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 |
|---|---|---|---|---|---|
| Hunter Associates Investment Management LLC | 13,214 | $101.9 萬 | 0.13% | +1,532+13.1% | 加碼 |
| Larson Financial Group LLC | 13,064 | $100.7 萬 | 0.03% | +4,351+49.9% | 加碼 |
| E. Ohman J:or Asset Management AB | 12,877 | $99.3 萬 | 0.03% | 00.0% | 不變 |
| Hartford Funds Management Co LLC | 12,873 | $99.2 萬 | 0.09% | −2,042−13.7% | 減碼 |
| Ieq Capital, LLC | 12,849 | $99.0 萬 | 0.00% | −76,968−85.7% | 減碼 |
| Perigon Wealth Management, LLC | 12,816 | $98.8 萬 | 0.02% | −1,385−9.8% | 減碼 |
| Guinness Atkinson Asset Management Inc | 12,781 | $98.5 萬 | 0.49% | +1,522+13.5% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 12,734 | $98.2 萬 | 0.04% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 12,622 | $97.3 萬 | 0.01% | −39,030−75.6% | 減碼 |
| Trivant Custom Portfolio Group, LLC | 12,591 | $97.1 萬 | 0.53% | +503+4.2% | 加碼 |
| Principal Securities, Inc. | 12,576 | $96.9 萬 | 0.01% | −159−1.2% | 減碼 |
| Benjamin Edwards Inc | 12,510 | $96.4 萬 | 0.01% | +5,616+81.5% | 加碼 |
| Western Wealth Management, LLC | 12,471 | $96.1 萬 | 0.04% | +12,471 | 新進 |
| Richard Bernstein Advisors LLC | 12,442 | $95.9 萬 | 0.03% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 12,439 | $95.9 萬 | 0.01% | −13−0.1% | 減碼 |
| Ironwood Investment Management LLC | 12,042 | $92.8 萬 | 0.39% | −569−4.5% | 減碼 |
| Ally Financial Inc. | 12,000 | $92.5 萬 | 0.12% | 00.0% | 不變 |
| EFG International AG | 11,899 | $91.7 萬 | 0.02% | −16,910−58.7% | 減碼 |
| Rossmore Private Capital | 11,704 | $90.2 萬 | 0.08% | −40−0.3% | 減碼 |
| CSS LLC | 11,653 | $89.8 萬 | 0.05% | +9,093+355.2% | 加碼 |
| GWM Advisors LLC | 11,648 | $89.8 萬 | 0.00% | −144−1.2% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 11,604 | $89.4 萬 | 0.00% | −6,000−34.1% | 減碼 |
| Clearstead Advisors, LLC | 11,562 | $89.1 萬 | 0.01% | −2,521−17.9% | 減碼 |
| Scotia Capital Inc. | 11,495 | $88.6 萬 | 0.00% | −964−7.7% | 減碼 |
| HB Wealth Management, LLC | 11,489 | $88.6 萬 | 0.01% | −5,096−30.7% | 減碼 |
| Employees Retirement System of Texas | 11,421 | $88.0 萬 | 0.01% | +8,474+287.5% | 加碼 |
| Cypress Advisory Group LLC | 11,233 | $86.6 萬 | 0.66% | +528+4.9% | 加碼 |
| Longfellow Investment Management Co LLC | 11,115 | $85.7 萬 | 0.18% | +3,507+46.1% | 加碼 |
| Neville Rodie & Shaw Inc | 11,108 | $85.6 萬 | 0.06% | 00.0% | 不變 |
| Metis Global Partners, LLC | 11,045 | $85.1 萬 | 0.02% | −1,354−10.9% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 10,918 | $84.2 萬 | 0.09% | 00.0% | 不變 |
| Holowesko Partners Ltd. | 10,900 | $84.0 萬 | 0.24% | 00.0% | 不變 |
