Otter TailOTTR
13F holders, Q3 2025 (September 30)345holders
34new positions
31sold out
8famous investors
$81.96avg. 13F price*
At the end of Q3 2025, 345 institutions reported holding Otter Tail Corp. (OTTR) in their 13F filings, unchanged from Q2 2025. 34 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($521.5M), Vanguard Group Inc. ($417.7M) and State Street Corp. ($128.3M). 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 David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Otter Tail Corp.
- CUSIP
- 689648103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $24.5M |
| Exits | 31 | $13.1M |
All 13F filers, Q2 2025 → Q3 2025: 2,015,534 shares bought and 1,315,931 shares sold, net +699,603 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 345 holders
| BlackRock, Inc. | 0.01% | Reduce -1.0% | 6,361,494 | $521.5M |
| Vanguard Group Inc. | 0.01% | Reduce -0.9% | 5,096,077 | $417.7M |
| State Street Corp. | 0.00% | Reduce -0.4% | 1,565,373 | $128.3M |
| First Trust Advisors LP | 0.09% | Add +17.8% | 1,464,613 | $120.1M |
| Geode Capital Management, LLC | 0.01% | Add +0.4% | 1,015,098 | $83.2M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -2.9% | 859,017 | $70.4M |
| JPMorgan Chase & Co. | 0.00% | Add +77.3% | 605,504 | $49.6M |
| Caisse de depot et placement du Quebec | 0.08% | Reduce -1.4% | 555,862 | $45.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.3% | 541,457 | $44.4M |
| Morgan Stanley | 0.00% | Add +23.4% | 531,690 | $43.6M |
| Gabelli Funds LLC | 0.26% | Reduce -0.1% | 469,100 | $38.5M |
| Northern Trust Corp. | 0.00% | Add +8.6% | 442,864 | $36.3M |
| Bank of America Corp. | 0.00% | Reduce -7.8% | 377,227 | $30.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.4% | 371,289 | $30.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +77.5% | 322,750 | $26.5M |
| GAMCO Investors | 0.22% | Reduce -0.4% | 272,350 | $22.3M |
| D. E. Shaw & Co. | 0.02% | Add +57.9% | 260,012 | $21.3M |
| Invesco Ltd. | 0.00% | Reduce -6.9% | 236,646 | $19.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.6% | 202,128 | $16.6M |
| Public Sector Pension Investment Board | 0.05% | Add +27.5% | 182,086 | $14.9M |
| LSV Asset Management | 0.03% | Add +183.2% | 169,072 | $13.9M |
| Qube Research & Technologies Ltd | 0.02% | Add +19.0% | 166,523 | $13.6M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -10.8% | 165,000 | $13.5M |
| Federated Hermes, Inc. | 0.02% | Reduce -6.0% | 161,196 | $13.2M |
| Nuveen, LLC | 0.00% | Reduce -0.6% | 153,632 | $12.6M |
| Marshall Wace, LLP | 0.01% | Add +158.5% | 152,566 | $12.5M |
| UBS Group AG | 0.00% | Add +79.2% | 148,147 | $12.1M |
| Tudor Investment Corporation | 0.08% | Reduce -8.6% | 141,283 | $11.6M |
| Two Sigma Investments, LP | 0.02% | Add +465.2% | 137,624 | $11.3M |
| Royal Bank of Canada | 0.00% | Add +0.4% | 130,454 | $10.7M |
| Millennium Management | 0.01% | Reduce -72.7% | 130,283 | $10.7M |
| Victory Capital Management Inc. | 0.01% | Add +1.8% | 126,901 | $10.4M |
| Bank & Trust Co | 7.40% | Reduce -0.6% | 122,063 | $10.0M |
| Citadel Advisors | 0.01% | Reduce -49.7% | 118,785 | $9.7M |
| Voloridge Investment Management, LLC | 0.03% | Add +6.5% | 114,867 | $9.4M |
| Legal & General Group Plc | 0.00% | Reduce -1.5% | 110,351 | $9.0M |
| Renaissance Technologies | 0.01% | Add +175.9% | 107,910 | $8.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.5% | 103,278 | $8.5M |
| Rhumbline Advisers | 0.01% | Reduce -5.8% | 102,848 | $8.4M |
| Prudential Financial Inc. | 0.01% | Add +30.7% | 100,128 | $8.2M |
| Phocas Financial Corp. | 1.04% | Add +2.1% | 97,913 | $8.0M |
| BNP Paribas Financial Markets | 0.01% | Add +26.3% | 87,897 | $7.2M |
| Whittier Trust Co. | 0.08% | Add +1.7% | 89,938 | $7.2M |
| Denali Advisors LLC | 0.80% | Add +8.8% | 86,125 | $7.1M |
