Security key
689648103
- 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
Report period
Q2 2024
Institutions
315
Top holders
10
OTTR full security history
Newer quarter: Q3 2024
Previous quarter: Q1 2024
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 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 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
5,238,510
|
$452,607,264 | — | 31 Mar 2024 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
1,578,863
|
$136,413,763 | — | 31 Mar 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
1,031,567
|
$89,127,388 | — | 31 Mar 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
966,288
|
$83,499,199 | — | 31 Mar 2024 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
717,858
|
$62,022,918 | — | 31 Mar 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
582,157
|
$50,298,364 | — | 31 Mar 2024 | |
| GABELLI FUNDS LLC |
13F
|
Company |
—
class O/S missing
|
532,200
|
$45,982,080 | — | 31 Mar 2024 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
493,743
|
$42,659,471 | — | 31 Mar 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
485,698
|
$41,964,307 | — | 31 Mar 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
430,143
|
$37,164,369 | — | 31 Mar 2024 | |
| GAMCO INVESTORS, INC. ET AL |
13F
|
Company |
—
class O/S missing
|
274,342
|
$23,703,149 | — | 31 Mar 2024 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
—
class O/S missing
|
235,102
|
$20,312,812 | — | 31 Mar 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
231,536
|
$19,998,754 | — | 31 Mar 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
216,947
|
$18,744,221 | — | 31 Mar 2024 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
211,404
|
$18,265,305 | — | 31 Mar 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
205,593
|
$17,763,235 | — | 31 Mar 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
151,829
|
$13,228,953 | — | 31 Mar 2024 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
—
class O/S missing
|
138,077
|
$11,929,853 | — | 31 Mar 2024 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
136,780
|
$11,817,792 | — | 31 Mar 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
136,765
|
$11,816,526 | — | 31 Mar 2024 | |
| 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 | |
| Phocas Financial Corp. |
13F
|
Company |
—
class O/S missing
|
110,594
|
$9,555,000 | — | 31 Mar 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
—
class O/S missing
|
110,283
|
$9,528,435 | — | 31 Mar 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
102,457
|
$8,852,283 | — | 31 Mar 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
93,952
|
$8,117,000 | — | 31 Mar 2024 | |
| ProShare Advisors LLC |
13F
|
Company |
—
class O/S missing
|
91,152
|
$7,875,533 | — | 31 Mar 2024 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
89,000
|
$7,690,000 | — | 31 Mar 2024 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
—
class O/S missing
|
85,495
|
$7,386,768 | — | 31 Mar 2024 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
83,589
|
$7,222,089 | — | 31 Mar 2024 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
83,228
|
$7,190,899 | — | 31 Mar 2024 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
—
class O/S missing
|
75,234
|
$6,500,218 | — | 31 Mar 2024 | |
| WHITTIER TRUST CO |
13F
|
Company |
—
class O/S missing
|
74,299
|
$6,419,301 | — | 31 Mar 2024 | |
| Weiss Asset Management LP |
13F
|
Company |
—
class O/S missing
|
74,036
|
$6,396,710 | — | 31 Mar 2024 | |
| Swiss National Bank |
13F
|
Company |
—
class O/S missing
|
74,000
|
$6,393,600 | — | 31 Mar 2024 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
64,615
|
$5,582,736 | — | 31 Mar 2024 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
60,149
|
$5,196,873 | — | 31 Mar 2024 | |
| ExodusPoint Capital Management, LP |
13F
|
Company |
—
class O/S missing
|
50,816
|
$4,391,000 | — | 31 Mar 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
50,821
|
$4,390,935 | — | 31 Mar 2024 | |
| HRT FINANCIAL LP |
13F
|
Company |
—
class O/S missing
|
49,490
|
$4,275,000 | — | 31 Mar 2024 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
48,996
|
$4,233,249 | — | 31 Mar 2024 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
—
class O/S missing
|
48,546
|
$4,194,374 | — | 31 Mar 2024 | |
| FIRST MANHATTAN CO. LLC. |
13F
|
Company |
—
class O/S missing
|
48,393
|
$4,181,155 | — | 31 Mar 2024 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
—
class O/S missing
|
47,808
|
$4,130,611 | — | 31 Mar 2024 | |
| PRUDENTIAL FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
46,748
|
$4,038,993 | — | 31 Mar 2024 | |
| 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 | |
| FMR LLC |
13F
|
Company |
—
class O/S missing
|
42,806
|
$3,698,419 | — | 31 Mar 2024 |
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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.