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。
2025 年第 1 季 13F 持有人
Otis Worldwide Corp 在 2025/3/31 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
- 1,248
- 較 2024 年第 4 季 +34 家
- 持有股數
- 3.57 億
- 較 2024 年第 4 季 −550.4 萬 (−1.5%)
- 總市值
- $367.9 億
- 較 2024 年第 4 季 +$32.4 億 (+9.7%)
- 新進機構
- 130
- 另有 401 家加碼
- 清倉機構
- 96
- 另有 476 家減碼
另有 20 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Founders Capital Management, LLC | 2,537 | $26.2 萬 | 0.05% | 00.0% | 不變 |
| Sky-Mountain Capital Management, Inc. | 2,540 | $26.2 萬 | 0.22% | +2,540 | 新進 |
| Chicago Partners Investment Group LLC | 2,710 | $26.4 萬 | 0.01% | +2,710 | 新進 |
| Equitable Holdings, Inc. | 2,558 | $26.4 萬 | 0.00% | −46−1.8% | 減碼 |
| Schechter Investment Advisors, LLC | 2,560 | $26.4 萬 | 0.02% | +2,560 | 新進 |
| Courier Capital LLC | 2,566 | $26.5 萬 | 0.02% | +150+6.2% | 加碼 |
| Journey Strategic Wealth LLC | 2,566 | $26.5 萬 | 0.01% | +2,566 | 新進 |
| SeaCrest Wealth Management, LLC | 2,578 | $26.6 萬 | 0.03% | −202−7.3% | 減碼 |
| Flputnam Investment Management Co | 2,583 | $26.7 萬 | 0.00% | −625−19.5% | 減碼 |
| Mission Wealth Management, LP | 2,585 | $26.7 萬 | 0.01% | −370−12.5% | 減碼 |
| LMR Partners LLP | 2,586 | $26.7 萬 | 0.01% | +2,586 | 新進 |
| Great Valley Advisor Group, Inc. | 2,586 | $26.7 萬 | 0.01% | −274−9.6% | 減碼 |
| Donaldson Capital Management, LLC | 2,590 | $26.7 萬 | 0.01% | −56−2.1% | 減碼 |
| Sapient Capital LLC | 2,590 | $26.7 萬 | 0.01% | −15−0.6% | 減碼 |
| GHP Investment Advisors, Inc. | 2,609 | $26.9 萬 | 0.01% | +12+0.5% | 加碼 |
| Aventura Private Wealth, LLC | 2,623 | $27.1 萬 | 0.14% | +132+5.3% | 加碼 |
| MEMBERS Trust Co | 2,656 | $27.4 萬 | 0.01% | +2+0.1% | 加碼 |
| Colonial Trust Co | 2,665 | $27.5 萬 | 0.04% | −11−0.4% | 減碼 |
| Intrua Financial, LLC | 2,676 | $27.6 萬 | 0.04% | −628−19.0% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 2,690 | $27.8 萬 | 0.02% | −100−3.6% | 減碼 |
| Spinnaker Trust | 2,690 | $27.8 萬 | 0.02% | +200+8.0% | 加碼 |
| Dynamic Advisor Solutions LLC | 2,697 | $27.8 萬 | 0.01% | +372+16.0% | 加碼 |
| Clarius Group, LLC | 2,700 | $27.9 萬 | 0.02% | +14+0.5% | 加碼 |
| Montecito Bank & Trust | 2,717 | $28.0 萬 | 0.05% | −60−2.2% | 減碼 |
| Old National Bancorp | 2,724 | $28.1 萬 | 0.01% | −577−17.5% | 減碼 |
| Miracle Mile Advisors, LLC | 2,724 | $28.1 萬 | 0.01% | +2,724 | 新進 |
| Great Lakes Advisors, LLC | 2,728 | $28.2 萬 | 0.00% | +380+16.2% | 加碼 |
| St Germain D J Co Inc | 2,729 | $28.2 萬 | 0.01% | −144−5.0% | 減碼 |
| Stonebridge Capital Advisors LLC | 2,738 | $28.3 萬 | 0.02% | +213+8.4% | 加碼 |
| Bragg Financial Advisors, Inc | 2,748 | $28.4 萬 | 0.01% | −119−4.2% | 減碼 |
