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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 9,833 | $101.5 萬 | 0.07% | −476−4.6% | 減碼 |
| Burney Co | 9,745 | $100.6 萬 | 0.04% | −169−1.7% | 減碼 |
| Trust Co of Toledo NA | 9,704 | $100.1 萬 | 0.13% | −112−1.1% | 減碼 |
| Compass Wealth Management LLC | 9,665 | $99.7 萬 | 0.25% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 9,601 | $99.1 萬 | 0.02% | −73−0.8% | 減碼 |
| Vontobel Holding Ltd. | 9,454 | $97.6 萬 | 0.00% | −947−9.1% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,447 | $97.5 萬 | 0.01% | +209+2.3% | 加碼 |
| Auto-Owners Insurance Co | 5,000 | $96.4 萬 | 0.03% | −1,393−21.8% | 減碼 |
| Birch Hill Investment Advisors LLC | 9,325 | $96.2 萬 | 0.05% | −300−3.1% | 減碼 |
| Parallel Advisors, LLC | 9,266 | $95.6 萬 | 0.02% | −456−4.7% | 減碼 |
| Home Federal Bank of Tennessee | 9,226 | $95.2 萬 | 0.28% | −5−0.1% | 減碼 |
| Monarch Capital Management Inc | 9,213 | $95.1 萬 | 0.26% | −539−5.5% | 減碼 |
| Johnson Investment Counsel Inc | 9,095 | $93.9 萬 | 0.01% | +160+1.8% | 加碼 |
| GWM Advisors LLC | 9,026 | $93.1 萬 | 0.01% | −627−6.5% | 減碼 |
| Holowesko Partners Ltd. | 9,000 | $92.9 萬 | 0.35% | 00.0% | 不變 |
| Empowered Funds, LLC | 8,988 | $92.8 萬 | 0.01% | +857+10.5% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 8,930 | $92.2 萬 | 0.03% | 00.0% | 不變 |
| Carolina Wealth Advisors, LLC | 8,846 | $91.3 萬 | 0.49% | +6,581+290.6% | 加碼 |
| Ossiam | 8,812 | $90.9 萬 | 0.01% | −686−7.2% | 減碼 |
| American National Bank | 8,766 | $90.5 萬 | 0.10% | −6,802−43.7% | 減碼 |
| FineMark National Bank & Trust | 8,751 | $90.3 萬 | 0.03% | +100+1.2% | 加碼 |
| Shell Asset Management Co | 8,737 | $90.2 萬 | 0.04% | −396−4.3% | 減碼 |
| V-Square Quantitative Management LLC | 8,718 | $90.0 萬 | 0.13% | −275−3.1% | 減碼 |
| AustralianSuper Pty Ltd | 8,718 | $90.0 萬 | 0.01% | +8,718 | 新進 |
| Field & Main Bank | 8,702 | $89.8 萬 | 0.32% | −170−1.9% | 減碼 |
| IMA Wealth, Inc. | 8,697 | $89.8 萬 | 0.11% | −736−7.8% | 減碼 |
| Daymark Wealth Partners, LLC | 8,674 | $89.5 萬 | 0.04% | +788+10.0% | 加碼 |
| Panagora Asset Management Inc | 8,652 | $89.3 萬 | 0.00% | +437+5.3% | 加碼 |
| Procyon Private Wealth Partners, LLC | 8,528 | $88.0 萬 | 0.05% | +6,360+293.4% | 加碼 |
| SummitTX Capital, L.P. | 8,519 | $87.9 萬 | 0.04% | +8,519 | 新進 |
| Sit Investment Associates Inc | 8,415 | $86.8 萬 | 0.02% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 8,304 | $85.7 萬 | 0.01% | −1,396−14.4% | 減碼 |
| TownSquare Capital, LLC | 8,298 | $85.6 萬 | 0.01% | +1,272+18.1% | 加碼 |
