Запись по ценной бумаге · архивный квартал
OTTR
Otter Tail Corporation · Industrials · Conglomerates
112Отслеживаемые держатели
+1Δ держателей
22.38MАкций в держании
$1.96BОтчётная стоимость
+4Новые позиции
−3Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +0.9% ·
поток акций +4.0% ·
новые чистые позиции +0.9%
· формула
Широкое накопление: рост долей у всё большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 18.28K | $1.61M | n/a | −1 |
| Q2 2026 | 107 | 0 | 22.25M | $2.00B | +4 | −6 |
| Q1 2026 | 112 | +1 | 22.38M | $1.96B | +4 | −3 |
| Q4 2025 | 110 | +1 | 24.71M | $2.00B | +2 | −1 |
| Q3 2025 | 19 | 0 | 17.52M | $1.44B | +1 | −1 |
| Q2 2025 | 16 | 0 | 15.68M | $1.21B | +2 | −2 |
| Q1 2025 | 13 | +1 | 3.83M | $308.22M | +2 | −1 |
| Q4 2024 | 12 | -1 | 3.83M | $282.98M | n/a | −1 |
| Q3 2024 | 12 | +1 | 2.14M | $167.05M | +2 | −1 |
| Q2 2024 | 11 | n/a | 1.57M | $137.40M | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 6.42M | +0.5% | $563.87M | 0.0% | ▲ Add | 4 | SEC ↗ ×13 |
| 2 | Vanguard Capital Management Llc | 1.87M | n/a | $163.75M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (пассивный) | 1.57M | +0.5% | $137.74M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 4 | Geode Capital Management ✦ (пассивный) | 1.05M | +3.5% | $92.61M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 5 | Dimensional Fund Advisors Lp | 815.24K | -4.2% | $71.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 6 | Two Sigma Investments ✦ | 662.93K | +144.0% | $58.19M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 654.43K | +16.4% | $57.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 8 | First Trust Advisors Lp | 606.50K | -25.2% | $53.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Caisse De Depot Et Placement Du… | 569.93K | +2.7% | $50.02M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Charles Schwab Investment… | 524.12K | -1.6% | $46.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 485.35K | +47.5% | $42.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Northern Trust Corp | 432.01K | +4.2% | $37.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 13 | D. E. Shaw & Co. ✦ | 399.43K | +60.9% | $35.06M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 14 | Bank of New York Mellon Corp | 350.61K | -2.2% | $30.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 15 | Adage Capital Partners ✦ | 342.00K | -0.6% | $30.02M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 336.48K | +3.5% | $29.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 17 | JPMorgan Chase ✦ | 339.63K | -18.9% | $29.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 18 | Qube Research & Technologies Ltd | 267.85K | +33.1% | $23.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | GAMCO Investors ✦ | 264.80K | -2.8% | $23.24M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 20 | Victory Capital Management Inc | 252.38K | +96.5% | $22.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Principal Financial Group Inc | 231.89K | +16.2% | $20.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Invesco Ltd. | 225.17K | -2.6% | $19.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 23 | Nuveen, LLC | 189.23K | +24.5% | $16.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 24 | Royal Bank Of Canada | 178.16K | +30.8% | $15.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 25 | Federated Hermes, Inc. | 167.56K | -18.4% | $14.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 26 | UBS Group AG | 156.55K | +63.8% | $13.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 27 | T. Rowe Price ✦ | 132.47K | +197.4% | $11.63M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 28 | Millennium Management ✦ | 130.21K | -11.1% | $11.43M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 29 | Jane Street Group, Llc | 117.44K | -15.6% | $10.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Franklin Resources Inc | 112.07K | +202.9% | $9.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 31 | Us Bancorp \De\ | 110.81K | +201.7% | $9.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Rhumbline Advisers | 98.93K | +1.7% | $8.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 95.75K | -2.8% | $8.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Marshall Wace ✦ | 95.16K | -45.1% | $8.35M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 35 | UBS AM, a distinct business unit of… | 94.57K | +1.4% | $8.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 36 | Legal & General Group Plc | 94.08K | -8.9% | $8.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 37 | Tudor Investment Corp Et Al | 85.87K | +14.5% | $7.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Healthcare Of Ontario Pension Plan… | 81.97K | +30.3% | $7.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Hotchkis & Wiley Capital Management… | 80.35K | -3.9% | $7.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Hrt Financial Lp | 78.97K | -29.4% | $6.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Universal- Beteiligungs- und… | 75.66K | +34.5% | $6.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | ProShare Advisors LLC | 74.89K | -6.0% | $6.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Swiss National Bank | 74.40K | 0.0% | $6.53M | 0.0% | Held | 2 | SEC ↗ |
| 44 | Prudential Financial Inc | 69.62K | -24.8% | $6.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | New York State Common Retirement… | 69.28K | 0.0% | $6.08M | 0.0% | Held | 2 | SEC ↗ |
