MORGAN STANLEY

Position in OTTR — Otter Tail Corp

CIK 895421 NEW YORK, NY

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Position in OTTR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$79,666,128

+$22,226,459 QoQ

Shares Held

885,376

+35.3% QoQ

Ownership

2.11%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

of 360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Common Shares in OTTR Over Time

Shares Held

Position Value (USD)

Position in Conglomerates

Industrials · as of Jun 30, 2026

MORGAN STANLEY holds $3,727,067,327 across 24 Conglomerates names. OTTR ranks #4 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	9,632,173	$2,156,643,526
2	MMM	3M Co	7,630,269	$1,235,416,845
3	VMI	Valmont Industries Inc	166,497	$96,168,663
4	OTTR	Otter Tail Corp This page	885,376	$79,666,128
5	GHC	Graham Holdings Co	37,426	$42,718,782
6	PAM	Pampa Energy Inc.	281,100	$23,086,740
7	SEB	Seaboard Corp /De/	4,330	$19,330,546
8	CODI	Compass Diversified Holdings	1,702,535	$18,149,020

All Filings in OTTR

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$79,666,128	885,376	+35.3%	Shares	Defined	2026-08-13
2026-03-31	$57,439,669	654,434	+16.4%	Shares	Defined	2026-05-15
2025-12-31	$45,438,571	562,289	+5.8%	Shares	Defined	2026-05-27
2025-09-30	$43,582,626	531,690	+23.4%	Shares	Defined	2026-05-27
2025-06-30	$33,217,768	430,896	+7.9%	Shares	Defined	2025-08-15
2025-03-31	$32,107,652	399,498	-21.9%	Shares	Defined	2025-05-15
2024-12-31	$37,783,408	511,693	-2.9%	Shares	Defined	2025-05-15
2024-09-30	$41,198,993	527,111	+3.9%	Shares	Defined	2025-05-14
2024-06-30	$44,431,599	507,268	+2.7%	Shares	Defined	2025-05-14
2024-03-31	$42,659,390	493,743	+5.3%	Shares	Defined	2024-10-17
2023-12-31	$39,851,860	469,011	+37.0%	Shares	Defined	2024-08-16
2023-09-30	$25,991,132	342,349	+2.4%	Shares	Defined	2023-11-15
2023-06-30	$26,388,349	334,199	+3.0%	Shares	Defined	2023-08-14
2023-03-31	$23,445,685	324,418	+33.4%	Shares	Defined	2023-05-15
2022-12-31	$14,283,082	243,282	-15.0%	Shares	Defined	2023-02-14
2022-09-30	$17,612,003	286,281	-0.1%	Shares	Defined	2022-11-14
2022-06-30	$19,238,849	286,591	+113.8%	Shares	Defined	2022-10-27
2022-03-31	$8,378,435	134,055	-35.8%	Shares	Defined	2022-10-27
2021-12-31	$14,903,851	208,679	+2.0%	Shares	Defined	2022-02-14
2021-09-30	$11,445,805	204,499	+8.6%	Shares	Defined	2021-11-15
2021-06-30	$9,189,651	188,274	+9.1%	Shares	Defined	2021-08-23
2021-03-31	$7,964,324	172,500	-5.8%	Shares	Defined	2021-05-17
2020-12-31	$7,805,938	183,195	+6.1%	Shares	Defined	2021-02-16
2020-09-30	$6,242,651	172,592	-12.9%	Shares	Defined	2020-11-13
2020-06-30	$7,686,199	198,149	+24.7%	Shares	Defined	2020-08-14
2020-03-31	$7,066,338	158,937	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.