Otter TailOTTR
13F holders, Q2 2024 (June 30)315holders +13
42new positions
33sold out
8famous investors
$87.59avg. 13F price*
At the end of Q2 2024, 315 institutions reported holding Otter Tail Corp. (OTTR) in their 13F filings, up 13 from Q1 2024. 42 opened new positions and 33 sold out. The largest holders were BlackRock Inc. ($568.9M), Vanguard Group Inc. ($455.6M) and State Street Corp. ($138.4M). 8 famous investors held it, including Mario Gabelli (0.3% of GAMCO Investors's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Otter Tail Corp.
- CUSIP
- 689648103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $19.0M |
| Exits | 33 | $30.4M |
All 13F filers, Q1 2024 → Q2 2024: 1,580,897 shares bought and 1,684,063 shares sold, net −103,166 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 315 holders
| BlackRock Inc. | 0.01% | Reduce -0.3% | 6,495,576 | $568.9M |
| Vanguard Group Inc. | 0.01% | Reduce -0.7% | 5,201,519 | $455.6M |
| State Street Corp. | 0.01% | Add +0.1% | 1,580,422 | $138.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +0.4% | 1,035,541 | $90.7M |
| Geode Capital Management, LLC | 0.01% | Add +4.0% | 1,004,949 | $88.0M |
| First Trust Advisors LP | 0.06% | Add +657.4% | 633,081 | $55.5M |
| Northern Trust Corp. | 0.01% | Reduce -2.4% | 568,051 | $49.8M |
| Morgan Stanley | 0.00% | Add +2.7% | 507,268 | $44.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.1% | 505,705 | $44.3M |
| Gabelli Funds LLC | 0.34% | Reduce -6.2% | 499,200 | $43.7M |
| Bank of New York Mellon Corp | 0.01% | Add +1.1% | 435,005 | $38.1M |
| Nuveen Asset Management, LLC | 0.01% | Add +38.5% | 320,648 | $28.1M |
| GAMCO Investors | 0.26% | Reduce -0.3% | 273,542 | $24.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.2% | 227,683 | $19.9M |
| Invesco Ltd. | 0.00% | Add +6.0% | 224,071 | $19.6M |
| Fuller & Thaler Asset Management, Inc. | 0.07% | Reduce -75.3% | 177,621 | $15.6M |
| Royal Bank of Canada | 0.00% | Add +81.7% | 170,660 | $14.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.4% | 149,665 | $13.1M |
| Federated Hermes, Inc. | 0.03% | Add +3.6% | 143,074 | $12.5M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +2.9% | 140,750 | $12.3M |
| FMR LLC | 0.00% | Add +222.5% | 138,064 | $12.1M |
| Bank & Trust Co | 9.46% | — | 127,058 | $11.1M |
| Legal & General Group Plc | 0.00% | Reduce -0.9% | 115,808 | $10.1M |
| Rhumbline Advisers | 0.01% | Reduce -0.1% | 110,167 | $9.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +113.6% | 108,550 | $9.5M |
| Phocas Financial Corp. | 1.08% | Reduce -1.9% | 108,537 | $9.5M |
| JPMorgan Chase & Co. | 0.00% | Add +5.9% | 108,506 | $9.5M |
| Public Sector Pension Investment Board | 0.05% | Add +7.6% | 91,996 | $8.1M |
| Bank of America Corp. | 0.00% | Reduce -34.2% | 89,930 | $7.9M |
| Jane Street Group, LLC | 0.01% | Add +31.0% | 84,658 | $7.4M |
| Tudor Investment Corporation | 0.08% | Add +96.8% | 83,663 | $7.3M |
| Millennium Management | 0.01% | Reduce -60.3% | 81,558 | $7.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +4.8% | 78,827 | $6.9M |
| Whittier Trust Co. | 0.10% | Add +5.2% | 78,140 | $6.8M |
| ProShare Advisors LLC | 0.02% | Reduce -16.0% | 76,547 | $6.7M |
| Swiss National Bank | 0.00% | No change | 74,000 | $6.5M |
| Edgestream Partners, L.P. | 0.29% | Add +2055.2% | 67,695 | $5.9M |
| Aptus Capital Advisors, LLC | 0.09% | Add +24.7% | 56,011 | $4.9M |
| LPL Financial LLC | 0.00% | Add +12.4% | 55,070 | $4.8M |
| UBS Group AG | 0.00% | Reduce -11.8% | 53,081 | $4.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +44.8% | 51,726 | $4.5M |
| New York State Common Retirement Fund | 0.01% | Add +2.5% | 49,756 | $4.4M |
| LSV Asset Management | 0.01% | Reduce -46.1% | 48,000 | $4.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.3% | 46,693 | $4.1M |
| Citadel Advisors | 0.00% | Reduce -78.8% | 45,913 | $4.0M |
| First Manhattan Co. Llc. | 0.01% | Reduce -5.6% | 45,693 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +7.5% | 45,196 | $4.0M |
| Prudential Financial Inc. | 0.01% | Reduce -4.3% | 44,747 | $3.9M |
| Squarepoint Ops LLC | 0.01% | Add +129.5% | 43,658 | $3.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +18.9% | 42,940 | $3.8M |
| Whittier Trust Co. of Nevada Inc. | 0.10% | Add +3.8% | 40,846 | $3.6M |
| Marshall Wace, LLP | 0.01% | Add +42.5% | 39,610 | $3.5M |
| Trexquant Investment LP | 0.05% | New | 38,766 | $3.4M |
| Palisades Investment Partners, LLC | 1.67% | — | 38,586 | $3.4M |
| California State Teachers Retirement System | 0.00% | Reduce -2.5% | 36,968 | $3.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -57.1% | 35,735 | $3.1M |
| Benjamin Edwards Inc. | 0.60% | Reduce -2.9% | 35,623 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.1% | 34,712 | $3.0M |
| Citigroup Inc. | 0.00% | Reduce -7.3% | 34,165 | $3.0M |
| D. E. Shaw & Co. | 0.00% | Add +188.7% | 33,557 | $2.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.4% | 32,888 | $2.9M |
| Franklin Resources Inc. | 0.00% | Add +25.6% | 32,743 | $2.9M |
| US Bancorp \de | 0.00% | Add +2.1% | 32,426 | $2.8M |
| Bridgeway Capital Management, LLC | 0.06% | New | 31,000 | $2.7M |
| State of Wisconsin Investment Board | 0.01% | Reduce -4.0% | 30,898 | $2.7M |
| Martingale Asset Management L P | 0.06% | No change | 30,057 | $2.6M |
| Two Sigma Investments, LP | 0.01% | Add +77.0% | 29,852 | $2.6M |
| Baird Financial Group, Inc. | 0.01% | Add +249.7% | 27,848 | $2.4M |
| Deutsche Bank AG | 0.00% | Reduce -9.3% | 25,242 | $2.2M |
| Comerica Bank | 0.01% | Reduce -7.5% | 24,686 | $2.2M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -3.4% | 24,550 | $2.1M |
| Corebridge Financial, Inc. | 0.01% | — | 24,014 | $2.1M |
| MetLife Investment Management, LLC | 0.01% | Add +13.5% | 23,870 | $2.1M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -6.7% | 23,388 | $2.0M |
| Royce & Associates LP | 0.02% | Reduce -0.6% | 23,106 | $2.0M |
| Janus Henderson Group PLC | 0.00% | Reduce -24.4% | 22,512 | $2.0M |
| Financial Engines Advisors L.L.C. | 0.00% | New | 22,280 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -32.4% | 21,548 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.4% | 21,209 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 21,151 | $1.9M |
| Los Angeles Capital Management LLC | 0.01% | Add +1.3% | 21,091 | $1.8M |
| Weiss Asset Management LP | 0.15% | Reduce -71.5% | 21,066 | $1.8M |
| Louisiana State Employees Retirement System | 0.04% | Add +1.4% | 21,000 | $1.8M |
| American Century Companies Inc. | 0.00% | Add +16.3% | 20,583 | $1.8M |
| Vident Advisory, LLC | 0.05% | Reduce -1.4% | 19,768 | $1.7M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 19,697 | $1.7M |
| New York State Teachers Retirement System | 0.00% | Reduce -2.6% | 18,942 | $1.7M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -20.5% | 18,934 | $1.7M |
| Focus Financial Network, Inc. | 0.07% | Reduce -2.5% | 17,560 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.6% | 17,327 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -11.0% | 16,814 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 16,784 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +8.6% | 16,405 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -48.8% | 15,713 | $1.4M |
| Raymond James & Associates | 0.00% | Reduce -29.1% | 15,595 | $1.4M |
| Barclays PLC | 0.00% | Reduce -58.0% | 15,343 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 14,660 | $1.3M |
| AQR Capital Management | 0.00% | Add +114.1% | 14,598 | $1.3M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -3.0% | 14,579 | $1.3M |
| Alps Advisors Inc. | 0.01% | Add +11.3% | 14,399 | $1.3M |
"% of holder's portfolio" is OTTR's weight in each manager's 13F, not the share of Otter Tail Corp. the manager owns.