Запись по ценной бумаге · архивный квартал
OTIS
Otis Worldwide Corporation · Industrials · Industrial - Machinery
172Отслеживаемые держатели
+3Δ держателей
253.11MАкций в держании
$19.56BОтчётная стоимость
+5Новые позиции
−3Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +1.8% ·
поток акций +1.7% ·
новые чистые позиции +1.2%
· формула
Широкое накопление: рост долей у всё большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 522.88K | $33.22M | n/a | −2 |
| Q2 2026 | 162 | -5 | 262.73M | $18.84B | +3 | −10 |
| Q1 2026 | 172 | +3 | 253.11M | $19.56B | +5 | −3 |
| Q4 2025 | 168 | 0 | 275.73M | $24.09B | +1 | n/a |
| Q3 2025 | 26 | +2 | 159.71M | $14.60B | +2 | −1 |
| Q2 2025 | 22 | +1 | 136.57M | $13.52B | +1 | n/a |
| Q1 2025 | 18 | 0 | 44.01M | $4.54B | +1 | −1 |
| Q4 2024 | 18 | +1 | 43.87M | $4.06B | +1 | n/a |
| Q3 2024 | 16 | -1 | 27.20M | $2.83B | +1 | −2 |
| Q2 2024 | 17 | n/a | 27.60M | $2.66B | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (пассивный) | 16.20M | +0.5% | $1.25B | 0.0% | ▲ Add | 6 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 12.96M | +2.2% | $998.90M | 0.1% | ▲ Add | 3 | SEC ↗ ×15 |
| 3 | Geode Capital Management ✦ (пассивный) | 12.45M | +15.4% | $964.01M | 0.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 4 | Franklin Resources Inc | 11.52M | +46.9% | $888.04M | 0.2% | ▲ Add | 2 | SEC ↗ ×11 |
| 5 | T. Rowe Price ✦ | 8.84M | +1393.0% | $681.31M | 0.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | Fidelity (FMR) ✦ | 7.98M | +197.2% | $615.03M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 7 | Massachusetts Financial Services Co… | 7.60M | +11.1% | $597.72M | 0.2% | ▲ Add | 2 | SEC ↗ ×7 |
| 8 | Alliancebernstein L.P. | 3.83M | -74.8% | $334.16M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | Northern Trust Corp | 4.06M | -0.9% | $312.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 10 | Invesco Ltd. | 3.97M | +1.7% | $306.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×15 |
| 11 | JPMorgan Chase ✦ | 3.76M | -37.8% | $286.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×19 |
| 12 | Wellington Management ✦ | 3.52M | -2.5% | $271.43M | 0.1% | ▼ Trim | 8 | SEC ↗ ×3 |
| 13 | D. E. Shaw & Co. ✦ | 3.45M | +13.1% | $266.31M | 0.2% | ▲ Add | 8 | SEC ↗ ×2 |
| 14 | UBS AM, a distinct business unit of… | 3.31M | +10.7% | $255.16M | 0.1% | ▲ Add | 2 | SEC ↗ ×11 |
| 15 | Canada Pension Plan Investment Board | 3.26M | +444.4% | $251.31M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 2.95M | +29.1% | $227.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 17 | Capital Research Global Investors | 2.87M | +1.0% | $221.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 2.85M | +4.0% | $219.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×21 |
| 19 | Legal & General Group Plc | 2.71M | -0.7% | $209.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Clearbridge Investments, LLC | 2.69M | +141.3% | $207.44M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 2.64M | -14.3% | $203.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 22 | Charles Schwab Investment… | 2.45M | +3.2% | $188.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Schroder Investment Management Group | 2.44M | n/a | $186.51M | 0.2% | n/c | 1 | SEC ↗ ×6 |
| 24 | PRIMECAP Management ✦ | 2.09M | 0.0% | $161.29M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 25 | Dimensional Fund Advisors Lp | 1.97M | +4.5% | $151.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 26 | Two Sigma Investments ✦ | 1.94M | +237.4% | $149.34M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 27 | Amundi | 1.89M | -6.5% | $145.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 28 | Renaissance Technologies ✦ | 1.69M | +30.4% | $130.36M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 1.55M | +44.0% | $119.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 30 | Deutsche Bank Ag\ | 1.52M | -17.4% | $117.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 31 | AQR Capital Management ✦ | 1.52M | -33.6% | $115.82M | 0.1% | ▼ Trim | 8 | SEC ↗ ×8 |
| 32 | Arrowstreet Capital ✦ | 1.22M | +68.2% | $93.88M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 33 | Nomura Asset Management… | 1.16M | -50.9% | $89.07M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Citigroup Inc | 949.09K | -8.8% | $73.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 35 | Barclays Plc | 855.53K | -25.5% | $65.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 36 | Royal Bank Of Canada | 803.39K | -19.4% | $61.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 37 | Citadel Advisors ✦ | 786.13K | -9.4% | $60.59M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 38 | Rhumbline Advisers | 761.58K | -3.8% | $58.70M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 39 | Hsbc Holdings Plc | 755.63K | -56.6% | $58.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 40 | Wells Fargo & Company/Mn | 744.28K | +25.8% | $57.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 41 | Victory Capital Management Inc | 743.23K | -9.6% | $57.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | California Public Employees… | 691.40K | -1.9% | $53.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Bnp Paribas Financial Markets | 690.38K | +17.7% | $53.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Neuberger Berman Group LLC | 655.16K | +16.1% | $50.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | California State Teachers… | 627.15K | -2.6% | $48.34M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 46 | Fisher Asset Management ✦ | 619.48K | -0.7% | $47.75M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 47 | Marshall Wace ✦ | 607.94K | -81.3% | $46.86M | 0.1% | ▼ Trim | 7 | SEC ↗ ×2 |