| Advisors Asset Management, Inc. | 8,257 | $85.2 萬 | 0.02% | −488−5.6% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 8,117 | $83.8 萬 | 0.23% | +40+0.5% | 加碼 |
| Lee Danner & Bass Inc | 7,983 | $82.4 萬 | 0.07% | 00.0% | 不變 |
| GAMMA Investing LLC | 7,953 | $82.1 萬 | 0.06% | +1,260+18.8% | 加碼 |
| TD Waterhouse Canada Inc. | 7,875 | $81.9 萬 | 0.01% | +3,284+71.5% | 加碼 |
| Apollon Wealth Management, LLC | 7,914 | $81.7 萬 | 0.02% | −362−4.4% | 減碼 |
| Kestra Private Wealth Services, LLC | 7,892 | $81.4 萬 | 0.01% | −1,257−13.7% | 減碼 |
| Vestcor Inc | 7,883 | $81.4 萬 | 0.03% | +17+0.2% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 7,769 | $80.2 萬 | 0.09% | −350−4.3% | 減碼 |
| Banque Cantonale Vaudoise | 7,657 | $79.0 萬 | 0.03% | +7,657 | 新進 |
| Salem Investment Counselors Inc | 7,649 | $78.9 萬 | 0.03% | −1,277−14.3% | 減碼 |
| TD Private Client Wealth LLC | 7,614 | $78.6 萬 | 0.02% | +220+3.0% | 加碼 |
| Pring Turner Capital Group Inc | 7,575 | $78.2 萬 | 0.48% | 00.0% | 不變 |
| Curated Wealth Partners LLC | 7,514 | $77.5 萬 | 0.10% | +63+0.8% | 加碼 |
| Eastern Bank | 7,498 | $77.4 萬 | 0.02% | 00.0% | 不變 |
| Horizon Investments, LLC | 7,486 | $77.3 萬 | 0.02% | +225+3.1% | 加碼 |
| EP Wealth Advisors, LLC | 7,419 | $76.6 萬 | 0.01% | +794+12.0% | 加碼 |
| Glenview Trust Co | 7,416 | $76.5 萬 | 0.01% | −979−11.7% | 減碼 |
| State of Wyoming | 7,406 | $76.4 萬 | 0.10% | +5,450+278.6% | 加碼 |
| Fire Capital Management LLC | 7,346 | $75.8 萬 | 0.56% | 00.0% | 不變 |
| Diversified Trust Co | 7,285 | $75.2 萬 | 0.02% | +449+6.6% | 加碼 |
| Cooper Financial Group | 7,279 | $75.1 萬 | 0.10% | +666+10.1% | 加碼 |
| Kingsview Wealth Management, LLC | 7,227 | $74.6 萬 | 0.01% | −411−5.4% | 減碼 |
| Ar Asset Management Inc | 7,200 | $74.3 萬 | 0.17% | 00.0% | 不變 |
| Romano Brothers and Company | 7,159 | $73.9 萬 | 0.10% | −88−1.2% | 減碼 |
| Wedmont Private Capital | 7,606 | $73.8 萬 | 0.04% | +1,206+18.8% | 加碼 |
| Werlinich Asset Management, LLC | 7,155 | $73.8 萬 | 0.47% | 00.0% | 不變 |
| Curbstone Financial Management Corp | 7,148 | $73.8 萬 | 0.16% | +400+5.9% | 加碼 |
| Wedbush Securities Inc | 7,146 | $73.7 萬 | 0.03% | +719+11.2% | 加碼 |
| Prudential PLC | 7,109 | $73.4 萬 | 0.00% | −6,359−47.2% | 減碼 |
| Quadrant Capital Group LLC | 7,057 | $72.8 萬 | 0.03% | +3,075+77.2% | 加碼 |
| MUFG Securities Americas Inc. | 7,019 | $72.4 萬 | 0.08% | +1,121+19.0% | 加碼 |
| Integrated Wealth Concepts LLC | 6,997 | $72.2 萬 | 0.01% | +63+0.9% | 加碼 |
| Medallion Wealth Advisors, LLC | 6,945 | $72.2 萬 | 0.33% | +313+4.7% | 加碼 |
