Otter TailOTTR
13F holders, Q1 2024 (March 31)302holders
7famous investors
$86.36avg. 13F price*
At the end of Q1 2024, 302 institutions reported holding Otter Tail Corp. (OTTR) in their 13F filings. The largest holders were BlackRock Inc. ($563.0M), Vanguard Group Inc. ($452.6M) and State Street Corp. ($136.4M). 7 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Otter Tail Corp.
- CUSIP
- 689648103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $27.4M |
| Exits | 32 | $20.3M |
Ownership 302 holders
| BlackRock Inc. | 0.01% | Reduce -0.9% | 6,516,750 | $563.0M |
| Vanguard Group Inc. | 0.01% | Add +3.9% | 5,238,510 | $452.6M |
| State Street Corp. | 0.01% | Add +2.5% | 1,578,863 | $136.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +0.5% | 1,031,567 | $89.1M |
| Geode Capital Management, LLC | 0.01% | Add +5.5% | 966,288 | $83.5M |
| Fuller & Thaler Asset Management, Inc. | 0.27% | Add +0.3% | 717,858 | $62.0M |
| Northern Trust Corp. | 0.01% | Reduce -7.8% | 582,157 | $50.3M |
| Gabelli Funds LLC | 0.34% | Reduce -5.6% | 532,200 | $46.0M |
| Morgan Stanley | 0.00% | Add +5.3% | 493,743 | $42.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.6% | 485,698 | $42.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.2% | 430,143 | $37.2M |
| GAMCO Investors | 0.24% | Reduce -2.2% | 274,342 | $23.7M |
| Principal Financial Group Inc. | 0.01% | Add +1.9% | 235,102 | $20.3M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -41.3% | 231,536 | $20.0M |
| Citadel Advisors | 0.02% | Add +88.9% | 216,947 | $18.7M |
| Invesco Ltd. | 0.00% | Add +5.7% | 211,404 | $18.3M |
| Millennium Management | 0.02% | Add +267.2% | 205,593 | $17.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.5% | 151,829 | $13.2M |
| Federated Hermes, Inc. | 0.03% | Reduce -3.6% | 138,077 | $11.9M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Reduce -4.3% | 136,780 | $11.8M |
| Bank of America Corp. | 0.00% | Reduce -15.0% | 136,765 | $11.8M |
| Legal & General Group Plc | 0.00% | Add +1.2% | 116,881 | $10.1M |
| Phocas Financial Corp. | 1.08% | Reduce -2.5% | 110,594 | $9.6M |
| Rhumbline Advisers | 0.01% | Reduce -3.5% | 110,283 | $9.5M |
| JPMorgan Chase & Co. | 0.00% | Add +8.0% | 102,457 | $8.9M |
| Royal Bank of Canada | 0.00% | Reduce -7.6% | 93,952 | $8.1M |
| ProShare Advisors LLC | 0.02% | Reduce -13.8% | 91,152 | $7.9M |
| LSV Asset Management | 0.02% | Reduce -51.6% | 89,000 | $7.7M |
| Public Sector Pension Investment Board | 0.05% | Reduce -1.2% | 85,495 | $7.4M |
| First Trust Advisors LP | 0.01% | Reduce -89.9% | 83,589 | $7.2M |
| Victory Capital Management Inc. | 0.01% | Reduce -48.7% | 83,228 | $7.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.4% | 75,234 | $6.5M |
| Whittier Trust Co. | 0.09% | Add +4.0% | 74,299 | $6.4M |
| Weiss Asset Management LP | 0.38% | New | 74,036 | $6.4M |
| Swiss National Bank | 0.00% | No change | 74,000 | $6.4M |
| Jane Street Group, LLC | 0.01% | Add +25.2% | 64,615 | $5.6M |
| UBS Group AG | 0.00% | Reduce -5.9% | 60,149 | $5.2M |
| ExodusPoint Capital Management, LP | 0.05% | Add +93.9% | 50,816 | $4.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -43.6% | 50,821 | $4.4M |
| HRT Financial LP | 0.03% | Add +205.0% | 49,490 | $4.3M |
| LPL Financial LLC | 0.00% | Reduce -5.0% | 48,996 | $4.2M |
| New York State Common Retirement Fund | 0.01% | Add +0.2% | 48,546 | $4.2M |
| First Manhattan Co. Llc. | 0.01% | Reduce -9.1% | 48,393 | $4.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -8.4% | 47,808 | $4.1M |
| Prudential Financial Inc. | 0.01% | Reduce -2.4% | 46,748 | $4.0M |
| Aptus Capital Advisors, LLC | 0.08% | Add +11.8% | 44,908 | $3.9M |
| FMR LLC | 0.00% | Add +546.8% | 42,806 | $3.7M |
| Tudor Investment Corporation | 0.04% | New | 42,511 | $3.7M |
