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OTTR · D in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

OTTRD
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • OTTR
  • D
0102030202120222023202420252026
Holders and value by quarter
QuarterOTTRD
Q3 20201 holders, $15m20 holders, $8.7bn
Q4 20201 holders, $18m28 holders, $7.2bn
Q1 20211 holders, $19m26 holders, $7.4bn
Q2 20211 holders, $19m21 holders, $7.5bn
Q3 20211 holders, $21m16 holders, $7.2bn
Q4 20211 holders, $25m18 holders, $8.2bn
Q1 20222 holders, $23m19 holders, $9.3bn
Q2 20222 holders, $30m20 holders, $9.3bn
Q3 20222 holders, $32m17 holders, $7.5bn
Q4 20222 holders, $27m24 holders, $6.3bn
Q1 20232 holders, $24m19 holders, $6.1bn
Q2 20232 holders, $24m12 holders, $5.7bn
Q3 20231 holders, $22m12 holders, $5.4bn
Q4 20232 holders, $24m15 holders, $6.4bn
Q1 20242 holders, $28m10 holders, $6.5bn
Q2 20243 holders, $32m9 holders, $6.2bn
Q3 20244 holders, $37m14 holders, $7.4bn
Q4 20244 holders, $31m13 holders, $6.5bn
Q1 20254 holders, $31m16 holders, $7.0bn
Q2 20253 holders, $25m10 holders, $8.8bn
Q3 20252 holders, $24m8 holders, $9.8bn
Q4 20253 holders, $36m12 holders, $10.5bn
Q1 20265 holders, $86m11 holders, $10.4bn
Q2 20264 holders, $93m13 holders, $12.4bn
OTTR

Otter Tail Corp

Holders
5
Reported value
$86m
Buyers
15
Sellers
14

Breadth +1 among 91 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
D

Dominion Res Inc Va New

Holders
11
Reported value
$10.4bn
Buyers
14
Sellers
17

Breadth -3 among 91 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q1 2026

Among the 15 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only OTTR (4)

GAMCO Investors Inc, Quantbot Technologies LP, Two Sigma Investments LP, Winton Group Ltd

Only D (10)

Balyasny Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, Dodge & Cox, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, T. Rowe Price Associates Inc, Wellington Management Group LLP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →