Otter Tail Corp - COM (OTTR)

CUSIP: 689648103

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / COM
Total 13F shares
25,226,518
Share change
-147,189
Total reported value
$1,991,653,397
Put/Call ratio
298%
Price per share
$78.96
Number of holders
259
Value change
-$10,836,021
Number of buys
106
Number of sells
113

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
BlackRock Finance, Inc.
13F
Company
class O/S missing
6,525,213
$471,577,143 31 Mar 2023
13F
VANGUARD GROUP INC
13F
Company
class O/S missing
5,582,474
$403,445,396 31 Mar 2023
13F
STATE STREET CORP
13F
Company
class O/S missing
1,475,377
$106,624,839 31 Mar 2023
13F
FIRST TRUST ADVISORS LP
13F
Company
class O/S missing
1,054,220
$76,188,475 31 Mar 2023
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
class O/S missing
1,046,128
$75,603,388 31 Mar 2023
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
class O/S missing
815,937
$58,967,792 31 Mar 2023
13F
GABELLI FUNDS LLC
13F
Company
class O/S missing
725,500
$52,431,885 31 Mar 2023
13F
NORTHERN TRUST CORP
13F
Company
class O/S missing
627,262
$45,332,225 31 Mar 2023
13F
Bank of New York Mellon Corp
13F
Company
class O/S missing
583,226
$42,149,751 31 Mar 2023
13F
Nuveen Asset Management, LLC
13F
Company
class O/S missing
498,046
$35,994,000 31 Mar 2023
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
class O/S missing
496,609
$35,889,932 31 Mar 2023
13F
FULLER & THALER ASSET MANAGEMENT, INC.
13F
Company
class O/S missing
414,563
$29,960,493 31 Mar 2023
13F
MORGAN STANLEY
13F
Company
class O/S missing
324,418
$23,445,717 31 Mar 2023
13F
GAMCO INVESTORS, INC. ET AL
13F
Company
class O/S missing
321,217
$23,214,353 31 Mar 2023
13F
PRINCIPAL FINANCIAL GROUP INC
13F
Company
class O/S missing
257,031
$18,575,630 31 Mar 2023
13F
LSV ASSET MANAGEMENT
13F
Company
class O/S missing
207,716
$15,012,000 31 Mar 2023
13F
VICTORY CAPITAL MANAGEMENT INC
13F
Company
class O/S missing
207,688
$15,009,612 31 Mar 2023
13F
AMERIPRISE FINANCIAL INC
13F
Company
class O/S missing
189,452
$13,691,696 31 Mar 2023
13F
FEDERATED HERMES, INC.
13F
Company
class O/S missing
188,776
$13,642,841 31 Mar 2023
13F
Invesco Ltd.
13F
Company
class O/S missing
152,400
$11,013,947 31 Mar 2023
13F
ROYAL BANK OF CANADA
13F
Company
class O/S missing
145,579
$10,521,000 31 Mar 2023
13F
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
Company
class O/S missing
139,970
$10,115,632 31 Mar 2023
13F
Legal & General Group Plc
13F
Company
class O/S missing
118,545
$8,567,247 31 Mar 2023
13F
Phocas Financial Corp.
13F
Company
class O/S missing
112,257
$8,113,000 31 Mar 2023
13F
RHUMBLINE ADVISERS
13F
Company
class O/S missing
107,176
$7,746,000 31 Mar 2023
13F
BANK OF AMERICA CORP /DE/
13F
Company
class O/S missing
99,419
$7,184,983 31 Mar 2023
13F
JPMORGAN CHASE & CO
13F
Company
class O/S missing
82,561
$5,967,000 31 Mar 2023
13F
Swiss National Bank
13F
Company
class O/S missing
80,900
$5,846,643 31 Mar 2023
13F
GOLDMAN SACHS GROUP INC
13F
Company
class O/S missing
73,540
$5,314,736 31 Mar 2023
13F
PUBLIC SECTOR PENSION INVESTMENT BOARD
13F
Company
class O/S missing
73,219
$5,291,537 31 Mar 2023
13F
RENAISSANCE TECHNOLOGIES LLC
13F
Company
class O/S missing
70,904
$5,124,000 31 Mar 2023
13F
PRUDENTIAL FINANCIAL INC
13F
Company
class O/S missing
70,221
$5,074,891 31 Mar 2023
13F
WHITTIER TRUST CO
13F
Company
class O/S missing
65,421
$4,727,839 31 Mar 2023
13F
FIRST MANHATTAN CO. LLC.
13F
Company
class O/S missing
59,298
$4,285,466 31 Mar 2023
13F
MARTINGALE ASSET MANAGEMENT L P
13F
Company
class O/S missing
59,052
$4,267,689 31 Mar 2023
13F
James B. Stake
3/4/5
Director
class O/S missing
46,794
$3,990,358 11 Apr 2022
Karen Bohn
3/4/5
Director
class O/S missing
45,850
$3,909,859 17 Apr 2023
NEW YORK STATE COMMON RETIREMENT FUND
13F
Company
class O/S missing
53,187
$3,843,824 31 Mar 2023
13F
ALLIANCEBERNSTEIN L.P.
13F
Company
class O/S missing
50,191
$3,627,304 31 Mar 2023
13F
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
13F
Company
class O/S missing
48,220
$3,484,859 31 Mar 2023
13F
UBS Group AG
13F
Company
class O/S missing
46,509
$3,361,205 31 Mar 2023
13F
MACKENZIE FINANCIAL CORP
13F
Company
class O/S missing
46,316
$3,347,257 31 Mar 2023
13F
Aptus Capital Advisors, LLC
13F
Company
class O/S missing
45,256
$3,270,651 31 Mar 2023
13F
North Star Investment Management Corp.
13F
Company
class O/S missing
44,203
$3,194,536 31 Mar 2023
13F
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS
13F
Company
class O/S missing
44,080
$3,185,662 31 Mar 2023
13F
THRIVENT FINANCIAL FOR LUTHERANS
13F
Company
class O/S missing
41,257
$2,982,000 31 Mar 2023
13F
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM
13F
Company
class O/S missing
41,199
$2,977,452 31 Mar 2023
13F
US BANCORP \DE\
13F
Company
class O/S missing
39,682
$2,867,819 31 Mar 2023
13F
CANADA LIFE ASSURANCE Co
13F
Company
class O/S missing
39,401
$2,846,000 31 Mar 2023
13F
WELLS FARGO & COMPANY/MN
13F
Company
class O/S missing
37,844
$2,735,025 31 Mar 2023
13F

Institutional Holders of Otter Tail Corp - COM (OTTR) as of Q2 2023

As of 30 Jun 2023, Otter Tail Corp - COM (OTTR) was held by 259 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 25,226,518 shares. The largest 10 holders included BlackRock Inc., VANGUARD GROUP INC, STATE STREET CORP, DIMENSIONAL FUND ADVISORS LP, FIRST TRUST ADVISORS LP, GEODE CAPITAL MANAGEMENT, LLC, GABELLI FUNDS LLC, NORTHERN TRUST CORP, Bank of New York Mellon Corp, and CHARLES SCHWAB INVESTMENT MANAGEMENT INC. This page lists 259 institutional shareholders reporting positions in this security for the Q2 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
251
Q2 2023 holders
259
Holder diff
8
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 Value $ Q2 2023 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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