| Sentinel Trust Co Lba | 2,754 | $28.4 萬 | 0.03% | +4+0.1% | 加碼 |
| Douglas Lane & Associates, LLC | 2,754 | $28.4 萬 | 0.00% | −71−2.5% | 減碼 |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $28.5 萬 | 0.25% | 00.0% | 不變 |
| Horan Securities, Inc. | 2,768 | $28.6 萬 | 0.11% | +2+0.1% | 加碼 |
| Change Path, LLC | 2,769 | $28.6 萬 | 0.01% | −148−5.1% | 減碼 |
| Ancora Advisors, LLC | 2,769 | $28.6 萬 | 0.01% | −39−1.4% | 減碼 |
| Citizens Financial Group Inc | 2,781 | $28.7 萬 | 0.01% | +324+13.2% | 加碼 |
| New England Capital Financial Advisors LLC | 2,785 | $28.7 萬 | 0.15% | −138−4.7% | 減碼 |
| CTC Alternative Strategies, Ltd. | 2,800 | $28.9 萬 | 0.35% | +2,800 | 新進 |
| Adviser Investments LLC | 2,803 | $28.9 萬 | 0.00% | −33−1.2% | 減碼 |
| Forbes J M & Co LLP | 2,804 | $28.9 萬 | 0.03% | 00.0% | 不變 |
| Founders Financial Securities LLC | 3,092 | $29.0 萬 | 0.02% | +125+4.2% | 加碼 |
| Fielder Capital Group LLC | 2,818 | $29.1 萬 | 0.08% | −78−2.7% | 減碼 |
| Sowell Financial Services LLC | 2,824 | $29.1 萬 | 0.01% | +2,824 | 新進 |
| Cyndeo Wealth Partners, LLC | 2,838 | $29.3 萬 | 0.02% | 00.0% | 不變 |
| Independent Financial Group, LLC | 2,848 | $29.4 萬 | 0.01% | +2,848 | 新進 |
| Howland Capital Management LLC | 2,852 | $29.4 萬 | 0.01% | 00.0% | 不變 |
| Reuter James Wealth Management, LLC | 2,853 | $29.4 萬 | 0.05% | 00.0% | 不變 |
| Washington Trust Co | 2,858 | $29.5 萬 | 0.01% | −674−19.1% | 減碼 |
| Enterprise Financial Services Corp | 2,862 | $29.5 萬 | 0.17% | −32−1.1% | 減碼 |
| Coldstream Capital Management Inc | 2,867 | $29.6 萬 | 0.01% | +178+6.6% | 加碼 |
| Farther Finance Advisors, LLC | 2,845 | $29.6 萬 | 0.01% | +1,466+106.3% | 加碼 |
| S.A. Mason LLC | 2,883 | $29.8 萬 | 0.16% | −9−0.3% | 減碼 |
| Riverwater Partners LLC | 2,885 | $29.8 萬 | 0.15% | +91+3.3% | 加碼 |
| Callan Capital, LLC | 2,895 | $29.9 萬 | 0.02% | +246+9.3% | 加碼 |
| Cypress Advisory Group LLC | 2,900 | $29.9 萬 | 0.27% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 2,902 | $29.9 萬 | 0.06% | 00.0% | 不變 |
| LCM Capital Management Inc | 2,904 | $30.0 萬 | 0.18% | −24−0.8% | 減碼 |
| Ritholtz Wealth Management | 2,907 | $30.0 萬 | 0.01% | +69+2.4% | 加碼 |
| Signature Wealth Management Partners, LLC | 2,910 | $30.0 萬 | 0.20% | 00.0% | 不變 |
| Dover Advisors, LLC | 2,937 | $30.3 萬 | 0.13% | −44−1.5% | 減碼 |
| Caldwell Trust Co | 2,944 | $30.4 萬 | 0.03% | −1,255−29.9% | 減碼 |
| Chicago Trust Co NA | 2,948 | $30.4 萬 | 0.05% | −480−14.0% | 減碼 |
| McDonald Partners LLC | 2,952 | $30.5 萬 | 0.08% | −25−0.8% | 減碼 |
| Forum Financial Management, LP | 2,955 | $30.5 萬 | 0.01% | +62+2.1% | 加碼 |
