Otter TailOTTR

13F holders, Q1 2025 (March 31)
333holders +9
42new positions
34sold out
8famous investors
$80.37avg. 13F price*

At the end of Q1 2025, 333 institutions reported holding Otter Tail Corp. (OTTR) in their 13F filings, up 9 from Q4 2024. 42 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($537.0M), Vanguard Group Inc. ($415.8M) and State Street Corp. ($128.9M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions42$30.8M
Exits34$36.3M

All 13F filers, Q4 2024 → Q1 2025: 1,939,485 shares bought and 2,005,695 shares sold, net −66,210 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 333 holders

BlackRock, Inc. 0.01% Reduce -4.3% 6,681,719 $537.0M
Vanguard Group Inc. 0.01% Reduce -1.9% 5,173,233 $415.8M
State Street Corp. 0.01% Reduce -3.5% 1,603,418 $128.9M
First Trust Advisors LP 0.09% Add +83.8% 1,254,287 $100.8M
Geode Capital Management, LLC 0.01% Add +3.4% 1,025,465 $82.4M
Dimensional Fund Advisors LP 0.02% Reduce -5.9% 912,069 $73.3M
Charles Schwab Investment Management Inc. 0.01% Add +2.8% 551,338 $44.3M
Northern Trust Corp. 0.01% Reduce -9.3% 495,050 $39.8M
Gabelli Funds LLC 0.29% Reduce -0.4% 470,700 $37.8M
Caisse de depot et placement du Quebec 0.07% Add +82.2% 406,321 $32.7M
Morgan Stanley 0.00% Reduce -21.9% 399,498 $32.1M
Bank of New York Mellon Corp 0.01% Reduce -3.1% 392,368 $31.5M
Invesco Ltd. 0.00% Add +9.8% 319,907 $25.7M
Bank of America Corp. 0.00% Add +37.5% 310,914 $25.0M
Millennium Management 0.03% Reduce -24.6% 310,207 $24.9M
JPMorgan Chase & Co. 0.00% Add +49.9% 283,744 $22.8M
GAMCO Investors 0.24% Reduce -0.2% 273,192 $22.0M
Principal Financial Group Inc. 0.01% Add +2.5% 231,561 $18.6M
Goldman Sachs Group Inc. 0.00% Reduce -9.4% 231,025 $18.6M
Adage Capital Partners Gp, L.L.C. 0.03% New 220,000 $17.7M
Federated Hermes, Inc. 0.03% Reduce -0.1% 181,440 $14.6M
Citadel Advisors 0.01% Reduce -17.3% 178,188 $14.3M
Qube Research & Technologies Ltd 0.02% Reduce -14.2% 176,090 $14.2M
Nuveen, LLC 0.00% — 164,446 $13.2M
Fuller & Thaler Asset Management, Inc. 0.05% Reduce -6.5% 144,489 $11.6M
Public Sector Pension Investment Board 0.05% Add +27.4% 132,669 $10.7M
Ameriprise Financial Inc. 0.00% Reduce -8.2% 125,876 $10.1M
Bank & Trust Co 8.10% Reduce -1.5% 123,472 $9.9M
Hotchkis & Wiley Capital Management LLC 0.03% Reduce -31.1% 118,245 $9.5M
Victory Capital Management Inc. 0.01% Add +2.3% 117,863 $9.5M
Royal Bank of Canada 0.00% Add +2.5% 116,479 $9.4M
Rhumbline Advisers 0.01% Reduce -0.5% 108,160 $8.7M
Legal & General Group Plc 0.00% Reduce -3.8% 106,327 $8.5M
D. E. Shaw & Co. 0.01% Add +22.6% 100,876 $8.1M
UBS Group AG 0.00% Reduce -61.8% 100,289 $8.1M
Tudor Investment Corporation 0.07% Reduce -6.7% 99,819 $8.0M
Balyasny Asset Management L.P. 0.02% Add +107.5% 99,494 $8.0M
Voloridge Investment Management, LLC 0.03% Add +28.1% 98,499 $7.9M
ProShare Advisors LLC 0.02% Reduce -13.0% 96,948 $7.8M
Phocas Financial Corp. 1.18% Reduce -5.5% 95,905 $7.7M
Prudential Financial Inc. 0.01% Add +107.6% 88,253 $7.1M
Whittier Trust Co. 0.10% Add +2.0% 86,407 $6.9M
Trexquant Investment LP 0.08% Reduce -13.8% 85,388 $6.9M
Swiss National Bank 0.00% Reduce -1.4% 73,000 $5.9M
Schonfeld Strategic Advisors LLC 0.04% Add +138.7% 70,966 $5.7M
Denali Advisors LLC 0.62% Add +883.4% 67,959 $5.5M
