LPL Financial LLC

Position in OTTR — Otter Tail Corp

CIK 1403438 FORT MILL, SC

Position in OTTR

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$5,129,103

-$46,615 QoQ

Shares Held

58,438

-8.8% QoQ

Ownership

0.139%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.7392450118073857.ToString("F0")% Shared 0.ToString("F0")% None 99.26075498819262.ToString("F0")%

Industrials · as of Mar 31, 2026

LPL Financial LLC holds $424,752,197 across 9 Conglomerates names. OTTR ranks #4 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	1,117,049	$264,799,816
2	MMM	3M Co	965,523	$140,222,905
3	GHC	Graham Holdings Co	8,969	$9,482,564
4	OTTR	Otter Tail Corp This page	58,438	$5,129,103
5	VMI	Valmont Industries Inc	6,039	$2,413,003
6	DLX	Deluxe Corp	67,085	$1,847,520
7	CODI	Compass Diversified Holdings	75,525	$593,626
8	TTI	Tetra Technologies Inc	24,800	$211,296

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,129,103	58,438	-8.8%	Shares	Sole	2026-05-06
2025-12-31	$5,175,718	64,048	-3.2%	Shares	Sole	2026-02-11
2025-09-30	$5,422,315	66,150	+4.4%	Shares	Sole	2025-11-12
2025-06-30	$4,883,188	63,344	+4.6%	Shares	Sole	2025-08-12
2025-03-31	$4,868,412	60,575	+1.2%	Shares	Sole	2025-05-07
2024-12-31	$4,420,431	59,865	+3.2%	Shares	Sole	2025-02-11
2024-09-30	$4,535,468	58,028	+5.4%	Shares	Sole	2024-11-08
2024-06-30	$4,823,581	55,070	+12.4%	Shares	Sole	2024-08-07
2024-03-31	$4,233,254	48,996	-5.0%	Shares	Sole	2024-05-10
2023-12-31	$4,381,053	51,560	+6.4%	Shares	Sole	2024-02-14
2023-09-30	$3,678,096	48,447	-1.6%	Shares	Sole	2023-11-13
2023-06-30	$3,886,411	49,220	+43.2%	Shares	Sole	2023-07-31
2023-03-31	$2,484,281	34,375	+4.1%	Shares	Sole	2023-05-10
2022-12-31	$1,939,308	33,032	+1.4%	Shares	Sole	2023-02-07
2022-09-30	$2,004,567	32,584	+4.1%	Shares	Sole	2022-11-14
2022-06-30	$2,102,108	31,314	-7.6%	Shares	Sole	2022-08-12
2022-03-31	$2,117,312	33,877	-29.3%	Shares	Sole	2022-05-16
2021-12-31	$3,424,589	47,950	+20.2%	Shares	Sole	2022-02-14
2021-09-30	$2,232,811	39,893	-1.5%	Shares	Sole	2021-11-15
2021-06-30	$1,976,121	40,486	+4.0%	Shares	Sole	2021-08-13
2021-03-31	$1,797,074	38,923	+1.2%	Shares	Sole	2021-05-14
2020-12-31	$1,638,141	38,445	+8.5%	Shares	Sole	2021-02-12
2020-09-30	$1,281,864	35,440	-2.2%	Shares	Sole	2020-11-09
2020-06-30	$1,406,021	36,247	+13.4%	Shares	Sole	2020-08-13
2020-03-31	$1,420,630	31,953	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.