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。
2026 年第 1 季 13F 持有人
Otis Worldwide Corp 在 2026/3/31 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
- 1,245
- 較 2025 年第 4 季 −49 家
- 持有股數
- 3.45 億
- 較 2025 年第 4 季 +1,325 萬 (+4.0%)
- 總市值
- $266.0 億
- 較 2025 年第 4 季 +$9.90 億 (+3.9%)
- 新進機構
- 112
- 另有 393 家加碼
- 清倉機構
- 161
- 另有 480 家減碼
另有 17 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Roehl & Yi Investment Advisors, LLC | 2,859 | $22.0 萬 | 0.08% | +2,859 | 新進 |
| Reuter James Wealth Management, LLC | 2,879 | $22.2 萬 | 0.03% | +74+2.6% | 加碼 |
| JM2 Capital Inc. | 2,888 | $22.3 萬 | 0.18% | −14−0.5% | 減碼 |
| Bokf, NA | 2,892 | $22.3 萬 | 0.00% | −455−13.6% | 減碼 |
| Gamco Investors, Inc. Et Al | 2,900 | $22.4 萬 | 0.00% | −800−21.6% | 減碼 |
| Signature Wealth Management Partners, LLC | 2,910 | $22.4 萬 | 0.11% | 00.0% | 不變 |
| St Germain D J Co Inc | 2,921 | $22.5 萬 | 0.01% | −123−4.0% | 減碼 |
| Advisor OS, LLC | 2,958 | $22.8 萬 | 0.02% | −7−0.2% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,864 | $22.9 萬 | 0.00% | −350−10.9% | 減碼 |
| Boston Family Office LLC | 2,967 | $22.9 萬 | 0.02% | +25+0.8% | 加碼 |
| Becker Capital Management Inc | 2,991 | $23.1 萬 | 0.01% | −11−0.4% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 3,000 | $23.1 萬 | 0.07% | −12−0.4% | 減碼 |
| Tiemann Investment Advisors, LLC | 2,999 | $23.1 萬 | 0.09% | +50+1.7% | 加碼 |
| Systematic Financial Management LP | 3,000 | $23.1 萬 | 0.01% | 00.0% | 不變 |
| St. Louis Trust Co | 3,000 | $23.1 萬 | 0.03% | 00.0% | 不變 |
| Bleichroeder LP | 3,000 | $23.1 萬 | 0.04% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 3,008 | $23.2 萬 | 0.01% | +276+10.1% | 加碼 |
| Aprio Wealth Management, LLC | 3,016 | $23.2 萬 | 0.01% | +3,016 | 新進 |
| Meridian Wealth Management, LLC | 3,025 | $23.3 萬 | 0.01% | +4+0.1% | 加碼 |
| General Partner, Inc. | 3,029 | $23.3 萬 | 0.14% | 00.0% | 不變 |
| Quadcap Wealth Management, LLC | 3,030 | $23.4 萬 | 0.03% | +618+25.6% | 加碼 |
| Arlington Partners LLC | 3,052 | $23.5 萬 | 0.47% | +3,052 | 新進 |
| TCTC Holdings, LLC | 3,062 | $23.6 萬 | 0.01% | −187−5.8% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 3,071 | $23.7 萬 | 0.03% | +80+2.7% | 加碼 |
| First National Bank of Omaha | 3,102 | $23.7 萬 | 0.01% | 00.0% | 不變 |
| VestGen Advisors, LLC | 3,205 | $23.8 萬 | 0.01% | −255−7.4% | 減碼 |
| Marex Group plc | 3,114 | $24.0 萬 | 0.00% | +3,114 | 新進 |
| AE Wealth Management LLC | 3,115 | $24.0 萬 | 0.00% | +320+11.4% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 3,129 | $24.1 萬 | 0.02% | −1,015−24.5% | 減碼 |
| Verdence Capital Advisors LLC | 3,134 | $24.2 萬 | 0.01% | −959−23.4% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 3,164 | $24.4 萬 | 0.00% | 00.0% | 不變 |
| DF Dent & Co Inc | 3,165 | $24.4 萬 | 0.00% | +3,165 | 新進 |
| Interchange Capital Partners, LLC | 2,405 | $24.5 萬 | 0.08% | +2,405 | 新進 |
| Philadelphia Investment Partners, LLC | 3,190 | $24.6 萬 | 0.17% | +3,190 | 新進 |
| Mystic Asset Management, Inc. | 3,201 | $24.7 萬 | 0.06% | −348−9.8% | 減碼 |
| PFG Investments, LLC | 3,215 | $24.8 萬 | 0.01% | +84+2.7% | 加碼 |
| Atomi Financial Group, Inc. | 3,217 | $24.8 萬 | 0.01% | +3,217 | 新進 |
| Foster & Motley Inc | 3,218 | $24.8 萬 | 0.01% | 00.0% | 不變 |
| Invesco, LLC | 3,222 | $24.8 萬 | 0.09% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 3,240 | $25.0 萬 | 0.00% | +517+19.0% | 加碼 |
| Flagship Harbor Advisors, LLC | 3,249 | $25.0 萬 | 0.01% | +216+7.1% | 加碼 |
| Ellevest, Inc. | 3,252 | $25.1 萬 | 0.03% | −123−3.6% | 減碼 |
| NorthCrest Asset Manangement, LLC | 3,222 | $25.1 萬 | 0.01% | −4,588−58.7% | 減碼 |
| Orographic Financial Advisors, LLC | 3,259 | $25.1 萬 | 0.18% | +3,259 | 新進 |
| Resonant Capital Advisors, LLC | 3,262 | $25.1 萬 | 0.01% | −10−0.3% | 減碼 |
| First Citizens Bank & Trust Co | 3,264 | $25.2 萬 | 0.01% | −19−0.6% | 減碼 |
| Aptus Capital Advisors, LLC | 3,274 | $25.2 萬 | 0.00% | −2,282−41.1% | 減碼 |
| Boyd Watterson Asset Management LLC | 3,282 | $25.3 萬 | 0.08% | +65+2.0% | 加碼 |
| Aberdeen Wealth Management LLC | 3,299 | $25.4 萬 | 0.12% | 00.0% | 不變 |
| Addison Advisors LLC | 3,300 | $25.4 萬 | 0.06% | −160−4.6% | 減碼 |
| Deseret Mutual Benefit Administrators | 3,300 | $25.4 萬 | 0.09% | +1,460+79.3% | 加碼 |
| Howland Capital Management LLC | 3,324 | $25.6 萬 | 0.01% | 00.0% | 不變 |
| Northwest Bancshares, Inc. | 3,343 | $25.8 萬 | 0.05% | −87−2.5% | 減碼 |
| Fruth Investment Management | 3,350 | $25.8 萬 | 0.06% | −53−1.6% | 減碼 |
| Strategic Planning, Inc. | 3,352 | $25.8 萬 | 0.13% | +17+0.5% | 加碼 |
| Wedbush Securities Inc | 3,354 | $25.9 萬 | 0.01% | −3,194−48.8% | 減碼 |
| Independent Financial Group, LLC | 3,364 | $25.9 萬 | 0.01% | −1,023−23.3% | 減碼 |
| Farmers National Bank | 3,375 | $26.0 萬 | 0.06% | 00.0% | 不變 |
| Ascent Group, LLC | 3,376 | $26.0 萬 | 0.01% | +466+16.0% | 加碼 |
| Change Path, LLC | 3,391 | $26.1 萬 | 0.01% | +460+15.7% | 加碼 |
| Kinneret Advisory, LLC | 3,392 | $26.1 萬 | 0.02% | −150−4.2% | 減碼 |
| Great Diamond Partners, LLC | 3,394 | $26.2 萬 | 0.05% | −53−1.5% | 減碼 |
| Valeo Financial Advisors, LLC | 3,398 | $26.2 萬 | 0.01% | −1,316−27.9% | 減碼 |
| Bell Investment Advisors, Inc | 3,407 | $26.3 萬 | 0.04% | 00.0% | 不變 |
