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 |
|---|---|---|---|---|---|
| Radnor Capital Management, LLC | 3,892 | $30.0 萬 | 0.04% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 3,894 | $30.0 萬 | 0.03% | −403−9.4% | 減碼 |
| Guggenheim Capital LLC | 3,897 | $30.0 萬 | 0.00% | −1,100−22.0% | 減碼 |
| Rialto Wealth Management, LLC | 3,906 | $30.1 萬 | 0.07% | +9+0.2% | 加碼 |
| Patten & Patten Inc | 3,915 | $30.2 萬 | 0.02% | −95−2.4% | 減碼 |
| 1st Source Bank | 3,920 | $30.2 萬 | 0.02% | −125−3.1% | 減碼 |
| Sage Capital Management, LLC | 3,923 | $30.3 萬 | 0.14% | −1,647−29.6% | 減碼 |
| Hancock Whitney Corp | 3,938 | $30.5 萬 | 0.01% | −98−2.4% | 減碼 |
| HBK Sorce Advisory LLC | 4,100 | $30.7 萬 | 0.01% | −157−3.7% | 減碼 |
| Hunter Perkins Capital Management, LLC | 3,982 | $30.7 萬 | 0.07% | +3,982 | 新進 |
| TCG Advisory Services, LLC | 3,984 | $30.7 萬 | 0.01% | +3,984 | 新進 |
| Phoenix Holdings Ltd. | 3,977 | $30.8 萬 | 0.00% | +736+22.7% | 加碼 |
| Knollwood Investment Advisory, LLC | 4,008 | $30.9 萬 | 0.03% | 00.0% | 不變 |
| Wendell David Associates Inc | 4,027 | $31.0 萬 | 0.03% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 4,022 | $31.0 萬 | 0.00% | +4,022 | 新進 |
| Beese Fulmer Investment Management, Inc. | 4,072 | $31.4 萬 | 0.02% | +186+4.8% | 加碼 |
| Signaturefd, LLC | 4,102 | $31.6 萬 | 0.00% | −622−13.2% | 減碼 |
| Ritholtz Wealth Management | 4,124 | $31.8 萬 | 0.01% | +444+12.1% | 加碼 |
| Moneta Group Investment Advisors LLC | 4,137 | $31.9 萬 | 0.00% | −2,798−40.3% | 減碼 |
| Shakespeare Wealth Management, Inc. | 4,142 | $31.9 萬 | 0.08% | 00.0% | 不變 |
| OpenArc Corporate Advisory, LLC | 4,147 | $32.0 萬 | 0.00% | −302−6.8% | 減碼 |
| Texas Bank & Trust Co | 4,150 | $32.0 萬 | 0.12% | −250−5.7% | 減碼 |
| Exencial Wealth Advisors, LLC | 4,185 | $32.3 萬 | 0.01% | −634−13.2% | 減碼 |
| Prime Capital Investment Advisors, LLC | 4,196 | $32.3 萬 | 0.00% | −389−8.5% | 減碼 |
| Pointe Capital Management LLC | 4,202 | $32.4 萬 | 0.16% | 00.0% | 不變 |
| Fortune Financial Advisors, LLC | 4,280 | $33.0 萬 | 0.17% | +452+11.8% | 加碼 |
| Frec Markets, Inc. | 4,283 | $33.0 萬 | 0.06% | +4,283 | 新進 |
| Drexel Morgan & Co. | 4,288 | $33.1 萬 | 0.05% | 00.0% | 不變 |
| Washington Trust Co | 4,323 | $33.3 萬 | 0.01% | −55−1.3% | 減碼 |
| Abc Arbitrage SA | 4,358 | $33.6 萬 | 0.04% | +4,358 | 新進 |
| Apella Capital, LLC | 4,157 | $33.8 萬 | 0.01% | +1,177+39.5% | 加碼 |
| Excalibur Management Corp | 4,398 | $33.9 萬 | 0.12% | −37−0.8% | 減碼 |
| Moors & Cabot, Inc. | 4,441 | $34.2 萬 | 0.01% | −300−6.3% | 減碼 |
