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 |
|---|---|---|---|---|---|
| Philadelphia Trust Co | 3,964 | $40.9 萬 | 0.04% | −435−9.9% | 減碼 |
| Aprio Wealth Management, LLC | 3,936 | $40.6 萬 | 0.05% | +316+8.7% | 加碼 |
| Atwood & Palmer Inc | 3,925 | $40.5 萬 | 0.03% | −57−1.4% | 減碼 |
| Rialto Wealth Management, LLC | 3,903 | $40.3 萬 | 0.13% | +14+0.4% | 加碼 |
| Robinson Smith Wealth Advisors LLC | 3,805 | $39.3 萬 | 0.33% | +29+0.8% | 加碼 |
| BSW Wealth Partners | 3,782 | $39.0 萬 | 0.06% | −411−9.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 3,778 | $39.0 萬 | 0.01% | −114−2.9% | 減碼 |
| Rothschild Investment LLC | 3,775 | $39.0 萬 | 0.03% | −2−0.1% | 減碼 |
| Sentry Investment Management LLC | 4,172 | $38.4 萬 | 0.26% | −1,246−23.0% | 減碼 |
| Resonant Capital Advisors, LLC | 3,701 | $38.2 萬 | 0.03% | +246+7.1% | 加碼 |
| Gamco Investors, Inc. Et Al | 3,700 | $38.2 萬 | 0.00% | −20−0.5% | 減碼 |
| Boston Trust Walden Corp | 3,698 | $38.2 萬 | 0.00% | −500−11.9% | 減碼 |
| QSV Equity Investors LLC | 3,679 | $38.0 萬 | 0.39% | −23−0.6% | 減碼 |
| Kinneret Advisory, LLC | 3,660 | $37.8 萬 | 0.04% | −12−0.3% | 減碼 |
| Congress Wealth Management LLC | 3,615 | $37.3 萬 | 0.00% | +1,070+42.0% | 加碼 |
| GSB Wealth Management, LLC | 3,611 | $37.3 萬 | 0.10% | +23+0.6% | 加碼 |
| Foster & Motley Inc | 3,586 | $37.0 萬 | 0.02% | −148−4.0% | 減碼 |
| Fortune Financial Advisors, LLC | 3,576 | $36.9 萬 | 0.32% | +2+0.1% | 加碼 |
| Aberdeen Wealth Management LLC | 3,574 | $36.9 萬 | 0.25% | 00.0% | 不變 |
| Headinvest, LLC | 3,564 | $36.8 萬 | 0.07% | −223−5.9% | 減碼 |
| Brevan Howard Capital Management LP | 3,562 | $36.8 萬 | 0.01% | +3,562 | 新進 |
| Strategic Planning, Inc. | 3,559 | $36.7 萬 | 0.21% | +3,559 | 新進 |
| Bell Investment Advisors, Inc | 3,552 | $36.7 萬 | 0.07% | +11+0.3% | 加碼 |
| Patten & Patten Inc | 3,525 | $36.4 萬 | 0.02% | −2−0.1% | 減碼 |
| Northwest Bancshares, Inc. | 3,505 | $36.2 萬 | 0.07% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 3,503 | $36.2 萬 | 0.03% | +36+1.0% | 加碼 |
| Americana Partners, LLC | 3,491 | $36.0 萬 | 0.01% | −43−1.2% | 減碼 |
| Syon Capital LLC | 3,477 | $35.9 萬 | 0.03% | +988+39.7% | 加碼 |
| Addison Advisors LLC | 3,470 | $35.8 萬 | 0.10% | +5+0.1% | 加碼 |
| Boston Family Office LLC | 3,462 | $35.7 萬 | 0.03% | +3,462 | 新進 |
| Essex Savings Bank | 3,443 | $35.5 萬 | 0.09% | −25−0.7% | 減碼 |
| Farmers National Bank | 3,420 | $35.3 萬 | 0.10% | −9−0.3% | 減碼 |
| AE Wealth Management LLC | 3,412 | $35.2 萬 | 0.00% | +434+14.6% | 加碼 |
| Callan Family Office, LLC | 3,407 | $35.2 萬 | 0.03% | −168−4.7% | 減碼 |
| Fruth Investment Management | 3,403 | $35.1 萬 | 0.10% | 00.0% | 不變 |
| Cinctive Capital Management LP | 3,400 | $35.1 萬 | 0.03% | +3,400 | 新進 |
| HBK Sorce Advisory LLC | 3,395 | $35.0 萬 | 0.01% | −427−11.2% | 減碼 |
| NTV Asset Management LLC | 3,360 | $34.7 萬 | 0.05% | 00.0% | 不變 |
| Defined Wealth Management, LLC | 3,352 | $34.6 萬 | 0.23% | +10+0.3% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,348 | $34.5 萬 | 0.01% | −20,932−86.2% | 減碼 |
| Tower Bridge Advisors | 3,346 | $34.5 萬 | 0.04% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 3,339 | $34.5 萬 | 0.01% | +22+0.7% | 加碼 |
| Westpac Banking Corp | 3,328 | $34.3 萬 | 0.03% | −978−22.7% | 減碼 |
| PFG Investments, LLC | 3,307 | $34.1 萬 | 0.02% | −35−1.0% | 減碼 |
| Boston Private Wealth LLC | 3,297 | $34.0 萬 | 0.01% | −347−9.5% | 減碼 |
| Axxcess Wealth Management, LLC | 3,296 | $34.0 萬 | 0.01% | −31−0.9% | 減碼 |
| Crestwood Advisors Group LLC | 3,262 | $33.7 萬 | 0.01% | +490+17.7% | 加碼 |
| Invesco, LLC | 3,252 | $33.6 萬 | 0.14% | −731−18.4% | 減碼 |
