Security key
689648103
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 14,107,459
- Total 13F value
- $472,387,482
- Share change
- +885,471
- SEC-reported price per share
- $33.49
- Number of holders
- 133
- Value change
- +$29,887,732
- Number of buys
- 65
- Number of sells
- 44
- Shares outstanding
- 41,972,524
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2016
Institutions
133
Top holders
10
OTTR full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2016
Previous quarter: Q1 2016
Otter Tail Corp SEC filings
Otter Tail Corp company facts
Broader feeds
Reporting periods
Holder history for CUSIP 689648103
Recent filing periods:
Ownership snapshot
Top reported holders of OTTR - Otter Tail Corp - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
VANGUARD GROUP INC
Disclosed value leader
VANGUARD GROUP INC
Comparable rows
15/15
Latest evidence
31 Mar 2016
13F
Lead comparable stake: 6.7%
Showing 1-6 of 15 holder rows.
Quick read
VANGUARD GROUP INC leads the comparable SEC ownership view at 6.7%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens VANGUARD GROUP INC's linked filing trail.
Comparable ownership
Top 5
VANGUARD GROUP INC
6.7%
GABELLI FUNDS LLC
2.7%
DIMENSIONAL FUND ADVISORS LP
2.5%
BlackRock Institutional Trust Com...
2.4%
BlackRock Fund Advisors
2.1%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
Company
|
6.7%
|
$82,778,000
2,794,654 shares
|
— | 31 Mar 2016 |
| GABELLI FUNDS LLC |
13F
Company
|
2.7%
|
$33,611,000
1,134,751 shares
|
— | 31 Mar 2016 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
2.5%
|
$31,063,000
1,048,716 shares
|
— | 31 Mar 2016 |
| BlackRock Institutional Trust Company, N.A. |
13F
Company
|
2.4%
|
$29,574,000
998,456 shares
|
— | 31 Mar 2016 |
| BlackRock Fund Advisors |
13F
Company
|
2.1%
|
$26,065,000
879,978 shares
|
— | 31 Mar 2016 |
| NORTHERN TRUST CORP |
13F
Company
|
1.9%
|
$23,207,000
783,482 shares
|
— | 31 Mar 2016 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2016
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
133
Shares
14,107,459
Rows available
133
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2016 vs Q1 2016 Across Filers
Q1 2016 holders
125
Q2 2016 holders
133
Holder diff
8
| Investor | Q1 2016 Shares | Q2 2016 Shares | Share Diff | Share Chg % | Q1 2016 value | Q2 2016 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend