Otter TailOTTR
13F holders, Q4 2025 (December 31)354holders +9
37new positions
34sold out
8famous investors
$80.82avg. 13F price*
At the end of Q4 2025, 354 institutions reported holding Otter Tail Corp. (OTTR) in their 13F filings, up 9 from Q3 2025. 37 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($516.5M), Vanguard Group Inc. ($408.9M) and State Street Corp. ($126.2M). 8 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $22.8M |
| Exits | 34 | $18.5M |
All 13F filers, Q3 2025 → Q4 2025: 1,832,732 shares bought and 1,730,292 shares sold, net +102,440 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 354 holders
| BlackRock, Inc. | 0.01% | Add +0.5% | 6,391,447 | $516.5M |
| Vanguard Group Inc. | 0.01% | Reduce -0.7% | 5,059,480 | $408.9M |
| State Street Corp. | 0.00% | Reduce -0.3% | 1,561,440 | $126.2M |
| Geode Capital Management, LLC | 0.01% | Add +0.4% | 1,019,262 | $82.4M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.0% | 850,729 | $68.8M |
| First Trust Advisors LP | 0.05% | Reduce -44.6% | 810,638 | $65.5M |
| Morgan Stanley | 0.00% | Add +5.8% | 562,289 | $45.4M |
| Caisse de depot et placement du Quebec | 0.08% | Reduce -0.2% | 554,733 | $44.8M |
| LSV Asset Management | 0.09% | Add +217.6% | 536,941 | $43.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.6% | 532,691 | $43.0M |
| Gabelli Funds LLC | 0.26% | No change | 469,100 | $37.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -30.8% | 418,928 | $33.9M |
| Northern Trust Corp. | 0.00% | Reduce -6.3% | 414,778 | $33.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.4% | 358,577 | $29.0M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Add +108.6% | 344,149 | $27.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.0% | 329,157 | $26.6M |
| Bank of America Corp. | 0.00% | Reduce -13.8% | 325,120 | $26.3M |
| GAMCO Investors | 0.21% | No change | 272,350 | $22.0M |
| Two Sigma Investments, LP | 0.03% | Add +97.4% | 271,653 | $22.0M |
| D. E. Shaw & Co. | 0.02% | Reduce -4.5% | 248,239 | $20.1M |
| Invesco Ltd. | 0.00% | Reduce -2.3% | 231,178 | $18.7M |
| Federated Hermes, Inc. | 0.03% | Add +27.4% | 205,346 | $16.6M |
| Qube Research & Technologies Ltd | 0.02% | Add +20.9% | 201,274 | $16.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.2% | 199,623 | $16.1M |
| Public Sector Pension Investment Board | 0.05% | Add +6.5% | 193,919 | $15.7M |
| Marshall Wace, LLP | 0.01% | Add +13.7% | 173,429 | $14.0M |
| Two Sigma Advisers, LP | 0.03% | Add +334.2% | 161,100 | $13.0M |
| Nuveen, LLC | 0.00% | Reduce -1.1% | 152,022 | $12.3M |
| Millennium Management | 0.01% | Add +12.5% | 146,518 | $11.8M |
| Jane Street Group, LLC | 0.01% | Add +268.9% | 139,137 | $11.2M |
| Royal Bank of Canada | 0.00% | Add +4.4% | 136,237 | $11.0M |
| Victory Capital Management Inc. | 0.01% | Add +1.2% | 128,413 | $10.4M |
| Bank & Trust Co | 6.97% | Reduce -0.0% | 122,016 | $9.9M |
| Citadel Advisors | 0.01% | Reduce -3.0% | 115,209 | $9.3M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -2.5% | 112,021 | $9.1M |
| HRT Financial LP | 0.03% | Add +80.0% | 111,894 | $9.0M |
| Legal & General Group Plc | 0.00% | Reduce -6.4% | 103,327 | $8.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.6% | 98,493 | $8.0M |
| Phocas Financial Corp. | 1.03% | Reduce -0.2% | 97,678 | $7.9M |
| Rhumbline Advisers | 0.01% | Reduce -5.4% | 97,311 | $7.9M |
| UBS Group AG | 0.00% | Reduce -35.5% | 95,588 | $7.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +128.3% | 93,303 | $7.5M |
| Prudential Financial Inc. | 0.01% | Reduce -7.6% | 92,524 | $7.5M |
| Whittier Trust Co. | 0.08% | Add +0.1% | 90,046 | $7.4M |
| Denali Advisors LLC | 0.80% | Add +3.0% | 88,703 | $7.2M |
