Otter TailOTTR

13F holders, Q3 2024 (September 30)
328holders +13
44new positions
30sold out
8famous investors
$78.16avg. 13F price*

At the end of Q3 2024, 328 institutions reported holding Otter Tail Corp. (OTTR) in their 13F filings, up 13 from Q2 2024. 44 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($515.9M), Vanguard Group Inc. ($408.9M) and State Street Corp. ($124.9M). 8 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Otter Tail Corp.
CUSIP
689648103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 302Q1 2024Q2 2024: 315Q2 2024Q3 2024: 328Q3 2024Q4 2024: 324Q4 2024Q1 2025: 333Q1 2025Q2 2025: 345Q2 2025Q3 2025: 345Q3 2025Q4 2025: 354Q4 2025Q1 2026: 347Q1 2026Q2 2026: 363Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions44$46.7M
Exits30$14.1M

All 13F filers, Q2 2024 → Q3 2024: 2,153,642 shares bought and 678,937 shares sold, net +1,474,705 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 328 holders

BlackRock, Inc. 0.01% — 6,600,975 $515.9M
Vanguard Group Inc. 0.01% Add +0.6% 5,231,882 $408.9M
State Street Corp. 0.01% Add +1.1% 1,598,531 $124.9M
Dimensional Fund Advisors LP 0.02% Reduce -2.1% 1,013,227 $79.2M
Geode Capital Management, LLC 0.01% Reduce -1.1% 993,360 $77.7M
First Trust Advisors LP 0.05% Add +13.7% 719,514 $56.2M
Morgan Stanley 0.00% Add +3.9% 527,111 $41.2M
Charles Schwab Investment Management Inc. 0.01% Add +0.7% 509,130 $39.8M
Gabelli Funds LLC 0.27% Reduce -5.0% 474,500 $37.1M
Northern Trust Corp. 0.01% Reduce -16.6% 474,017 $37.0M
Bank of New York Mellon Corp 0.01% Reduce -8.9% 396,153 $31.0M
Millennium Management 0.03% Add +344.3% 362,393 $28.3M
Nuveen Asset Management, LLC 0.01% Reduce -11.7% 283,084 $22.1M
GAMCO Investors 0.21% Reduce -3.7% 263,442 $20.6M
Principal Financial Group Inc. 0.01% Reduce -4.7% 216,899 $17.0M
Qube Research & Technologies Ltd 0.03% Add +1943.0% 204,891 $16.0M
Invesco Ltd. 0.00% Reduce -13.1% 194,771 $15.2M
Goldman Sachs Group Inc. 0.00% Add +66.5% 180,791 $14.1M
Bank of America Corp. 0.00% Add +100.0% 179,890 $14.1M
Fuller & Thaler Asset Management, Inc. 0.05% Reduce -1.1% 175,742 $13.7M
Federated Hermes, Inc. 0.03% Add +9.1% 156,066 $12.2M
Ameriprise Financial Inc. 0.00% Reduce -8.4% 137,108 $10.7M
Hotchkis & Wiley Capital Management LLC 0.04% Reduce -3.6% 135,650 $10.6M
Trexquant Investment LP 0.13% Add +245.6% 133,963 $10.5M
Royal Bank of Canada 0.00% Reduce -22.8% 131,814 $10.3M
Bank & Trust Co 8.07% Reduce -0.0% 127,001 $9.9M
Tudor Investment Corporation 0.11% Add +50.2% 125,629 $9.8M
Citadel Advisors 0.01% Add +145.2% 112,586 $8.8M
Legal & General Group Plc 0.00% Reduce -4.5% 110,564 $8.6M
Marshall Wace, LLP 0.01% Add +167.5% 105,959 $8.3M
Rhumbline Advisers 0.01% Reduce -4.0% 105,718 $8.3M
Phocas Financial Corp. 0.90% Reduce -5.8% 102,281 $8.0M
ProShare Advisors LLC 0.02% Add +28.5% 98,381 $7.7M
JPMorgan Chase & Co. 0.00% Reduce -9.8% 97,829 $7.6M
FMR LLC 0.00% Reduce -32.7% 92,905 $7.3M
Public Sector Pension Investment Board 0.04% Reduce -3.6% 88,696 $6.9M
Caisse de depot et placement du Quebec 0.01% New 82,961 $6.5M
Whittier Trust Co. 0.09% Add +4.6% 81,749 $6.4M
Jane Street Group, LLC 0.01% Reduce -5.5% 80,033 $6.3M
UBS Group AG 0.00% Add +50.0% 79,620 $6.2M
Edgestream Partners, L.P. 0.27% Add +14.4% 77,444 $6.1M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.0% 77,268 $6.0M
Swiss National Bank 0.00% Reduce -0.7% 73,500 $5.7M
Victory Capital Management Inc. 0.01% Add +100.1% 71,518 $5.6M
