Otter Tail Corp - COM (OTTR)

CUSIP: 689648103

Q2 2024 13F Holders as of 30 Jun 2024

Type / Class
Equity / COM
Total 13F shares
24,698,791
Share change
-55,287
Total reported value
$2,163,460,281
Put/Call ratio
50%
Price per share
$87.59
Number of holders
315
Value change
-$4,207,387
Number of buys
161
Number of sells
110

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
6,516,750
$563,047,161 31 Mar 2024
13F
VANGUARD GROUP INC
13F
Company
class O/S missing
5,238,510
$452,607,264 31 Mar 2024
13F
STATE STREET CORP
13F
Company
class O/S missing
1,578,863
$136,413,763 31 Mar 2024
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
class O/S missing
1,031,567
$89,127,388 31 Mar 2024
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
class O/S missing
966,288
$83,499,199 31 Mar 2024
13F
FULLER & THALER ASSET MANAGEMENT, INC.
13F
Company
class O/S missing
717,858
$62,022,918 31 Mar 2024
13F
NORTHERN TRUST CORP
13F
Company
class O/S missing
582,157
$50,298,364 31 Mar 2024
13F
GABELLI FUNDS LLC
13F
Company
class O/S missing
532,200
$45,982,080 31 Mar 2024
13F
MORGAN STANLEY
13F
Company
class O/S missing
493,743
$42,659,471 31 Mar 2024
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
class O/S missing
485,698
$41,964,307 31 Mar 2024
13F
Bank of New York Mellon Corp
13F
Company
class O/S missing
430,143
$37,164,369 31 Mar 2024
13F
GAMCO INVESTORS, INC. ET AL
13F
Company
class O/S missing
274,342
$23,703,149 31 Mar 2024
13F
PRINCIPAL FINANCIAL GROUP INC
13F
Company
class O/S missing
235,102
$20,312,812 31 Mar 2024
13F
Nuveen Asset Management, LLC
13F
Company
class O/S missing
231,536
$19,998,754 31 Mar 2024
13F
CITADEL ADVISORS LLC
13F
Company
class O/S missing
216,947
$18,744,221 31 Mar 2024
13F
Invesco Ltd.
13F
Company
class O/S missing
211,404
$18,265,305 31 Mar 2024
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
class O/S missing
205,593
$17,763,235 31 Mar 2024
13F
AMERIPRISE FINANCIAL INC
13F
Company
class O/S missing
151,829
$13,228,953 31 Mar 2024
13F
FEDERATED HERMES, INC.
13F
Company
class O/S missing
138,077
$11,929,853 31 Mar 2024
13F
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
Company
class O/S missing
136,780
$11,817,792 31 Mar 2024
13F
BANK OF AMERICA CORP /DE/
13F
Company
class O/S missing
136,765
$11,816,526 31 Mar 2024
13F
Kevin G. Moug
3/4/5
CFO & Sr VP
mixed-class rows
121,969
mixed-class rows
$10,418,627 31 Dec 2023
Legal & General Group Plc
13F
Company
class O/S missing
116,881
$10,098,517 31 Mar 2024
13F
Phocas Financial Corp.
13F
Company
class O/S missing
110,594
$9,555,000 31 Mar 2024
13F
RHUMBLINE ADVISERS
13F
Company
class O/S missing
110,283
$9,528,435 31 Mar 2024
13F
JPMORGAN CHASE & CO
13F
Company
class O/S missing
102,457
$8,852,283 31 Mar 2024
13F
ROYAL BANK OF CANADA
13F
Company
class O/S missing
93,952
$8,117,000 31 Mar 2024
13F
ProShare Advisors LLC
13F
Company
class O/S missing
91,152
$7,875,533 31 Mar 2024
13F
LSV ASSET MANAGEMENT
13F
Company
class O/S missing
89,000
$7,690,000 31 Mar 2024
13F
PUBLIC SECTOR PENSION INVESTMENT BOARD
13F
Company
class O/S missing
85,495
$7,386,768 31 Mar 2024
13F
FIRST TRUST ADVISORS LP
13F
Company
class O/S missing
83,589
$7,222,089 31 Mar 2024
13F
VICTORY CAPITAL MANAGEMENT INC
13F
Company
class O/S missing
83,228
$7,190,899 31 Mar 2024
13F
MANUFACTURERS LIFE INSURANCE COMPANY, THE
13F
Company
class O/S missing
75,234
$6,500,218 31 Mar 2024
13F
WHITTIER TRUST CO
13F
Company
class O/S missing
74,299
$6,419,301 31 Mar 2024
13F
Weiss Asset Management LP
13F
Company
class O/S missing
74,036
$6,396,710 31 Mar 2024
13F
Swiss National Bank
13F
Company
class O/S missing
74,000
$6,393,600 31 Mar 2024
13F
JANE STREET GROUP, LLC
13F
Company
class O/S missing
64,615
$5,582,736 31 Mar 2024
13F
UBS Group AG
13F
Company
class O/S missing
60,149
$5,196,873 31 Mar 2024
13F
ExodusPoint Capital Management, LP
13F
Company
class O/S missing
50,816
$4,391,000 31 Mar 2024
13F
GOLDMAN SACHS GROUP INC
13F
Company
class O/S missing
50,821
$4,390,935 31 Mar 2024
13F
HRT FINANCIAL LP
13F
Company
class O/S missing
49,490
$4,275,000 31 Mar 2024
13F
LPL Financial LLC
13F
Company
class O/S missing
48,996
$4,233,249 31 Mar 2024
13F
NEW YORK STATE COMMON RETIREMENT FUND
13F
Company
class O/S missing
48,546
$4,194,374 31 Mar 2024
13F
FIRST MANHATTAN CO. LLC.
13F
Company
class O/S missing
48,393
$4,181,155 31 Mar 2024
13F
ALLIANCEBERNSTEIN L.P.
13F
Company
class O/S missing
47,808
$4,130,611 31 Mar 2024
13F
PRUDENTIAL FINANCIAL INC
13F
Company
class O/S missing
46,748
$4,038,993 31 Mar 2024
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
Aptus Capital Advisors, LLC
13F
Company
class O/S missing
44,908
$3,880,051 31 Mar 2024
13F
FMR LLC
13F
Company
class O/S missing
42,806
$3,698,419 31 Mar 2024
13F

Institutional Holders of Otter Tail Corp - COM (OTTR) as of Q2 2024

As of 30 Jun 2024, Otter Tail Corp - COM (OTTR) was held by 315 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 24,698,791 shares. The largest 10 holders included BlackRock Inc., VANGUARD GROUP INC, STATE STREET CORP, DIMENSIONAL FUND ADVISORS LP, GEODE CAPITAL MANAGEMENT, LLC, FIRST TRUST ADVISORS LP, NORTHERN TRUST CORP, MORGAN STANLEY, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, and GABELLI FUNDS LLC. This page lists 315 institutional shareholders reporting positions in this security for the Q2 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2024 vs Q1 2024 Across Filers

Q1 2024 holders
300
Q2 2024 holders
315
Holder diff
15
Investor Q1 2024 Shares Q2 2024 Shares Share Diff Share Chg % Q1 2024 Value $ Q2 2024 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.