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 3 季 13F 持有人
Otis Worldwide Corp 在 2025/9/30 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
- 1,253
- 較 2025 年第 2 季 0 家
- 持有股數
- 3.40 億
- 較 2025 年第 2 季 −473.0 萬 (−1.4%)
- 總市值
- $310.7 億
- 較 2025 年第 2 季 −$30.3 億 (−8.9%)
- 新進機構
- 120
- 另有 370 家加碼
- 清倉機構
- 120
- 另有 505 家減碼
另有 17 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Boston Trust Walden Corp | 3,698 | $33.8 萬 | 0.00% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 3,700 | $33.8 萬 | 0.00% | 00.0% | 不變 |
| Fiduciary Group LLC | 3,738 | $34.2 萬 | 0.03% | −148−3.8% | 減碼 |
| Arista Wealth Management, LLC | 3,761 | $34.4 萬 | 0.04% | 00.0% | 不變 |
| Shelton Capital Management | 3,766 | $34.4 萬 | 0.01% | −97−2.5% | 減碼 |
| Robinson Smith Wealth Advisors LLC | 3,776 | $34.5 萬 | 0.25% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 3,784 | $34.6 萬 | 0.02% | −235−5.8% | 減碼 |
| Busey Wealth Management | 3,799 | $34.7 萬 | 0.01% | −50−1.3% | 減碼 |
| Chicago Partners Investment Group LLC | 3,815 | $34.8 萬 | 0.01% | −102−2.6% | 減碼 |
| Fortune Financial Advisors, LLC | 3,827 | $35.0 萬 | 0.26% | +3+0.1% | 加碼 |
| Bokf, NA | 3,828 | $35.0 萬 | 0.01% | +405+11.8% | 加碼 |
| Cigna Investments Inc | 3,824 | $35.0 萬 | 0.05% | −87−2.2% | 減碼 |
| Rexford Capital Inc | 3,829 | $35.0 萬 | 0.27% | +141+3.8% | 加碼 |
| Sovereign Financial Group, Inc. | 3,853 | $35.2 萬 | 0.07% | −355−8.4% | 減碼 |
| Westpac Banking Corp | 3,856 | $35.3 萬 | 0.02% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 3,858 | $35.3 萬 | 0.00% | −3,122−44.7% | 減碼 |
| Sage Mountain Advisors LLC | 3,865 | $35.3 萬 | 0.02% | +881+29.5% | 加碼 |
| Kraematon Investment Advisors, Inc | 3,891 | $35.6 萬 | 0.30% | −143−3.5% | 減碼 |
| Rialto Wealth Management, LLC | 3,896 | $35.6 萬 | 0.09% | −21−0.5% | 減碼 |
| Atwood & Palmer Inc | 3,925 | $35.9 萬 | 0.02% | 00.0% | 不變 |
| Philadelphia Trust Co | 3,929 | $35.9 萬 | 0.03% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 3,934 | $36.0 萬 | 0.02% | −391−9.0% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 3,935 | $36.0 萬 | 0.01% | −233−5.6% | 減碼 |
| Trust Co of Virginia | 3,939 | $36.0 萬 | 0.03% | −51−1.3% | 減碼 |
| Independent Financial Group, LLC | 3,992 | $36.5 萬 | 0.01% | +749+23.1% | 加碼 |
| Charter Trust Co | 3,995 | $36.5 萬 | 0.02% | −16−0.4% | 減碼 |
| GAM Holding AG | 4,000 | $36.6 萬 | 0.02% | +4,000 | 新進 |
| Knollwood Investment Advisory, LLC | 4,008 | $36.6 萬 | 0.03% | 00.0% | 不變 |
| SG Americas Securities, LLC | 4,011 | $36.7 萬 | 0.00% | −3,526−46.8% | 減碼 |
| Radnor Capital Management, LLC | 4,032 | $36.9 萬 | 0.06% | −520−11.4% | 減碼 |
