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 |
|---|---|---|---|---|---|
| Field & Main Bank | 7,406 | $57.1 萬 | 0.17% | −150−2.0% | 減碼 |
| EP Wealth Advisors, LLC | 7,403 | $57.1 萬 | 0.00% | +128+1.8% | 加碼 |
| Fire Capital Management LLC | 7,346 | $56.6 萬 | 0.27% | 00.0% | 不變 |
| Lee Danner & Bass Inc | 7,335 | $56.5 萬 | 0.04% | −75−1.0% | 減碼 |
| Wellspring Financial Advisors, LLC | 7,281 | $56.1 萬 | 0.04% | +7,281 | 新進 |
| GAMMA Investing LLC | 7,226 | $55.7 萬 | 0.03% | +800+12.4% | 加碼 |
| Ar Asset Management Inc | 7,150 | $55.1 萬 | 0.11% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 7,118 | $54.9 萬 | 0.01% | +7,118 | 新進 |
| Kestra Private Wealth Services, LLC | 7,102 | $54.7 萬 | 0.01% | +170+2.5% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,036 | $54.2 萬 | 0.05% | +2,048+41.1% | 加碼 |
| Warren Averett Asset Management, LLC | 7,030 | $54.2 萬 | 0.00% | −1,343−16.0% | 減碼 |
| nVerses Capital, LLC | 6,976 | $53.8 萬 | 0.49% | +3,847+122.9% | 加碼 |
| Eastern Bank | 6,952 | $53.6 萬 | 0.01% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,895 | $53.1 萬 | 0.01% | +962+16.2% | 加碼 |
| Medallion Wealth Advisors, LLC | 6,886 | $53.1 萬 | 0.17% | −17−0.2% | 減碼 |
| State of Wyoming | 6,884 | $53.1 萬 | 0.06% | +736+12.0% | 加碼 |
| Romano Brothers and Company | 6,811 | $52.5 萬 | 0.06% | −125−1.8% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 6,874 | $52.2 萬 | 0.01% | −2,394−25.8% | 減碼 |
| Canandaigua National Trust Co of Florida | 6,744 | $52.0 萬 | 0.42% | +6,744 | 新進 |
| Amussen Hunsaker Associates LLC | 6,630 | $51.1 萬 | 0.05% | 00.0% | 不變 |
| Waterford Advisors, LLC | 6,690 | $51.1 萬 | 0.16% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 6,597 | $50.8 萬 | 0.01% | +6,597 | 新進 |
| Sava Infond d.o.o. | 6,500 | $50.1 萬 | 0.07% | +6,500 | 新進 |
| RMB Capital Management, LLC | 6,496 | $50.1 萬 | 0.01% | −4,599−41.5% | 減碼 |
| 111 Capital | 6,481 | $50.0 萬 | 0.12% | −8,981−58.1% | 減碼 |
| Caitong International Asset Management Co., Ltd | 6,479 | $49.9 萬 | 0.09% | +4,566+238.7% | 加碼 |
| Parsons Capital Management Inc | 6,475 | $49.9 萬 | 0.02% | 00.0% | 不變 |
| Quotient Wealth Partners, LLC | 6,445 | $49.7 萬 | 0.01% | +887+16.0% | 加碼 |
| TCW Group Inc | 6,428 | $49.5 萬 | 0.00% | +217+3.5% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 6,407 | $49.4 萬 | 0.05% | −612−8.7% | 減碼 |
| Auto-Owners Insurance Co | 6,393 | $49.3 萬 | 0.01% | 00.0% | 不變 |
| Curbstone Financial Management Corp | 6,388 | $49.2 萬 | 0.09% | 00.0% | 不變 |