| 46 | American Century Companies Inc | 63.48K | +59.0% | $5.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Bnp Paribas Financial Markets | 62.15K | -19.0% | $5.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Squarepoint Ops LLC | 61.63K | -26.6% | $5.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | LPL Financial LLC | 58.44K | -8.8% | $5.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Man Group plc | 55.89K | +18.1% | $4.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 51 | Citadel Advisors ✦ | 51.20K | -55.6% | $4.49M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 52 | Wells Fargo & Company/Mn | 48.48K | -37.6% | $4.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 53 | Connor, Clark & Lunn Investment… | 45.39K | +42.2% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | California State Teachers… | 44.50K | +24.5% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Barclays Plc | 43.31K | -34.3% | $3.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 56 | Raymond James Financial Inc | 42.74K | +0.2% | $3.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 57 | Deutsche Bank Ag\ | 38.81K | +10.8% | $3.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 58 | Alliancebernstein L.P. | 41.72K | -9.1% | $3.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Citigroup Inc | 34.49K | -10.3% | $3.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 60 | First Manhattan Co. Llc. | 33.80K | -11.5% | $2.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Financial Engines Advisors L.L.C. | 31.92K | +4.4% | $2.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Commonwealth Equity Services, Llc | 26.86K | +13.4% | $2.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Mariner, LLC | 26.34K | +3.1% | $2.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | AQR Capital Management ✦ | 22.04K | +38.3% | $1.93M | 0.0% | ▲ Add | 8 | SEC ↗ ×5 |
| 65 | State Board Of Administration Of… | 20.90K | +54.8% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Susquehanna International Group, Llp | 20.11K | +65.2% | $1.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Osaic Holdings, Inc. | 19.47K | -43.5% | $1.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 68 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 18.09K | +1.1% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Manufacturers Life Insurance… | 17.91K | -3.0% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Cetera Investment Advisers | 17.88K | +7.8% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Fifth Third Bancorp | 17.82K | +1803.3% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Wealth Enhancement Advisory… | 15.83K | -9.9% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Janus Henderson Group Plc | 15.54K | 0.0% | $1.36M | 0.0% | Held | 2 | SEC ↗ |
| 74 | Bridgewater Associates ✦ | 15.20K | Новый | $1.33M | 0.0% | New | 1 | SEC ↗ |
| 75 | Zurcher Kantonalbank (Zurich… | 15.01K | +23.2% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | State Of Wisconsin Investment Board | 14.75K | -34.1% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Quantinno Capital Management LP | 14.75K | +40.9% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Capstone Investment Advisors, Llc | 11.14K | -51.5% | $977,846 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Sei Investments Co | 11.05K | +86.5% | $969,590 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 80 | Focus Partners Wealth | 10.60K | +4.1% | $930,582 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | HighTower Advisors, LLC | 10.10K | +2.7% | $886,773 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Voya Investment Management Llc | 9.12K | -2.1% | $800,726 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Bank Of Montreal /Can/ | 8.78K | +4.1% | $770,621 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 84 | Cwm, Llc | 8.41K | -0.4% | $737,897 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Amundi | 8.22K | +47.1% | $721,206 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Fidelity (FMR) ✦ | 7.96K | +1.7% | $699,065 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 87 | Allspring Global Investments… | 7.50K | -32.6% | $661,385 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 88 | Mml Investors Services, Llc | 7.16K | -14.1% | $627,979 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Pictet Asset Management Holding SA | 7.08K | +9.5% | $621,412 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Creative Planning | 7.02K | +16.1% | $616,275 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Renaissance Technologies ✦ | 6.61K | -50.3% | $580,160 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 92 | Jones Financial Companies Lllp | 6.72K | +1.2% | $577,615 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 93 | CIBC Bancorp USA Inc. | 5.93K | n/a | $520,915 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 94 | Lido Advisors, LLC | 5.42K | +14.3% | $475,389 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 95 | Pnc Financial Services Group, Inc. | 5.39K | -0.1% | $472,906 | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 96 | Envestnet Asset Management Inc | 5.23K | +57.3% | $458,713 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Holocene Advisors, LP | 4.98K | Новый | $437,182 | 0.0% | New | 1 | SEC ↗ |
| 98 | Gotham Asset Management ✦ | 4.91K | -26.5% | $431,302 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Mercer Global Advisors Inc /Adv | 4.23K | +20.1% | $371,113 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Captrust Financial Advisors | 3.67K | +7.8% | $321,853 | 0.0% | ▲ Add | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Bridgewater Associates | $1.33M | 0.0% |
| Holocene Advisors, LP | $437,182 | 0.0% |
Закрыто
| Wellington Management | $2.83M | составлял 0.0% |
| Balyasny Asset Management L.P. | $1.24M | составлял 0.0% |
| BNP Paribas Asset Management… | $150,000 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 342 держатели, 28.89M акции, $2.41B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Покупок инсайдеров на открытом рынке в нашем окне покрытия нет.
Продажи на открытом рынке (S)
Aug 11
KNUTSON PAUL L
Officer · 475 акц. · $44,949
Aug 10
KNUTSON PAUL L
Officer · 250 акц. · $23,210
Aug 07
KNUTSON PAUL L
Officer · 3.50K акц. · $325,885
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
Aug 07
SC 13G: STATE STREET CORP
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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