| Optas, LLC | 6,959 | $71.8 萬 | 0.12% | +1,070+18.2% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 6,945 | $71.7 萬 | 0.04% | 00.0% | 不變 |
| Guggenheim Capital LLC | 6,872 | $70.9 萬 | 0.01% | −3,433−33.3% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 6,831 | $70.5 萬 | 0.01% | +351+5.4% | 加碼 |
| Rehmann Capital Advisory Group | 6,824 | $70.4 萬 | 0.04% | +375+5.8% | 加碼 |
| NorthRock Partners, LLC | 6,732 | $69.5 萬 | 0.02% | +433+6.9% | 加碼 |
| Amussen Hunsaker Associates LLC | 6,728 | $69.4 萬 | 0.10% | −21−0.3% | 減碼 |
| Waterford Advisors, LLC | 6,690 | $69.0 萬 | 0.29% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 6,689 | $69.0 萬 | 0.01% | −137−2.0% | 減碼 |
| ICW Investment Advisors LLC | 6,600 | $68.1 萬 | 0.28% | +78+1.2% | 加碼 |
| Concurrent Investment Advisors, LLC | 6,581 | $67.9 萬 | 0.02% | +2,942+80.8% | 加碼 |
| Ostrum Asset Management | 6,555 | $67.6 萬 | 0.04% | −174−2.6% | 減碼 |
| Larson Financial Group LLC | 6,507 | $67.2 萬 | 0.03% | −256−3.8% | 減碼 |
| Ninety One North America, Inc. | 6,490 | $67.0 萬 | 0.05% | −1,035−13.8% | 減碼 |
| Integrity Alliance, LLC. | 6,467 | $66.7 萬 | 0.03% | +6,467 | 新進 |
| Fullerton Fund Management Co Ltd. | 6,435 | $66.4 萬 | 0.04% | +6,435 | 新進 |
| Signaturefd, LLC | 6,430 | $66.4 萬 | 0.01% | +729+12.8% | 加碼 |
| Westhampton Capital, LLC | 6,387 | $65.9 萬 | 0.36% | −200−3.0% | 減碼 |
| Soltis Investment Advisors LLC | 6,358 | $65.6 萬 | 0.06% | +285+4.7% | 加碼 |
| Penobscot Investment Management Company, Inc. | 6,346 | $65.5 萬 | 0.06% | +1,148+22.1% | 加碼 |
| Ieq Capital, LLC | 6,247 | $64.5 萬 | 0.01% | +314+5.3% | 加碼 |
| ELCO Management Co., LLC | 6,229 | $64.3 萬 | 0.36% | −446−6.7% | 減碼 |
| Raiffeisen Bank International AG | 6,259 | $63.9 萬 | 0.01% | +3,349+115.1% | 加碼 |
| Arkadios Wealth Advisors | 6,181 | $63.8 萬 | 0.02% | +3,185+106.3% | 加碼 |
| Quotient Wealth Partners, LLC | 6,146 | $63.4 萬 | 0.02% | +307+5.3% | 加碼 |
| Means Investment Co., Inc. | 6,141 | $63.4 萬 | 0.07% | −49−0.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 6,076 | $62.7 萬 | 0.01% | −195−3.1% | 減碼 |
| Central Trust Co | 6,071 | $62.7 萬 | 0.02% | −122−2.0% | 減碼 |
| Meridian Management Co | 6,050 | $62.4 萬 | 0.19% | −107−1.7% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 6,048 | $62.4 萬 | 0.03% | −270−4.3% | 減碼 |
| National Asset Management, Inc. | 6,016 | $62.1 萬 | 0.02% | +1,001+20.0% | 加碼 |
| Lindbrook Capital, LLC | 6,008 | $62.0 萬 | 0.06% | +50+0.8% | 加碼 |
| Ausdal Financial Partners, Inc. | 5,932 | $61.2 萬 | 0.05% | +3,406+134.8% | 加碼 |