% | 減碼 |
| Riverwater Partners LLC | 2,794 | $25.9 萬 | 0.13% | −98−3.4% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 2,790 | $25.8 萬 | 0.02% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 2,780 | $25.7 萬 | 0.03% | +778+38.9% | 加碼 |
| Montecito Bank & Trust | 2,777 | $25.7 萬 | 0.04% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 2,772 | $25.7 萬 | 0.00% | +71+2.6% | 加碼 |
| Horan Securities, Inc. | 2,766 | $25.6 萬 | 0.10% | +10.0% | 加碼 |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $25.6 萬 | 0.19% | 00.0% | 不變 |
| Sentinel Trust Co Lba | 2,750 | $25.5 萬 | 0.03% | 00.0% | 不變 |
| Howard Capital Management Inc. | 2,741 | $25.4 萬 | 0.00% | +139+5.3% | 加碼 |
| Financial Advisory Corp | 2,709 | $25.1 萬 | 0.09% | −117−4.1% | 減碼 |
| Coldstream Capital Management Inc | 2,689 | $24.9 萬 | 0.01% | +109+4.2% | 加碼 |
| Clarius Group, LLC | 2,686 | $24.9 萬 | 0.02% | +2+0.1% | 加碼 |
| Azimuth Capital Investment Management LLC | 2,685 | $24.9 萬 | 0.01% | −150−5.3% | 減碼 |
| Colonial Trust Co | 2,676 | $24.8 萬 | 0.04% | −93−3.4% | 減碼 |
| MEMBERS Trust Co | 2,654 | $24.6 萬 | 0.01% | −87−3.2% | 減碼 |
| Callan Capital, LLC | 2,649 | $24.5 萬 | 0.02% | −127−4.6% | 減碼 |
| Donaldson Capital Management, LLC | 2,646 | $24.5 萬 | 0.01% | −562−17.5% | 減碼 |
| Cobblestone Capital Advisors LLC | 2,623 | $24.3 萬 | 0.01% | −44−1.6% | 減碼 |
| Aveo Capital Partners, LLC | 2,619 | $24.3 萬 | 0.03% | −39−1.5% | 減碼 |
| Sapient Capital LLC | 2,605 | $24.1 萬 | 0.00% | +35+1.4% | 加碼 |
| Equitable Holdings, Inc. | 2,604 | $24.1 萬 | 0.00% | −93−3.4% | 減碼 |
| GHP Investment Advisors, Inc. | 2,597 | $24.1 萬 | 0.01% | −146−5.3% | 減碼 |
| Gillespie Robinson & Grimm Inc | 2,582 | $23.9 萬 | 0.02% | 00.0% | 不變 |
| Premier Path Wealth Partners, LLC | 2,579 | $23.9 萬 | 0.04% | −52−2.0% | 減碼 |
| Shelton Capital Management | 2,559 | $23.7 萬 | 0.01% | 00.0% | 不變 |
| Congress Wealth Management LLC | 2,545 | $23.6 萬 | 0.00% | +2,545 | 新進 |
| Founders Capital Management, LLC | 2,537 | $23.5 萬 | 0.04% | 00.0% | 不變 |
| KCM Investment Advisors LLC | 2,532 | $23.4 萬 | 0.01% | −359−12.4% | 減碼 |
| Laurel Wealth Advisors LLC | 2,530 | $23.4 萬 | 0.04% | −25−1.0% | 減碼 |
| Ausdal Financial Partners, Inc. | 2,526 | $23.4 萬 | 0.02% | +2,526 | 新進 |
| Stonebridge Capital Advisors LLC | 2,525 | $23.4 萬 | 0.02% | −641−20.2% | 減碼 |
| Charter Oak Capital Management, LLC | 2,524 | $23.4 萬 | 0.02% | −2−0.1% | 減碼 |
| Custos Family Office, LLC | 2,515 | $23.3 萬 | 0.08% | +2,515 | 新進 |
| Sterling Financial Planning, Inc. | 2,513 | $23.3 萬 | 0.09% | +13+0.5% | 加碼 |
| GKV Capital Management Co., Inc. | 2,500 | $23.2 萬 | 0.09% | +2,500 | 新進 |
| Aventura Private Wealth, LLC | 2,491 | $23.1 萬 | 0.12% | +2,491 | 新進 |
| Spinnaker Trust | 2,490 | $23.1 萬 | 0.01% | +100+4.2% | 加碼 |
| Syon Capital LLC | 2,489 | $23.1 萬 | 0.02% | +2,489 | 新進 |
| First National Trust Co | 2,488 | $23.0 萬 | 0.01% | −114−4.4% | 減碼 |
| Leavell Investment Management, Inc. | 2,484 | $23.0 萬 | 0.01% | +327+15.2% | 加碼 |
| Wealthspire Advisors, LLC | 2,465 | $22.8 萬 | 0.00% | +190+8.4% | 加碼 |
| Manning & Napier Advisors LLC | 2,464 | $22.8 萬 | 0.00% | +40+1.7% | 加碼 |
