LPL Financial LLC

Position in OTTR — Otter Tail Corp

CIK 1403438 FORT MILL, SC

Position in OTTR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$8,635,470

+$3,506,367 QoQ

Shares Held

95,971

+64.2% QoQ

Ownership

0.229%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#37

of 360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

LPL Financial LLC holds $297,646,372 across 9 Conglomerates names. OTTR ranks #4 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MMM	3M Co	870,376	$140,922,578
2	HON	Honeywell International Inc	579,663	$129,786,545
3	GHC	Graham Holdings Co	8,844	$10,094,718
4	OTTR	Otter Tail Corp This page	95,971	$8,635,470
5	VMI	Valmont Industries Inc	7,416	$4,283,481
6	DLX	Deluxe Corp	65,932	$1,574,456
7	AIAI	AIAI Holdings Corp	87,889	$1,222,535
8	CODI	Compass Diversified Holdings	58,202	$620,433

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,635,470	95,971	+64.2%	Shares	Sole	2026-08-07
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.