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 |
|---|---|---|---|---|---|
| R Squared Ltd | 4,840 | $49.9 萬 | 0.53% | +4,310+813.2% | 加碼 |
| Clarendon Private LLC | 4,852 | $50.1 萬 | 0.53% | +1,080+28.6% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 4,910 | $50.7 萬 | 0.01% | +640+15.0% | 加碼 |
| Hilltop Holdings Inc. | 4,914 | $50.7 萬 | 0.03% | −246−4.8% | 減碼 |
| Montag A & Associates Inc | 4,949 | $51.1 萬 | 0.03% | 00.0% | 不變 |
| Independent Advisor Alliance | 4,956 | $51.1 萬 | 0.02% | +793+19.0% | 加碼 |
| First Western Trust Bank | 4,958 | $51.2 萬 | 0.02% | +8+0.2% | 加碼 |
| Everett Harris & Co | 4,967 | $51.3 萬 | 0.01% | 00.0% | 不變 |
| Grimes & Company, Inc. | 4,993 | $51.5 萬 | 0.02% | +369+8.0% | 加碼 |
| Moors & Cabot, Inc. | 4,999 | $51.6 萬 | 0.03% | +75+1.5% | 加碼 |
| Valley Brook Capital Group | 5,065 | $52.3 萬 | 0.41% | −50−1.0% | 減碼 |
| Silver Oak Securities, Inc | 5,121 | $52.3 萬 | 0.05% | +20+0.4% | 加碼 |
| Cary Street Partners Financial LLC | 5,076 | $52.4 萬 | 0.02% | +174+3.5% | 加碼 |
| Checchi Capital Advisers, LLC | 5,083 | $52.5 萬 | 0.04% | +18+0.4% | 加碼 |
| Aptus Capital Advisors, LLC | 5,100 | $52.6 萬 | 0.01% | +129+2.6% | 加碼 |
| Moody National Bank Trust Division | 5,131 | $53.0 萬 | 0.06% | −70−1.3% | 減碼 |
| Investment Advisory Services Inc | 5,194 | $53.6 萬 | 0.19% | −46−0.9% | 減碼 |
| Gateway Wealth Partners, LLC | 5,240 | $54.1 萬 | 0.12% | 00.0% | 不變 |
| Quarry LP | 5,278 | $54.5 萬 | 0.14% | +2,059+64.0% | 加碼 |
| Catalyst Funds Management Pty Ltd | 5,280 | $54.5 萬 | 0.14% | +5,280 | 新進 |
| LGT Group Foundation | 5,306 | $54.8 萬 | 0.01% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 5,310 | $54.8 萬 | 0.02% | +10+0.2% | 加碼 |
| Eventide Asset Management, LLC | 5,377 | $54.9 萬 | 0.01% | +5,377 | 新進 |
| Trexquant Investment LP | 5,335 | $55.1 萬 | 0.01% | +5,335 | 新進 |
| Banque Transatlantique SA | 5,345 | $55.1 萬 | 0.02% | −453−7.8% | 減碼 |
| Milestone Asset Management Group, LLC | 5,353 | $55.2 萬 | 0.50% | +5+0.1% | 加碼 |
| Aaron Wealth Advisors | 5,376 | $55.5 萬 | 0.06% | +1,792+50.0% | 加碼 |
| Moneta Group Investment Advisors LLC | 5,412 | $55.8 萬 | 0.01% | −1,174−17.8% | 減碼 |
| Bull Street Advisors, LLC | 5,470 | $56.5 萬 | 0.27% | −162−2.9% | 減碼 |
| Wendell David Associates Inc | 5,494 | $56.7 萬 | 0.06% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 5,561 | $56.8 萬 | 0.01% | −879−13.6% | 減碼 |
| StoneX Group Inc. | 5,527 | $57.0 萬 | 0.03% | −130−2.3% | 減碼 |
| Prime Capital Investment Advisors, LLC | 5,552 | $57.3 萬 | 0.01% | +632+12.8% | 加碼 |
| Ingalls & Snyder LLC | 5,573 | $57.5 萬 | 0.02% | 00.0% | 不變 |
| Ridgewood Investments LLC | 5,666 | $58.5 萬 | 0.27% | +542+10.6% | 加碼 |
| Qtron Investments LLC | 5,680 | $58.6 萬 | 0.09% | 00.0% | 不變 |
| Simmons Bank | 5,698 | $58.8 萬 | 0.04% | −276−4.6% | 減碼 |
| Garrison Point Advisors, LLC | 5,745 | $59.3 萬 | 0.29% | 00.0% | 不變 |
| Holderness Investments Co | 5,751 | $59.4 萬 | 0.14% | +32+0.6% | 加碼 |
| Amica Retiree Medical Trust | 5,752 | $59.4 萬 | 0.91% | −2,842−33.1% | 減碼 |
| Ballentine Partners, LLC | 5,757 | $59.4 萬 | 0.01% | +214+3.9% | 加碼 |
| Belpointe Asset Management LLC | 5,807 | $59.9 萬 | 0.03% | +5,807 | 新進 |
| Fortis Capital Advisors, LLC | 5,807 | $59.9 萬 | 0.12% | +5,807 | 新進 |
| Ahl Investment Management, Inc. | 5,857 | $60.4 萬 | 0.42% | −60−1.0% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,863 | $60.5 萬 | 0.07% | 00.0% | 不變 |
| Allred Capital Management, LLC | 5,911 | $61.0 萬 | 0.24% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 5,917 | $61.1 萬 | 0.07% | −90−1.5% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 5,922 | $61.2 萬 | 0.00% | +5,922 | 新進 |
| Ausdal Financial Partners, Inc. | 5,932 | $61.2 萬 | 0.05% | +3,406+134.8% | 加碼 |
| Lindbrook Capital, LLC | 6,008 | $62.0 萬 | 0.06% | +50+0.8% | 加碼 |
| National Asset Management, Inc. | 6,016 | $62.1 萬 | 0.02% | +1,001+20.0% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 6,048 | $62.4 萬 | 0.03% | −270−4.3% | 減碼 |
| Meridian Management Co | 6,050 | $62.4 萬 | 0.19% | −107−1.7% | 減碼 |
| Central Trust Co | 6,071 | $62.7 萬 | 0.02% | −122−2.0% | 減碼 |
| Stratos Wealth Partners, LTD. | 6,076 | $62.7 萬 | 0.01% | −195−3.1% | 減碼 |
| Means Investment Co., Inc. | 6,141 | $63.4 萬 | 0.07% | −49−0.8% | 減碼 |
| Quotient Wealth Partners, LLC | 6,146 | $63.4 萬 | 0.02% | +307+5.3% | 加碼 |
| Arkadios Wealth Advisors | 6,181 | $63.8 萬 | 0.02% | +3,185+106.3% | 加碼 |
| Raiffeisen Bank International AG | 6,259 | $63.9 萬 | 0.01% | +3,349+115.1% | 加碼 |
| ELCO Management Co., LLC | 6,229 | $64.3 萬 | 0.36% | −446−6.7% | 減碼 |
| Ieq Capital, LLC | 6,247 | $64.5 萬 | 0.01% | +314+5.3% | 加碼 |
| Penobscot Investment Management Company, Inc. | 6,346 | $65.5 萬 | 0.06% | +1,148+22.1% | 加碼 |
| Soltis Investment Advisors LLC | 6,358 | $65.6 萬 | 0.06% | +285+4.7% | 加碼 |
| Westhampton Capital, LLC | 6,387 | $65.9 萬 | 0.36% | −200−3.0% | 減碼 |
| Signaturefd, LLC | 6,430 | $66.4 萬 | 0.01% | +729+12.8% | 加碼 |
| Fullerton Fund Management Co Ltd. | 6,435 | $66.4 萬 | 0.04% | +6,435 | 新進 |