| Brighton Jones LLC | 6,338 | $48.9 萬 | 0.01% | +6,338 | 新進 |
| Meeder Advisory Services, Inc. | 6,310 | $48.6 萬 | 0.02% | +56+0.9% | 加碼 |
| Stephens Inc | 6,309 | $48.6 萬 | 0.01% | +1,087+20.8% | 加碼 |
| Ausdal Financial Partners, Inc. | 6,283 | $48.4 萬 | 0.02% | +1,310+26.3% | 加碼 |
| Parallel Advisors, LLC | 6,265 | $48.3 萬 | 0.01% | −669−9.6% | 減碼 |
| TD Private Client Wealth LLC | 6,261 | $48.3 萬 | 0.01% | −918−12.8% | 減碼 |
| Headlands Technologies LLC | 6,258 | $48.2 萬 | 0.05% | −17,036−73.1% | 減碼 |
| Westhampton Capital, LLC | 6,218 | $47.9 萬 | 0.22% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 6,191 | $47.9 萬 | 0.00% | +1,348+27.8% | 加碼 |
| Balyasny Asset Management LLC | 6,199 | $47.8 萬 | 0.00% | −123,152−95.2% | 減碼 |
| Penobscot Investment Management Company, Inc. | 6,164 | $47.5 萬 | 0.04% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 6,159 | $47.5 萬 | 0.01% | −350−5.4% | 減碼 |
| Means Investment Co., Inc. | 6,143 | $47.4 萬 | 0.04% | 00.0% | 不變 |
| Soltis Investment Advisors LLC | 6,142 | $47.3 萬 | 0.03% | −252−3.9% | 減碼 |
| Central Trust Co | 6,118 | $47.2 萬 | 0.01% | −50−0.8% | 減碼 |
| Glenview Trust Co | 6,016 | $46.4 萬 | 0.01% | −664−9.9% | 減碼 |
| Dodge & Cox | 6,010 | $46.3 萬 | 0.00% | −10,000−62.5% | 減碼 |
| Umb Bank N A | 6,005 | $46.3 萬 | 0.01% | −441−6.8% | 減碼 |
| 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 |
| Allred Capital Management, LLC | 5,964 | $46.0 萬 | 0.17% | +53+0.9% | 加碼 |
| Dearborn Partners LLC | 5,865 | $45.2 萬 | 0.02% | 00.0% | 不變 |
| Viewpoint Investment Partners Corp | 8,000 | $45.1 萬 | 0.21% | +3,700+86.0% | 加碼 |
| Mutual Advisors, LLC | 5,837 | $45.0 萬 | 0.01% | −53−0.9% | 減碼 |
| Farther Finance Advisors, LLC | 5,797 | $44.9 萬 | 0.00% | −711−10.9% | 減碼 |
| Optas, LLC | 5,807 | $44.8 萬 | 0.07% | +654+12.7% | 加碼 |
| Wedmont Private Capital | 5,580 | $44.4 萬 | 0.01% | +146+2.7% | 加碼 |
| Banque Transatlantique SA | 5,680 | $43.8 萬 | 0.01% | +594+11.7% | 加碼 |
| Park Avenue Securities LLC | 5,681 | $43.8 萬 | 0.00% | −594−9.5% | 減碼 |
| TIAA Wealth Investment Management LLC | 5,673 | $43.7 萬 | 0.00% | +5,673 | 新進 |
| Intellectus Partners, LLC | 5,618 | $43.3 萬 | 0.09% | +1,017+22.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 5,560 | $42.9 萬 | 0.00% | −2,835−33.8% | 減碼 |
| Siemens Fonds Invest GmbH | 5,558 | $42.8 萬 | 0.02% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 5,545 | $42.7 萬 | 0.03% | −2,005−26.6% | 減碼 |
| Capstone Investment Advisors, LLC | 5,515 | $42.5 萬 | 0.00% | −9,279−62.7% | 減碼 |