| MUFG Securities Americas Inc. | 10,756 | $82.9 萬 | 0.05% | +257+2.4% | 加碼 |
| Triangle Securities Wealth Management | 10,692 | $82.4 萬 | 0.19% | −922−7.9% | 減碼 |
| Principle Wealth Partners LLC | 10,678 | $82.3 萬 | 0.05% | −480−4.3% | 減碼 |
| Bleakley Financial Group, LLC | 10,563 | $81.4 萬 | 0.01% | −518−4.7% | 減碼 |
| Securian Asset Management, Inc | 10,497 | $80.9 萬 | 0.03% | −100−0.9% | 減碼 |
| United Capital Financial Advisers, LLC | 10,420 | $80.3 萬 | 0.00% | −1,595−13.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 10,400 | $80.2 萬 | 0.05% | 00.0% | 不變 |
| Argent Trust Co | 10,188 | $78.5 萬 | 0.03% | +294+3.0% | 加碼 |
| Lederer & Associates Investment Counsel | 10,167 | $78.4 萬 | 0.56% | +90+0.9% | 加碼 |
| Moody Lynn & Lieberson, LLC | 10,150 | $78.2 萬 | 0.04% | −215−2.1% | 減碼 |
| Exchange Traded Concepts, LLC | 10,087 | $77.8 萬 | 0.01% | +8,614+584.8% | 加碼 |
| Oxford Asset Management LLP | 10,064 | $77.6 萬 | 0.31% | −5,279−34.4% | 減碼 |
| Advisors Asset Management, Inc. | 10,037 | $77.4 萬 | 0.01% | −2,773−21.6% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 9,999 | $77.1 萬 | 0.02% | +127+1.3% | 加碼 |
| Integrated Wealth Concepts LLC | 9,938 | $76.6 萬 | 0.01% | +2,395+31.8% | 加碼 |
| Groupama Asset Managment | 9,848 | $75.9 萬 | 0.01% | +6,999+245.7% | 加碼 |
| Apollon Wealth Management, LLC | 9,833 | $75.8 萬 | 0.01% | +2,926+42.4% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 9,801 | $75.5 萬 | 0.00% | +776+8.6% | 加碼 |
| Snowden Capital Advisors LLC | 9,800 | $75.5 萬 | 0.02% | −937−8.7% | 減碼 |
| Ascent Wealth Partners, LLC | 9,761 | $75.2 萬 | 0.09% | +234+2.5% | 加碼 |
| Cooper Financial Group | 9,747 | $75.1 萬 | 0.08% | −145−1.5% | 減碼 |
| BKD Wealth Advisors, LLC | 9,746 | $75.1 萬 | 0.01% | −88−0.9% | 減碼 |
| Transcend Wealth Collective, LLC | 9,658 | $74.4 萬 | 0.06% | +3,427+55.0% | 加碼 |
| Daymark Wealth Partners, LLC | 9,636 | $74.3 萬 | 0.02% | +486+5.3% | 加碼 |
| Whittier Trust Co | 9,489 | $74.1 萬 | 0.01% | −738−7.2% | 減碼 |
| Salem Investment Counselors Inc | 9,502 | $73.2 萬 | 0.02% | 00.0% | 不變 |
| Mesirow Financial Investment Management, Inc. | 9,444 | $72.8 萬 | 0.01% | +4,506+91.3% | 加碼 |
| Azzad Asset Management Inc | 9,416 | $72.6 萬 | 0.07% | +48+0.5% | 加碼 |
| Greenleaf Trust | 9,388 | $72.4 萬 | 0.01% | +1,421+17.8% | 加碼 |
| Belpointe Asset Management LLC | 9,336 | $72.0 萬 | 0.03% | +9,336 | 新進 |
| STRS Ohio | 9,333 | $71.9 萬 | 0.00% | −23,714−71.8% | 減碼 |
| Diversified Trust Co | 9,325 | $71.9 萬 | 0.01% | +2,095+29.0% | 加碼 |
| Skopos Labs, Inc. | 9,298 | $71.7 萬 | 0.02% | +5,321+133.8% | 加碼 |
