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 |
|---|---|---|---|---|---|
| Resonant Capital Advisors, LLC | 3,262 | $25.1 萬 | 0.01% | −10−0.3% | 減碼 |
| Orographic Financial Advisors, LLC | 3,259 | $25.1 萬 | 0.18% | +3,259 | 新進 |
| NorthCrest Asset Manangement, LLC | 3,222 | $25.1 萬 | 0.01% | −4,588−58.7% | 減碼 |
| Ellevest, Inc. | 3,252 | $25.1 萬 | 0.03% | −123−3.6% | 減碼 |
| Flagship Harbor Advisors, LLC | 3,249 | $25.0 萬 | 0.01% | +216+7.1% | 加碼 |
| Coldstream Capital Management Inc | 3,240 | $25.0 萬 | 0.00% | +517+19.0% | 加碼 |
| Invesco, LLC | 3,222 | $24.8 萬 | 0.09% | 00.0% | 不變 |
| Foster & Motley Inc | 3,218 | $24.8 萬 | 0.01% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 3,217 | $24.8 萬 | 0.01% | +3,217 | 新進 |
| PFG Investments, LLC | 3,215 | $24.8 萬 | 0.01% | +84+2.7% | 加碼 |
| Mystic Asset Management, Inc. | 3,201 | $24.7 萬 | 0.06% | −348−9.8% | 減碼 |
| Philadelphia Investment Partners, LLC | 3,190 | $24.6 萬 | 0.17% | +3,190 | 新進 |
| Interchange Capital Partners, LLC | 2,405 | $24.5 萬 | 0.08% | +2,405 | 新進 |
| DF Dent & Co Inc | 3,165 | $24.4 萬 | 0.00% | +3,165 | 新進 |
| Ferguson Wellman Capital Management, Inc | 3,164 | $24.4 萬 | 0.00% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 3,134 | $24.2 萬 | 0.01% | −959−23.4% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 3,129 | $24.1 萬 | 0.02% | −1,015−24.5% | 減碼 |
| AE Wealth Management LLC | 3,115 | $24.0 萬 | 0.00% | +320+11.4% | 加碼 |
| Marex Group plc | 3,114 | $24.0 萬 | 0.00% | +3,114 | 新進 |
| VestGen Advisors, LLC | 3,205 | $23.8 萬 | 0.01% | −255−7.4% | 減碼 |
| First National Bank of Omaha | 3,102 | $23.7 萬 | 0.01% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 3,071 | $23.7 萬 | 0.03% | +80+2.7% | 加碼 |
| TCTC Holdings, LLC | 3,062 | $23.6 萬 | 0.01% | −187−5.8% | 減碼 |
| Arlington Partners LLC | 3,052 | $23.5 萬 | 0.47% | +3,052 | 新進 |
| Quadcap Wealth Management, LLC | 3,030 | $23.4 萬 | 0.03% | +618+25.6% | 加碼 |
| General Partner, Inc. | 3,029 | $23.3 萬 | 0.14% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 3,025 | $23.3 萬 | 0.01% | +4+0.1% | 加碼 |
| Aprio Wealth Management, LLC | 3,016 | $23.2 萬 | 0.01% | +3,016 | 新進 |
| Kingswood Wealth Advisors, LLC | 3,008 | $23.2 萬 | 0.01% | +276+10.1% | 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 |
| Tiemann Investment Advisors, LLC | 2,999 | $23.1 萬 | 0.09% | +50+1.7% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 3,000 | $23.1 萬 | 0.07% | −12−0.4% | 減碼 |
| Becker Capital Management Inc | 2,991 | $23.1 萬 | 0.01% | −11−0.4% | 減碼 |
| Boston Family Office LLC | 2,967 | $22.9 萬 | 0.02% | +25+0.8% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,864 | $22.9 萬 | 0.00% | −350−10.9% | 減碼 |
| Advisor OS, LLC | 2,958 | $22.8 萬 | 0.02% | −7−0.2% | 減碼 |
| St Germain D J Co Inc | 2,921 | $22.5 萬 | 0.01% | −123−4.0% | 減碼 |
| Signature Wealth Management Partners, LLC | 2,910 | $22.4 萬 | 0.11% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 2,900 | $22.4 萬 | 0.00% | −800−21.6% | 減碼 |
| Bokf, NA | 2,892 | $22.3 萬 | 0.00% | −455−13.6% | 減碼 |
| JM2 Capital Inc. | 2,888 | $22.3 萬 | 0.18% | −14−0.5% | 減碼 |
| Reuter James Wealth Management, LLC | 2,879 | $22.2 萬 | 0.03% | +74+2.6% | 加碼 |
| Roehl & Yi Investment Advisors, LLC | 2,859 | $22.0 萬 | 0.08% | +2,859 | 新進 |
| Patton Fund Management, Inc. | 2,850 | $22.0 萬 | 0.04% | +280+10.9% | 加碼 |
| J. Team Financial, Inc. | 2,840 | $21.9 萬 | 0.25% | −321−10.2% | 減碼 |
| S.A. Mason LLC | 2,820 | $21.7 萬 | 0.08% | +10.0% | 加碼 |
| Integrity Alliance, LLC. | 2,814 | $21.7 萬 | 0.01% | −174−5.8% | 減碼 |
| Forbes J M & Co LLP | 2,806 | $21.6 萬 | 0.02% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 2,800 | $21.6 萬 | 0.01% | −2,319−45.3% | 減碼 |