| Checchi Capital Advisers, LLC | 4,489 | $34.6 萬 | 0.02% | +442+10.9% | 加碼 |
| Everett Harris & Co | 4,518 | $34.8 萬 | 0.00% | 00.0% | 不變 |
| Private Wealth Asset Management, LLC | 4,527 | $34.9 萬 | 0.04% | −4−0.1% | 減碼 |
| Quarry LP | 4,563 | $35.2 萬 | 0.07% | −1,932−29.7% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 4,568 | $35.2 萬 | 0.02% | +2,257+97.7% | 加碼 |
| Beck Mack & Oliver LLC | 4,582 | $35.3 萬 | 0.01% | 00.0% | 不變 |
| Core Wealth Partners LLC | 4,670 | $36.0 萬 | 0.17% | 00.0% | 不變 |
| CX Institutional | 4,673 | $36.0 萬 | 0.01% | −575−11.0% | 減碼 |
| Vancity Investment Management Ltd | 4,672 | $36.0 萬 | 0.06% | −372−7.4% | 減碼 |
| Burling Wealth Partners, LLC | 4,707 | $36.3 萬 | 0.06% | −335−6.6% | 減碼 |
| Montag A & Associates Inc | 4,749 | $36.6 萬 | 0.02% | −205−4.1% | 減碼 |
| Fifth Third Wealth Advisors LLC | 4,766 | $36.7 萬 | 0.01% | +653+15.9% | 加碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 4,867 | $37.5 萬 | 0.00% | +4,867 | 新進 |
| Baker Tilly Wealth Management, LLC | 4,870 | $37.5 萬 | 0.09% | +4,870 | 新進 |
| Garrison Point Advisors, LLC | 4,875 | $37.6 萬 | 0.17% | −245−4.8% | 減碼 |
| Investment Advisory Services Inc | 4,892 | $37.7 萬 | 0.12% | −213−4.2% | 減碼 |
| Tocqueville Asset Management L.P. | 4,907 | $37.8 萬 | 0.01% | 00.0% | 不變 |
| Grimes & Company, Inc. | 4,939 | $38.1 萬 | 0.01% | +13+0.3% | 加碼 |
| Kingsview Wealth Management, LLC | 4,939 | $38.1 萬 | 0.01% | +11+0.2% | 加碼 |
| LMR Partners LLP | 4,942 | $38.1 萬 | 0.00% | +2,169+78.2% | 加碼 |
| Independent Advisor Alliance | 4,994 | $38.5 萬 | 0.00% | −10,844−68.5% | 減碼 |
| Sterneck Capital Management, LLC | 5,038 | $38.8 萬 | 0.17% | +1,518+43.1% | 加碼 |
| Mount Yale Investment Advisors, LLC | 5,041 | $38.9 萬 | 0.01% | +5,041 | 新進 |
| Rehmann Capital Advisory Group | 5,063 | $39.0 萬 | 0.02% | −1,593−23.9% | 減碼 |
| MQS Management LLC | 5,066 | $39.0 萬 | 0.26% | +202+4.2% | 加碼 |
| Cary Street Partners Financial LLC | 5,110 | $39.4 萬 | 0.01% | −38−0.7% | 減碼 |
| Advisory Services Network, LLC | 5,110 | $39.4 萬 | 0.01% | +645+14.4% | 加碼 |
| Ingalls & Snyder LLC | 5,151 | $39.7 萬 | 0.01% | +10+0.2% | 加碼 |
| Gateway Wealth Partners, LLC | 5,151 | $39.7 萬 | 0.02% | +5,151 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 5,160 | $39.8 萬 | 0.01% | −40,214−88.6% | 減碼 |
| Freestone Capital Holdings, LLC | 5,161 | $39.8 萬 | 0.01% | −92−1.8% | 減碼 |
| Eventide Asset Management, LLC | 5,226 | $39.9 萬 | 0.01% | +690+15.2% | 加碼 |
| Callan Family Office, LLC | 5,195 | $40.0 萬 | 0.01% | −128−2.4% | 減碼 |
