Otter TailOTTR
13F holders, Q1 2026 (March 31)347holders −7
24new positions
28sold out
9famous investors
$87.74avg. 13F price*
At the end of Q1 2026, 347 institutions reported holding Otter Tail Corp. (OTTR) in their 13F filings, down 7 from Q4 2025. 24 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($563.9M), Vanguard Portfolio Management LLC ($258.7M) and Vanguard Capital Management LLC ($163.8M). 9 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $9.2M |
| Exits | 28 | $24.8M |
All 13F filers, Q4 2025 → Q1 2026: 2,402,561 shares bought and 1,279,009 shares sold, net +1,123,552 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 347 holders
| BlackRock, Inc. | 0.01% | Add +0.5% | 6,424,374 | $563.9M |
| Vanguard Portfolio Management LLC | 0.01% | — | 2,947,184 | $258.7M |
| Vanguard Capital Management LLC | 0.00% | — | 1,865,713 | $163.8M |
| State Street Corp. | 0.00% | Add +0.5% | 1,569,348 | $137.7M |
| Geode Capital Management, LLC | 0.01% | Add +3.5% | 1,054,887 | $92.6M |
| LSV Asset Management | 0.20% | Add +94.2% | 1,042,913 | $91.5M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -4.2% | 815,241 | $71.6M |
| Two Sigma Investments, LP | 0.05% | Add +144.0% | 662,934 | $58.2M |
| Morgan Stanley | 0.00% | Add +16.4% | 654,434 | $57.4M |
| First Trust Advisors LP | 0.04% | Reduce -25.2% | 606,504 | $53.2M |
| Caisse de depot et placement du Quebec | 0.08% | Add +2.7% | 569,933 | $50.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.6% | 524,121 | $46.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +47.5% | 485,351 | $42.6M |
| Gabelli Funds LLC | 0.28% | Reduce -0.4% | 467,200 | $41.0M |
| Northern Trust Corp. | 0.01% | Add +4.2% | 432,012 | $37.9M |
| D. E. Shaw & Co. | 0.03% | Add +60.9% | 399,426 | $35.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.2% | 350,608 | $30.8M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Reduce -0.6% | 342,000 | $30.0M |
| Bank of America Corp. | 0.00% | Add +3.5% | 336,483 | $29.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.9% | 339,633 | $29.1M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 272,408 | $23.9M |
| Qube Research & Technologies Ltd | 0.03% | Add +33.1% | 267,854 | $23.5M |
| GAMCO Investors | 0.23% | Reduce -2.8% | 264,800 | $23.2M |
| Victory Capital Management Inc. | 0.01% | Add +96.5% | 252,376 | $22.2M |
| Principal Financial Group Inc. | 0.01% | Add +16.2% | 231,889 | $20.4M |
| Invesco Ltd. | 0.00% | Reduce -2.6% | 225,173 | $19.8M |
| Public Sector Pension Investment Board | 0.05% | Add +2.4% | 198,660 | $17.4M |
| Nuveen, LLC | 0.00% | Add +24.5% | 189,228 | $16.6M |
| Royal Bank of Canada | 0.00% | Add +30.8% | 178,161 | $15.6M |
| Federated Hermes, Inc. | 0.02% | Reduce -18.4% | 167,565 | $14.7M |
| UBS Group AG | 0.00% | Add +63.8% | 156,553 | $13.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +197.4% | 132,470 | $11.6M |
| Millennium Management | 0.01% | Reduce -11.1% | 130,211 | $11.4M |
| Bank & Trust Co | 7.06% | Reduce -2.3% | 119,236 | $10.5M |
| Jane Street Group, LLC | 0.01% | Reduce -15.6% | 117,441 | $10.3M |
| Franklin Resources Inc. | 0.00% | Add +202.9% | 112,072 | $9.8M |
| US Bancorp \de | 0.01% | Add +201.7% | 110,811 | $9.7M |
| Whittier Trust Co. | 0.10% | Add +10.0% | 99,012 | $8.8M |
| Rhumbline Advisers | 0.01% | Add +1.7% | 98,929 | $8.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.8% | 95,749 | $8.4M |
| Marshall Wace, LLP | 0.01% | Reduce -45.1% | 95,162 | $8.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.4% | 94,571 | $8.3M |
| Legal & General Group Plc | 0.00% | Reduce -8.9% | 94,077 | $8.3M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -19.3% | 90,439 | $7.9M |
| Denali Advisors LLC | 0.88% | Add +1.4% | 89,909 | $7.9M |
