Otter Tail Corp - COM (OTTR)

CUSIP: 689648103

Q4 2022 13F Holders as of 31 Dec 2022

Type / Class
Equity / COM
Total 13F shares
20,322,278
Share change
-143,361
Total reported value
$1,193,142,949
Put/Call ratio
492%
Price per share
$58.71
Number of holders
245
Value change
-$9,512,965
Number of buys
110
Number of sells
123

Quarterly Holders Quick Answers

What is CUSIP 689648103?
CUSIP 689648103 identifies OTTR - Otter Tail Corp - COM in SEC institutional holdings data.

Need full ownership history?
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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 by the holder's primary source 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
4,678,985
$287,851,000 30 Sep 2022
13F
BlackRock Finance, Inc.
13F
Company
class O/S missing
2,931,366
$180,338,000 30 Sep 2022
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
class O/S missing
1,035,864
$63,727,000 30 Sep 2022
13F
FIRST TRUST ADVISORS LP
13F
Company
class O/S missing
1,005,436
$61,854,000 30 Sep 2022
13F
STATE STREET CORP
13F
Company
class O/S missing
873,981
$53,767,000 30 Sep 2022
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
class O/S missing
760,209
$46,768,000 30 Sep 2022
13F
GABELLI FUNDS LLC
13F
Company
class O/S missing
725,500
$44,633,000 30 Sep 2022
13F
NORTHERN TRUST CORP
13F
Company
class O/S missing
595,975
$36,664,000 30 Sep 2022
13F
Nuveen Asset Management, LLC
13F
Company
class O/S missing
528,139
$32,492,000 30 Sep 2022
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
class O/S missing
479,162
$29,479,000 30 Sep 2022
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
class O/S missing
449,391
$27,647,000 30 Sep 2022
13F
Bank of New York Mellon Corp
13F
Company
class O/S missing
427,597
$26,306,000 30 Sep 2022
13F
FULLER & THALER ASSET MANAGEMENT, INC.
13F
Company
class O/S missing
345,691
$21,267,000 30 Sep 2022
13F
GAMCO INVESTORS, INC. ET AL
13F
Company
class O/S missing
334,450
$20,575,000 30 Sep 2022
13F
MORGAN STANLEY
13F
Company
class O/S missing
286,281
$17,613,000 30 Sep 2022
13F
FEDERATED HERMES, INC.
13F
Company
class O/S missing
239,038
$14,706,000 30 Sep 2022
13F
RENAISSANCE TECHNOLOGIES LLC
13F
Company
class O/S missing
229,314
$14,107,000 30 Sep 2022
13F
ACADIAN ASSET MANAGEMENT LLC
13F
Company
class O/S missing
193,585
$11,897,000 30 Sep 2022
13F
GOLDMAN SACHS GROUP INC
13F
Company
class O/S missing
157,019
$9,660,000 30 Sep 2022
13F
VICTORY CAPITAL MANAGEMENT INC
13F
Company
class O/S missing
154,489
$9,504,000 30 Sep 2022
13F
LSV ASSET MANAGEMENT
13F
Company
class O/S missing
143,600
$8,834,000 30 Sep 2022
13F
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
Company
class O/S missing
132,520
$8,153,000 30 Sep 2022
13F
Phocas Financial Corp.
13F
Company
class O/S missing
111,276
$6,846,000 30 Sep 2022
13F
JPMORGAN CHASE & CO
13F
Company
class O/S missing
110,040
$6,769,000 30 Sep 2022
13F
Qube Research & Technologies Ltd
13F
Company
class O/S missing
108,771
$6,692,000 30 Sep 2022
13F
PRUDENTIAL FINANCIAL INC
13F
Company
class O/S missing
106,196
$6,533,000 30 Sep 2022
13F
Invesco Ltd.
13F
Company
