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 |
|---|---|---|---|---|---|
| Invesco, LLC | 3,252 | $33.6 萬 | 0.14% | −731−18.4% | 減碼 |
| Crestwood Advisors Group LLC | 3,262 | $33.7 萬 | 0.01% | +490+17.7% | 加碼 |
| Axxcess Wealth Management, LLC | 3,296 | $34.0 萬 | 0.01% | −31−0.9% | 減碼 |
| Boston Private Wealth LLC | 3,297 | $34.0 萬 | 0.01% | −347−9.5% | 減碼 |
| PFG Investments, LLC | 3,307 | $34.1 萬 | 0.02% | −35−1.0% | 減碼 |
| Westpac Banking Corp | 3,328 | $34.3 萬 | 0.03% | −978−22.7% | 減碼 |
| First Citizens Bank & Trust Co | 3,339 | $34.5 萬 | 0.01% | +22+0.7% | 加碼 |
| Tower Bridge Advisors | 3,346 | $34.5 萬 | 0.04% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,348 | $34.5 萬 | 0.01% | −20,932−86.2% | 減碼 |
| Defined Wealth Management, LLC | 3,352 | $34.6 萬 | 0.23% | +10+0.3% | 加碼 |
| NTV Asset Management LLC | 3,360 | $34.7 萬 | 0.05% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 3,395 | $35.0 萬 | 0.01% | −427−11.2% | 減碼 |
| Cinctive Capital Management LP | 3,400 | $35.1 萬 | 0.03% | +3,400 | 新進 |
| Fruth Investment Management | 3,403 | $35.1 萬 | 0.10% | 00.0% | 不變 |
| Callan Family Office, LLC | 3,407 | $35.2 萬 | 0.03% | −168−4.7% | 減碼 |
| AE Wealth Management LLC | 3,412 | $35.2 萬 | 0.00% | +434+14.6% | 加碼 |
| Farmers National Bank | 3,420 | $35.3 萬 | 0.10% | −9−0.3% | 減碼 |
| Essex Savings Bank | 3,443 | $35.5 萬 | 0.09% | −25−0.7% | 減碼 |
| Boston Family Office LLC | 3,462 | $35.7 萬 | 0.03% | +3,462 | 新進 |
| Addison Advisors LLC | 3,470 | $35.8 萬 | 0.10% | +5+0.1% | 加碼 |
| Syon Capital LLC | 3,477 | $35.9 萬 | 0.03% | +988+39.7% | 加碼 |
| Americana Partners, LLC | 3,491 | $36.0 萬 | 0.01% | −43−1.2% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 3,503 | $36.2 萬 | 0.03% | +36+1.0% | 加碼 |
| Northwest Bancshares, Inc. | 3,505 | $36.2 萬 | 0.07% | 00.0% | 不變 |
| Patten & Patten Inc | 3,525 | $36.4 萬 | 0.02% | −2−0.1% | 減碼 |
| Bell Investment Advisors, Inc | 3,552 | $36.7 萬 | 0.07% | +11+0.3% | 加碼 |
| Strategic Planning, Inc. | 3,559 | $36.7 萬 | 0.21% | +3,559 | 新進 |
| Brevan Howard Capital Management LP | 3,562 | $36.8 萬 | 0.01% | +3,562 | 新進 |
| Headinvest, LLC | 3,564 | $36.8 萬 | 0.07% | −223−5.9% | 減碼 |
| Aberdeen Wealth Management LLC | 3,574 | $36.9 萬 | 0.25% | 00.0% | 不變 |
| Fortune Financial Advisors, LLC | 3,576 | $36.9 萬 | 0.32% | +2+0.1% | 加碼 |
| Foster & Motley Inc | 3,586 | $37.0 萬 | 0.02% | −148−4.0% | 減碼 |
| GSB Wealth Management, LLC | 3,611 | $37.3 萬 | 0.10% | +23+0.6% | 加碼 |
