Position in OTTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$28,431,698
-$1,377,886 QoQ
Shares Held
315,978
-7.0% QoQ
Ownership
0.753%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026JPMORGAN CHASE & CO holds $7,305,175,889 across 21 Conglomerates names. OTTR ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMM |
3M Co
|
39,432,727 | $6,384,552,819 | |
| 2 | HON |
Honeywell International Inc
|
3,270,903 | $732,355,173 | |
| 3 | VMI |
Valmont Industries Inc
|
166,788 | $96,336,746 | |
| 4 | GHC |
Graham Holdings Co
|
27,811 | $31,744,026 | |
| 5 | OTTR |
Otter Tail Corp
This page
|
315,978 | $28,431,698 | |
| 6 | PAM |
Pampa Energy Inc.
|
229,368 | $18,837,990 | |
| 7 | SEB |
Seaboard Corp /De/
|
1,148 | $5,125,048 | |
| 8 | CODI |
Compass Diversified Holdings
|
169,492 | $1,806,783 |
All Filings in OTTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,431,698 | 315,978 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $29,809,584 | 339,633 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $33,853,569 | 418,928 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $49,633,160 | 605,504 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $26,325,848 | 341,495 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $22,804,502 | 283,744 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $13,981,231 | 189,345 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $7,646,312 | 97,829 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $9,504,037 | 108,506 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $8,852,283 | 102,457 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $8,064,161 | 94,906 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $6,483,642 | 85,401 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,857,280 | 86,845 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,966,682 | 82,561 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $6,619,022 | 112,741 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,769,659 | 110,040 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,709,373 | 99,946 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $7,658,437 | 122,535 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $7,486,171 | 104,819 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $6,351,697 | 113,484 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $7,498,581 | 153,628 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $5,802,367 | 125,674 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $3,869,711 | 90,817 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $817,224 | 22,594 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,299,619 | 33,504 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $2,665,597 | 59,955 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||