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 4 季 13F 持有人
Otis Worldwide Corp 在 2025/12/31 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
- 1,311
- 較 2025 年第 3 季 +85 家
- 持有股數
- 3.92 億
- 較 2025 年第 3 季 +5,290 萬 (+15.6%)
- 總市值
- $309.1 億
- 較 2025 年第 3 季 −$8,388 萬 (−0.3%)
- 新進機構
- 167
- 另有 391 家加碼
- 清倉機構
- 82
- 另有 484 家減碼
另有 27 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kuhn & Co Investment Counsel | 2,609 | $22.8 萬 | 0.15% | +2,609 | 新進 |
| Colonial Trust Co | 2,616 | $22.9 萬 | 0.03% | −39−1.5% | 減碼 |
| Panagora Asset Management Inc | 2,627 | $22.9 萬 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 2,630 | $23.0 萬 | 0.03% | +2,630 | 新進 |
| Sky-Mountain Capital Management, Inc. | 2,540 | $23.0 萬 | 0.15% | 00.0% | 不變 |
| New England Capital Financial Advisors LLC | 2,637 | $23.0 萬 | 0.09% | +9+0.3% | 加碼 |
| Montecito Bank & Trust | 2,640 | $23.1 萬 | 0.04% | 00.0% | 不變 |
| Maridea Wealth Management LLC | 2,646 | $23.1 萬 | 0.03% | +2,646 | 新進 |
| Burke & Herbert Bank & Trust Co | 2,649 | $23.1 萬 | 0.06% | +2,649 | 新進 |
| Mengis Capital Management, Inc. | 2,650 | $23.1 萬 | 0.04% | 00.0% | 不變 |
| Adviser Investments LLC | 2,653 | $23.2 萬 | 0.00% | −149−5.3% | 減碼 |
| LCM Capital Management Inc | 2,670 | $23.3 萬 | 0.11% | −232−8.0% | 減碼 |
| Fullerton Fund Management Co Ltd. | 2,683 | $23.4 萬 | 0.01% | +2,683 | 新進 |
| Charter Oak Capital Management, LLC | 2,684 | $23.4 萬 | 0.02% | −50−1.8% | 減碼 |
| Eagle Wealth Advisors LLC | 2,685 | $23.5 萬 | 0.20% | +2,685 | 新進 |
| Riverwater Partners LLC | 2,692 | $23.5 萬 | 0.09% | −32−1.2% | 減碼 |
| Cyndeo Wealth Partners, LLC | 2,695 | $23.5 萬 | 0.01% | −98−3.5% | 減碼 |
| McDonald Partners LLC | 2,702 | $23.6 萬 | 0.07% | −87−3.1% | 減碼 |
| Legacy Trust | 2,715 | $23.7 萬 | 0.04% | +2,715 | 新進 |
| Coldstream Capital Management Inc | 2,723 | $23.8 萬 | 0.00% | −53−1.9% | 減碼 |
| Lowe Brockenbrough & Co Inc | 2,727 | $23.8 萬 | 0.01% | +165+6.4% | 加碼 |
| Mission Wealth Management, LP | 2,728 | $23.8 萬 | 0.00% | +25+0.9% | 加碼 |
| Massmutual Trust Co FSB | 2,730 | $23.8 萬 | 0.01% | +20+0.7% | 加碼 |
| Kingswood Wealth Advisors, LLC | 2,732 | $23.9 萬 | 0.01% | +94+3.6% | 加碼 |
| EntryPoint Capital, LLC | 2,742 | $24.0 萬 | 0.09% | −3,686−57.3% | 減碼 |
| Howard Capital Management Inc. | 2,760 | $24.1 萬 | 0.00% | +14+0.5% | 加碼 |
| Axxcess Wealth Management, LLC | 2,762 | $24.1 萬 | 0.00% | −355−11.4% | 減碼 |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $24.2 萬 | 0.17% | 00.0% | 不變 |
| Aull & Monroe Investment Management Corp | 2,770 | $24.2 萬 | 0.12% | 00.0% | 不變 |
