Security key
689648103
- Type / Class
- Equity / COM
- Total 13F shares
- 18,159,553
- Share change
- +327,829
- Total reported value
- $931,302,786
- Price per share
- $51.29
- Number of holders
- 173
- Value change
- +$16,591,530
- Number of buys
- 77
- Number of sells
- 69
Report period
Q4 2019
Institutions
173
Top holders
10
OTTR full security history
Newer quarter: Q1 2020
Previous quarter: Q3 2019
Otter Tail Corp SEC filings
Otter Tail Corp company facts
Broader feeds
Reporting periods
Holder history for CUSIP 689648103
Recent filing periods:
Top shareholders of OTTR - Otter Tail Corp - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: 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.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
4,027,231
|
$216,463,000 | — | 30 Sep 2019 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
2,878,073
|
$154,696,000 | — | 30 Sep 2019 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
1,224,358
|
$65,810,000 | — | 30 Sep 2019 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
954,908
|
$51,326,000 | — | 30 Sep 2019 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
—
class O/S missing
|
917,300
|
$49,305,000 | — | 30 Sep 2019 | |
| GABELLI FUNDS LLC |
13F
|
Company |
—
class O/S missing
|
883,000
|
$47,461,000 | — | 30 Sep 2019 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
872,010
|
$46,871,000 | — | 30 Sep 2019 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
786,566
|
$42,278,000 | — | 30 Sep 2019 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
569,228
|
$30,595,000 | — | 30 Sep 2019 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
393,671
|
$21,160,000 | — | 30 Sep 2019 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
332,724
|
$17,884,000 | — | 30 Sep 2019 | |
| GAMCO INVESTORS, INC. ET AL |
13F
|
Company |
—
class O/S missing
|
320,000
|
$17,200,000 | — | 30 Sep 2019 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
218,355
|
$11,737,000 | — | 30 Sep 2019 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
193,260
|
$10,387,000 | — | 30 Sep 2019 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
117,251
|
$6,302,000 | — | 30 Sep 2019 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
—
class O/S missing
|
115,993
|
$6,235,000 | — | 30 Sep 2019 | |
| MARTINGALE ASSET MANAGEMENT L P |
13F
|
Company |
—
class O/S missing
|
114,922
|
$6,178,000 | — | 30 Sep 2019 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
—
class O/S missing
|
107,773
|
$5,793,000 | — | 30 Sep 2019 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
—
class O/S missing
|
107,078
|
$5,755,000 | — | 30 Sep 2019 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
103,923
|
$5,585,000 | — | 30 Sep 2019 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
—
class O/S missing
|
97,669
|
$5,250,000 | — | 30 Sep 2019 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
96,243
|
$5,173,000 | — | 30 Sep 2019 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
89,736
|
$4,823,000 | — | 30 Sep 2019 | |
| QS Investors, LLC |
13F
|
Company |
—
class O/S missing
|
81,475
|
$4,380,000 | — | 30 Sep 2019 | |
| FIRST MANHATTAN CO. LLC. |
13F
|
Company |
—
class O/S missing
|
74,125
|
$3,984,000 | — | 30 Sep 2019 | |
| Swiss National Bank |
13F
|
Company |
—
class O/S missing
|
67,100
|
$3,607,000 | — | 30 Sep 2019 | |
| BESSEMER GROUP INC |
13F
|
Company |
—
class O/S missing
|
66,400
|
$3,569,000 | — | 30 Sep 2019 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
65,928
|
$3,543,000 | — | 30 Sep 2019 | |
| OXFORD ASSET MANAGEMENT LLP |
13F
|
Company |
—
class O/S missing
|
62,864
|
$3,379,000 | — | 30 Sep 2019 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
—
class O/S missing
|
61,450
|
$3,303,000 | — | 30 Sep 2019 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
—
class O/S missing
|
61,281
|
$3,294,000 | — | 30 Sep 2019 | |
| LOS ANGELES CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
61,145
|
$3,287,000 | — | 30 Sep 2019 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
—
class O/S missing
|
58,740
|
$3,157,000 | — | 30 Sep 2019 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
54,315
|
$2,919,000 | — | 30 Sep 2019 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
46,457
|
$2,497,000 | — | 30 Sep 2019 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
—
class O/S missing
|
45,655
|
$2,454,000 | — | 30 Sep 2019 | |
| Foundry Partners, LLC |
13F
|
Company |
—
class O/S missing
|
45,234
|
$2,431,000 | — | 30 Sep 2019 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
45,208
|
$2,429,000 | — | 30 Sep 2019 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
39,492
|
$2,121,000 | — | 30 Sep 2019 | |
| WHITTIER TRUST CO |
13F
|
Company |
—
class O/S missing
|
39,331
|
$2,114,000 | — | 30 Sep 2019 | |
| Stanley-Laman Group, Ltd. |
13F
|
Company |
—
class O/S missing
|
38,640
|
$2,077,000 | — | 30 Sep 2019 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
—
class O/S missing
|
36,782
|
$1,977,034 | — | 30 Sep 2019 | |
| CWM, LLC |
13F
|
Company |
—
class O/S missing
|
40,025
|
$1,954,000 | — | 30 Sep 2019 | |
| US BANCORP \DE\ |
13F
|
Company |
—
class O/S missing
|
34,494
|
$1,854,000 | — | 30 Sep 2019 | |
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
|
Company |
—
class O/S missing
|
33,288
|
$1,790,000 | — | 30 Sep 2019 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
32,223
|
$1,732,000 | — | 30 Sep 2019 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
29,328
|
$1,576,000 | — | 30 Sep 2019 | |
| Grantham, Mayo, Van Otterloo & Co. LLC |
13F
|
Company |
—
class O/S missing
|
29,200
|
$1,570,000 | — | 30 Sep 2019 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
—
class O/S missing
|
28,472
|
$1,530,000 | — | 30 Sep 2019 | |
| ZACKS INVESTMENT MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
28,309
|
$1,522,000 | — | 30 Sep 2019 |
Institutional Holders of Otter Tail Corp - COM (OTTR) as of Q4 2019
As of 31 Dec 2019,
Otter Tail Corp - COM (OTTR) was held by
173 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
18,159,553 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Inc., DIMENSIONAL FUND ADVISORS LP, FIRST TRUST ADVISORS LP, NORTHERN TRUST CORP, STATE STREET CORP, RENAISSANCE TECHNOLOGIES LLC, GABELLI FUNDS LLC, GEODE CAPITAL MANAGEMENT, LLC, and Bank of New York Mellon Corp.
This page lists
173
institutional shareholders reporting positions in this security
for the Q4 2019 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2019 vs Q3 2019 Across Filers
Q3 2019 holders
182
Q4 2019 holders
173
Holder diff
-9
| Investor | Q3 2019 Shares | Q4 2019 Shares | Share Diff | Share Chg % | Q3 2019 Value $ | Q4 2019 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.