| Legacy Trust | 2,798 | $21.6 萬 | 0.04% | +83+3.1% | 加碼 |
| AlphaCore Capital LLC | 2,792 | $21.5 萬 | 0.01% | −2,479−47.0% | 減碼 |
| Scientech Research LLC | 2,787 | $21.5 萬 | 0.18% | −286−9.3% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,783 | $21.4 萬 | 0.00% | +6+0.2% | 加碼 |
| Caldwell Trust Co | 2,774 | $21.4 萬 | 0.02% | −59−2.1% | 減碼 |
| Aull & Monroe Investment Management Corp | 2,770 | $21.4 萬 | 0.10% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,767 | $21.3 萬 | 0.00% | +1,701+159.6% | 加碼 |
| Heritage Wealth Management, Inc. | 2,767 | $21.3 萬 | 0.11% | −50−1.8% | 減碼 |
| Kerntke Otto McGlone Wealth Management Group | 2,765 | $21.3 萬 | 0.15% | 00.0% | 不變 |
| Calamos Wealth Management LLC | 2,765 | $21.3 萬 | 0.01% | +2,765 | 新進 |
| Great Valley Advisor Group, Inc. | 2,758 | $21.3 萬 | 0.00% | +237+9.4% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 2,759 | $21.3 萬 | 0.01% | +447+19.3% | 加碼 |
| EntryPoint Capital, LLC | 2,742 | $21.1 萬 | 0.06% | 00.0% | 不變 |
| Chicago Trust Co NA | 2,717 | $20.9 萬 | 0.03% | +2,717 | 新進 |
| Vann Equity Management LLC | 2,710 | $20.9 萬 | 0.15% | +2,710 | 新進 |
| Kraematon Investment Advisors, Inc | 2,698 | $20.8 萬 | 0.17% | −666−19.8% | 減碼 |
| Cyndeo Wealth Partners, LLC | 2,692 | $20.7 萬 | 0.01% | −3−0.1% | 減碼 |
| Colonial Trust Co | 2,688 | $20.7 萬 | 0.03% | +72+2.8% | 加碼 |
| Oslo Pensjonsforsikring AS | 2,686 | $20.7 萬 | 0.03% | +2,686 | 新進 |
| Eagle Wealth Advisors LLC | 2,685 | $20.7 萬 | 0.19% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 2,684 | $20.7 萬 | 0.00% | −361−11.9% | 減碼 |
| LCM Capital Management Inc | 2,670 | $20.6 萬 | 0.10% | 00.0% | 不變 |
| First Affirmative Financial Network | 2,666 | $20.5 萬 | 0.08% | +2,666 | 新進 |
| Buckingham Strategic Partners | 2,664 | $20.5 萬 | 0.00% | −4,552−63.1% | 減碼 |
| Ancora Advisors, LLC | 2,663 | $20.5 萬 | 0.00% | −360−11.9% | 減碼 |
| Corient IA LLC | 2,660 | $20.5 萬 | 0.19% | −340−11.3% | 減碼 |
| Charter Oak Capital Management, LLC | 2,654 | $20.5 萬 | 0.02% | −30−1.1% | 減碼 |
| NTV Asset Management LLC | 2,650 | $20.4 萬 | 0.02% | −262−9.0% | 減碼 |
| Mengis Capital Management, Inc. | 2,650 | $20.4 萬 | 0.04% | 00.0% | 不變 |
| Burke & Herbert Bank & Trust Co | 2,649 | $20.4 萬 | 0.06% | 00.0% | 不變 |
| Montecito Bank & Trust | 2,640 | $20.3 萬 | 0.03% | 00.0% | 不變 |
| Riverwater Partners LLC | 2,639 | $20.3 萬 | 0.07% | −53−2.0% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 2,639 | $20.3 萬 | 0.06% | −1,661−38.6% | 減碼 |
| Panagora Asset Management Inc | 2,627 | $20.2 萬 | 0.00% | 00.0% | 不變 |
| R Squared Ltd | 2,623 | $20.2 萬 | 0.11% | −14,841−85.0% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,618 | $20.2 萬 | 0.01% | −2,288−46.6% | 減碼 |
| Innovative Asset Advisors Group, LLC | 2,617 | $20.2 萬 | 0.12% | +2,617 | 新進 |
| Kuhn & Co Investment Counsel | 2,609 | $20.1 萬 | 0.13% | 00.0% | 不變 |
| Mather Group, LLC. | 2,555 | $19.7 萬 | 0.00% | −726−22.1% | 減碼 |
| New England Capital Financial Advisors LLC | 2,533 | $19.5 萬 | 0.05% | −104−3.9% | 減碼 |
| Vanguard National Trust Co | 2,516 | $19.4 萬 | 0.01% | +2,516 | 新進 |
| City Holding Co | 2,438 | $18.8 萬 | 0.02% | −473−16.2% | 減碼 |
| Washington Trust Advisors, Inc. | 2,377 | $18.3 萬 | 0.01% | +77+3.3% | 加碼 |
| Manning & Napier Advisors LLC | 2,370 | $18.3 萬 | 0.00% | 00.0% | 不變 |
| Wellington Shields & Co., LLC | 2,346 | $18.1 萬 | 0.05% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 2,276 | $17.5 萬 | 0.00% | −454−16.6% | 減碼 |
| Silicon Valley Capital Partners | 2,272 | $17.5 萬 | 0.02% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 2,268 | $17.5 萬 | 0.00% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 2,230 | $17.2 萬 | 0.00% | −53,265−96.0% | 減碼 |