Otter TailOTTR

13F holders, Q2 2025 (June 30)
345holders +12
43new positions
31sold out
8famous investors
$77.08avg. 13F price*

At the end of Q2 2025, 345 institutions reported holding Otter Tail Corp. (OTTR) in their 13F filings, up 12 from Q1 2025. 43 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($495.6M), Vanguard Group Inc. ($396.5M) and State Street Corp. ($121.2M). 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions43$24.6M
Exits31$14.2M

All 13F filers, Q1 2025 → Q2 2025: 1,480,332 shares bought and 1,367,349 shares sold, net +112,983 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 345 holders

BlackRock, Inc. 0.01% Reduce -3.8% 6,428,579 $495.6M
Vanguard Group Inc. 0.01% Reduce -0.6% 5,142,810 $396.5M
State Street Corp. 0.00% Reduce -2.0% 1,571,945 $121.2M
First Trust Advisors LP 0.08% Reduce -0.8% 1,243,574 $95.9M
Geode Capital Management, LLC 0.01% Reduce -1.4% 1,010,613 $77.9M
Dimensional Fund Advisors LP 0.02% Reduce -3.0% 884,507 $68.2M
Caisse de depot et placement du Quebec 0.09% Add +38.8% 563,973 $43.5M
Charles Schwab Investment Management Inc. 0.01% Reduce -3.1% 534,328 $41.2M
Millennium Management 0.03% Add +53.6% 476,582 $36.7M
Gabelli Funds LLC 0.26% Reduce -0.2% 469,600 $36.2M
Morgan Stanley 0.00% Add +7.9% 430,896 $33.2M
Bank of America Corp. 0.00% Add +31.6% 409,157 $31.5M
Northern Trust Corp. 0.00% Reduce -17.6% 407,973 $31.5M
Bank of New York Mellon Corp 0.01% Reduce -2.0% 384,470 $29.6M
JPMorgan Chase & Co. 0.00% Add +20.4% 341,495 $26.3M
GAMCO Investors 0.21% Add +0.1% 273,392 $21.1M
Invesco Ltd. 0.00% Reduce -20.5% 254,207 $19.6M
Citadel Advisors 0.02% Add +32.5% 236,061 $18.2M
Principal Financial Group Inc. 0.01% Reduce -10.4% 207,555 $16.0M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -15.9% 185,000 $14.3M
Goldman Sachs Group Inc. 0.00% Reduce -21.3% 181,796 $14.0M
Federated Hermes, Inc. 0.02% Reduce -5.5% 171,526 $13.2M
D. E. Shaw & Co. 0.01% Add +63.3% 164,726 $12.7M
Tudor Investment Corporation 0.09% Add +54.9% 154,591 $11.9M
Nuveen, LLC 0.00% Reduce -6.0% 154,584 $11.9M
Public Sector Pension Investment Board 0.05% Add +7.7% 142,860 $11.0M
Qube Research & Technologies Ltd 0.01% Reduce -20.5% 139,921 $10.8M
Royal Bank of Canada 0.00% Add +11.6% 129,953 $10.0M
Victory Capital Management Inc. 0.01% Add +5.8% 124,701 $9.6M
Bank & Trust Co 7.51% Reduce -0.5% 122,844 $9.5M
Ameriprise Financial Inc. 0.00% Reduce -5.2% 119,386 $9.2M
Legal & General Group Plc 0.00% Add +5.4% 112,041 $8.6M
Hotchkis & Wiley Capital Management LLC 0.03% Reduce -6.4% 110,665 $8.5M
Rhumbline Advisers 0.01% Add +1.0% 109,225 $8.4M
Voloridge Investment Management, LLC 0.03% Add +9.6% 107,909 $8.3M
Phocas Financial Corp. 1.06% Add +0.0% 95,919 $7.4M
Jane Street Group, LLC 0.01% Add +70.0% 92,011 $7.1M
Whittier Trust Co. 0.08% Add +2.3% 88,409 $6.8M
ProShare Advisors LLC 0.01% Reduce -12.3% 84,990 $6.6M
UBS Group AG 0.00% Reduce -17.6% 82,661 $6.4M
Prudential Financial Inc. 0.01% Reduce -13.2% 76,628 $6.2M
Denali Advisors LLC 0.64% Add +16.5% 79,175 $6.1M
Barclays PLC 0.00% Add +39.2% 79,170 $6.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +72.6% 78,778 $6.1M
Balyasny Asset Management L.P. 0.01% Reduce -21.4% 78,154 $6.0M
Intech Investment Management LLC 0.06% Add +309.5% 77,416 $6.0M
