Position in OTTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$74,504,878
+$2,951,178 QoQ
Shares Held
828,016
+1.6% QoQ
Ownership
1.97%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#8
of 360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 4%
None 5%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $1,920,909,817 across 17 Conglomerates names. OTTR ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMM |
3M Co
|
3,294,413 | $533,398,407 | |
| 2 | HON |
Honeywell International Inc
|
1,752,216 | $392,321,160 | |
| 3 | GHC |
Graham Holdings Co
|
236,999 | $270,515,396 | |
| 4 | VMI |
Valmont Industries Inc
|
390,222 | $225,392,226 | |
| 5 | SEB |
Seaboard Corp /De/
|
47,848 | $213,609,264 | |
| 6 | OTTR |
Otter Tail Corp
This page
|
828,016 | $74,504,878 | |
| 7 | DLX |
Deluxe Corp
|
2,846,940 | $67,984,925 | |
| 8 | MATW |
Matthews International Corp
|
1,737,486 | $46,773,122 |
All Filings in OTTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,504,878 | 828,016 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $71,553,700 | 815,241 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $68,747,408 | 850,729 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $70,413,622 | 859,017 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $68,186,642 | 884,507 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $73,302,983 | 912,069 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $71,539,070 | 968,839 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $79,193,820 | 1,013,227 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $90,703,033 | 1,035,541 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $89,127,387 | 1,031,567 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $87,228,925 | 1,026,585 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $77,694,019 | 1,023,367 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $81,436,657 | 1,031,366 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $75,603,668 | 1,046,128 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $60,942,972 | 1,038,034 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $63,726,351 | 1,035,864 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $69,344,549 | 1,032,989 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $64,560,437 | 1,032,967 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $72,862,541 | 1,020,198 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $57,820,200 | 1,033,057 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $50,761,863 | 1,039,989 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $50,113,102 | 1,085,404 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $48,995,193 | 1,149,852 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $42,217,913 | 1,167,208 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $46,018,322 | 1,186,345 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $53,697,498 | 1,207,771 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||