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 |
|---|---|---|---|---|---|
| Reuter James Wealth Management, LLC | 2,853 | $29.4 萬 | 0.05% | 00.0% | 不變 |
| Howland Capital Management LLC | 2,852 | $29.4 萬 | 0.01% | 00.0% | 不變 |
| Independent Financial Group, LLC | 2,848 | $29.4 萬 | 0.01% | +2,848 | 新進 |
| Cyndeo Wealth Partners, LLC | 2,838 | $29.3 萬 | 0.02% | 00.0% | 不變 |
| Sowell Financial Services LLC | 2,824 | $29.1 萬 | 0.01% | +2,824 | 新進 |
| Fielder Capital Group LLC | 2,818 | $29.1 萬 | 0.08% | −78−2.7% | 減碼 |
| Founders Financial Securities LLC | 3,092 | $29.0 萬 | 0.02% | +125+4.2% | 加碼 |
| Forbes J M & Co LLP | 2,804 | $28.9 萬 | 0.03% | 00.0% | 不變 |
| Adviser Investments LLC | 2,803 | $28.9 萬 | 0.00% | −33−1.2% | 減碼 |
| CTC Alternative Strategies, Ltd. | 2,800 | $28.9 萬 | 0.35% | +2,800 | 新進 |
| New England Capital Financial Advisors LLC | 2,785 | $28.7 萬 | 0.15% | −138−4.7% | 減碼 |
| Citizens Financial Group Inc | 2,781 | $28.7 萬 | 0.01% | +324+13.2% | 加碼 |
| Change Path, LLC | 2,769 | $28.6 萬 | 0.01% | −148−5.1% | 減碼 |
| Ancora Advisors, LLC | 2,769 | $28.6 萬 | 0.01% | −39−1.4% | 減碼 |
| Horan Securities, Inc. | 2,768 | $28.6 萬 | 0.11% | +2+0.1% | 加碼 |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $28.5 萬 | 0.25% | 00.0% | 不變 |
| Douglas Lane & Associates, LLC | 2,754 | $28.4 萬 | 0.00% | −71−2.5% | 減碼 |
| Sentinel Trust Co Lba | 2,754 | $28.4 萬 | 0.03% | +4+0.1% | 加碼 |
| Bragg Financial Advisors, Inc | 2,748 | $28.4 萬 | 0.01% | −119−4.2% | 減碼 |
| Stonebridge Capital Advisors LLC | 2,738 | $28.3 萬 | 0.02% | +213+8.4% | 加碼 |
| St Germain D J Co Inc | 2,729 | $28.2 萬 | 0.01% | −144−5.0% | 減碼 |
| Great Lakes Advisors, LLC | 2,728 | $28.2 萬 | 0.00% | +380+16.2% | 加碼 |
| Miracle Mile Advisors, LLC | 2,724 | $28.1 萬 | 0.01% | +2,724 | 新進 |
| Old National Bancorp | 2,724 | $28.1 萬 | 0.01% | −577−17.5% | 減碼 |
| Montecito Bank & Trust | 2,717 | $28.0 萬 | 0.05% | −60−2.2% | 減碼 |
| Clarius Group, LLC | 2,700 | $27.9 萬 | 0.02% | +14+0.5% | 加碼 |
| Dynamic Advisor Solutions LLC | 2,697 | $27.8 萬 | 0.01% | +372+16.0% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 2,690 | $27.8 萬 | 0.02% | −100−3.6% | 減碼 |
| Spinnaker Trust | 2,690 | $27.8 萬 | 0.02% | +200+8.0% | 加碼 |
| Intrua Financial, LLC | 2,676 | $27.6 萬 | 0.04% | −628−19.0% | 減碼 |
| Colonial Trust Co | 2,665 | $27.5 萬 | 0.04% | −11−0.4% | 減碼 |
| MEMBERS Trust Co | 2,656 | $27.4 萬 | 0.01% | +2+0.1% | 加碼 |
| Aventura Private Wealth, LLC | 2,623 | $27.1 萬 | 0.14% | +132+5.3% | 加碼 |
