Otter TailOTTR
13F holders, Q2 2026 (June 30)363holders +16
44new positions
28sold out
9famous investors
$89.97avg. 13F price*
At the end of Q2 2026, 363 institutions reported holding Otter Tail Corp. (OTTR) in their 13F filings, up 16 from Q1 2026. 44 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($590.1M), Vanguard Portfolio Management LLC ($269.6M) and Vanguard Capital Management LLC ($170.2M). 9 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Otter Tail Corp.
- CUSIP
- 689648103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $22.8M |
| Exits | 28 | $34.2M |
All 13F filers, Q1 2026 → Q2 2026: 1,763,517 shares bought and 1,568,604 shares sold, net +194,913 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 363 holders
| BlackRock, Inc. | 0.01% | Add +2.1% | 6,557,596 | $590.1M |
| Vanguard Portfolio Management LLC | 0.01% | Add +1.7% | 2,996,322 | $269.6M |
| Vanguard Capital Management LLC | 0.00% | Add +1.4% | 1,891,243 | $170.2M |
| State Street Corp. | 0.00% | Add +4.9% | 1,645,782 | $148.1M |
| LSV Asset Management | 0.19% | Add +13.8% | 1,186,461 | $106.8M |
| Geode Capital Management, LLC | 0.01% | Add +5.5% | 1,112,886 | $100.2M |
| Morgan Stanley | 0.00% | Add +35.3% | 885,376 | $79.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.6% | 828,016 | $74.5M |
| Two Sigma Investments, LP | 0.05% | Add +9.5% | 725,769 | $65.3M |
| First Trust Advisors LP | 0.03% | Add +5.0% | 637,043 | $57.3M |
| Caisse de depot et placement du Quebec | 0.07% | Reduce -5.3% | 539,873 | $48.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.8% | 519,756 | $46.8M |
| Gabelli Funds LLC | 0.27% | Reduce -1.1% | 462,200 | $41.6M |
| Northern Trust Corp. | 0.00% | Add +5.0% | 453,446 | $40.8M |
| D. E. Shaw & Co. | 0.03% | Add +11.9% | 447,021 | $40.2M |
| Bank of New York Mellon Corp | 0.01% | Add +2.2% | 358,275 | $32.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.0% | 315,978 | $28.3M |
| Bank of America Corp. | 0.00% | Reduce -7.1% | 312,589 | $28.1M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +2.3% | 278,778 | $25.1M |
| Victory Capital Management Inc. | 0.01% | Add +9.4% | 276,060 | $24.8M |
| Nuveen, LLC | 0.01% | Add +41.9% | 268,456 | $24.2M |
| GAMCO Investors | 0.21% | Reduce 0.0% | 264,798 | $23.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +96.3% | 260,050 | $23.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -48.6% | 249,295 | $22.4M |
| Principal Financial Group Inc. | 0.01% | Add +0.7% | 233,558 | $21.0M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Reduce -38.4% | 210,546 | $18.9M |
| Invesco Ltd. | 0.00% | Reduce -11.3% | 199,684 | $18.0M |
| Public Sector Pension Investment Board | 0.05% | Reduce -1.8% | 195,071 | $17.6M |
| Royal Bank of Canada | 0.00% | Add +4.0% | 185,376 | $16.7M |
| Federated Hermes, Inc. | 0.02% | Add +4.2% | 174,664 | $15.7M |
| UBS Group AG | 0.00% | Reduce -13.3% | 135,671 | $12.2M |
| Bank & Trust Co | 6.80% | Add +0.3% | 119,641 | $10.8M |
| Rhumbline Advisers | 0.01% | Add +5.2% | 104,092 | $9.4M |
| US Bancorp \de | 0.01% | Reduce -9.2% | 100,662 | $9.1M |
| Whittier Trust Co. | 0.09% | Reduce -0.1% | 98,904 | $8.9M |
| Ameriprise Financial Inc. | 0.00% | Add +1.8% | 97,439 | $8.8M |
| LPL Financial LLC | 0.00% | Add +64.2% | 95,971 | $8.6M |
| Franklin Resources Inc. | 0.00% | Reduce -19.2% | 90,522 | $8.1M |
| American Century Companies Inc. | 0.00% | Add +36.7% | 86,785 | $7.8M |
| Contravisory Investment Management, Inc. | 1.37% | New | 86,441 | $7.8M |
| Legal & General Group Plc | 0.00% | Reduce -9.3% | 85,285 | $7.7M |
| Denali Advisors LLC | 0.77% | Reduce -5.3% | 85,102 | $7.7M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Add +3.4% | 83,053 | $7.5M |
| ProShare Advisors LLC | 0.01% | Add +8.1% | 80,928 | $7.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -3.8% | 78,855 | $7.1M |