| LMR Partners LLP | 2,773 | $24.2 萬 | 0.00% | +2,773 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,777 | $24.3 萬 | 0.00% | −2,628−48.6% | 減碼 |
| AE Wealth Management LLC | 2,795 | $24.4 萬 | 0.00% | −154−5.2% | 減碼 |
| Reuter James Wealth Management, LLC | 2,805 | $24.5 萬 | 0.03% | 00.0% | 不變 |
| Forbes J M & Co LLP | 2,806 | $24.5 萬 | 0.02% | −4−0.1% | 減碼 |
| Heritage Wealth Management, Inc. | 2,817 | $24.6 萬 | 0.07% | −200−6.6% | 減碼 |
| S.A. Mason LLC | 2,819 | $24.6 萬 | 0.10% | +10.0% | 加碼 |
| Crestwood Advisors Group LLC | 2,822 | $24.7 萬 | 0.00% | −10−0.4% | 減碼 |
| Teza Capital Management LLC | 2,826 | $24.7 萬 | 0.79% | +2,826 | 新進 |
| Caldwell Trust Co | 2,833 | $24.7 萬 | 0.02% | −1,200−29.8% | 減碼 |
| Wick Capital Partners, LLC | 2,843 | $24.8 萬 | 0.04% | +2,843 | 新進 |
| Magnetar Financial LLC | 2,844 | $24.8 萬 | 0.00% | −5,135−64.4% | 減碼 |
| Groupama Asset Managment | 2,849 | $24.9 萬 | 0.00% | −295−9.4% | 減碼 |
| Tritonpoint Wealth, LLC | 2,890 | $25.2 萬 | 0.03% | −614−17.5% | 減碼 |
| JM2 Capital Inc. | 2,902 | $25.3 萬 | 0.20% | +2,902 | 新進 |
| Signature Wealth Management Partners, LLC | 2,910 | $25.4 萬 | 0.13% | 00.0% | 不變 |
| Ascent Group, LLC | 2,910 | $25.4 萬 | 0.01% | +2,910 | 新進 |
| City Holding Co | 2,911 | $25.4 萬 | 0.03% | −722−19.9% | 減碼 |
| NTV Asset Management LLC | 2,912 | $25.4 萬 | 0.03% | −78−2.6% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,912 | $25.4 萬 | 0.01% | 00.0% | 不變 |
| Arq Wealth Advisors, LLC | 2,916 | $25.5 萬 | 0.07% | −245−7.8% | 減碼 |
| Copeland Capital Management, LLC | 2,926 | $25.6 萬 | 0.01% | 00.0% | 不變 |
| Change Path, LLC | 2,931 | $25.6 萬 | 0.01% | −147−4.8% | 減碼 |
| Boston Family Office LLC | 2,942 | $25.7 萬 | 0.02% | −520−15.0% | 減碼 |
| Employees Retirement System of Texas | 2,947 | $25.7 萬 | 0.00% | 00.0% | 不變 |
| Tiemann Investment Advisors, LLC | 2,949 | $25.8 萬 | 0.10% | −50−1.7% | 減碼 |
| Advisor OS, LLC | 2,965 | $25.9 萬 | 0.02% | −206−6.5% | 減碼 |
| Apella Capital, LLC | 2,980 | $26.0 萬 | 0.01% | +2,980 | 新進 |
| Integrity Alliance, LLC. | 2,988 | $26.1 萬 | 0.01% | −334−10.1% | 減碼 |
| Systematic Financial Management LP | 3,000 | $26.2 萬 | 0.01% | 00.0% | 不變 |
| St. Louis Trust Co | 3,000 | $26.2 萬 | 0.03% | 00.0% | 不變 |
| Bleichroeder LP | 3,000 | $26.2 萬 | 0.05% | 00.0% | 不變 |
| Corient IA LLC | 3,000 | $26.2 萬 | 0.25% | 00.0% | 不變 |
| Becker Capital Management Inc | 3,002 | $26.2 萬 | 0.01% | +3,002 | 新進 |
| Hazlett, Burt & Watson, Inc. | 3,012 | $26.3 萬 | 0.08% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 3,021 | $26.4 萬 | 0.01% | 00.0% | 不變 |