| GHP Investment Advisors, Inc. | 2,609 | $26.9 萬 | 0.01% | +12+0.5% | 加碼 |
| Sapient Capital LLC | 2,590 | $26.7 萬 | 0.01% | −15−0.6% | 減碼 |
| Donaldson Capital Management, LLC | 2,590 | $26.7 萬 | 0.01% | −56−2.1% | 減碼 |
| Great Valley Advisor Group, Inc. | 2,586 | $26.7 萬 | 0.01% | −274−9.6% | 減碼 |
| LMR Partners LLP | 2,586 | $26.7 萬 | 0.01% | +2,586 | 新進 |
| Mission Wealth Management, LP | 2,585 | $26.7 萬 | 0.01% | −370−12.5% | 減碼 |
| Flputnam Investment Management Co | 2,583 | $26.7 萬 | 0.00% | −625−19.5% | 減碼 |
| SeaCrest Wealth Management, LLC | 2,578 | $26.6 萬 | 0.03% | −202−7.3% | 減碼 |
| Courier Capital LLC | 2,566 | $26.5 萬 | 0.02% | +150+6.2% | 加碼 |
| Journey Strategic Wealth LLC | 2,566 | $26.5 萬 | 0.01% | +2,566 | 新進 |
| Schechter Investment Advisors, LLC | 2,560 | $26.4 萬 | 0.02% | +2,560 | 新進 |
| Equitable Holdings, Inc. | 2,558 | $26.4 萬 | 0.00% | −46−1.8% | 減碼 |
| Chicago Partners Investment Group LLC | 2,710 | $26.4 萬 | 0.01% | +2,710 | 新進 |
| Sky-Mountain Capital Management, Inc. | 2,540 | $26.2 萬 | 0.22% | +2,540 | 新進 |
| Founders Capital Management, LLC | 2,537 | $26.2 萬 | 0.05% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 2,537 | $26.2 萬 | 0.01% | +2,537 | 新進 |
| Laurel Wealth Advisors LLC | 2,530 | $26.1 萬 | 0.04% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 2,519 | $26.0 萬 | 0.02% | −5−0.2% | 減碼 |
| Sterling Financial Planning, Inc. | 2,513 | $25.9 萬 | 0.09% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 2,508 | $25.9 萬 | 0.01% | +2,508 | 新進 |
| Shelton Capital Management | 2,489 | $25.7 萬 | 0.01% | −70−2.7% | 減碼 |
| KCM Investment Advisors LLC | 2,487 | $25.7 萬 | 0.01% | −45−1.8% | 減碼 |
| Frank, Rimerman Advisors LLC | 2,486 | $25.7 萬 | 0.02% | −1,287−34.1% | 減碼 |
| Cobblestone Capital Advisors LLC | 2,484 | $25.6 萬 | 0.01% | −139−5.3% | 減碼 |
| Manning & Napier Advisors LLC | 2,464 | $25.4 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 2,455 | $25.3 萬 | 0.00% | +220+9.8% | 加碼 |
| PKS Advisory Services, LLC | 2,454 | $25.3 萬 | 0.07% | +15+0.6% | 加碼 |
| Prospera Financial Services Inc | 2,443 | $25.3 萬 | 0.01% | 00.0% | 不變 |
| Leavell Investment Management, Inc. | 2,446 | $25.2 萬 | 0.01% | −38−1.5% | 減碼 |
| Sky Investment Group LLC | 2,436 | $25.1 萬 | 0.05% | −5−0.2% | 減碼 |
| Farmers Trust Co | 2,417 | $24.9 萬 | 0.05% | −33−1.3% | 減碼 |
| Venturi Wealth Management, LLC | 2,404 | $24.8 萬 | 0.01% | +1,477+159.3% | 加碼 |