| Congress Wealth Management LLC | 3,615 | $37.3 萬 | 0.00% | +1,070+42.0% | 加碼 |
| Kinneret Advisory, LLC | 3,660 | $37.8 萬 | 0.04% | −12−0.3% | 減碼 |
| QSV Equity Investors LLC | 3,679 | $38.0 萬 | 0.39% | −23−0.6% | 減碼 |
| Boston Trust Walden Corp | 3,698 | $38.2 萬 | 0.00% | −500−11.9% | 減碼 |
| Gamco Investors, Inc. Et Al | 3,700 | $38.2 萬 | 0.00% | −20−0.5% | 減碼 |
| Resonant Capital Advisors, LLC | 3,701 | $38.2 萬 | 0.03% | +246+7.1% | 加碼 |
| Sentry Investment Management LLC | 4,172 | $38.4 萬 | 0.26% | −1,246−23.0% | 減碼 |
| Rothschild Investment LLC | 3,775 | $39.0 萬 | 0.03% | −2−0.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 3,778 | $39.0 萬 | 0.01% | −114−2.9% | 減碼 |
| BSW Wealth Partners | 3,782 | $39.0 萬 | 0.06% | −411−9.8% | 減碼 |
| Robinson Smith Wealth Advisors LLC | 3,805 | $39.3 萬 | 0.33% | +29+0.8% | 加碼 |
| Rialto Wealth Management, LLC | 3,903 | $40.3 萬 | 0.13% | +14+0.4% | 加碼 |
| Atwood & Palmer Inc | 3,925 | $40.5 萬 | 0.03% | −57−1.4% | 減碼 |
| Aprio Wealth Management, LLC | 3,936 | $40.6 萬 | 0.05% | +316+8.7% | 加碼 |
| Philadelphia Trust Co | 3,964 | $40.9 萬 | 0.04% | −435−9.9% | 減碼 |
| Mather Group, LLC. | 3,969 | $41.0 萬 | 0.00% | +555+16.3% | 加碼 |
| Corient IA LLC | 4,000 | $41.3 萬 | 0.29% | +4,000 | 新進 |
| Monterey Private Wealth, Inc. | 4,008 | $41.4 萬 | 0.12% | 00.0% | 不變 |
| Knollwood Investment Advisory, LLC | 4,008 | $41.4 萬 | 0.05% | 00.0% | 不變 |
| Profund Advisors LLC | 4,019 | $41.5 萬 | 0.02% | −218−5.1% | 減碼 |
| Cigna Investments Inc | 4,015 | $41.5 萬 | 0.08% | −100−2.4% | 減碼 |
| Kraematon Investment Advisors, Inc | 4,024 | $41.5 萬 | 0.42% | +9+0.2% | 加碼 |
| Busey Wealth Management | 4,027 | $41.6 萬 | 0.01% | −237−5.6% | 減碼 |
| Charter Trust Co | 4,036 | $41.7 萬 | 0.03% | 00.0% | 不變 |
| Versant Capital Management, Inc | 4,038 | $41.7 萬 | 0.07% | +3,406+538.9% | 加碼 |
| Acadian Asset Management LLC | 4,045 | $41.7 萬 | 0.00% | +1,574+63.7% | 加碼 |
| Fiduciary Group LLC | 4,086 | $42.2 萬 | 0.04% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 4,128 | $42.6 萬 | 0.03% | +5+0.1% | 加碼 |
| Shakespeare Wealth Management, Inc. | 4,160 | $42.9 萬 | 0.12% | +8+0.2% | 加碼 |
| Mystic Asset Management, Inc. | 4,160 | $42.9 萬 | 0.11% | +38+0.9% | 加碼 |
| Aull & Monroe Investment Management Corp | 4,170 | $43.0 萬 | 0.21% | −55−1.3% | 減碼 |
| Schnieders Capital Management LLC | 4,213 | $43.5 萬 | 0.09% | 00.0% | 不變 |
