Otter TailOTTR
13F holders, Q4 2024 (December 31)324holders −4
30new positions
42sold out
8famous investors
$73.85avg. 13F price*
At the end of Q4 2024, 324 institutions reported holding Otter Tail Corp. (OTTR) in their 13F filings, down 4 from Q3 2024. 30 opened new positions and 42 sold out. The largest holders were BlackRock, Inc. ($515.4M), Vanguard Group Inc. ($389.5M) and State Street Corp. ($122.6M). 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $28.6M |
| Exits | 42 | $22.0M |
All 13F filers, Q3 2024 → Q4 2024: 2,228,979 shares bought and 1,008,619 shares sold, net +1,220,360 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 324 holders
| BlackRock, Inc. | 0.01% | Add +5.8% | 6,980,216 | $515.4M |
| Vanguard Group Inc. | 0.01% | Add +0.8% | 5,275,068 | $389.5M |
| State Street Corp. | 0.00% | Add +3.9% | 1,660,768 | $122.6M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.2% | 991,751 | $73.2M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -4.4% | 968,839 | $71.5M |
| First Trust Advisors LP | 0.04% | Reduce -5.2% | 682,228 | $50.4M |
| Northern Trust Corp. | 0.01% | Add +15.1% | 545,618 | $40.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.4% | 536,545 | $39.6M |
| Morgan Stanley | 0.00% | Reduce -2.9% | 511,693 | $37.8M |
| Gabelli Funds LLC | 0.27% | Reduce -0.4% | 472,500 | $34.9M |
| Millennium Management | 0.03% | Add +13.5% | 411,281 | $30.4M |
| Bank of New York Mellon Corp | 0.01% | Add +2.3% | 405,146 | $29.9M |
| Invesco Ltd. | 0.00% | Add +49.6% | 291,344 | $21.5M |
| GAMCO Investors | 0.21% | Add +3.9% | 273,692 | $20.2M |
| UBS Group AG | 0.00% | Add +229.5% | 262,317 | $19.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +41.0% | 254,870 | $18.8M |
| Bank of America Corp. | 0.00% | Add +25.7% | 226,126 | $16.7M |
| Principal Financial Group Inc. | 0.01% | Add +4.2% | 225,987 | $16.7M |
| Caisse de depot et placement du Quebec | 0.03% | Add +168.8% | 223,005 | $16.5M |
| Citadel Advisors | 0.01% | Add +91.4% | 215,530 | $15.9M |
| Qube Research & Technologies Ltd | 0.02% | Add +0.1% | 205,118 | $15.1M |
| JPMorgan Chase & Co. | 0.00% | Add +93.5% | 189,345 | $14.0M |
| Federated Hermes, Inc. | 0.03% | Add +16.4% | 181,618 | $13.4M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +26.6% | 171,660 | $12.7M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -41.9% | 164,396 | $12.1M |
| Fuller & Thaler Asset Management, Inc. | 0.04% | Reduce -12.1% | 154,562 | $11.4M |
| Weiss Asset Management LP | 0.33% | New | 144,291 | $10.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.0% | 137,092 | $10.1M |
| Bank & Trust Co | 7.79% | Reduce -1.3% | 125,379 | $9.3M |
| Victory Capital Management Inc. | 0.01% | Add +61.1% | 115,211 | $8.5M |
| Royal Bank of Canada | 0.00% | Reduce -13.8% | 113,672 | $8.4M |
| ProShare Advisors LLC | 0.02% | Add +13.3% | 111,467 | $8.2M |
| Legal & General Group Plc | 0.00% | Reduce -0.0% | 110,522 | $8.2M |
| Rhumbline Advisers | 0.01% | Add +2.8% | 108,714 | $8.0M |
| Tudor Investment Corporation | 0.08% | Reduce -14.8% | 106,973 | $7.9M |
| Public Sector Pension Investment Board | 0.03% | Add +17.5% | 104,178 | $7.7M |
| Phocas Financial Corp. | 1.00% | Reduce -0.8% | 101,445 | $7.5M |
| Trexquant Investment LP | 0.09% | Reduce -26.1% | 99,064 | $7.3M |
| Marshall Wace, LLP | 0.01% | Reduce -18.0% | 86,855 | $6.4M |
| Whittier Trust Co. | 0.08% | Add +3.7% | 84,750 | $6.3M |
| Edgestream Partners, L.P. | 0.26% | Add +7.7% | 83,370 | $6.2M |
| D. E. Shaw & Co. | 0.01% | Add +28.8% | 82,315 | $6.1M |
| Aptus Capital Advisors, LLC | 0.07% | Add +22.4% | 79,294 | $5.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +2.5% | 79,190 | $5.8M |
| Voloridge Investment Management, LLC | 0.02% | New | 76,860 | $5.7M |
| Barclays PLC | 0.00% | Add +7.4% | 75,764 | $5.6M |