| 48 | HighTower Advisors, LLC | 575.06K | -18.2% | $44.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | First Trust Advisors Lp | 573.25K | +16.3% | $44.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 50 | Sei Investments Co | 530.41K | +1.7% | $40.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 51 | Ameriprise Financial Inc | 526.35K | +19.3% | $40.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 52 | Raymond James Financial Inc | 485.32K | +82.6% | $37.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 53 | Envestnet Asset Management Inc | 463.94K | +11.8% | $35.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Principal Financial Group Inc | 437.12K | 0.0% | $33.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 55 | Mitsubishi UFJ Trust & Banking Corp | 431.00K | -6.8% | $33.22M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 56 | National Bank Of Canada /Fi/ | 417.64K | +19.8% | $32.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 57 | Korea Investment CORP | 370.85K | +9.3% | $28.59M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 58 | State Board Of Administration Of… | 344.87K | 0.0% | $26.58M | 0.1% | Held | 2 | SEC ↗ |
| 59 | Boston Partners | 341.53K | +4.0% | $26.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 60 | Pnc Financial Services Group, Inc. | 339.18K | -3.7% | $26.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 61 | Aviva Plc | 327.52K | +3.1% | $25.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Susquehanna International Group, Llp | 321.58K | +370.3% | $24.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Manufacturers Life Insurance… | 287.00K | -6.1% | $22.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Bridgewater Associates ✦ | 278.41K | +23.6% | $21.46M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 65 | LPL Financial LLC | 276.58K | +11.0% | $21.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Swedbank AB | 266.60K | +7.4% | $20.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Danske Bank A/S | 244.49K | +8.2% | $18.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 68 | Jones Financial Companies Lllp | 239.57K | +752.1% | $18.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 69 | New York State Common Retirement… | 230.51K | 0.0% | $17.77M | 0.0% | Held | 2 | SEC ↗ |
| 70 | Prudential Financial Inc | 224.47K | +2.5% | $17.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 71 | State Of Wisconsin Investment Board | 223.68K | +5.6% | $17.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Credit Agricole S A | 221.91K | -4.5% | $17.11M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 73 | Robeco Institutional Asset… | 215.85K | +61.6% | $16.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | CIBC Asset Management Inc | 207.12K | +3.6% | $15.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Td Asset Management Inc | 206.16K | -2.8% | $15.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 76 | First Eagle Investment Management… | 196.03K | +20.5% | $15.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 77 | Chevy Chase Trust Holdings, LLC | 192.98K | -3.8% | $14.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 78 | Royal London Asset Management Ltd | 192.20K | +0.6% | $14.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | American Century Companies Inc | 188.00K | +121.1% | $14.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Fayez Sarofim & Co | 174.85K | -46.8% | $13.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 81 | Zurcher Kantonalbank (Zurich… | 169.22K | -29.5% | $13.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Asset Management One Co., Ltd. | 165.41K | -0.3% | $12.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Stifel Financial Corp | 156.06K | +87.6% | $12.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 84 | Us Bancorp \De\ | 140.64K | -4.9% | $10.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 85 | Nomura Asset Management Co Ltd | 136.38K | +5.0% | $10.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Mariner, LLC | 129.51K | -3.5% | $9.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 87 | Ensign Peak Advisors, Inc | 128.77K | +28.6% | $9.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Toronto Dominion Bank | 119.81K | -49.1% | $9.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 89 | Brown Advisory Inc | 116.29K | -4.0% | $8.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 90 | Markel Group ✦ | 114.62K | 0.0% | $8.83M | 0.1% | Held | 8 | SEC ↗ ×2 |
| 91 | Federated Hermes, Inc. | 106.29K | +53.9% | $8.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 92 | Commonwealth Equity Services, Llc | 102.48K | -2.9% | $7.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Nordea Investment Management Ab | 96.04K | +25.4% | $7.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Adage Capital Partners ✦ | 93.61K | Новый | $7.22M | 0.0% | New | 1 | SEC ↗ |
| 95 | Voya Investment Management Llc | 90.32K | -16.2% | $6.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 96 | Millennium Management ✦ | 88.54K | -96.3% | $6.82M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 97 | Fifth Third Bancorp | 81.71K | +671.5% | $6.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | ProShare Advisors LLC | 69.66K | -17.8% | $5.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Peak6 Llc | 65.90K | Новый | $5.08M | 0.1% | New | 1 | SEC ↗ |
| 100 | Janus Henderson Group Plc | 59.30K | +7.5% | $4.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Adage Capital Partners | $7.22M | 0.0% |
| Peak6 Llc | $5.08M | 0.1% |
Закрыто
| Norges Bank | $770.12M | составлял 0.1% |
| Tudor Investment Corp Et Al | $7.29M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1,227 держатели, 340.29M акции, $24.83B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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