| Squarepoint Ops LLC | 0.01% | Add +399.7% | 83,926 | $6.8M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Add +0.3% | 83,569 | $6.8M |
| Brandywine Global Investment Management, LLC | 0.05% | Reduce -3.5% | 82,701 | $6.7M |
| ProShare Advisors LLC | 0.01% | Reduce -2.2% | 79,635 | $6.4M |
| Wells Fargo & Company | 0.00% | Add +27.6% | 77,728 | $6.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -12.7% | 76,766 | $6.2M |
| Tudor Investment Corporation | 0.03% | Reduce -46.9% | 75,005 | $6.1M |
| Swiss National Bank | 0.00% | Add +1.8% | 74,400 | $6.0M |
| Buck Wealth Strategies, LLC | 0.75% | Add +7.5% | 72,905 | $5.9M |
| New York State Common Retirement Fund | 0.01% | Reduce -0.1% | 69,282 | $5.6M |
| Barclays PLC | 0.00% | Add +4.2% | 65,900 | $5.3M |
| LPL Financial LLC | 0.00% | Reduce -3.2% | 64,048 | $5.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +123.2% | 62,918 | $5.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +786.4% | 56,235 | $4.5M |
| Vest Financial, LLC | 0.06% | Reduce -16.7% | 54,476 | $4.4M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | Add +1.5% | 48,186 | $3.9M |
| Man Group plc | 0.01% | Reduce -22.8% | 47,320 | $3.8M |
| Alliancebernstein L.P. | 0.00% | Add +5.1% | 45,887 | $3.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.2% | 44,543 | $3.6M |
| MUFG Securities EMEA plc | 0.04% | New | 44,000 | $3.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.1% | 42,650 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +26.6% | 41,187 | $3.3M |
| Palisades Investment Partners, LLC | 1.25% | Add +1.7% | 40,891 | $3.3M |
| American Century Companies Inc. | 0.00% | Add +147.8% | 39,917 | $3.2M |
| Citigroup Inc. | 0.00% | Reduce -5.3% | 38,463 | $3.1M |
| Benjamin Edwards Inc. | 0.03% | Reduce -0.1% | 38,294 | $3.1M |
| First Manhattan Co. Llc. | 0.01% | Reduce -0.8% | 38,210 | $3.1M |
| Franklin Resources Inc. | 0.00% | Add +17.1% | 36,993 | $3.0M |
| US Bancorp \de | 0.00% | Add +12.7% | 36,733 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +5.5% | 36,314 | $2.9M |
| California State Teachers Retirement System | 0.00% | Add +2.6% | 35,754 | $2.9M |
| Bridgeway Capital Management, LLC | 0.06% | Reduce -6.6% | 35,600 | $2.9M |
| Wellington Management Group LLP | 0.00% | New | 35,029 | $2.8M |
| Deutsche Bank AG | 0.00% | Add +3.7% | 35,017 | $2.8M |
| Osaic Holdings, Inc. | 0.00% | Add +8.3% | 34,482 | $2.8M |
| Martingale Asset Management L P | 0.07% | Add +2.3% | 33,241 | $2.7M |
| XTX Topco Ltd | 0.07% | Add +538.3% | 32,434 | $2.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -2.7% | 31,911 | $2.6M |
| Royce & Associates LP | 0.03% | Reduce -0.7% | 31,728 | $2.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +2.0% | 30,590 | $2.5M |
| AlphaQuest LLC | 0.14% | Add +52.0% | 30,566 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +2.8% | 26,319 | $2.1M |
| ExodusPoint Capital Management, LP | 0.02% | New | 25,973 | $2.1M |
| Mariner, LLC | 0.00% | Add +7.1% | 25,546 | $2.1M |
| Dark Forest Capital Management LP | 0.09% | New | 25,090 | $2.0M |
| John G Ullman & Associates Inc. | 0.27% | Add +20.8% | 24,950 | $2.0M |
| Trexquant Investment LP | 0.02% | Reduce -57.5% | 23,894 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.3% | 23,685 | $1.9M |
| Elo Mutual Pension Insurance Co | 0.03% | New | 23,106 | $1.9M |
| Capstone Investment Advisors, LLC | 0.02% | Add +167.7% | 22,949 | $1.9M |
| State of Wisconsin Investment Board | 0.00% | Reduce -6.8% | 22,401 | $1.8M |
| Illinois Municipal Retirement Fund | 0.02% | Add +1.4% | 22,205 | $1.8M |
| Alps Advisors Inc. | 0.01% | Reduce -6.4% | 21,695 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Add +1.2% | 21,338 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Reduce -6.8% | 21,098 | $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.