| Ancora Advisors, LLC | 3,023 | $26.4 萬 | 0.01% | +420+16.1% | 加碼 |
| General Partner, Inc. | 3,029 | $26.5 萬 | 0.15% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 3,033 | $26.5 萬 | 0.01% | +306+11.2% | 加碼 |
| Tower Bridge Advisors | 3,034 | $26.5 萬 | 0.03% | −37−1.2% | 減碼 |
| St Germain D J Co Inc | 3,044 | $26.6 萬 | 0.01% | +58+1.9% | 加碼 |
| IHT Wealth Management, LLC | 3,045 | $26.6 萬 | 0.01% | −64−2.1% | 減碼 |
| Journey Strategic Wealth LLC | 3,047 | $26.6 萬 | 0.01% | +174+6.1% | 加碼 |
| Roundview Capital LLC | 3,069 | $26.8 萬 | 0.02% | −8,934−74.4% | 減碼 |
| Scientech Research LLC | 3,073 | $26.8 萬 | 0.17% | +3,073 | 新進 |
| Mitchell McLeod Pugh & Williams Inc | 2,991 | $26.9 萬 | 0.04% | 00.0% | 不變 |
| Forum Financial Management, LP | 3,092 | $27.0 萬 | 0.00% | −279−8.3% | 減碼 |
| HORAN Wealth, LLC | 3,096 | $27.0 萬 | 0.04% | +2+0.1% | 加碼 |
| Sentinus, LLC | 3,098 | $27.1 萬 | 0.03% | +3,098 | 新進 |
| Sage Mountain Advisors LLC | 3,110 | $27.2 萬 | 0.01% | −755−19.5% | 減碼 |
| Riversedge Advisors, LLC | 3,120 | $27.3 萬 | 0.04% | +58+1.9% | 加碼 |
| Ninety One North America, Inc. | 3,122 | $27.3 萬 | 0.01% | −1,000−24.3% | 減碼 |
| First National Bank of Omaha | 3,102 | $27.3 萬 | 0.01% | +3,102 | 新進 |
| nVerses Capital, LLC | 3,129 | $27.3 萬 | 0.61% | +3,129 | 新進 |
| Founders Financial Securities LLC | 3,130 | $27.3 萬 | 0.02% | +148+5.0% | 加碼 |
| PFG Investments, LLC | 3,131 | $27.4 萬 | 0.01% | −385−10.9% | 減碼 |
| BTG Pactual Asset Management US LLC | 3,153 | $27.5 萬 | 0.03% | +3,153 | 新進 |
| J. Team Financial, Inc. | 3,161 | $27.6 萬 | 0.28% | +152+5.1% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 3,164 | $27.6 萬 | 0.00% | −771−19.6% | 減碼 |
| Foster & Motley Inc | 3,218 | $28.1 萬 | 0.01% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 3,217 | $28.1 萬 | 0.08% | +124+4.0% | 加碼 |
| Invesco, LLC | 3,222 | $28.1 萬 | 0.09% | 00.0% | 不變 |
| National Asset Management, Inc. | 3,229 | $28.2 萬 | 0.01% | −318−9.0% | 減碼 |
| Phoenix Holdings Ltd. | 3,241 | $28.3 萬 | 0.00% | +623+23.8% | 加碼 |
| TCTC Holdings, LLC | 3,249 | $28.4 萬 | 0.01% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 3,258 | $28.5 萬 | 0.00% | +131+4.2% | 加碼 |
| Resonant Capital Advisors, LLC | 3,272 | $28.6 萬 | 0.02% | −512−13.5% | 減碼 |
| Mather Group, LLC. | 3,281 | $28.7 萬 | 0.00% | +371+12.7% | 加碼 |
| First Citizens Bank & Trust Co | 3,283 | $28.7 萬 | 0.01% | +371+12.7% | 加碼 |
| Aberdeen Wealth Management LLC | 3,299 | $28.8 萬 | 0.13% | 00.0% | 不變 |
| Howland Capital Management LLC | 3,324 | $29.0 萬 | 0.01% | +72+2.2% | 加碼 |