| Acadian Asset Management LLC | 2,471 | $22.8 萬 | 0.00% | −2,831−53.4% | 減碼 |
| Citizens Financial Group Inc | 2,457 | $22.8 萬 | 0.00% | +2,457 | 新進 |
| Farmers Trust Co | 2,450 | $22.7 萬 | 0.04% | −13−0.5% | 減碼 |
| Prospera Financial Services Inc | 2,443 | $22.7 萬 | 0.01% | −29−1.2% | 減碼 |
| Sky Investment Group LLC | 2,441 | $22.6 萬 | 0.04% | −57−2.3% | 減碼 |
| Brighton Jones LLC | 2,440 | $22.6 萬 | 0.01% | −72−2.9% | 減碼 |
| PKS Advisory Services, LLC | 2,439 | $22.6 萬 | 0.06% | +2,439 | 新進 |
| First Foundation Advisors | 2,433 | $22.5 萬 | 0.01% | −6−0.2% | 減碼 |
| Courier Capital LLC | 2,416 | $22.4 萬 | 0.02% | −599−19.9% | 減碼 |
| Colonial Trust Advisors | 2,412 | $22.3 萬 | 0.02% | 00.0% | 不變 |
| AlTi Global, Inc. | 2,404 | $22.3 萬 | 0.01% | +113+4.9% | 加碼 |
| Stock Yards Bank & Trust Co | 2,378 | $22.0 萬 | 0.01% | −125−5.0% | 減碼 |
| Capital Advantage, Inc. | 2,374 | $22.0 萬 | 0.04% | +2,374 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 2,372 | $22.0 萬 | 0.03% | +5+0.2% | 加碼 |
| Mairs & Power Inc | 2,363 | $21.9 萬 | 0.00% | +435+22.6% | 加碼 |
| Great Lakes Advisors, LLC | 2,348 | $21.7 萬 | 0.00% | −104−4.2% | 減碼 |
| LMCG Investments, LLC | 2,343 | $21.7 萬 | 0.01% | −110−4.5% | 減碼 |
| Sentry LLC | 2,341 | $21.7 萬 | 0.04% | 00.0% | 不變 |
| Baader Bank INC | 2,336 | $21.6 萬 | 0.02% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 2,325 | $21.5 萬 | 0.01% | −725−23.8% | 減碼 |
| Sabal Trust CO | 2,303 | $21.3 萬 | 0.01% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 2,300 | $21.3 萬 | 0.02% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 2,297 | $21.3 萬 | 0.01% | +154+7.2% | 加碼 |
| New Age Alpha Advisors, LLC | 2,296 | $21.3 萬 | 0.01% | +2,296 | 新進 |
| Capstone Investment Advisors, LLC | 2,293 | $21.2 萬 | 0.00% | −1,319−36.5% | 減碼 |
| Naples Global Advisors, LLC | 2,283 | $21.1 萬 | 0.02% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 2,275 | $21.1 萬 | 0.01% | −19−0.8% | 減碼 |
| Asset Dedication, LLC | 2,268 | $21.0 萬 | 0.02% | −17−0.7% | 減碼 |
| Interchange Capital Partners, LLC | 2,267 | $21.0 萬 | 0.08% | 00.0% | 不變 |
| Carolina Wealth Advisors, LLC | 2,265 | $21.0 萬 | 0.11% | +1,759+347.6% | 加碼 |
| Optimum Investment Advisors | 2,262 | $20.9 萬 | 0.09% | 00.0% | 不變 |
| Longboard Asset Management, LP | 2,261 | $20.9 萬 | 0.55% | +2,261 | 新進 |
| First City Capital Management, Inc. | 2,250 | $20.8 萬 | 0.11% | −150−6.3% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 2,247 | $20.8 萬 | 0.01% | +145+6.9% | 加碼 |
| MSH Capital Advisors LLC | 2,240 | $20.7 萬 | 0.07% | −200−8.2% | 減碼 |
| Ronald Blue Trust, Inc. | 2,235 | $20.7 萬 | 0.00% | −872−28.1% | 減碼 |
| Avestar Capital, LLC | 2,228 | $20.6 萬 | 0.02% | +143+6.9% | 加碼 |
| Montis Financial, LLC | 2,216 | $20.5 萬 | 0.06% | +110+5.2% | 加碼 |
| Hancock Whitney Corp | 2,212 | $20.5 萬 | 0.01% | −59−2.6% | 減碼 |
| Tyche Wealth Partners LLC | 2,207 | $20.4 萬 | 0.04% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 2,207 | $20.4 萬 | 0.01% | +100+4.7% | 加碼 |
| Court Place Advisors, LLC | 2,206 | $20.4 萬 | 0.07% | −316−12.5% | 減碼 |
| Harbour Investments, Inc. | 2,201 | $20.4 萬 | 0.01% | +27+1.2% | 加碼 |