| Massmutual Trust Co FSB | 2,965 | $30.6 萬 | 0.01% | +758+34.3% | 加碼 |
| Sagespring Wealth Partners, LLC | 2,966 | $30.6 萬 | 0.01% | +2,966 | 新進 |
| Flagship Harbor Advisors, LLC | 2,974 | $30.7 萬 | 0.02% | −211−6.6% | 減碼 |
| Keynote Financial Services LLC | 2,975 | $30.7 萬 | 0.22% | 00.0% | 不變 |
| Premier Path Wealth Partners, LLC | 2,981 | $30.8 萬 | 0.05% | +402+15.6% | 加碼 |
| Principal Street Partners, LLC | 2,994 | $30.9 萬 | 0.06% | +186+6.6% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 3,000 | $30.9 萬 | 0.14% | −145−4.6% | 減碼 |
| Systematic Financial Management LP | 3,000 | $31.0 萬 | 0.01% | 00.0% | 不變 |
| St. Louis Trust Co | 3,000 | $31.0 萬 | 0.04% | 00.0% | 不變 |
| Bleichroeder LP | 3,000 | $31.0 萬 | 0.08% | 00.0% | 不變 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3,000 | $31.0 萬 | 0.17% | −19,000−86.4% | 減碼 |
| Vancity Investment Management Ltd | 3,001 | $31.0 萬 | 0.04% | +3,001 | 新進 |
| Heritage Wealth Management, Inc. | 3,017 | $31.1 萬 | 0.11% | 00.0% | 不變 |
| Chemung Canal Trust Co | 3,026 | $31.2 萬 | 0.07% | −112−3.6% | 減碼 |
| Meridian Wealth Management, LLC | 3,028 | $31.3 萬 | 0.02% | +34+1.1% | 加碼 |
| General Partner, Inc. | 3,029 | $31.3 萬 | 0.20% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 3,041 | $31.4 萬 | 0.01% | +3,041 | 新進 |
| EverSource Wealth Advisors, LLC | 3,050 | $31.5 萬 | 0.02% | +169+5.9% | 加碼 |
| Bard Financial Services, Inc. | 3,050 | $31.5 萬 | 0.04% | 00.0% | 不變 |
| Ramirez Asset Management, Inc. | 3,071 | $31.7 萬 | 0.07% | −50−1.6% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 3,083 | $31.8 萬 | 0.03% | +11+0.4% | 加碼 |
| Boyd Watterson Asset Management LLC | 3,101 | $32.0 萬 | 0.10% | −107−3.3% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,112 | $32.1 萬 | 0.02% | 00.0% | 不變 |
| MBB Public Markets I LLC | 3,113 | $32.1 萬 | 0.04% | +3,113 | 新進 |
| Advisory Services Network, LLC | 3,126 | $32.3 萬 | 0.01% | +79+2.6% | 加碼 |
| Fidelis Capital Partners, LLC | 3,486 | $32.4 萬 | 0.03% | −148−4.1% | 減碼 |
| First Affirmative Financial Network | 3,146 | $32.5 萬 | 0.20% | −352−10.1% | 減碼 |
| Bokf, NA | 3,155 | $32.6 萬 | 0.01% | −540−14.6% | 減碼 |
| Tiemann Investment Advisors, LLC | 3,159 | $32.6 萬 | 0.15% | 00.0% | 不變 |
| Brighton Jones LLC | 3,160 | $32.6 萬 | 0.01% | +720+29.5% | 加碼 |
| Country Club Bank | 3,227 | $33.0 萬 | 0.02% | 00.0% | 不變 |
| Advisor OS, LLC | 3,207 | $33.1 萬 | 0.04% | +35+1.1% | 加碼 |
| NorthCrest Asset Manangement, LLC | 3,215 | $33.2 萬 | 0.01% | −583−15.4% | 減碼 |
| Tritonpoint Wealth, LLC | 3,244 | $33.5 萬 | 0.03% | +352+12.2% | 加碼 |
| TCTC Holdings, LLC | 3,249 | $33.5 萬 | 0.01% | 00.0% | 不變 |