Brandywine Global Investment Management, LLC 0.04% Add +168.2% 73,695 $5.7M
Swiss National Bank 0.00% Reduce -1.4% 72,000 $5.6M
BNP Paribas Financial Markets 0.00% Add +182.7% 69,586 $5.4M
New York State Common Retirement Fund 0.01% Add +5.3% 67,583 $5.2M
Buck Wealth Strategies, LLC 0.78% Add +11.3% 66,128 $5.1M
LPL Financial LLC 0.00% Add +4.6% 63,344 $4.9M
Schonfeld Strategic Advisors LLC 0.04% Reduce -14.9% 60,387 $4.7M
LSV Asset Management 0.01% New 59,700 $4.6M
Marshall Wace, LLP 0.01% Add +55.9% 59,017 $4.5M
Wells Fargo & Company 0.00% Add +5.8% 54,481 $4.2M
HRT Financial LP 0.02% New 50,562 $3.9M
Citigroup Inc. 0.00% Reduce -16.1% 50,034 $3.9M
Susquehanna International Group, LLP 0.01% Reduce -3.0% 49,150 $3.8M
Whittier Trust Co. of Nevada Inc. 0.08% Add +3.3% 47,266 $3.6M
Alliancebernstein L.P. 0.00% Reduce -0.8% 46,647 $3.6M
Vest Financial, LLC 0.04% Add +37.4% 41,216 $3.2M
First Manhattan Co. Llc. 0.01% Reduce -2.3% 40,960 $3.2M
T. Rowe Price Associates Inc. 0.00% Add +3.9% 40,802 $3.1M
Palisades Investment Partners, LLC 1.35% No change 40,191 $3.1M
Renaissance Technologies 0.00% New 39,110 $3.0M
Bridgeway Capital Management, LLC 0.07% No change 38,100 $2.9M
Thrivent Financial for Lutherans 0.01% Add +23.6% 37,961 $2.9M
ExodusPoint Capital Management, LP 0.04% New 37,695 $2.9M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -18.1% 35,614 $2.7M
Raymond James Financial Inc. 0.00% Reduce -5.3% 35,000 $2.7M
CANADA LIFE ASSURANCE Co 0.00% Reduce -3.0% 34,996 $2.7M
California State Teachers Retirement System 0.00% No change 34,937 $2.7M
Los Angeles Capital Management LLC 0.01% Add +10.6% 33,417 $2.6M
Martingale Asset Management L P 0.06% Reduce -0.6% 33,062 $2.5M
US Bancorp \de 0.00% Reduce -1.1% 32,392 $2.5M
Royce & Associates LP 0.03% Add +4.6% 31,760 $2.4M
Quantbot Technologies LP 0.06% Reduce -0.8% 31,585 $2.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Add +4.8% 30,854 $2.4M
Edgestream Partners, L.P. 0.07% Add +14.3% 30,422 $2.3M
Deutsche Bank AG 0.00% Reduce -15.9% 30,254 $2.3M
Financial Engines Advisors L.L.C. 0.00% Add +25.7% 28,758 $2.2M
Verition Fund Management LLC 0.01% Add +59.0% 27,255 $2.1M
Mariner, LLC 0.00% Reduce -7.6% 25,973 $2.0M
OneAscent Financial Services LLC 0.14% Reduce -49.5% 24,710 $2.0M
State of Alaska, Department of Revenue 0.02% Add +7.6% 24,929 $1.9M
State of New Jersey Common Pension Fund D 0.01% Add +3.6% 24,569 $1.9M
Two Sigma Investments, LP 0.00% Add +74.1% 24,348 $1.9M
State of Wisconsin Investment Board 0.00% Reduce -1.7% 23,947 $1.8M
MetLife Investment Management, LLC 0.01% Reduce -2.2% 23,415 $1.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.1% 23,253 $1.8M
Commonwealth Equity Services, LLC 0.00% Add +6.5% 22,249 $1.7M
Alps Advisors Inc. 0.01% Reduce -0.3% 22,180 $1.7M
Comerica Bank 0.01% Reduce -5.9% 22,044 $1.7M
Illinois Municipal Retirement Fund 0.02% Add +5.0% 21,715 $1.7M
Osaic Holdings, Inc. 0.00% Add +2.2% 21,601 $1.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -14.1% 21,135 $1.6M
Aquatic Capital Management LLC 0.03% Add +117.2% 20,720 $1.6M
NewEdge Advisors, LLC 0.01% Reduce -5.2% 20,377 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -0.5% 19,600 $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 345 holders