New York State Common Retirement Fund 0.01% Add +44.6% 64,183 $5.2M
LPL Financial LLC 0.00% Add +1.2% 60,575 $4.9M
Citigroup Inc. 0.00% Add +3.3% 59,665 $4.8M
Buck Wealth Strategies, LLC 0.87% Add +10.1% 59,390 $4.8M
Barclays PLC 0.00% Reduce -24.9% 56,880 $4.6M
Jane Street Group, LLC 0.01% Add +190.8% 54,112 $4.3M
Wells Fargo & Company 0.00% Reduce -1.2% 51,508 $4.1M
Susquehanna International Group, LLP 0.01% Add +174.2% 50,671 $4.1M
OneAscent Financial Services LLC 0.26% Add +98.3% 48,948 $4.0M
Man Group plc 0.01% Add +4.9% 49,288 $4.0M
Alliancebernstein L.P. 0.00% Reduce -1.3% 47,044 $3.8M
Whittier Trust Co. of Nevada Inc. 0.09% Add +4.4% 45,780 $3.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.1% 45,642 $3.7M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +87.7% 43,470 $3.5M
First Manhattan Co. Llc. 0.01% Reduce -3.4% 41,930 $3.4M
Palisades Investment Partners, LLC 1.62% Reduce -0.3% 40,191 $3.2M
T. Rowe Price Associates Inc. 0.00% Add +7.2% 39,266 $3.2M
Bridgeway Capital Management, LLC 0.08% No change 38,100 $3.1M
Marshall Wace, LLP 0.00% Reduce -56.4% 37,858 $3.0M
Raymond James Financial Inc. 0.00% Add +2.1% 36,957 $3.0M
CANADA LIFE ASSURANCE Co 0.01% Reduce -10.2% 36,074 $2.9M
Deutsche Bank AG 0.00% Reduce -3.7% 35,962 $2.9M
California State Teachers Retirement System 0.00% Reduce -1.5% 34,937 $2.8M
Martingale Asset Management L P 0.07% Reduce -12.0% 33,263 $2.7M
US Bancorp \de 0.00% Add +0.1% 32,740 $2.6M
Quantbot Technologies LP 0.08% Add +46.7% 31,827 $2.6M
Thrivent Financial for Lutherans 0.01% Reduce -5.0% 30,723 $2.5M
Royce & Associates LP 0.03% Add +6.4% 30,371 $2.4M
Los Angeles Capital Management LLC 0.01% Reduce -12.1% 30,227 $2.4M
Vest Financial, LLC 0.04% New 29,999 $2.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% — 29,454 $2.4M
Mariner, LLC 0.00% Add +0.9% 28,109 $2.3M
Brandywine Global Investment Management, LLC 0.02% Reduce -3.9% 27,479 $2.2M
Edgestream Partners, L.P. 0.07% Reduce -68.1% 26,605 $2.1M
Janus Henderson Group PLC 0.00% Add +4.0% 26,184 $2.1M
Nebula Research & Development LLC 0.19% Add +31.9% 26,083 $2.1M
BNP Paribas Financial Markets 0.00% Add +11.1% 24,618 $2.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.5% 24,611 $2.0M
State of Wisconsin Investment Board 0.01% Reduce -0.0% 24,362 $2.0M
MetLife Investment Management, LLC 0.01% Reduce -3.9% 23,951 $1.9M
Manufacturers Life Insurance Company, The 0.00% Reduce -70.0% 23,758 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -9.6% 23,719 $1.9M
Comerica Bank 0.01% Reduce -1.7% 23,420 $1.9M
State of Alaska, Department of Revenue 0.02% Reduce -2.3% 23,177 $1.9M
Financial Engines Advisors L.L.C. 0.00% Add +1.1% 22,881 $1.8M
AQR Capital Management 0.00% Add +26.9% 22,709 $1.8M
State of Tennessee, Department of Treasury 0.01% No change 22,281 $1.8M
Alps Advisors Inc. 0.01% Add +5.2% 22,253 $1.8M
Corebridge Financial, Inc. 0.01% Reduce -1.9% 21,616 $1.7M
NewEdge Advisors, LLC 0.01% Add +25.1% 21,502 $1.7M
Osaic Holdings, Inc. 0.00% Reduce -2.9% 21,133 $1.7M
Commonwealth Equity Services, LLC 0.00% Add +7.1% 20,891 $1.7M
Illinois Municipal Retirement Fund 0.02% Reduce -9.8% 20,684 $1.7M
Holocene Advisors, LP 0.00% Reduce -31.0% 20,611 $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.

Show all 333 holders