| Brandywine Global Investment Management, LLC | 0.05% | Add +16.3% | 85,695 | $7.0M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Reduce -24.7% | 83,343 | $6.8M |
| ProShare Advisors LLC | 0.01% | Reduce -4.2% | 81,445 | $6.7M |
| Swiss National Bank | 0.00% | Add +1.5% | 73,100 | $6.0M |
| New York State Common Retirement Fund | 0.01% | Add +2.7% | 69,383 | $5.7M |
| Buck Wealth Strategies, LLC | 0.76% | Add +2.5% | 67,788 | $5.6M |
| LPL Financial LLC | 0.00% | Add +4.4% | 66,150 | $5.4M |
| Vest Financial, LLC | 0.07% | Add +58.7% | 65,401 | $5.4M |
| Barclays PLC | 0.00% | Reduce -20.1% | 63,241 | $5.2M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +4.3% | 62,966 | $5.2M |
| HRT Financial LP | 0.02% | Add +23.0% | 62,180 | $5.1M |
| Man Group plc | 0.01% | New | 61,312 | $5.0M |
| Wells Fargo & Company | 0.00% | Add +11.8% | 60,902 | $5.0M |
| Trexquant Investment LP | 0.05% | Add +895.9% | 56,188 | $4.6M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | Add +0.4% | 47,465 | $3.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.4% | 43,647 | $3.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.8% | 42,746 | $3.5M |
| Raymond James Financial Inc. | 0.00% | Add +21.9% | 42,678 | $3.5M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -45.4% | 42,651 | $3.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -48.1% | 40,860 | $3.3M |
| Citigroup Inc. | 0.00% | Reduce -18.9% | 40,604 | $3.3M |
| Palisades Investment Partners, LLC | 1.29% | No change | 40,191 | $3.3M |
| First Manhattan Co. Llc. | 0.01% | Reduce -6.0% | 38,510 | $3.2M |
| Benjamin Edwards Inc. | 0.04% | New | 38,348 | $3.1M |
| Bridgeway Capital Management, LLC | 0.07% | No change | 38,100 | $3.1M |
| Jane Street Group, LLC | 0.00% | Reduce -59.0% | 37,718 | $3.1M |
| Two Sigma Advisers, LP | 0.01% | Add +278.6% | 37,100 | $3.0M |
| California State Teachers Retirement System | 0.00% | Reduce -0.2% | 34,852 | $2.9M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -1.6% | 34,435 | $2.8M |
| Deutsche Bank AG | 0.00% | Add +11.6% | 33,769 | $2.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -7.9% | 32,811 | $2.7M |
| US Bancorp \de | 0.00% | Add +0.6% | 32,597 | $2.7M |
| Osaic Holdings, Inc. | 0.00% | Add +47.4% | 31,838 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -14.3% | 32,524 | $2.7M |
| Martingale Asset Management L P | 0.07% | Reduce -1.8% | 32,484 | $2.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +3.9% | 32,054 | $2.6M |
| Royce & Associates LP | 0.03% | Add +0.6% | 31,940 | $2.6M |
| Franklin Resources Inc. | 0.00% | Add +186.1% | 31,598 | $2.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +4.3% | 29,990 | $2.5M |
| Edgestream Partners, L.P. | 0.07% | Reduce -5.1% | 28,867 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +27.2% | 28,291 | $2.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 28,185 | $2.3M |
| Ossiam | 0.03% | New | 26,200 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +4.2% | 25,600 | $2.1M |
| OneAscent Financial Services LLC | 0.13% | Reduce -0.2% | 24,655 | $2.0M |
| State of Wisconsin Investment Board | 0.00% | Add +0.4% | 24,045 | $2.0M |
| Mariner, LLC | 0.00% | Reduce -8.2% | 23,848 | $2.0M |
| Quantbot Technologies LP | 0.05% | Reduce -26.6% | 23,195 | $1.9M |
| Alps Advisors Inc. | 0.01% | Add +4.5% | 23,173 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.3% | 22,640 | $1.9M |
| Verition Fund Management LLC | 0.01% | Reduce -18.6% | 22,171 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.7% | 21,940 | $1.8M |
| Illinois Municipal Retirement Fund | 0.02% | Add +0.8% | 21,900 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -15.4% | 21,087 | $1.7M |
| John G Ullman & Associates Inc. | 0.23% | Add +29.5% | 20,650 | $1.7M |
| AlphaQuest LLC | 0.11% | Add +5.6% | 20,109 | $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.