Position in OTTR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$213,807
-$164,018 QoQ
Shares Held
2,436
-49.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026Corient Private Wealth LLC holds $180,401,065 across 8 Conglomerates names. OTTR ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
527,980 | $119,339,337 | |
| 2 | MMM |
3M Co
|
283,123 | $41,117,952 | |
| 3 | VMI |
Valmont Industries Inc
|
24,156 | $9,652,012 | |
| 4 | SEB |
Seaboard Corp /De/
|
1,542 | $8,718,498 | |
| 5 | GHC |
Graham Holdings Co
|
1,136 | $1,201,047 | |
| 6 | OTTR |
Otter Tail Corp
This page
|
2,436 | $213,807 | |
| 7 | NNBR |
Nn Inc
|
72,500 | $105,125 | |
| 8 | FIP |
FTAI Infrastructure Inc.
|
10,787 | $53,287 |
All Filings in OTTR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,807 | 2,436 | Shares | Sole | 2026-05-15 | |
| 2024-09-30 | $377,825 | 4,834 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $396,344 | 4,525 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $396,835 | 4,593 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $411,339 | 4,841 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $339,665 | 4,474 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $318,287 | 4,031 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $325,358 | 4,502 | Shares | Other | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||