class O/S missing
99,366
$6,113,000 30 Sep 2022
13F
Swiss National Bank
13F
Company
class O/S missing
88,800
$5,463,000 30 Sep 2022
13F
LAZARD ASSET MANAGEMENT LLC
13F
Company
class O/S missing
84,317
$5,187,000 30 Sep 2022
13F
Cubist Systematic Strategies, LLC
13F
Company
class O/S missing
83,221
$5,120,000 30 Sep 2022
13F
Hillsdale Investment Management Inc.
13F
Company
class O/S missing
82,600
$5,082,000 30 Sep 2022
13F
LORD, ABBETT & CO. LLC
13F
Company
class O/S missing
80,231
$4,936,000 30 Sep 2022
13F
WHITTIER TRUST CO
13F
Company
class O/S missing
65,204
$4,012,000 30 Sep 2022
13F
James B. Stake
3/4/5
Director
class O/S missing
46,794
$3,990,358 11 Apr 2022
FIRST MANHATTAN CO. LLC.
13F
Company
class O/S missing
63,983
$3,936,000 30 Sep 2022
13F
BANK OF AMERICA CORP /DE/
13F
Company
class O/S missing
61,991
$3,814,000 30 Sep 2022
13F
NEW YORK STATE COMMON RETIREMENT FUND
13F
Company
class O/S missing
61,269
$3,769,000 30 Sep 2022
13F
RHUMBLINE ADVISERS
13F
Company
class O/S missing
58,998
$3,630,000 30 Sep 2022
13F
MARTINGALE ASSET MANAGEMENT L P
13F
Company
class O/S missing
55,409
$3,410,000 30 Sep 2022
13F
WELLS FARGO & COMPANY/MN
13F
Company
class O/S missing
49,857
$3,068,000 30 Sep 2022
13F
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
13F
Company
class O/S missing
48,485
$2,983,000 30 Sep 2022
13F
Clark Capital Management Group, Inc.
13F
Company
class O/S missing
47,948
$2,950,000 30 Sep 2022
13F
FMR LLC
13F
Company
class O/S missing
47,565
$2,926,000 30 Sep 2022
13F
ALLIANCEBERNSTEIN L.P.
13F
Company
class O/S missing
46,555
$2,864,000 30 Sep 2022
13F
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM
13F
Company
class O/S missing
45,906
$2,824,000 30 Sep 2022
13F
ExodusPoint Capital Management, LP
13F
Company
class O/S missing
45,309
$2,787,000 30 Sep 2022
13F
North Star Investment Management Corp.
13F
Company
class O/S missing
44,212
$2,720,000 30 Sep 2022
13F
AQR CAPITAL MANAGEMENT LLC
13F
Company
class O/S missing
44,194
$2,719,000 30 Sep 2022
13F
MACKENZIE FINANCIAL CORP
13F
Company
class O/S missing
43,155
$2,655,000 30 Sep 2022
13F
D. E. Shaw & Co., Inc.
13F
Company
class O/S missing
40,371
$2,484,000 30 Sep 2022
13F

Institutional Holders of Otter Tail Corp - COM (OTTR) as of Q4 2022

As of 31 Dec 2022, Otter Tail Corp - COM (OTTR) was held by 245 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 20,322,278 shares. The largest 10 holders included VANGUARD GROUP INC, BlackRock Inc., FIRST TRUST ADVISORS LP, DIMENSIONAL FUND ADVISORS LP, STATE STREET CORP, GEODE CAPITAL MANAGEMENT, LLC, GABELLI FUNDS LLC, NORTHERN TRUST CORP, Nuveen Asset Management, LLC, and CHARLES SCHWAB INVESTMENT MANAGEMENT INC. This page lists 245 institutional shareholders reporting positions in this security for the Q4 2022 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2022 vs Q3 2022 Across Filers

Q3 2022 holders
254
Q4 2022 holders
245
Holder diff
-9
Investor Q3 2022 Shares Q4 2022 Shares Share Diff Share Chg % Q3 2022 Value $ Q4 2022 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.
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