| Seascape Capital Management | 2,385 | $24.6 萬 | 0.09% | −31,745−93.0% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,379 | $24.6 萬 | 0.03% | +7+0.3% | 加碼 |
| Howard Capital Management Inc. | 2,377 | $24.5 萬 | 0.01% | −364−13.3% | 減碼 |
| Baader Bank INC | 2,348 | $24.2 萬 | 0.02% | +12+0.5% | 加碼 |
| Sentry LLC | 2,341 | $24.2 萬 | 0.05% | 00.0% | 不變 |
| LMCG Investments, LLC | 2,341 | $24.2 萬 | 0.02% | −2−0.1% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 2,336 | $24.1 萬 | 0.01% | +2,336 | 新進 |
| Atria Wealth Solutions, Inc. | 2,323 | $24.0 萬 | 0.00% | −799−25.6% | 減碼 |
| Colonial Trust Advisors | 2,312 | $23.9 萬 | 0.02% | −100−4.1% | 減碼 |
| First National Trust Co | 2,306 | $23.8 萬 | 0.01% | −182−7.3% | 減碼 |
| Sabal Trust CO | 2,303 | $23.8 萬 | 0.01% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 2,300 | $23.7 萬 | 0.02% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 2,288 | $23.6 萬 | 0.01% | −600−20.8% | 減碼 |
| Naples Global Advisors, LLC | 2,283 | $23.6 萬 | 0.02% | 00.0% | 不變 |
| Interchange Capital Partners, LLC | 2,280 | $23.5 萬 | 0.07% | +13+0.6% | 加碼 |
| Optimum Investment Advisors | 2,262 | $23.3 萬 | 0.11% | 00.0% | 不變 |
| Longboard Asset Management, LP | 2,261 | $23.3 萬 | 0.69% | 00.0% | 不變 |
| Childress Capital Advisors, LLC | 2,256 | $23.3 萬 | 0.07% | +2,256 | 新進 |
| Stock Yards Bank & Trust Co | 2,253 | $23.3 萬 | 0.01% | −125−5.3% | 減碼 |
| GKV Capital Management Co., Inc. | 2,250 | $23.2 萬 | 0.12% | −250−10.0% | 減碼 |
| Silicon Valley Capital Partners | 2,272 | $23.2 萬 | 0.03% | +2,272 | 新進 |
| MSH Capital Advisors LLC | 2,240 | $23.1 萬 | 0.07% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 2,237 | $23.1 萬 | 0.11% | +2,237 | 新進 |
| Wealthspire Advisors, LLC | 2,224 | $22.9 萬 | 0.00% | −241−9.8% | 減碼 |
| Harbour Investments, Inc. | 2,210 | $22.8 萬 | 0.01% | +9+0.4% | 加碼 |
| Tyche Wealth Partners LLC | 2,205 | $22.8 萬 | 0.05% | −2−0.1% | 減碼 |
| Mairs & Power Inc | 2,204 | $22.7 萬 | 0.00% | −159−6.7% | 減碼 |
| Northeast Investment Management | 2,193 | $22.6 萬 | 0.01% | −2−0.1% | 減碼 |
| Skopos Labs, Inc. | 2,182 | $22.5 萬 | 0.05% | +1,011+86.3% | 加碼 |
| Asset Dedication, LLC | 2,181 | $22.5 萬 | 0.02% | −87−3.8% | 減碼 |
| Perbak Capital Partners LLP | 2,177 | $22.5 萬 | 0.17% | +2,177 | 新進 |
| First Foundation Advisors | 2,175 | $22.4 萬 | 0.01% | −258−10.6% | 減碼 |
| Bennett Selby Investments LP | 2,171 | $22.4 萬 | 0.09% | +2,171 | 新進 |
| Hancock Whitney Corp | 2,166 | $22.4 萬 | 0.01% | −46−2.1% | 減碼 |
| Personal Cfo Solutions, LLC | 2,165 | $22.3 萬 | 0.05% | +2,165 | 新進 |