STIFEL FINANCIAL CORP

Position in OTTR — Otter Tail Corp

CIK 720672 ST. LOUIS, MO

Position in OTTR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$238,626

+$8,670 QoQ

Shares Held

2,652

+1.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#240

of 362 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Industrials · as of Jun 30, 2026

STIFEL FINANCIAL CORP holds $266,149,314 across 7 Conglomerates names. OTTR ranks #6 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	900,107	$201,533,954
2	MMM	3M Co	354,787	$57,443,560
3	VMI	Valmont Industries Inc	10,106	$5,837,225
4	GHC	Graham Holdings Co	596	$680,285
5	TUSK	Mammoth Energy Services, Inc.	105,572	$343,109
6	OTTR	Otter Tail Corp This page	2,652	$238,626
7	FIP	FTAI Infrastructure Inc.	15,637	$72,555

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$238,626	2,652	+1.2%	Shares	Defined	2026-08-12
2026-03-31	$229,956	2,620	-21.3%	Shares	Defined	2026-05-12
2025-12-31	$268,854	3,327	-1.4%	Shares	Defined	2026-02-13
2025-09-30	$276,647	3,375	-15.1%	Shares	Defined	2025-11-12
2025-06-30	$306,355	3,974	-8.3%	Shares	Defined	2025-08-14
2025-03-31	$348,242	4,333	+27.9%	Shares	Defined	2025-05-14
2024-12-31	$250,243	3,389	+11.4%	Shares	Defined	2025-02-13
2024-09-30	$237,684	3,041	-10.6%	Shares	Defined	2024-11-14
2023-03-31	$245,716	3,400	-15.5%	Shares	Defined	2023-05-12
2022-12-31	$236,130	4,022	-68.5%	Shares	Defined	2023-02-13
2022-09-30	$785,854	12,774	+265.8%	Shares	Defined	2022-11-14
2022-06-30	$234,417	3,492	-6.3%	Shares	Defined	2022-08-15
2022-03-31	$232,937	3,727	-0.1%	Shares	Defined	2022-05-13
2021-12-31	$266,396	3,730	-43.6%	Shares	Defined	2022-02-14
2021-06-30	$322,633	6,610	—	Shares	Defined	2021-08-13
No filing history on record for this holder in this stock.