Barclays PLC 0.00% Add +359.8% 70,553 $5.5M
Adage Capital Partners Gp, L.L.C. 0.01% New 70,000 $5.5M
ExodusPoint Capital Management, LP 0.05% New 66,500 $5.2M
Aptus Capital Advisors, LLC 0.08% Add +15.6% 64,755 $5.1M
D. E. Shaw & Co. 0.01% Add +90.4% 63,889 $5.0M
Renaissance Technologies 0.01% New 59,310 $4.6M
LPL Financial LLC 0.00% Add +5.4% 58,028 $4.5M
Citigroup Inc. 0.00% Add +56.6% 53,489 $4.2M
Two Sigma Investments, LP 0.01% Add +61.9% 48,324 $3.8M
LSV Asset Management 0.01% No change 48,000 $3.8M
Alliancebernstein L.P. 0.00% Reduce -0.3% 46,528 $3.6M
Wells Fargo & Company 0.00% Add +1.4% 45,818 $3.6M
First Manhattan Co. Llc. 0.01% Reduce -0.4% 45,493 $3.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -13.7% 44,629 $3.5M
New York State Common Retirement Fund 0.00% Reduce -10.8% 44,383 $3.5M
Prudential Financial Inc. 0.00% Reduce -3.5% 43,163 $3.4M
Whittier Trust Co. of Nevada Inc. 0.09% Add +3.1% 42,095 $3.3M
Palisades Investment Partners, LLC 1.40% Add +6.5% 41,098 $3.2M
CANADA LIFE ASSURANCE Co 0.01% Reduce -6.4% 40,186 $3.1M
Bridgeway Capital Management, LLC 0.06% Add +22.9% 38,100 $3.0M
Segall Bryant & Hamill, LLC 0.04% New 37,704 $2.9M
California State Teachers Retirement System 0.00% Reduce -3.0% 35,870 $2.8M
HRT Financial LP 0.01% New 35,581 $2.8M
Benjamin Edwards Inc. 0.04% Reduce -0.7% 35,380 $2.8M
Franklin Resources Inc. 0.00% Add +5.5% 34,547 $2.7M
T. Rowe Price Associates Inc. 0.00% Add +2.4% 33,674 $2.6M
Balyasny Asset Management L.P. 0.01% Add +379.1% 33,488 $2.6M
Thrivent Financial for Lutherans 0.00% Reduce -5.4% 32,847 $2.6M
US Bancorp \de 0.00% Reduce -0.3% 32,326 $2.5M
Martingale Asset Management L P 0.06% Add +7.1% 32,188 $2.5M
Deutsche Bank AG 0.00% Add +21.3% 30,605 $2.4M
Schonfeld Strategic Advisors LLC 0.02% Add +398.3% 30,493 $2.4M
Vident Advisory, LLC 0.06% Add +52.2% 30,093 $2.4M
Brandywine Global Investment Management, LLC 0.02% New 29,689 $2.3M
Jefferies Financial Group Inc. 0.04% New 28,300 $2.2M
State of Wisconsin Investment Board 0.01% Reduce -10.4% 27,668 $2.2M
Los Angeles Capital Management LLC 0.01% Add +26.3% 26,641 $2.1M
Royce & Associates LP 0.02% Add +11.7% 25,804 $2.0M
OneAscent Financial Services LLC 1.39% New 24,755 $1.9M
American Century Companies Inc. 0.00% Add +18.7% 24,428 $1.9M
Illinois Municipal Retirement Fund 0.03% Add +3.7% 24,263 $1.9M
Comerica Bank 0.01% Reduce -2.2% 24,145 $1.9M
MetLife Investment Management, LLC 0.01% No change 23,870 $1.9M
State of Alaska, Department of Revenue 0.02% Reduce -2.8% 23,870 $1.9M
Corebridge Financial, Inc. 0.01% Reduce -1.1% 23,762 $1.9M
Janus Henderson Group PLC 0.00% Add +4.3% 23,478 $1.8M
Financial Engines Advisors L.L.C. 0.00% Add +4.1% 23,202 $1.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +7.2% 22,666 $1.8M
Deerfield Management Company, L.P. 0.03% Add +78.1% 22,452 $1.8M
State of New Jersey Common Pension Fund D 0.01% No change 21,548 $1.7M
State of Tennessee, Department of Treasury 0.01% Add +7.2% 21,121 $1.7M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +158.7% 20,709 $1.6M
Mackenzie Financial Corp. 0.00% Add +54.8% 20,604 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -3.8% 20,200 $1.6M
Osaic Holdings, Inc. 0.00% Reduce -7.0% 19,716 $1.5M
Gsa Capital Partners LLP 0.11% Add +285.1% 19,030 $1.5M

"% of holder's portfolio" is OTTR's weight in each manager's 13F, not the share of Otter Tail Corp. the manager owns.

Show all 328 holders