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OTTR

Otter Tail Corp
$90.18 +0.09 (+0.10%) At close · Jul 15
Market Cap
$3.92B
Shares
41,984,150

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 346
Total Value: $2,319,545,677
Total Shares: 26,418,700
Showing 1–100 of 350 holdings by value · page 1 of 4

Institutional Ownership Trend

26 quarters

Superinvestors Holding OTTR

All superinvestors →
Mario Gabelli $23,241,496 Ray Dalio $1,334,191 Joel Greenblatt $431,301

Holder Concentration

Across 343 13F filers
Top Holder
24.4%
Jun 2023 → Mar 2026 · range 22.5% – 26.5%
of institutional value
Top 5
45.5%
Jun 2023 → Mar 2026 · range 45.5% – 62.3%
of institutional value
Top 10
58.0%
Jun 2023 → Mar 2026 · range 58.0% – 73.7%
of institutional value
HHI
781
Jun 2023 → Mar 2026 · range 781 – 1,268
Broadly held
Showing 100 of 350
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $563,867,300 24.31% 6,424,374
Mega VANGUARD CAPITAL MANAGEMENT LLC $163,753,630 7.06% 1,865,713
Mega STATE STREET CORP $137,741,673 5.94% 1,569,348
Mega GEODE CAPITAL MANAGEMENT, LLC $92,587,431 3.99% 1,054,887
Large LSV ASSET MANAGEMENT $91,536,474 3.95% 1,042,913
Mega DIMENSIONAL FUND ADVISORS LP $71,553,700 3.08% 815,241
Mega TWO SIGMA INVESTMENTS, LP $58,185,717 2.51% 662,934
Mega MORGAN STANLEY $57,439,669 2.48% 654,434
Mega FIRST TRUST ADVISORS LP $53,232,855 2.29% 606,504
Large Caisse de depot et placement du Quebec $50,023,019 2.16% 569,933
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $46,002,100 1.98% 524,121
Mega GOLDMAN SACHS GROUP INC $42,599,256 1.84% 485,351
Large GABELLI FUNDS LLC $41,006,144 1.77% 467,200
Mega NORTHERN TRUST CORP Bank $37,917,691 1.63% 432,012
Mega D. E. Shaw & Co., Inc. $35,057,619 1.51% 399,426
Mega Bank of New York Mellon Corp Bank $30,772,860 1.33% 350,608
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $30,017,340 1.29% 342,000
Mega JPMORGAN CHASE & CO $29,809,584 1.29% 339,633
Mega BANK OF AMERICA CORP /DE/ Bank $29,533,111 1.27% 336,483
Mega VANGUARD FIDUCIARY TRUST CO Bank $23,909,250 1.03% 272,408
Large Qube Research & Technologies Ltd $23,509,545 1.01% 267,854
Mid GAMCO INVESTORS, INC. ET AL $23,241,496 1.00% 264,800
Mega VICTORY CAPITAL MANAGEMENT INC $22,151,041 0.95% 252,376
Mega PRINCIPAL FINANCIAL GROUP INC $20,352,897 0.88% 231,889
Mega Invesco Ltd. $19,763,431 0.85% 225,173
Large Public Sector Pension Investment Board Pension $17,436,388 0.75% 198,660
Mega Nuveen, LLC $16,608,540 0.72% 189,228
Mega ROYAL BANK OF CANADA Bank $15,637,188 0.67% 178,161
Large FEDERATED HERMES, INC. $14,707,178 0.63% 167,565
Mega UBS Group AG $13,740,655 0.59% 156,553
Mega PRICE T ROWE ASSOCIATES INC /MD/ $11,626,891 0.50% 132,470
Mega MILLENNIUM MANAGEMENT LLC $11,428,619 0.49% 130,211
Small Bank & Trust Co Bank $10,765,297 0.46% 119,641
Mega JANE STREET GROUP, LLC $10,307,795 0.44% 117,441
Mega FRANKLIN RESOURCES INC $9,836,557 0.42% 112,072
Large US BANCORP \DE\ Bank $9,725,881 0.42% 110,811
Mid WHITTIER TRUST CO Bank $8,690,282 0.37% 99,012
Mega RHUMBLINE ADVISERS $8,682,998 0.37% 98,929
Mega AMERIPRISE FINANCIAL INC $8,403,888 0.36% 95,749
Large MARSHALL WACE, LLP $8,352,368 0.36% 95,162
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $8,300,495 0.36% 94,571
Mega Legal & General Group Plc $8,257,136 0.36% 94,077
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $7,937,831 0.34% 90,439
Small DENALI ADVISORS LLC $7,891,312 0.34% 89,909
Small CONTRAVISORY INVESTMENT MANAGEMENT, INC. $7,777,961 0.34% 86,441