| Tudor Investment Corporation | 0.04% | Add +14.5% | 85,866 | $7.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +30.3% | 81,968 | $7.2M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Reduce -3.9% | 80,353 | $7.1M |
| HRT Financial LP | 0.02% | Reduce -29.4% | 78,965 | $6.9M |
| Phocas Financial Corp. | 1.05% | Reduce -21.7% | 76,483 | $6.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +34.5% | 75,655 | $6.6M |
| ProShare Advisors LLC | 0.01% | Reduce -6.0% | 74,889 | $6.6M |
| Swiss National Bank | 0.00% | No change | 74,400 | $6.5M |
| Prudential Financial Inc. | 0.01% | Reduce -24.8% | 69,619 | $6.1M |
| New York State Common Retirement Fund | 0.01% | No change | 69,282 | $6.1M |
| American Century Companies Inc. | 0.00% | Add +59.0% | 63,482 | $5.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -19.0% | 62,148 | $5.5M |
| Squarepoint Ops LLC | 0.01% | Reduce -26.6% | 61,627 | $5.4M |
| LPL Financial LLC | 0.00% | Reduce -8.8% | 58,438 | $5.1M |
| Man Group plc | 0.01% | Add +18.1% | 55,887 | $4.9M |
| Citadel Advisors | 0.00% | Reduce -55.6% | 51,202 | $4.5M |
| Whittier Trust Co. of Nevada Inc. | 0.09% | Add +1.6% | 48,935 | $4.3M |
| Wells Fargo & Company | 0.00% | Reduce -37.6% | 48,477 | $4.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +42.3% | 45,393 | $4.0M |
| California State Teachers Retirement System | 0.00% | Add +24.5% | 44,504 | $3.9M |
| Palisades Investment Partners, LLC | 1.53% | Add +8.5% | 44,369 | $3.9M |
| XTX Topco Ltd | 0.07% | Add +35.1% | 43,823 | $3.8M |
| Barclays PLC | 0.00% | Reduce -34.3% | 43,312 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Add +0.2% | 42,745 | $3.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +2.6% | 42,250 | $3.7M |
| Vest Financial, LLC | 0.04% | Reduce -24.6% | 41,054 | $3.6M |
| Martingale Asset Management L P | 0.09% | Add +19.5% | 39,731 | $3.5M |
| Benjamin Edwards Inc. | 0.03% | Add +2.4% | 39,229 | $3.4M |
| Deutsche Bank AG | 0.00% | Add +10.8% | 38,809 | $3.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -9.1% | 41,723 | $3.4M |
| Citigroup Inc. | 0.00% | Reduce -10.3% | 34,495 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.6% | 34,295 | $3.0M |
| First Manhattan Co. Llc. | 0.01% | Reduce -11.5% | 33,801 | $3.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +4.4% | 31,924 | $2.8M |
| Royce & Associates LP | 0.03% | Reduce -0.6% | 31,535 | $2.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 29,363 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.4% | 26,865 | $2.4M |
| Mariner, LLC | 0.00% | Add +3.1% | 26,345 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -1.3% | 25,969 | $2.3M |
| SG Americas Securities, LLC | 0.00% | Add +86.8% | 25,504 | $2.2M |
| John G Ullman & Associates Inc. | 0.30% | Add +2.0% | 25,450 | $2.2M |
| OneAscent Financial Services LLC | 0.12% | New | 25,018 | $2.2M |
| Bridgeway Capital Management, LLC | 0.04% | Reduce -30.3% | 24,800 | $2.2M |
| Linden Thomas Advisory Services, LLC | 0.19% | Add +95.8% | 22,663 | $2.0M |
| AQR Capital Management | 0.00% | Add +38.3% | 22,037 | $1.9M |
| Advisors Asset Management, Inc. | 0.03% | Add +19.9% | 21,304 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Add +0.8% | 21,267 | $1.9M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -5.4% | 20,998 | $1.8M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +54.8% | 20,899 | $1.8M |
| Alps Advisors Inc. | 0.01% | Reduce -4.5% | 20,707 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -3.1% | 20,684 | $1.8M |
| PDT Partners, LLC | 0.11% | New | 20,600 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +65.2% | 20,107 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.5% | 19,472 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -3.1% | 18,600 | $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.