Position in OTTR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$71,553,700
+$2,806,292 QoQ
Shares Held
815,241
-4.2% QoQ
Ownership
1.94%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91.07270120123988.ToString("F0")%
Shared 4.275422850420918.ToString("F0")%
None 4.651875948339203.ToString("F0")%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $2,171,622,655 across 18 Conglomerates names. OTTR ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
3,386,458 | $802,770,026 | |
| 2 | MMM |
3M Co
|
2,910,497 | $422,691,477 | |
| 3 | SEB |
Seaboard Corp /De/
|
47,087 | $266,230,837 | |
| 4 | GHC |
Graham Holdings Co
|
235,043 | $248,501,560 | |
| 5 | VMI |
Valmont Industries Inc
|
389,496 | $155,630,914 | |
| 6 | DLX |
Deluxe Corp
|
2,753,203 | $75,823,208 | |
| 7 | OTTR |
Otter Tail Corp
This page
|
815,241 | $71,553,700 | |
| 8 | MATW |
Matthews International Corp
|
1,614,201 | $41,678,668 |
All Filings in OTTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||