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 2 季 13F 持有人
Otis Worldwide Corp 在 2026/6/30 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
- 1,232
- 較 2026 年第 1 季 +9 家
- 持有股數
- 3.57 億
- 較 2026 年第 1 季 +1,232 萬 (+3.6%)
- 總市值
- $255.6 億
- 較 2026 年第 1 季 −$10.3 億 (−3.9%)
- 新進機構
- 133
- 另有 431 家加碼
- 清倉機構
- 124
- 另有 457 家減碼
另有 22 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Crestwood Advisors Group LLC | 5,473 | $39.2 萬 | 0.01% | +1,760+47.4% | 加碼 |
| Americana Partners, LLC | 5,471 | $39.2 萬 | 0.01% | +2,048+59.8% | 加碼 |
| Sand Hill Global Advisors, LLC | 5,410 | $38.7 萬 | 0.01% | +5,410 | 新進 |
| Spirepoint Private Client, LLC | 5,385 | $38.6 萬 | 0.03% | −46,623−89.6% | 減碼 |
| Milestone Asset Management Group, LLC | 5,385 | $38.6 萬 | 0.19% | +8+0.1% | 加碼 |
| GAMMA Investing LLC | 5,382 | $38.5 萬 | 0.01% | −1,844−25.5% | 減碼 |
| Stratos Wealth Partners, LTD. | 5,374 | $38.5 萬 | 0.00% | −186−3.3% | 減碼 |
| TIAA Wealth Investment Management LLC | 5,359 | $38.4 萬 | 0.00% | −314−5.5% | 減碼 |
| Simmons Bank | 5,340 | $38.2 萬 | 0.02% | 00.0% | 不變 |
| Ossiam | 5,339 | $38.2 萬 | 0.01% | −35,590−87.0% | 減碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 5,313 | $38.0 萬 | 0.00% | +446+9.2% | 加碼 |
| Kathmere Capital Management, LLC | 5,301 | $38.0 萬 | 0.02% | +1,526+40.4% | 加碼 |
| Dodge & Cox | 5,210 | $37.3 萬 | 0.00% | −800−13.3% | 減碼 |
| Cary Street Partners Financial LLC | 5,135 | $36.8 萬 | 0.01% | +25+0.5% | 加碼 |
| Rehmann Capital Advisory Group | 5,016 | $35.9 萬 | 0.02% | −47−0.9% | 減碼 |
| Baker Avenue Asset Management, LP | 4,997 | $35.8 萬 | 0.01% | +4,997 | 新進 |
| Signaturefd, LLC | 4,984 | $35.7 萬 | 0.00% | +882+21.5% | 加碼 |
| Grimes & Company, Inc. | 4,971 | $35.6 萬 | 0.01% | +32+0.6% | 加碼 |
| Parcion Private Wealth LLC | 4,938 | $35.4 萬 | 0.02% | +4,938 | 新進 |
| Tocqueville Asset Management L.P. | 4,907 | $35.1 萬 | 0.00% | 00.0% | 不變 |
| Choate Investment Advisors | 4,905 | $35.1 萬 | 0.01% | −507−9.4% | 減碼 |
| Everett Harris & Co | 4,868 | $34.9 萬 | 0.00% | +350+7.7% | 加碼 |
| Investment Advisory Services Inc | 4,842 | $34.7 萬 | 0.10% | −50−1.0% | 減碼 |
| Ascent Group, LLC | 4,801 | $34.4 萬 | 0.01% | +1,425+42.2% | 加碼 |
| Capital Investment Counsel, Inc | 4,801 | $34.4 萬 | 0.04% | +4,801 | 新進 |
| Triangle Securities Wealth Management | 4,786 | $34.3 萬 | 0.07% | −5,906−55.2% | 減碼 |
| Ingalls & Snyder LLC | 4,771 | $34.2 萬 | 0.01% | −380−7.4% | 減碼 |
| Voya Financial Advisors, Inc. | 4,685 | $34.2 萬 | 0.03% | +4,685 | 新進 |
| Versant Capital Management, Inc | 4,752 | $34.0 萬 | 0.03% | +3,040+177.6% | 加碼 |