| Americana Partners, LLC | 3,423 | $26.4 萬 | 0.01% | +15+0.4% | 加碼 |
| Copeland Capital Management, LLC | 3,460 | $26.7 萬 | 0.01% | +534+18.3% | 加碼 |
| HORAN Wealth, LLC | 3,096 | $26.7 萬 | 0.03% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 3,486 | $26.9 萬 | 0.01% | −91−2.5% | 減碼 |
| Journey Strategic Wealth LLC | 3,487 | $26.9 萬 | 0.01% | +440+14.4% | 加碼 |
| Holderness Investments Co | 3,495 | $26.9 萬 | 0.05% | −57−1.6% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 3,500 | $27.0 萬 | 0.00% | 00.0% | 不變 |
| Sanders Morris Harris LLC | 3,500 | $27.0 萬 | 0.04% | +3,500 | 新進 |
| Chiron Capital Management, LLC | 3,500 | $27.0 萬 | 0.28% | +3,500 | 新進 |
| Fiduciary Group LLC | 3,503 | $27.0 萬 | 0.02% | −235−6.3% | 減碼 |
| BSW Wealth Partners | 3,503 | $27.0 萬 | 0.03% | +8+0.2% | 加碼 |
| Cullen/Frost Bankers, Inc. | 3,520 | $27.1 萬 | 0.00% | −68−1.9% | 減碼 |
| Armistice Capital, LLC | 3,535 | $27.2 萬 | 0.01% | +3,535 | 新進 |
| Moody National Bank Trust Division | 3,566 | $27.5 萬 | 0.03% | +64+1.8% | 加碼 |
| Inceptionr LLC | 3,568 | $27.5 萬 | 0.07% | −7,968−69.1% | 減碼 |
| GSB Wealth Management, LLC | 3,597 | $27.7 萬 | 0.06% | −6−0.2% | 減碼 |
| LGT Group Foundation | 3,606 | $27.8 萬 | 0.00% | 00.0% | 不變 |
| Cigna Investments Inc | 3,612 | $27.8 萬 | 0.04% | −212−5.5% | 減碼 |
| Busey Wealth Management | 3,635 | $28.0 萬 | 0.01% | −418−10.3% | 減碼 |
| Fidelis Capital Partners, LLC | 3,642 | $28.1 萬 | 0.02% | +92+2.6% | 加碼 |
| Profund Advisors LLC | 3,654 | $28.2 萬 | 0.01% | +138+3.9% | 加碼 |
| Trust Co of Virginia | 3,713 | $28.6 萬 | 0.02% | −112−2.9% | 減碼 |
| Robinson Smith Wealth Advisors LLC | 3,713 | $28.6 萬 | 0.19% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 3,713 | $28.6 萬 | 0.00% | +891+31.6% | 加碼 |
| Atom Investors LP | 3,768 | $29.0 萬 | 0.02% | −724−16.1% | 減碼 |
| BTG Pactual Asset Management US LLC | 3,769 | $29.1 萬 | 0.03% | +616+19.5% | 加碼 |
| Rothschild Investment LLC | 3,775 | $29.1 萬 | 0.02% | −1,584−29.6% | 減碼 |
| Kathmere Capital Management, LLC | 3,775 | $29.1 萬 | 0.02% | +1,311+53.2% | 加碼 |
| Sovereign Financial Group, Inc. | 3,782 | $29.2 萬 | 0.05% | −41−1.1% | 減碼 |
| Charter Trust Co | 3,788 | $29.2 萬 | 0.02% | −180−4.5% | 減碼 |
| Philadelphia Trust Co | 3,818 | $29.4 萬 | 0.02% | −111−2.8% | 減碼 |
| Atwood & Palmer Inc | 3,825 | $29.5 萬 | 0.02% | −100−2.5% | 減碼 |
| First Western Trust Bank | 3,826 | $29.5 萬 | 0.01% | 00.0% | 不變 |
| Rexford Capital Inc | 3,855 | $29.7 萬 | 0.21% | −6−0.2% | 減碼 |
| Westpac Banking Corp | 3,856 | $29.7 萬 | 0.02% | 00.0% | 不變 |
| Shelton Capital Management | 3,866 | $29.8 萬 | 0.01% | +100+2.7% | 加碼 |