| Swiss National Bank | 0.00% | Add +0.7% | 74,000 | $5.5M |
| LPL Financial LLC | 0.00% | Add +3.2% | 59,865 | $4.4M |
| Citigroup Inc. | 0.00% | Add +8.0% | 57,780 | $4.3M |
| Buck Wealth Strategies, LLC | 0.83% | New | 53,929 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +13.8% | 52,149 | $3.9M |
| Balyasny Asset Management L.P. | 0.01% | Add +43.2% | 47,953 | $3.5M |
| Alliancebernstein L.P. | 0.00% | Add +2.5% | 47,668 | $3.5M |
| Man Group plc | 0.01% | Add +710.1% | 47,003 | $3.5M |
| Prudential Financial Inc. | 0.00% | Reduce -1.5% | 42,508 | $3.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.4% | 45,696 | $3.4M |
| New York State Common Retirement Fund | 0.00% | No change | 44,383 | $3.3M |
| First Manhattan Co. Llc. | 0.01% | Reduce -4.6% | 43,393 | $3.3M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | Add +4.2% | 43,869 | $3.2M |
| Jefferies Financial Group Inc. | 0.03% | Add +43.5% | 40,618 | $3.0M |
| Palisades Investment Partners, LLC | 1.26% | Reduce -1.9% | 40,334 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | No change | 40,186 | $3.0M |
| Renaissance Technologies | 0.00% | Reduce -33.7% | 39,335 | $2.9M |
| Jupiter Asset Management Ltd. | 0.03% | New | 38,390 | $2.8M |
| Bridgeway Capital Management, LLC | 0.06% | No change | 38,100 | $2.8M |
| Martingale Asset Management L P | 0.07% | Add +17.4% | 37,787 | $2.8M |
| Deutsche Bank AG | 0.00% | Add +22.0% | 37,330 | $2.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.8% | 36,644 | $2.7M |
| Raymond James Financial Inc. | 0.00% | — | 36,182 | $2.7M |
| Benjamin Edwards Inc. | 0.04% | Add +2.0% | 36,074 | $2.7M |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 35,482 | $2.6M |
| Los Angeles Capital Management LLC | 0.01% | Add +29.1% | 34,381 | $2.5M |
| Verition Fund Management LLC | 0.01% | Add +681.0% | 33,128 | $2.4M |
| US Bancorp \de | 0.00% | Add +1.2% | 32,721 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.6% | 32,331 | $2.4M |
| Vident Advisory, LLC | 0.04% | Add +6.6% | 32,088 | $2.4M |
| Holocene Advisors, LP | 0.01% | Add +114.1% | 29,876 | $2.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -2.5% | 29,727 | $2.2M |
| Brandywine Global Investment Management, LLC | 0.02% | Reduce -3.7% | 28,589 | $2.1M |
| Royce & Associates LP | 0.02% | Add +10.7% | 28,555 | $2.1M |
| Mariner, LLC | 0.00% | Add +370.5% | 27,851 | $2.1M |
| Franklin Resources Inc. | 0.00% | Reduce -21.1% | 27,255 | $2.0M |
| Segall Bryant & Hamill, LLC | 0.03% | Reduce -29.8% | 26,478 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +21.8% | 26,243 | $1.9M |
| HRT Financial LP | 0.01% | Reduce -27.8% | 25,694 | $1.9M |
| Janus Henderson Group PLC | 0.00% | Add +7.2% | 25,173 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Add +4.4% | 24,913 | $1.8M |
| OneAscent Financial Services LLC | 0.15% | Reduce -0.3% | 24,681 | $1.8M |
| State of Wisconsin Investment Board | 0.00% | Reduce -11.9% | 24,367 | $1.8M |
| Comerica Bank | 0.01% | Reduce -1.3% | 23,823 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -0.6% | 23,728 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.9% | 23,544 | $1.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +11.8% | 23,155 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -5.5% | 22,920 | $1.7M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -2.5% | 22,627 | $1.7M |
| State of Tennessee, Department of Treasury | 0.01% | Add +5.5% | 22,281 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Add +19.5% | 22,151 | $1.6M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.2% | 22,041 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +10.4% | 21,762 | $1.6M |
| Quantbot Technologies LP | 0.06% | Add +25.9% | 21,696 | $1.6M |
"% of holder's portfolio" is OTTR's weight in each manager's 13F, not the share of Otter Tail Corp. the manager owns.