| Ballentine Partners, LLC | 9,296 | $71.7 萬 | 0.01% | +520+5.9% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 9,265 | $71.4 萬 | 0.04% | +810+9.6% | 加碼 |
| IMA Wealth, Inc. | 9,236 | $71.2 萬 | 0.07% | −278−2.9% | 減碼 |
| Sequoia Financial Advisors, LLC | 9,221 | $71.1 萬 | 0.00% | +408+4.6% | 加碼 |
| Blueshift Asset Management, LLC | 9,209 | $71.0 萬 | 0.22% | +5,389+141.1% | 加碼 |
| Banque Cantonale Vaudoise | 9,157 | $70.6 萬 | 0.03% | +9,157 | 新進 |
| Bridges Investment Management Inc | 9,140 | $70.5 萬 | 0.01% | −1,271−12.2% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 9,086 | $70.0 萬 | 0.05% | +169+1.9% | 加碼 |
| Woodstock Corp | 9,057 | $69.8 萬 | 0.06% | −902−9.1% | 減碼 |
| Home Federal Bank of Tennessee | 9,051 | $69.8 萬 | 0.17% | −125−1.4% | 減碼 |
| Laird Norton Trust Company, LLC | 9,000 | $69.4 萬 | 0.02% | −622−6.5% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 8,930 | $68.8 萬 | 0.02% | 00.0% | 不變 |
| Assetmark, Inc | 8,857 | $68.3 萬 | 0.00% | +572+6.9% | 加碼 |
| Rockland Trust Co | 8,855 | $68.3 萬 | 0.03% | −1,145−11.5% | 減碼 |
| Monarch Capital Management Inc | 8,833 | $68.1 萬 | 0.17% | −50−0.6% | 減碼 |
| Trust Co of Toledo NA | 8,690 | $67.0 萬 | 0.06% | −365−4.0% | 減碼 |
| Pring Turner Capital Group Inc | 7,575 | $66.2 萬 | 0.40% | 00.0% | 不變 |
| Cookson Peirce & Co Inc | 8,512 | $65.6 萬 | 0.03% | +951+12.6% | 加碼 |
| Arkadios Wealth Advisors | 8,501 | $65.5 萬 | 0.01% | +265+3.2% | 加碼 |
| Banco Santander, S.A. | 8,479 | $65.4 萬 | 0.01% | −26,780−76.0% | 減碼 |
| Anchyra Partners LLC | 8,354 | $64.4 萬 | 0.20% | −138−1.6% | 減碼 |
| Resources Investment Advisors, LLC. | 8,337 | $64.3 萬 | 0.01% | −3,091−27.0% | 減碼 |
| Oppenheimer & Co Inc | 8,288 | $63.9 萬 | 0.01% | −33−0.4% | 減碼 |
| FIL Ltd | 8,260 | $63.7 萬 | 0.00% | +8,260 | 新進 |
| Johnson Investment Counsel Inc | 8,108 | $62.5 萬 | 0.01% | −331−3.9% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 8,083 | $62.3 萬 | 0.16% | −110−1.3% | 減碼 |
| Vestcor Inc | 7,833 | $60.4 萬 | 0.02% | 00.0% | 不變 |
| ICW Investment Advisors LLC | 7,753 | $59.8 萬 | 0.22% | +652+9.2% | 加碼 |
| Concurrent Investment Advisors, LLC | 7,683 | $59.2 萬 | 0.01% | −1,564−16.9% | 減碼 |
| Sit Investment Associates Inc | 7,680 | $59.2 萬 | 0.01% | 00.0% | 不變 |
| American National Bank | 7,582 | $58.4 萬 | 0.06% | +330+4.6% | 加碼 |
| Ostrum Asset Management | 7,580 | $58.4 萬 | 0.03% | −3,686−32.7% | 減碼 |
| Birch Hill Investment Advisors LLC | 7,537 | $58.1 萬 | 0.03% | 00.0% | 不變 |
| Vise Technologies, Inc. | 6,567 | $57.4 萬 | 0.01% | 00.0% | 不變 |
| Curated Wealth Partners LLC | 7,440 | $57.3 萬 | 0.07% | 00.0% | 不變 |