| Montag A & Associates Inc | 4,749 | $34.0 萬 | 0.01% | 00.0% | 不變 |
| Mesirow Financial Investment Management, Inc. | 4,746 | $34.0 萬 | 0.01% | −4,698−49.7% | 減碼 |
| Wedmont Private Capital | 4,647 | $34.0 萬 | 0.01% | −933−16.7% | 減碼 |
| RiverFront Investment Group, LLC | 4,736 | $33.9 萬 | 0.00% | +4,736 | 新進 |
| V-Square Quantitative Management LLC | 4,673 | $33.5 萬 | 0.03% | +779+20.0% | 加碼 |
| Fortune Financial Advisors, LLC | 4,672 | $33.5 萬 | 0.14% | +392+9.2% | 加碼 |
| Core Wealth Partners LLC | 4,670 | $33.4 萬 | 0.14% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 4,653 | $33.3 萬 | 0.01% | −9,938−68.1% | 減碼 |
| Mount Yale Investment Advisors, LLC | 4,598 | $32.9 萬 | 0.01% | −443−8.8% | 減碼 |
| Quarry LP | 4,595 | $32.9 萬 | 0.05% | +32+0.7% | 加碼 |
| Park Avenue Securities LLC | 4,594 | $32.9 萬 | 0.00% | −1,087−19.1% | 減碼 |
| Beck Mack & Oliver LLC | 4,582 | $32.8 萬 | 0.01% | 00.0% | 不變 |
| Guggenheim Capital LLC | 4,524 | $32.4 萬 | 0.00% | +627+16.1% | 加碼 |
| Independent Advisor Alliance | 4,517 | $32.3 萬 | 0.01% | −477−9.6% | 減碼 |
| Field & Main Bank | 4,516 | $32.3 萬 | 0.07% | −2,890−39.0% | 減碼 |
| Evolve Private Wealth, LLC | 4,510 | $32.3 萬 | 0.02% | +4,510 | 新進 |
| Vestmark Advisory Solutions, Inc. | 4,484 | $32.1 萬 | 0.00% | +462+11.5% | 加碼 |
| Employees Retirement System of Texas | 4,478 | $32.1 萬 | 0.00% | −6,943−60.8% | 減碼 |
| Callan Family Office, LLC | 4,475 | $32.0 萬 | 0.01% | −720−13.9% | 減碼 |
| Private Trust Co NA | 4,464 | $32.0 萬 | 0.03% | −10,387−69.9% | 減碼 |
| Cypress Wealth Services, LLC | 4,440 | $31.8 萬 | 0.04% | +4,440 | 新進 |
| Washington Trust Co | 4,431 | $31.7 萬 | 0.01% | +108+2.5% | 加碼 |
| VestGen Advisors, LLC | 4,426 | $31.7 萬 | 0.01% | +1,221+38.1% | 加碼 |
| Burling Wealth Partners, LLC | 4,425 | $31.7 萬 | 0.05% | −282−6.0% | 減碼 |
| Lester Murray Antman dba SimplyRich | 4,426 | $31.6 萬 | 0.07% | +4,426 | 新進 |
| MQS Management LLC | 4,404 | $31.5 萬 | 0.39% | −662−13.1% | 減碼 |
| Brookstone Capital Management | 4,399 | $31.5 萬 | 0.00% | +4,399 | 新進 |
| Excalibur Management Corp | 4,399 | $31.5 萬 | 0.10% | +10.0% | 加碼 |
| Garrison Point Advisors, LLC | 4,385 | $31.4 萬 | 0.13% | −490−10.1% | 減碼 |
| Apella Capital, LLC | 4,274 | $31.4 萬 | 0.00% | +117+2.8% | 加碼 |
| Evergreen Wealth Solutions, LLC | 4,286 | $31.3 萬 | 0.02% | +4,286 | 新進 |
| Valeo Financial Advisors, LLC | 4,357 | $31.2 萬 | 0.01% | +959+28.2% | 加碼 |
| Private Wealth Asset Management, LLC | 4,355 | $31.2 萬 | 0.03% | −172−3.8% | 減碼 |
| Agf Management Ltd | 4,339 | $31.1 萬 | 0.00% | −39,325−90.1% | 減碼 |
| Phoenix Holdings Ltd. | 4,333 | $31.0 萬 | 0.00% | +356+9.0% | 加碼 |