| Caldwell Trust Co | 4,033 | $36.9 萬 | 0.03% | +100+2.5% | 加碼 |
| Checchi Capital Advisers, LLC | 4,033 | $36.9 萬 | 0.03% | −567−12.3% | 減碼 |
| Hancock Whitney Corp | 4,036 | $36.9 萬 | 0.01% | −169−4.0% | 減碼 |
| Fifth Third Wealth Advisors LLC | 4,050 | $37.0 萬 | 0.01% | −353−8.0% | 減碼 |
| Vancity Investment Management Ltd | 4,054 | $37.1 萬 | 0.05% | +488+13.7% | 加碼 |
| Mystic Asset Management, Inc. | 4,083 | $37.3 萬 | 0.08% | +73+1.8% | 加碼 |
| BSW Wealth Partners | 4,105 | $37.5 萬 | 0.05% | +903+28.2% | 加碼 |
| Profund Advisors LLC | 4,119 | $37.7 萬 | 0.01% | −313−7.1% | 減碼 |
| Ninety One North America, Inc. | 4,122 | $37.7 萬 | 0.02% | −1,372−25.0% | 減碼 |
| Verdence Capital Advisors LLC | 4,095 | $37.7 萬 | 0.02% | −179−4.2% | 減碼 |
| Shakespeare Wealth Management, Inc. | 4,142 | $37.9 萬 | 0.09% | −18−0.4% | 減碼 |
| Drexel Morgan & Co. | 4,288 | $39.2 萬 | 0.06% | 00.0% | 不變 |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $39.3 萬 | 0.10% | 00.0% | 不變 |
| QSV Equity Investors LLC | 4,307 | $39.4 萬 | 0.40% | +628+17.1% | 加碼 |
| Catalytic Wealth RIA, LLC | 4,309 | $39.4 萬 | 0.01% | +4,309 | 新進 |
| Pointe Capital Management LLC | 4,326 | $39.6 萬 | 0.19% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 4,364 | $39.9 萬 | 0.01% | +934+27.2% | 加碼 |
| Transcend Wealth Collective, LLC | 4,387 | $40.1 萬 | 0.03% | +1,122+34.4% | 加碼 |
| Washington Trust Co | 4,390 | $40.1 萬 | 0.01% | +2,034+86.3% | 加碼 |
| Texas Bank & Trust Co | 4,400 | $40.2 萬 | 0.15% | 00.0% | 不變 |
| Excalibur Management Corp | 4,435 | $40.5 萬 | 0.15% | 00.0% | 不變 |
| Chicago Trust Co NA | 4,455 | $40.7 萬 | 0.06% | +1,536+52.6% | 加碼 |
| Hilltop Holdings Inc. | 4,466 | $40.8 萬 | 0.02% | −226−4.8% | 減碼 |
| Sanders Morris Harris LLC | 4,500 | $41.1 萬 | 0.05% | +1,413+45.8% | 加碼 |
| 1st Source Bank | 4,516 | $41.3 萬 | 0.02% | −10−0.2% | 減碼 |
| Everett Harris & Co | 4,518 | $41.3 萬 | 0.01% | 00.0% | 不變 |
| Private Wealth Asset Management, LLC | 4,531 | $41.4 萬 | 0.05% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 4,535 | $41.5 萬 | 0.01% | −48−1.0% | 減碼 |
| Ellevest, Inc. | 4,556 | $41.7 萬 | 0.06% | −1,856−28.9% | 減碼 |
| Wetherby Asset Management Inc | 4,593 | $42.0 萬 | 0.02% | −709−13.4% | 減碼 |
| Choate Investment Advisors | 4,595 | $42.0 萬 | 0.01% | +489+11.9% | 加碼 |
| Moors & Cabot, Inc. | 4,615 | $42.2 萬 | 0.02% | −701−13.2% | 減碼 |
| Core Wealth Partners LLC | 4,670 | $42.7 萬 | 0.20% | +100+2.2% | 加碼 |
| Advisory Services Network, LLC | 4,683 | $42.8 萬 | 0.01% | +457+10.8% | 加碼 |
| Exencial Wealth Advisors, LLC | 4,686 | $42.8 萬 | 0.01% | +234+5.3% | 加碼 |