| Integrity Alliance, LLC. | 6,467 | $66.7 萬 | 0.03% | +6,467 | 新進 |
| Ninety One North America, Inc. | 6,490 | $67.0 萬 | 0.05% | −1,035−13.8% | 減碼 |
| Larson Financial Group LLC | 6,507 | $67.2 萬 | 0.03% | −256−3.8% | 減碼 |
| Ostrum Asset Management | 6,555 | $67.6 萬 | 0.04% | −174−2.6% | 減碼 |
| Concurrent Investment Advisors, LLC | 6,581 | $67.9 萬 | 0.02% | +2,942+80.8% | 加碼 |
| ICW Investment Advisors LLC | 6,600 | $68.1 萬 | 0.28% | +78+1.2% | 加碼 |
| Williams Jones Wealth Management, LLC. | 6,689 | $69.0 萬 | 0.01% | −137−2.0% | 減碼 |
| Waterford Advisors, LLC | 6,690 | $69.0 萬 | 0.29% | 00.0% | 不變 |
| Amussen Hunsaker Associates LLC | 6,728 | $69.4 萬 | 0.10% | −21−0.3% | 減碼 |
| NorthRock Partners, LLC | 6,732 | $69.5 萬 | 0.02% | +433+6.9% | 加碼 |
| Rehmann Capital Advisory Group | 6,824 | $70.4 萬 | 0.04% | +375+5.8% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 6,831 | $70.5 萬 | 0.01% | +351+5.4% | 加碼 |
| Guggenheim Capital LLC | 6,872 | $70.9 萬 | 0.01% | −3,433−33.3% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 6,945 | $71.7 萬 | 0.04% | 00.0% | 不變 |
| Optas, LLC | 6,959 | $71.8 萬 | 0.12% | +1,070+18.2% | 加碼 |
| Medallion Wealth Advisors, LLC | 6,945 | $72.2 萬 | 0.33% | +313+4.7% | 加碼 |
| Integrated Wealth Concepts LLC | 6,997 | $72.2 萬 | 0.01% | +63+0.9% | 加碼 |
| MUFG Securities Americas Inc. | 7,019 | $72.4 萬 | 0.08% | +1,121+19.0% | 加碼 |
| Quadrant Capital Group LLC | 7,057 | $72.8 萬 | 0.03% | +3,075+77.2% | 加碼 |
| Prudential PLC | 7,109 | $73.4 萬 | 0.00% | −6,359−47.2% | 減碼 |
| Wedbush Securities Inc | 7,146 | $73.7 萬 | 0.03% | +719+11.2% | 加碼 |
| Curbstone Financial Management Corp | 7,148 | $73.8 萬 | 0.16% | +400+5.9% | 加碼 |
| Werlinich Asset Management, LLC | 7,155 | $73.8 萬 | 0.47% | 00.0% | 不變 |
| Wedmont Private Capital | 7,606 | $73.8 萬 | 0.04% | +1,206+18.8% | 加碼 |
| Romano Brothers and Company | 7,159 | $73.9 萬 | 0.10% | −88−1.2% | 減碼 |
| Ar Asset Management Inc | 7,200 | $74.3 萬 | 0.17% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 7,227 | $74.6 萬 | 0.01% | −411−5.4% | 減碼 |
| Cooper Financial Group | 7,279 | $75.1 萬 | 0.10% | +666+10.1% | 加碼 |
| Diversified Trust Co | 7,285 | $75.2 萬 | 0.02% | +449+6.6% | 加碼 |
| Fire Capital Management LLC | 7,346 | $75.8 萬 | 0.56% | 00.0% | 不變 |
| State of Wyoming | 7,406 | $76.4 萬 | 0.10% | +5,450+278.6% | 加碼 |
| Glenview Trust Co | 7,416 | $76.5 萬 | 0.01% | −979−11.7% | 減碼 |
| EP Wealth Advisors, LLC | 7,419 | $76.6 萬 | 0.01% | +794+12.0% | 加碼 |
| Horizon Investments, LLC | 7,486 | $77.3 萬 | 0.02% | +225+3.1% | 加碼 |