| Wells Fargo & Company | 0.00% | Add +6.0% | 42,062 | $3.6M |
| Whittier Trust Co. of Nevada Inc. | 0.10% | Add +5.2% | 39,347 | $3.4M |
| California State Teachers Retirement System | 0.00% | Reduce -5.8% | 37,915 | $3.3M |
| Citigroup Inc. | 0.00% | Reduce -20.0% | 36,846 | $3.2M |
| Benjamin Edwards Inc. | 0.63% | Add +76.5% | 36,669 | $3.2M |
| Barclays PLC | 0.00% | Reduce -43.1% | 36,536 | $3.2M |
| Texas Permanent School Fund Corp. | 0.02% | Add +1.3% | 36,505 | $3.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.6% | 36,185 | $3.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +7.7% | 36,118 | $3.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 35,717 | $3.1M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +113.6% | 41,199 | $3.0M |
| State of Wisconsin Investment Board | 0.01% | Add +375.9% | 32,168 | $2.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -4.8% | 31,864 | $2.8M |
| US Bancorp \de | 0.00% | Reduce -0.3% | 31,747 | $2.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -34.6% | 30,675 | $2.7M |
| OneAscent Financial Services LLC | 0.29% | Reduce -17.8% | 30,249 | $2.6M |
| Martingale Asset Management L P | 0.05% | Reduce -14.0% | 30,057 | $2.6M |
| Janus Henderson Group PLC | 0.00% | Add +45.2% | 29,765 | $2.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.4% | 29,534 | $2.6M |
| Deutsche Bank AG | 0.00% | Add +4.4% | 27,819 | $2.4M |
| Marshall Wace, LLP | 0.00% | Reduce -52.1% | 27,796 | $2.4M |
| Comerica Bank | 0.01% | Reduce -1.3% | 26,691 | $2.3M |
| Jupiter Asset Management Ltd. | 0.02% | New | 26,347 | $2.3M |
| Franklin Resources Inc. | 0.00% | Add +15.2% | 26,065 | $2.3M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -1.0% | 25,410 | $2.2M |
| Credit Suisse AG/ | 0.00% | Add +2.8% | 25,241 | $2.2M |
| Illinois Municipal Retirement Fund | 0.03% | Add +3.8% | 25,061 | $2.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.8% | 23,808 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.7% | 23,673 | $2.0M |
| Royce & Associates LP | 0.02% | Reduce -4.7% | 23,255 | $2.0M |
| American International Group, Inc. | 0.01% | Reduce -0.9% | 22,296 | $1.9M |
| Raymond James & Associates | 0.00% | Reduce -0.8% | 21,986 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.3% | 21,033 | $1.8M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -28.1% | 20,826 | $1.8M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -1.0% | 20,700 | $1.8M |
| Vident Advisory, LLC | 0.04% | Add +8.8% | 20,048 | $1.7M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -12.3% | 19,697 | $1.7M |
| New York State Teachers Retirement System | 0.00% | Reduce -1.5% | 19,442 | $1.7M |
| Squarepoint Ops LLC | 0.01% | New | 19,023 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Reduce -11.6% | 18,895 | $1.6M |
| American Century Companies Inc. | 0.00% | Reduce -4.0% | 17,693 | $1.5M |
| Focus Financial Network, Inc. | 0.07% | — | 18,010 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.5% | 17,060 | $1.5M |
| Tidal Investments LLC | 0.03% | Add +320.5% | 16,879 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Reduce -64.7% | 16,867 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.3% | 16,712 | $1.4M |
| Aventail Capital Group, LP | 0.11% | New | 16,033 | $1.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +4836.6% | 15,106 | $1.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -5.8% | 17,896 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 14,660 | $1.3M |
| North Star Investment Management Corp. | 0.09% | Add +0.0% | 14,564 | $1.3M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -0.9% | 15,030 | $1.2M |
"% of holder's portfolio" is OTTR's weight in each manager's 13F, not the share of Otter Tail Corp. the manager owns.