| TD Waterhouse Canada Inc. | 4,656 | $43.0 萬 | 0.00% | 00.0% | 不變 |
| Beck Mack & Oliver LLC | 4,714 | $43.1 萬 | 0.01% | +482+11.4% | 加碼 |
| Vise Technologies, Inc. | 4,737 | $43.3 萬 | 0.02% | −451−8.7% | 減碼 |
| Montag A & Associates Inc | 4,749 | $43.4 萬 | 0.02% | 00.0% | 不變 |
| Signaturefd, LLC | 4,821 | $44.1 萬 | 0.01% | −1,251−20.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,888 | $44.7 萬 | 0.02% | +371+8.2% | 加碼 |
| Optas, LLC | 4,902 | $44.8 萬 | 0.08% | −1,010−17.1% | 減碼 |
| Grimes & Company, Inc. | 4,903 | $44.8 萬 | 0.01% | −83−1.7% | 減碼 |
| Tocqueville Asset Management L.P. | 4,907 | $44.9 萬 | 0.01% | −16,000−76.5% | 減碼 |
| Kingsview Wealth Management, LLC | 4,911 | $44.9 萬 | 0.01% | −3,336−40.5% | 減碼 |
| Gabelli Funds LLC | 4,915 | $44.9 萬 | 0.00% | +415+9.2% | 加碼 |
| First Western Trust Bank | 4,942 | $45.2 萬 | 0.02% | −16−0.3% | 減碼 |
| Banque Transatlantique SA | 4,980 | $45.5 萬 | 0.01% | −23−0.5% | 減碼 |
| Prime Capital Investment Advisors, LLC | 5,023 | $45.9 萬 | 0.01% | −269−5.1% | 減碼 |
| Valley Brook Capital Group | 5,065 | $46.3 萬 | 0.31% | 00.0% | 不變 |
| Stephens Inc | 5,090 | $46.5 萬 | 0.01% | +355+7.5% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,128 | $46.9 萬 | 0.05% | −116−2.2% | 減碼 |
| Assetmark, Inc | 5,141 | $47.0 萬 | 0.00% | +2,036+65.6% | 加碼 |
| Cary Street Partners Financial LLC | 5,165 | $47.2 萬 | 0.01% | +132+2.6% | 加碼 |
| Connable Office Inc | 5,172 | $47.3 萬 | 0.04% | +330+6.8% | 加碼 |
| Wendell David Associates Inc | 5,223 | $47.8 萬 | 0.05% | −221−4.1% | 減碼 |
| Parsons Capital Management Inc | 5,236 | $47.9 萬 | 0.03% | −357−6.4% | 減碼 |
| Citizens Financial Group Inc | 5,252 | $48.0 萬 | 0.01% | +2,182+71.1% | 加碼 |
| StoneX Group Inc. | 5,273 | $48.2 萬 | 0.02% | −5,085−49.1% | 減碼 |
| Investment Advisory Services Inc | 5,303 | $48.5 萬 | 0.15% | −211−3.8% | 減碼 |
| Garrison Point Advisors, LLC | 5,310 | $48.5 萬 | 0.20% | −265−4.8% | 減碼 |
| RMB Capital Management, LLC | 5,312 | $48.6 萬 | 0.01% | +117+2.3% | 加碼 |
| La Banque Postale Asset Management SA | 5,321 | $48.6 萬 | 0.01% | −3,927−42.5% | 減碼 |
| Tema ETFs LLC | 5,357 | $49.0 萬 | 0.04% | +5,357 | 新進 |
| LGT Group Foundation | 5,306 | $49.0 萬 | 0.01% | 00.0% | 不變 |
| Milestone Asset Management Group, LLC | 5,364 | $49.0 萬 | 0.31% | +6+0.1% | 加碼 |
| Callan Family Office, LLC | 5,365 | $49.1 萬 | 0.02% | −3,254−37.8% | 減碼 |
| Simmons Bank | 5,380 | $49.2 萬 | 0.03% | −300−5.3% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 5,405 | $49.4 萬 | 0.00% | −57,227−91.4% | 減碼 |
| Moody National Bank Trust Division | 5,414 | $49.5 萬 | 0.04% | +465+9.4% | 加碼 |