| Beaumont Asset Management, L.L.C. | 5,234 | $40.3 萬 | 0.18% | +964+22.6% | 加碼 |
| Simmons Bank | 5,340 | $41.2 萬 | 0.03% | −40−0.7% | 減碼 |
| IMC-Chicago, LLC | 5,341 | $41.2 萬 | 0.01% | +5,341 | 新進 |
| Tema ETFs LLC | 5,366 | $41.4 萬 | 0.03% | +21+0.4% | 加碼 |
| Milestone Asset Management Group, LLC | 5,377 | $41.4 萬 | 0.24% | +7+0.1% | 加碼 |
| Gabelli Funds LLC | 5,400 | $41.6 萬 | 0.00% | +200+3.8% | 加碼 |
| Choate Investment Advisors | 5,412 | $41.7 萬 | 0.01% | +938+21.0% | 加碼 |
| ELCO Management Co., LLC | 5,416 | $41.7 萬 | 0.20% | −173−3.1% | 減碼 |
| Fortress Private Ledger, LLC | 5,420 | $41.8 萬 | 0.13% | +1,173+27.6% | 加碼 |
| NorthRock Partners, LLC | 5,464 | $42.1 萬 | 0.01% | +1,302+31.3% | 加碼 |
| Bull Street Advisors, LLC | 5,470 | $42.2 萬 | 0.21% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 5,477 | $42.2 萬 | 0.11% | −234−4.1% | 減碼 |
| Capstone Investment Advisors, LLC | 5,515 | $42.5 萬 | 0.00% | −9,279−62.7% | 減碼 |
| Frank, Rimerman Advisors LLC | 5,545 | $42.7 萬 | 0.03% | −2,005−26.6% | 減碼 |
| Siemens Fonds Invest GmbH | 5,558 | $42.8 萬 | 0.02% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 5,560 | $42.9 萬 | 0.00% | −2,835−33.8% | 減碼 |
| Intellectus Partners, LLC | 5,618 | $43.3 萬 | 0.09% | +1,017+22.1% | 加碼 |
| TIAA Wealth Investment Management LLC | 5,673 | $43.7 萬 | 0.00% | +5,673 | 新進 |
| Park Avenue Securities LLC | 5,681 | $43.8 萬 | 0.00% | −594−9.5% | 減碼 |
| Banque Transatlantique SA | 5,680 | $43.8 萬 | 0.01% | +594+11.7% | 加碼 |
| Wedmont Private Capital | 5,580 | $44.4 萬 | 0.01% | +146+2.7% | 加碼 |
| Optas, LLC | 5,807 | $44.8 萬 | 0.07% | +654+12.7% | 加碼 |
| Farther Finance Advisors, LLC | 5,797 | $44.9 萬 | 0.00% | −711−10.9% | 減碼 |
| Mutual Advisors, LLC | 5,837 | $45.0 萬 | 0.01% | −53−0.9% | 減碼 |
| Viewpoint Investment Partners Corp | 8,000 | $45.1 萬 | 0.21% | +3,700+86.0% | 加碼 |
| Dearborn Partners LLC | 5,865 | $45.2 萬 | 0.02% | 00.0% | 不變 |
| Allred Capital Management, LLC | 5,964 | $46.0 萬 | 0.17% | +53+0.9% | 加碼 |
| Polymer Capital Management (US) LLC | 6,000 | $46.2 萬 | 0.07% | −22,583−79.0% | 減碼 |
| Meridian Management Co | 6,000 | $46.2 萬 | 0.12% | −7−0.1% | 減碼 |
| Umb Bank N A | 6,005 | $46.3 萬 | 0.01% | −441−6.8% | 減碼 |
| Dodge & Cox | 6,010 | $46.3 萬 | 0.00% | −10,000−62.5% | 減碼 |
| Glenview Trust Co | 6,016 | $46.4 萬 | 0.01% | −664−9.9% | 減碼 |
| Central Trust Co | 6,118 | $47.2 萬 | 0.01% | −50−0.8% | 減碼 |
| Soltis Investment Advisors LLC | 6,142 | $47.3 萬 | 0.03% | −252−3.9% | 減碼 |