| Hartford Financial Management Inc. | 5,477 | $42.2 萬 | 0.11% | −234−4.1% | 減碼 |
| Bull Street Advisors, LLC | 5,470 | $42.2 萬 | 0.21% | 00.0% | 不變 |
| NorthRock Partners, LLC | 5,464 | $42.1 萬 | 0.01% | +1,302+31.3% | 加碼 |
| Fortress Private Ledger, LLC | 5,420 | $41.8 萬 | 0.13% | +1,173+27.6% | 加碼 |
| ELCO Management Co., LLC | 5,416 | $41.7 萬 | 0.20% | −173−3.1% | 減碼 |
| Choate Investment Advisors | 5,412 | $41.7 萬 | 0.01% | +938+21.0% | 加碼 |
| Gabelli Funds LLC | 5,400 | $41.6 萬 | 0.00% | +200+3.8% | 加碼 |
| Milestone Asset Management Group, LLC | 5,377 | $41.4 萬 | 0.24% | +7+0.1% | 加碼 |
| Tema ETFs LLC | 5,366 | $41.4 萬 | 0.03% | +21+0.4% | 加碼 |
| IMC-Chicago, LLC | 5,341 | $41.2 萬 | 0.01% | +5,341 | 新進 |
| Simmons Bank | 5,340 | $41.2 萬 | 0.03% | −40−0.7% | 減碼 |
| Beaumont Asset Management, L.L.C. | 5,234 | $40.3 萬 | 0.18% | +964+22.6% | 加碼 |
| Callan Family Office, LLC | 5,195 | $40.0 萬 | 0.01% | −128−2.4% | 減碼 |
| Eventide Asset Management, LLC | 5,226 | $39.9 萬 | 0.01% | +690+15.2% | 加碼 |
| Freestone Capital Holdings, LLC | 5,161 | $39.8 萬 | 0.01% | −92−1.8% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 5,160 | $39.8 萬 | 0.01% | −40,214−88.6% | 減碼 |
| Gateway Wealth Partners, LLC | 5,151 | $39.7 萬 | 0.02% | +5,151 | 新進 |
| Ingalls & Snyder LLC | 5,151 | $39.7 萬 | 0.01% | +10+0.2% | 加碼 |
| Advisory Services Network, LLC | 5,110 | $39.4 萬 | 0.01% | +645+14.4% | 加碼 |
| Cary Street Partners Financial LLC | 5,110 | $39.4 萬 | 0.01% | −38−0.7% | 減碼 |
| MQS Management LLC | 5,066 | $39.0 萬 | 0.26% | +202+4.2% | 加碼 |
| Rehmann Capital Advisory Group | 5,063 | $39.0 萬 | 0.02% | −1,593−23.9% | 減碼 |
| Mount Yale Investment Advisors, LLC | 5,041 | $38.9 萬 | 0.01% | +5,041 | 新進 |
| Sterneck Capital Management, LLC | 5,038 | $38.8 萬 | 0.17% | +1,518+43.1% | 加碼 |
| Independent Advisor Alliance | 4,994 | $38.5 萬 | 0.00% | −10,844−68.5% | 減碼 |
| LMR Partners LLP | 4,942 | $38.1 萬 | 0.00% | +2,169+78.2% | 加碼 |
| Kingsview Wealth Management, LLC | 4,939 | $38.1 萬 | 0.01% | +11+0.2% | 加碼 |
| Grimes & Company, Inc. | 4,939 | $38.1 萬 | 0.01% | +13+0.3% | 加碼 |
| Tocqueville Asset Management L.P. | 4,907 | $37.8 萬 | 0.01% | 00.0% | 不變 |
| Investment Advisory Services Inc | 4,892 | $37.7 萬 | 0.12% | −213−4.2% | 減碼 |
| Garrison Point Advisors, LLC | 4,875 | $37.6 萬 | 0.17% | −245−4.8% | 減碼 |
| Baker Tilly Wealth Management, LLC | 4,870 | $37.5 萬 | 0.09% | +4,870 | 新進 |
| Tiaa-Cref Individual & Institutional Services, LLC | 4,867 | $37.5 萬 | 0.00% | +4,867 | 新進 |