| Moors & Cabot, Inc. | 4,328 | $31.0 萬 | 0.01% | −113−2.5% | 減碼 |
| Drexel Morgan & Co. | 4,288 | $30.7 萬 | 0.04% | 00.0% | 不變 |
| Texas Bank & Trust Co | 4,259 | $30.5 萬 | 0.10% | +109+2.6% | 加碼 |
| Kingsview Wealth Management, LLC | 4,205 | $30.1 萬 | 0.00% | −734−14.9% | 減碼 |
| Meeder Advisory Services, Inc. | 4,193 | $30.0 萬 | 0.01% | −2,117−33.5% | 減碼 |
| Warner Group LLC | 4,192 | $30.0 萬 | 0.07% | +4,192 | 新進 |
| Moneta Group Investment Advisors LLC | 4,154 | $29.7 萬 | 0.00% | +17+0.4% | 加碼 |
| Shakespeare Wealth Management, Inc. | 4,142 | $29.7 萬 | 0.08% | 00.0% | 不變 |
| Fidelis Capital Partners, LLC | 4,139 | $29.6 萬 | 0.02% | +497+13.6% | 加碼 |
| Prime Capital Investment Advisors, LLC | 4,111 | $29.4 萬 | 0.00% | −85−2.0% | 減碼 |
| Oslo Pensjonsforsikring AS | 4,105 | $29.4 萬 | 0.03% | +1,419+52.8% | 加碼 |
| Pointe Capital Management LLC | 4,102 | $29.4 萬 | 0.13% | −100−2.4% | 減碼 |
| Aegis Wealth Management LLC | 4,069 | $29.1 萬 | 0.14% | +4,069 | 新進 |
| Wealthspire Advisors, LLC | 4,065 | $29.1 萬 | 0.00% | +4,065 | 新進 |
| Wendell David Associates Inc | 4,027 | $28.8 萬 | 0.03% | 00.0% | 不變 |
| Cambient Family Office, LLC | 4,022 | $28.8 萬 | 0.04% | −26,882−87.0% | 減碼 |
| Knollwood Investment Advisory, LLC | 4,008 | $28.7 萬 | 0.03% | 00.0% | 不變 |
| Gabelli Funds LLC | 4,000 | $28.6 萬 | 0.00% | −1,400−25.9% | 減碼 |
| Van Hulzen Asset Management, LLC | 4,000 | $28.6 萬 | 0.02% | +4,000 | 新進 |
| Rexford Capital Inc | 3,950 | $28.3 萬 | 0.17% | +95+2.5% | 加碼 |
| Patten & Patten Inc | 3,915 | $28.0 萬 | 0.01% | 00.0% | 不變 |
| Hancock Whitney Corp | 3,900 | $27.9 萬 | 0.00% | −38−1.0% | 減碼 |
| Rialto Wealth Management, LLC | 3,898 | $27.9 萬 | 0.06% | −8−0.2% | 減碼 |
| Shelton Capital Management | 3,866 | $27.7 萬 | 0.01% | 00.0% | 不變 |
| 1st Source Bank | 3,833 | $27.4 萬 | 0.01% | −87−2.2% | 減碼 |
| First Western Trust Bank | 3,826 | $27.4 萬 | 0.01% | 00.0% | 不變 |
| Atwood & Palmer Inc | 3,825 | $27.4 萬 | 0.01% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 3,735 | $27.3 萬 | 0.01% | −365−8.9% | 減碼 |
| Philadelphia Trust Co | 3,818 | $27.3 萬 | 0.02% | 00.0% | 不變 |
| Riversedge Advisors, LLC | 3,801 | $27.2 萬 | 0.04% | +3,801 | 新進 |
| Hunter Perkins Capital Management, LLC | 3,801 | $27.2 萬 | 0.06% | −181−4.5% | 減碼 |
| PFG Investments, LLC | 3,793 | $27.2 萬 | 0.01% | +578+18.0% | 加碼 |
| Charter Trust Co | 3,788 | $27.1 萬 | 0.01% | 00.0% | 不變 |
| Profund Advisors LLC | 3,717 | $26.6 萬 | 0.01% | +63+1.7% | 加碼 |
| Fortress Private Ledger, LLC | 3,710 | $26.6 萬 | 0.07% | −1,710−31.5% | 減碼 |
| GeoWealth Management, LLC | 3,700 | $26.5 萬 | 0.01% | +3,700 | 新進 |