Equibles

OTTR

Otter Tail Corp

Company with tickers: OTTR

CIK
1466593
CUSIP
689648103
Shares Outstanding
41,984,150
13F Activity (30d)
253 filings 243 filers
Holders: 343
Total Value: $2,565,875,409
Total Shares: 29,234,085
Showing 1–100 of 347 holdings by value · page 1 of 4

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 343 13F filers · Δ vs Dec 31, 2025
Top Holder
22.0%
Jun 2023 → Mar 2026 · range 20.2% – 25.2%
−0.6 pts
Top 5
47.4%
Jun 2023 → Mar 2026 · range 47.4% – 66.3%
−5.1 pts
Top 10
60.4%
Jun 2023 → Mar 2026 · range 60.4% – 76.8%
−2.7 pts
HHI
734
Jun 2023 → Mar 2026 · range 734 – 1,204
Broadly held −192

Quarterly Activity

vs Dec 31, 2025
New
30
Increased
136
Decreased
95
Sold Out
41
Unchanged
82
Holder count: -11
Institutional value: +12.0%
Shares held: +3.1%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large LSV ASSET MANAGEMENT +505,972 1,042,913
Mega TWO SIGMA INVESTMENTS, LP +391,281 662,934
Mega GOLDMAN SACHS GROUP INC +156,194 485,351
Mega D. E. Shaw & Co., Inc. +151,187 399,426
Mega VICTORY CAPITAL MANAGEMENT INC +123,963 252,376

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega FIRST TRUST ADVISORS LP −204,134 606,504
Mega JPMORGAN CHASE & CO −79,295 339,633
Large MARSHALL WACE, LLP −78,267 95,162
Mega CITADEL ADVISORS LLC −58,707 56,502
Large FEDERATED HERMES, INC. −37,781 167,565

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 2,947,184 $258,674,339
Mega VANGUARD CAPITAL MANAGEMENT LLC 1,865,713 $163,753,630
Mega VANGUARD FIDUCIARY TRUST CO 272,408 $23,909,250
Mega VANGUARD ASSET MANAGEMENT, Ltd 29,363 $2,577,190
Small OneAscent Financial Services LLC 25,018 $2,195,829