| Drexel Morgan & Co. | 4,288 | $44.3 萬 | 0.09% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 4,295 | $44.3 萬 | 0.03% | +4,295 | 新進 |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $44.4 萬 | 0.14% | 00.0% | 不變 |
| Choate Investment Advisors | 4,312 | $44.5 萬 | 0.01% | −3,079−41.7% | 減碼 |
| Centiva Capital, LP | 4,320 | $44.6 萬 | 0.03% | +4,320 | 新進 |
| Mirova | 4,324 | $44.6 萬 | 0.08% | 00.0% | 不變 |
| Pointe Capital Management LLC | 4,326 | $44.6 萬 | 0.26% | 00.0% | 不變 |
| 1st Source Bank | 4,348 | $44.9 萬 | 0.03% | −63−1.4% | 減碼 |
| Exencial Wealth Advisors, LLC | 4,350 | $44.9 萬 | 0.02% | −55−1.2% | 減碼 |
| Warren Averett Asset Management, LLC | 4,371 | $45.1 萬 | 0.01% | +12+0.3% | 加碼 |
| Forte Capital LLC | 4,375 | $45.1 萬 | 0.05% | −38−0.9% | 減碼 |
| Beck Mack & Oliver LLC | 4,397 | $45.4 萬 | 0.01% | −75−1.7% | 減碼 |
| Texas Bank & Trust Co | 4,400 | $45.4 萬 | 0.19% | 00.0% | 不變 |
| Graypoint LLC | 4,414 | $45.6 萬 | 0.03% | +147+3.4% | 加碼 |
| Fifth Third Wealth Advisors LLC | 4,418 | $45.6 萬 | 0.02% | +20.0% | 加碼 |
| CX Institutional | 4,422 | $45.6 萬 | 0.02% | +576+15.0% | 加碼 |
| Pitcairn Co | 4,426 | $45.7 萬 | 0.03% | +6+0.1% | 加碼 |
| Gabelli Funds LLC | 4,500 | $46.4 萬 | 0.00% | 00.0% | 不變 |
| Mutual Advisors, LLC | 5,002 | $46.5 萬 | 0.01% | +663+15.3% | 加碼 |
| Sovereign Financial Group, Inc. | 4,505 | $46.5 萬 | 0.11% | −57−1.2% | 減碼 |
| Verdence Capital Advisors LLC | 4,524 | $46.7 萬 | 0.04% | −5−0.1% | 減碼 |
| Excalibur Management Corp | 4,525 | $46.7 萬 | 0.18% | 00.0% | 不變 |
| Trust Co of Virginia | 4,542 | $46.9 萬 | 0.04% | −103−2.2% | 減碼 |
| Valeo Financial Advisors, LLC | 4,550 | $47.0 萬 | 0.01% | +67+1.5% | 加碼 |
| Radnor Capital Management, LLC | 4,552 | $47.0 萬 | 0.08% | 00.0% | 不變 |
| Core Wealth Partners LLC | 4,570 | $47.2 萬 | 0.27% | 00.0% | 不變 |
| Private Wealth Asset Management, LLC | 4,628 | $47.8 萬 | 0.07% | +4,628 | 新進 |
| City Holding Co | 4,667 | $48.2 萬 | 0.07% | −334−6.7% | 減碼 |
| IHT Wealth Management, LLC | 4,691 | $48.4 萬 | 0.02% | −75−1.6% | 減碼 |
| Stephens Inc | 4,710 | $48.6 萬 | 0.01% | −15−0.3% | 減碼 |
| Laurion Capital Management LP | 4,718 | $48.7 萬 | 0.04% | +4,718 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 4,728 | $48.8 萬 | 0.00% | +4,728 | 新進 |
| Siemens Fonds Invest GmbH | 4,733 | $48.8 萬 | 0.03% | +296+6.7% | 加碼 |
| Umb Bank N A | 4,776 | $49.3 萬 | 0.01% | −153−3.1% | 減碼 |
| Baker Avenue Asset Management, LP | 4,784 | $49.4 萬 | 0.02% | −117−2.4% | 減碼 |