| TCTC Holdings, LLC | 3,249 | $33.5 萬 | 0.01% | 00.0% | 不變 |
| Tritonpoint Wealth, LLC | 3,244 | $33.5 萬 | 0.03% | +352+12.2% | 加碼 |
| NorthCrest Asset Manangement, LLC | 3,215 | $33.2 萬 | 0.01% | −583−15.4% | 減碼 |
| Advisor OS, LLC | 3,207 | $33.1 萬 | 0.04% | +35+1.1% | 加碼 |
| Country Club Bank | 3,227 | $33.0 萬 | 0.02% | 00.0% | 不變 |
| Brighton Jones LLC | 3,160 | $32.6 萬 | 0.01% | +720+29.5% | 加碼 |
| Tiemann Investment Advisors, LLC | 3,159 | $32.6 萬 | 0.15% | 00.0% | 不變 |
| Bokf, NA | 3,155 | $32.6 萬 | 0.01% | −540−14.6% | 減碼 |
| First Affirmative Financial Network | 3,146 | $32.5 萬 | 0.20% | −352−10.1% | 減碼 |
| Fidelis Capital Partners, LLC | 3,486 | $32.4 萬 | 0.03% | −148−4.1% | 減碼 |
| Advisory Services Network, LLC | 3,126 | $32.3 萬 | 0.01% | +79+2.6% | 加碼 |
| MBB Public Markets I LLC | 3,113 | $32.1 萬 | 0.04% | +3,113 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,112 | $32.1 萬 | 0.02% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 3,101 | $32.0 萬 | 0.10% | −107−3.3% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 3,083 | $31.8 萬 | 0.03% | +11+0.4% | 加碼 |
| Ramirez Asset Management, Inc. | 3,071 | $31.7 萬 | 0.07% | −50−1.6% | 減碼 |
| Bard Financial Services, Inc. | 3,050 | $31.5 萬 | 0.04% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 3,050 | $31.5 萬 | 0.02% | +169+5.9% | 加碼 |
| Atomi Financial Group, Inc. | 3,041 | $31.4 萬 | 0.01% | +3,041 | 新進 |
| General Partner, Inc. | 3,029 | $31.3 萬 | 0.20% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 3,028 | $31.3 萬 | 0.02% | +34+1.1% | 加碼 |
| Chemung Canal Trust Co | 3,026 | $31.2 萬 | 0.07% | −112−3.6% | 減碼 |
| Heritage Wealth Management, Inc. | 3,017 | $31.1 萬 | 0.11% | 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 |
| 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 |
| Hazlett, Burt & Watson, Inc. | 3,000 | $30.9 萬 | 0.14% | −145−4.6% | 減碼 |
| Principal Street Partners, LLC | 2,994 | $30.9 萬 | 0.06% | +186+6.6% | 加碼 |
| Premier Path Wealth Partners, LLC | 2,981 | $30.8 萬 | 0.05% | +402+15.6% | 加碼 |
| Keynote Financial Services LLC | 2,975 | $30.7 萬 | 0.22% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 2,974 | $30.7 萬 | 0.02% | −211−6.6% | 減碼 |
| Sagespring Wealth Partners, LLC | 2,966 | $30.6 萬 | 0.01% | +2,966 | 新進 |
| Massmutual Trust Co FSB | 2,965 | $30.6 萬 | 0.01% | +758+34.3% | 加碼 |
| Forum Financial Management, LP | 2,955 | $30.5 萬 | 0.01% | +62+2.1% | 加碼 |
| McDonald Partners LLC | 2,952 | $30.5 萬 | 0.08% | −25−0.8% | 減碼 |
| Chicago Trust Co NA | 2,948 | $30.4 萬 | 0.05% | −480−14.0% | 減碼 |
| Caldwell Trust Co | 2,944 | $30.4 萬 | 0.03% | −1,255−29.9% | 減碼 |
| Dover Advisors, LLC | 2,937 | $30.3 萬 | 0.13% | −44−1.5% | 減碼 |
| Signature Wealth Management Partners, LLC | 2,910 | $30.0 萬 | 0.20% | 00.0% | 不變 |
| Ritholtz Wealth Management | 2,907 | $30.0 萬 | 0.01% | +69+2.4% | 加碼 |
| LCM Capital Management Inc | 2,904 | $30.0 萬 | 0.18% | −24−0.8% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 2,902 | $29.9 萬 | 0.06% | 00.0% | 不變 |
| Cypress Advisory Group LLC | 2,900 | $29.9 萬 | 0.27% | 00.0% | 不變 |
| Callan Capital, LLC | 2,895 | $29.9 萬 | 0.02% | +246+9.3% | 加碼 |
| Riverwater Partners LLC | 2,885 | $29.8 萬 | 0.15% | +91+3.3% | 加碼 |
| S.A. Mason LLC | 2,883 | $29.8 萬 | 0.16% | −9−0.3% | 減碼 |
| Farther Finance Advisors, LLC | 2,845 | $29.6 萬 | 0.01% | +1,466+106.3% | 加碼 |
| Coldstream Capital Management Inc | 2,867 | $29.6 萬 | 0.01% | +178+6.6% | 加碼 |
| Enterprise Financial Services Corp | 2,862 | $29.5 萬 | 0.17% | −32−1.1% | 減碼 |
| Washington Trust Co | 2,858 | $29.5 萬 | 0.01% | −674−19.1% | 減碼 |