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 5,059,480 $408,856,575
Large TWO SIGMA ADVISERS, LP 161,100 $13,018,491
Large Brandywine Global Investment Management, LLC 82,701 $6,683,067
Small Buck Wealth Strategies, LLC 72,905 $5,891,453
Mid MUFG Securities EMEA plc 44,000 $3,555,640
Filter: New 30 Increased 136 Reduced 95 Sold out 41 Unchanged 82
Showing 100 of 347
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $563,867,300 21.98% 6,424,374
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $258,674,339 10.08% 2,947,184
Mega VANGUARD CAPITAL MANAGEMENT LLC $163,753,630 6.38% 1,865,713
Mega STATE STREET CORP $137,741,673 5.37% 1,569,348
Mega GEODE CAPITAL MANAGEMENT, LLC $92,587,431 3.61% 1,054,887
Large LSV ASSET MANAGEMENT $91,536,474 3.57% 1,042,913
Mega DIMENSIONAL FUND ADVISORS LP $71,553,700 2.79% 815,241
Mega TWO SIGMA INVESTMENTS, LP $58,185,717 2.27% 662,934
Mega MORGAN STANLEY $57,439,669 2.24% 654,434
Mega FIRST TRUST ADVISORS LP $53,232,855 2.07% 606,504
Large Caisse de depot et placement du Quebec $50,023,019 1.95% 569,933
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $46,002,100 1.79% 524,121
Mega GOLDMAN SACHS GROUP INC $42,599,256 1.66% 485,351
Large GABELLI FUNDS LLC $41,006,144 1.60% 467,200
Mega NORTHERN TRUST CORP Bank $37,917,691 1.48% 432,012
Mega D. E. Shaw & Co., Inc. $35,057,619 1.37% 399,426
Mega Bank of New York Mellon Corp Bank $30,772,860 1.20% 350,608
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $30,017,340 1.17% 342,000
Mega JPMORGAN CHASE & CO $29,809,584 1.16% 339,633
Mega BANK OF AMERICA CORP /DE/ Bank $29,533,111 1.15% 336,483
Mega VANGUARD FIDUCIARY TRUST CO Bank $23,909,250 0.93% 272,408
Large Qube Research & Technologies Ltd $23,509,545 0.92% 267,854
Mid GAMCO INVESTORS, INC. ET AL $23,241,496 0.91% 264,800
Mega VICTORY CAPITAL MANAGEMENT INC $22,151,041 0.86% 252,376
Mega PRINCIPAL FINANCIAL GROUP INC $20,352,897 0.79% 231,889
Mega Invesco Ltd. $19,763,431 0.77% 225,173
Large Public Sector Pension Investment Board Pension $17,436,388 0.68% 198,660
Mega Nuveen, LLC $16,608,540 0.65% 189,228
Mega ROYAL BANK OF CANADA Bank $15,637,188 0.61% 178,161
Large FEDERATED HERMES, INC. $14,707,178 0.57% 167,565
Mega UBS Group AG $13,740,655 0.54% 156,553
Mega PRICE T ROWE ASSOCIATES INC /MD/ $11,626,891 0.45% 132,470
Mega MILLENNIUM MANAGEMENT LLC $11,428,619 0.45% 130,211
Small Bank & Trust Co Bank $10,465,343 0.41% 119,236
Mega JANE STREET GROUP, LLC $10,307,795 0.40% 117,441
Mega FRANKLIN RESOURCES INC $9,836,557 0.38% 112,072
Large US BANCORP \DE\ Bank $9,725,881 0.38% 110,811
Mid WHITTIER TRUST CO Bank $8,690,282 0.34% 99,012
Mega RHUMBLINE ADVISERS $8,682,998 0.34% 98,929
Mega AMERIPRISE FINANCIAL INC $8,403,888 0.33% 95,749
Large MARSHALL WACE, LLP $8,352,368 0.33% 95,162
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $8,300,495 0.32% 94,571
Mega Legal & General Group Plc $8,257,136 0.32% 94,077
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $7,937,831 0.31% 90,439
Small DENALI ADVISORS LLC $7,891,312 0.31% 89,909
Large TUDOR INVESTMENT CORP ET AL $7,536,458 0.29% 85,866
Large HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Pension $7,194,331 0.28% 81,968
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $7,052,582 0.27% 80,353
Large HRT FINANCIAL LP $6,930,758 0.27% 78,965
Small Phocas Financial Corp. $6,712,912 0.26% 76,483
Large Universal- Beteiligungs- und Servicegesellschaft mbH $6,640,239 0.26% 75,655
Large ProShare Advisors LLC $6,573,007 0.26% 74,889
Mega Swiss National Bank Bank $6,530,088 0.25% 74,400
Large PRUDENTIAL FINANCIAL INC $6,110,459 0.24% 69,619
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $6,080,881 0.24% 69,282
Mega AMERICAN CENTURY COMPANIES INC $5,571,815 0.22% 63,482
Mega BNP PARIBAS ARBITRAGE, SA $5,454,729 0.21% 62,148
Large Squarepoint Ops LLC $5,409,001 0.21% 61,627
Mega LPL Financial LLC $5,129,103 0.20% 58,438
Large Man Group plc $4,905,201 0.19% 55,887
Mega CITADEL ADVISORS LLC $4,493,999 0.18% 51,202
Mid WHITTIER TRUST CO OF NEVADA INC Bank $4,295,024 0.17% 48,935
Mega WELLS FARGO & COMPANY/MN $4,254,824 0.17% 48,477
Large Connor, Clark & Lunn Investment Management Ltd. $3,984,143 0.16% 45,393
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $3,906,116 0.15% 44,504
Small Palisades Investment Partners, LLC $3,894,267 0.15% 44,369
Mid XTX Topco Ltd $3,846,344 0.15% 43,823
Mega BARCLAYS PLC $3,801,493 0.15% 43,312
Mega RAYMOND JAMES FINANCIAL INC $3,751,728 0.15% 42,745
Large Thrivent Financial for Lutherans $3,708,281 0.14% 42,250
Mega ALLIANCEBERNSTEIN L.P. $3,662,027 0.14% 41,723
Mid Vest Financial, LLC $3,603,309 0.14% 41,054
Mid MARTINGALE ASSET MANAGEMENT L P $3,487,189 0.14% 39,731
Mid BENJAMIN EDWARDS INC $3,443,129 0.13% 39,229
Mega DEUTSCHE BANK AG\ Bank $3,406,265 0.13% 38,809
Mega CITIGROUP INC $3,027,625 0.12% 34,495
Large CANADA LIFE ASSURANCE Co Insurance $3,010,072 0.12% 34,295
Large FIRST MANHATTAN CO. LLC. $2,966,713 0.12% 33,801
Small Financial Engines Advisors L.L.C. $2,801,969 0.11% 31,924
Mid ROYCE & ASSOCIATES LP $2,767,826 0.11% 31,535
Mega VANGUARD ASSET MANAGEMENT, Ltd $2,577,190 0.10% 29,363
Large COMMONWEALTH EQUITY SERVICES, LLC $2,357,941 0.09% 26,865
Large Mariner, LLC $2,312,300 0.09% 26,345
Large State of New Jersey Common Pension Fund D Pension $2,279,299 0.09% 25,969
Large SG Americas Securities, LLC Broker-Dealer $2,238,486 0.09% 25,504
Small JOHN G ULLMAN & ASSOCIATES INC $2,233,746 0.09% 25,450
Small OneAscent Financial Services LLC $2,195,829 0.09% 25,018
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $2,176,696 0.08% 24,800
Mid Linden Thomas Advisory Services, LLC $1,989,131 0.08% 22,663
Mega AQR CAPITAL MANAGEMENT LLC $1,934,185 0.08% 22,037
Mid Advisors Asset Management, Inc. $1,869,852 0.07% 21,304
Large MetLife Investment Management, LLC $1,866,604 0.07% 21,267
Mid Illinois Municipal Retirement Fund Pension $1,842,994 0.07% 20,998
Large STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM Pension $1,834,305 0.07% 20,899
Large ALPS ADVISORS INC $1,817,453 0.07% 20,707
Mid State of Alaska, Department of Revenue $1,815,434 0.07% 20,684
Mid PDT Partners, LLC $1,808,062 0.07% 20,600
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,764,791 0.07% 20,107
Large OSAIC HOLDINGS, INC. $1,709,057 0.07% 19,472
Mid Louisiana State Employees Retirement System Pension $1,632,522 0.06% 18,600
Page 1 of 4
Next »

Report a Problem

Category
Description
Email (optional, for follow-up)