| Swiss National Bank | 0.00% | Add +1.9% | 75,800 | $6.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -0.1% | 75,539 | $6.8M |
| Phocas Financial Corp. | 0.91% | Reduce -5.0% | 72,681 | $6.5M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -73.0% | 72,311 | $6.5M |
| Millennium Management | 0.00% | Reduce -45.4% | 71,147 | $6.4M |
| New York State Common Retirement Fund | 0.01% | Add +2.3% | 70,882 | $6.4M |
| Prudential Financial Inc. | 0.01% | Reduce -1.5% | 68,569 | $6.2M |
| Wells Fargo & Company | 0.00% | Add +38.9% | 67,333 | $6.1M |
| Raymond James Financial Inc. | 0.00% | Add +39.7% | 59,697 | $5.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +25.7% | 57,071 | $5.1M |
| Squarepoint Ops LLC | 0.01% | Reduce -9.3% | 55,880 | $5.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -11.7% | 54,910 | $4.9M |
| Tudor Investment Corporation | 0.02% | Reduce -38.7% | 52,639 | $4.7M |
| Citigroup Inc. | 0.00% | Add +45.9% | 50,314 | $4.5M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | Add +0.2% | 49,054 | $4.5M |
| Barclays PLC | 0.00% | Add +10.6% | 47,891 | $4.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -51.3% | 46,061 | $4.1M |
| Linden Thomas Advisory Services, LLC | 0.32% | Add +96.7% | 44,579 | $4.0M |
| Alliancebernstein L.P. | 0.00% | Add +7.8% | 44,983 | $3.9M |
| Martingale Asset Management L P | 0.09% | Add +10.3% | 43,830 | $3.9M |
| Deutsche Bank AG | 0.00% | Add +12.8% | 43,790 | $3.9M |
| Palisades Investment Partners, LLC | 1.12% | Reduce -1.8% | 43,583 | $3.9M |
| California State Teachers Retirement System | 0.00% | Reduce -2.9% | 43,201 | $3.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.5% | 42,882 | $3.9M |
| Vest Financial, LLC | 0.04% | Add +3.6% | 42,523 | $3.8M |
| Benjamin Edwards Inc. | 0.03% | Add +2.7% | 40,275 | $3.6M |
| Citadel Advisors | 0.00% | Reduce -29.6% | 36,053 | $3.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +20.2% | 35,292 | $3.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -2.6% | 33,415 | $3.0M |
| First Manhattan Co. Llc. | 0.01% | Reduce -1.3% | 33,349 | $3.0M |
| Royce & Associates LP | 0.02% | Add +0.6% | 31,715 | $2.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.4% | 31,490 | $2.8M |
| Nomura Asset Management International Inc. | 0.00% | New | 31,200 | $2.8M |
| XTX Topco Ltd | 0.03% | Reduce -31.9% | 29,860 | $2.7M |
| AQR Capital Management | 0.00% | Add +32.4% | 29,182 | $2.6M |
| Inspire Investing, LLC | 0.10% | Add +2839200.0% | 28,393 | $2.6M |
| Cetera Investment Advisers | 0.00% | Add +57.9% | 28,242 | $2.5M |
| PDT Partners, LLC | 0.13% | Add +31.1% | 27,000 | $2.4M |
| Mariner, LLC | 0.00% | Add +0.5% | 26,469 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.1% | 25,768 | $2.3M |
| John G Ullman & Associates Inc. | 0.28% | No change | 25,450 | $2.3M |
| Renaissance Technologies | 0.00% | Add +252.7% | 23,310 | $2.1M |
| Advisors Asset Management, Inc. | 0.03% | Add +8.6% | 23,141 | $2.1M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -74.5% | 23,067 | $2.1M |
| MetLife Investment Management, LLC | 0.01% | Add +7.1% | 22,779 | $2.0M |
| OneAscent Financial Services LLC | 0.10% | Reduce -9.6% | 22,625 | $2.0M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +5.4% | 22,029 | $2.0M |
| Alps Advisors Inc. | 0.01% | Add +2.8% | 21,276 | $1.9M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -0.1% | 20,979 | $1.9M |
| Russell Investments Group, Ltd. | 0.00% | Add +494.9% | 20,315 | $1.8M |
| WINTON GROUP Ltd | 0.06% | Add +36.4% | 19,946 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -23.9% | 19,771 | $1.8M |
| Occudo Quantitative Strategies LP | 0.09% | New | 19,692 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +9.3% | 19,564 | $1.8M |
| Quantinno Capital Management LP | 0.00% | Add +26.1% | 18,604 | $1.7M |
"% of holder's portfolio" is OTTR's weight in each manager's 13F, not the share of Otter Tail Corp. the manager owns.