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 |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 5,922 | $61.2 萬 | 0.00% | +5,922 | 新進 |
| Baldwin Investment Management, LLC | 5,917 | $61.1 萬 | 0.07% | −90−1.5% | 減碼 |
| Allred Capital Management, LLC | 5,911 | $61.0 萬 | 0.24% | 00.0% | 不變 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,863 | $60.5 萬 | 0.07% | 00.0% | 不變 |
| Ahl Investment Management, Inc. | 5,857 | $60.4 萬 | 0.42% | −60−1.0% | 減碼 |
| 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 |
| Ballentine Partners, LLC | 5,757 | $59.4 萬 | 0.01% | +214+3.9% | 加碼 |
| Amica Retiree Medical Trust | 5,752 | $59.4 萬 | 0.91% | −2,842−33.1% | 減碼 |
| Holderness Investments Co | 5,751 | $59.4 萬 | 0.14% | +32+0.6% | 加碼 |
| Garrison Point Advisors, LLC | 5,745 | $59.3 萬 | 0.29% | 00.0% | 不變 |
| Simmons Bank | 5,698 | $58.8 萬 | 0.04% | −276−4.6% | 減碼 |
| Qtron Investments LLC | 5,680 | $58.6 萬 | 0.09% | 00.0% | 不變 |
| Ridgewood Investments LLC | 5,666 | $58.5 萬 | 0.27% | +542+10.6% | 加碼 |
| Ingalls & Snyder LLC | 5,573 | $57.5 萬 | 0.02% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 5,552 | $57.3 萬 | 0.01% | +632+12.8% | 加碼 |
| StoneX Group Inc. | 5,527 | $57.0 萬 | 0.03% | −130−2.3% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 5,561 | $56.8 萬 | 0.01% | −879−13.6% | 減碼 |
| Wendell David Associates Inc | 5,494 | $56.7 萬 | 0.06% | 00.0% | 不變 |
| Bull Street Advisors, LLC | 5,470 | $56.5 萬 | 0.27% | −162−2.9% | 減碼 |
| Moneta Group Investment Advisors LLC | 5,412 | $55.8 萬 | 0.01% | −1,174−17.8% | 減碼 |
| Aaron Wealth Advisors | 5,376 | $55.5 萬 | 0.06% | +1,792+50.0% | 加碼 |
| Milestone Asset Management Group, LLC | 5,353 | $55.2 萬 | 0.50% | +5+0.1% | 加碼 |
| Banque Transatlantique SA | 5,345 | $55.1 萬 | 0.02% | −453−7.8% | 減碼 |
| Trexquant Investment LP | 5,335 | $55.1 萬 | 0.01% | +5,335 | 新進 |
| Eventide Asset Management, LLC | 5,377 | $54.9 萬 | 0.01% | +5,377 | 新進 |
| Freestone Capital Holdings, LLC | 5,310 | $54.8 萬 | 0.02% | +10+0.2% | 加碼 |
| LGT Group Foundation | 5,306 | $54.8 萬 | 0.01% | 00.0% | 不變 |
| Catalyst Funds Management Pty Ltd | 5,280 | $54.5 萬 | 0.14% | +5,280 | 新進 |
| Quarry LP | 5,278 | $54.5 萬 | 0.14% | +2,059+64.0% | 加碼 |
| Gateway Wealth Partners, LLC | 5,240 | $54.1 萬 | 0.12% | 00.0% | 不變 |
| Investment Advisory Services Inc | 5,194 | $53.6 萬 | 0.19% | −46−0.9% | 減碼 |
| Moody National Bank Trust Division | 5,131 | $53.0 萬 | 0.06% | −70−1.3% | 減碼 |
| Aptus Capital Advisors, LLC | 5,100 | $52.6 萬 | 0.01% | +129+2.6% | 加碼 |
| Checchi Capital Advisers, LLC | 5,083 | $52.5 萬 | 0.04% | +18+0.4% | 加碼 |
| Cary Street Partners Financial LLC | 5,076 | $52.4 萬 | 0.02% | +174+3.5% | 加碼 |
| Silver Oak Securities, Inc | 5,121 | $52.3 萬 | 0.05% | +20+0.4% | 加碼 |
| Valley Brook Capital Group | 5,065 | $52.3 萬 | 0.41% | −50−1.0% | 減碼 |
| Moors & Cabot, Inc. | 4,999 | $51.6 萬 | 0.03% | +75+1.5% | 加碼 |
| Grimes & Company, Inc. | 4,993 | $51.5 萬 | 0.02% | +369+8.0% | 加碼 |
| Everett Harris & Co | 4,967 | $51.3 萬 | 0.01% | 00.0% | 不變 |
| First Western Trust Bank | 4,958 | $51.2 萬 | 0.02% | +8+0.2% | 加碼 |
| Independent Advisor Alliance | 4,956 | $51.1 萬 | 0.02% | +793+19.0% | 加碼 |
| Montag A & Associates Inc | 4,949 | $51.1 萬 | 0.03% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 4,914 | $50.7 萬 | 0.03% | −246−4.8% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 4,910 | $50.7 萬 | 0.01% | +640+15.0% | 加碼 |
| Clarendon Private LLC | 4,852 | $50.1 萬 | 0.53% | +1,080+28.6% | 加碼 |
| R Squared Ltd | 4,840 | $49.9 萬 | 0.53% | +4,310+813.2% | 加碼 |
| Baker Avenue Asset Management, LP | 4,784 | $49.4 萬 | 0.02% | −117−2.4% | 減碼 |
| Umb Bank N A | 4,776 | $49.3 萬 | 0.01% | −153−3.1% | 減碼 |
| Siemens Fonds Invest GmbH | 4,733 | $48.8 萬 | 0.03% | +296+6.7% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 4,728 | $48.8 萬 | 0.00% | +4,728 | 新進 |
| Laurion Capital Management LP | 4,718 | $48.7 萬 | 0.04% | +4,718 | 新進 |
| Stephens Inc | 4,710 | $48.6 萬 | 0.01% | −15−0.3% | 減碼 |
| IHT Wealth Management, LLC | 4,691 | $48.4 萬 | 0.02% | −75−1.6% | 減碼 |
| City Holding Co | 4,667 | $48.2 萬 | 0.07% | −334−6.7% | 減碼 |
| Private Wealth Asset Management, LLC | 4,628 | $47.8 萬 | 0.07% | +4,628 | 新進 |
| Core Wealth Partners LLC | 4,570 | $47.2 萬 | 0.27% | 00.0% | 不變 |
| Radnor Capital Management, LLC | 4,552 | $47.0 萬 | 0.08% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 4,550 | $47.0 萬 | 0.01% | +67+1.5% | 加碼 |
| Trust Co of Virginia | 4,542 | $46.9 萬 | 0.04% | −103−2.2% | 減碼 |
| Excalibur Management Corp | 4,525 | $46.7 萬 | 0.18% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 4,524 | $46.7 萬 | 0.04% | −5−0.1% | 減碼 |
| Sovereign Financial Group, Inc. | 4,505 | $46.5 萬 | 0.11% | −57−1.2% | 減碼 |
| Mutual Advisors, LLC | 5,002 | $46.5 萬 | 0.01% | +663+15.3% | 加碼 |
| Gabelli Funds LLC | 4,500 | $46.4 萬 | 0.00% | 00.0% | 不變 |
| Pitcairn Co | 4,426 | $45.7 萬 | 0.03% | +6+0.1% | 加碼 |
| CX Institutional | 4,422 | $45.6 萬 | 0.02% | +576+15.0% | 加碼 |
| Fifth Third Wealth Advisors LLC | 4,418 | $45.6 萬 | 0.02% | +20.0% | 加碼 |
| Graypoint LLC | 4,414 | $45.6 萬 | 0.03% | +147+3.4% | 加碼 |
| Texas Bank & Trust Co | 4,400 | $45.4 萬 | 0.19% | 00.0% | 不變 |
| Beck Mack & Oliver LLC | 4,397 | $45.4 萬 | 0.01% | −75−1.7% | 減碼 |
| Forte Capital LLC | 4,375 | $45.1 萬 | 0.05% | −38−0.9% | 減碼 |
| Warren Averett Asset Management, LLC | 4,371 | $45.1 萬 | 0.01% | +12+0.3% | 加碼 |
| Exencial Wealth Advisors, LLC | 4,350 | $44.9 萬 | 0.02% | −55−1.2% | 減碼 |
| 1st Source Bank | 4,348 | $44.9 萬 | 0.03% | −63−1.4% | 減碼 |
| Pointe Capital Management LLC | 4,326 | $44.6 萬 | 0.26% | 00.0% | 不變 |
| Mirova | 4,324 | $44.6 萬 | 0.08% | 00.0% | 不變 |
| Centiva Capital, LP | 4,320 | $44.6 萬 | 0.03% | +4,320 | 新進 |
| Choate Investment Advisors | 4,312 | $44.5 萬 | 0.01% | −3,079−41.7% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $44.4 萬 | 0.14% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 4,295 | $44.3 萬 | 0.03% | +4,295 | 新進 |
| Drexel Morgan & Co. | 4,288 | $44.3 萬 | 0.09% | 00.0% | 不變 |
| Schnieders Capital Management LLC | 4,213 | $43.5 萬 | 0.09% | 00.0% | 不變 |
| Aull & Monroe Investment Management Corp | 4,170 | $43.0 萬 | 0.21% | −55−1.3% | 減碼 |
| 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 |
| Sound View Wealth Advisors Group, LLC | 4,128 | $42.6 萬 | 0.03% | +5+0.1% | 加碼 |
| Fiduciary Group LLC | 4,086 | $42.2 萬 | 0.04% | 00.0% | 不變 |
| Acadian Asset Management LLC | 4,045 | $41.7 萬 | 0.00% | +1,574+63.7% | 加碼 |
| Versant Capital Management, Inc | 4,038 | $41.7 萬 | 0.07% | +3,406+538.9% | 加碼 |
| Charter Trust Co | 4,036 | $41.7 萬 | 0.03% | 00.0% | 不變 |
| Busey Wealth Management | 4,027 | $41.6 萬 | 0.01% | −237−5.6% | 減碼 |
| Kraematon Investment Advisors, Inc | 4,024 | $41.5 萬 | 0.42% | +9+0.2% | 加碼 |
| Cigna Investments Inc | 4,015 | $41.5 萬 | 0.08% | −100−2.4% | 減碼 |
| Profund Advisors LLC | 4,019 | $41.5 萬 | 0.02% | −218−5.1% | 減碼 |
| 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 |
| Corient IA LLC | 4,000 | $41.3 萬 | 0.29% | +4,000 | 新進 |
| Mather Group, LLC. | 3,969 | $41.0 萬 | 0.00% | +555+16.3% | 加碼 |