Large TUDOR INVESTMENT CORP ET AL $7,536,458 0.32% 85,866
Large HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Pension $7,194,331 0.31% 81,968
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $7,052,582 0.30% 80,353
Large HRT FINANCIAL LP $6,930,758 0.30% 78,965
Small Phocas Financial Corp. $6,712,912 0.29% 76,483
Large Universal- Beteiligungs- und Servicegesellschaft mbH $6,640,239 0.29% 75,655
Large ProShare Advisors LLC $6,573,007 0.28% 74,889
Mega Swiss National Bank Bank $6,530,088 0.28% 74,400
Large PRUDENTIAL FINANCIAL INC $6,110,459 0.26% 69,619
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $6,080,881 0.26% 69,282
Mega AMERICAN CENTURY COMPANIES INC $5,571,815 0.24% 63,482
Mega BNP PARIBAS ARBITRAGE, SA $5,454,729 0.24% 62,148
Large Squarepoint Ops LLC $5,409,001 0.23% 61,627
Mega LPL Financial LLC $5,129,103 0.22% 58,438
Large Man Group plc $4,905,201 0.21% 55,887
Mega CITADEL ADVISORS LLC $4,493,999 0.19% 51,202
Mid WHITTIER TRUST CO OF NEVADA INC Bank $4,295,024 0.19% 48,935
Mega WELLS FARGO & COMPANY/MN $4,254,824 0.18% 48,477
Mid Linden Thomas Advisory Services, LLC $4,011,218 0.17% 44,579
Large Connor, Clark & Lunn Investment Management Ltd. $3,984,143 0.17% 45,393
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $3,906,116 0.17% 44,504
Small Palisades Investment Partners, LLC $3,894,267 0.17% 44,369
Mid XTX Topco Ltd $3,846,344 0.17% 43,823
Mega BARCLAYS PLC $3,801,493 0.16% 43,312
Mega RAYMOND JAMES FINANCIAL INC $3,751,728 0.16% 42,745
Large Thrivent Financial for Lutherans $3,708,281 0.16% 42,250
Mega ALLIANCEBERNSTEIN L.P. $3,662,027 0.16% 41,723
Mid Vest Financial, LLC $3,603,309 0.16% 41,054
Mid MARTINGALE ASSET MANAGEMENT L P $3,487,189 0.15% 39,731
Mid BENJAMIN EDWARDS INC $3,443,129 0.15% 39,229
Mega DEUTSCHE BANK AG\ Bank $3,406,265 0.15% 38,809
Mega CITIGROUP INC $3,027,625 0.13% 34,495
Large CANADA LIFE ASSURANCE Co Insurance $3,010,072 0.13% 34,295
Large FIRST MANHATTAN CO. LLC. $2,966,713 0.13% 33,801
Small Financial Engines Advisors L.L.C. $2,801,969 0.12% 31,924
Mid ROYCE & ASSOCIATES LP $2,767,826 0.12% 31,535
Mega VANGUARD ASSET MANAGEMENT, Ltd $2,577,190 0.11% 29,363
Large COMMONWEALTH EQUITY SERVICES, LLC $2,357,941 0.10% 26,865
Large Mariner, LLC $2,312,300 0.10% 26,345
Large State of New Jersey Common Pension Fund D Pension $2,279,299 0.10% 25,969
Large SG Americas Securities, LLC Broker-Dealer $2,238,486 0.10% 25,504
Small JOHN G ULLMAN & ASSOCIATES INC $2,233,746 0.10% 25,450
Small OneAscent Financial Services LLC $2,195,829 0.09% 25,018
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $2,176,696 0.09% 24,800
Mega AQR CAPITAL MANAGEMENT LLC $1,934,185 0.08% 22,037
Mid Advisors Asset Management, Inc. $1,869,852 0.08% 21,304
Large MetLife Investment Management, LLC $1,866,604 0.08% 21,267
Mid Illinois Municipal Retirement Fund Pension $1,842,994 0.08% 20,998
Large STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM Pension $1,834,305 0.08% 20,899
Large ALPS ADVISORS INC $1,817,453 0.08% 20,707
Mid State of Alaska, Department of Revenue $1,815,434 0.08% 20,684
Mid PDT Partners, LLC $1,808,062 0.08% 20,600
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,764,791 0.08% 20,107
Large OSAIC HOLDINGS, INC. $1,709,057 0.07% 19,472
Mid Louisiana State Employees Retirement System Pension $1,632,522 0.07% 18,600
Key facts CIK 1466593 CUSIP 689648103 13F (30d) 30 filings 30 filers Visit website Investor relations

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